Income Mail Archive
8-13-24: A Rotation into Corporate Debt is Underway
by Bryan Perry August 13, 2024 The backdrop for being invested in floating rate assets for the past two years has been ideal. The Fed funds rate was near zero in early [...]
8-6-24: The Market Fears the Fed is Behind the Curve Again
by Bryan Perry August 6, 2024 Volatility spiked last week following a string of disappointing second-quarter results, the assassination of a Hamas leader in Tehran, dismal manufacturing data, and a jobs report [...]
7-30-24: A Bottom in Commercial Office Property Values Now Looks Further Out
by Bryan Perry July 30, 2024 Much has been written about the deteriorating conditions of commercial office property and the debt burden which that sector faces over the next two years. Demand [...]
7-23-24: Riding Out Summer Volatility with the “Mag 7” Earnings on Deck
by Bryan Perry July 23, 2024 This past week saw the stock market take on an entirely different tone than what had dominated the first half of July. Following the shooting at [...]
7-16-24: Bond Yields Appear to Be Normalizing in the 4% Range
by Bryan Perry July 16, 2024 With last week’s encouraging Consumer Price Index (CPI) reading of -0.1% for June, the bond market caught a fresh bid that took Treasury yields lower across [...]
7-9-24: Energy-Based Income Provides for High Yield Inflation Hedges
by Bryan Perry July 9, 2024 Following the latest employment data, released last Friday, the S&P 500 and NASDAQ traded to new all-time highs, but the same jobs report also stoked concerns [...]
7-2-24: Leveraged High Yield Bond Closed-End Funds Look Attractive
by Bryan Perry July 2, 2024 The primary takeaway from last week’s slowdown in inflation, per the PCE index report, is that a rate cut in September is very much on the [...]
6-25-24: The Torrid AI Rally Takes a “Pause That Refreshes”
by Bryan Perry June 25, 2024 The financial media and some Wall Street gurus are banging a drum to say that the AI trade is overpriced – or priced way ahead of [...]
6-18-24: The Market Just Got Real Simple, Real Fast, For Most Investors
by Bryan Perry June 18, 2024 This past week of trading activity brought with it several new developments that have stoked uncertainty in a number of sectors. Last week’s sequential trading sessions [...]
6-11-24: Non-Leveraged High Yield Asset Class Pays Double-Digit Yields
by Bryan Perry June 11, 2024 Last Friday, the U.S. Treasury market took it on the chin following the release of the May jobs report data showing that the economy added 272,000 [...]
6-4-24: The PCE Data Shows the First Signs of Inflation Cooling
by Bryan Perry June 4, 2024 Last Friday’s release of the Personal Consumption Expenditures (PCE) index report for April was a breath of fresh air for the economy, consumers, businesses, and the [...]
5-29-24: How to Add Premium Income from Selling Covered-Calls in Big Cap AI Stocks
by Bryan Perry May 29, 2024 Millions of investors are just now beginning to get up to speed on the topic of AI and the promise it brings to those that invest [...]