Income Mail Archive
4-15-25: A Bond Market Sell-Off is Anything But a “Yippy” Reaction
by Bryan Perry April 15, 2025 The tit-for-tat tariff war between President Trump and China hit a deep nerve in the Treasury market last week as trade war tensions were peaking, thereby [...]
4-8-25: Time to Brace for Earnings Season – And Much-Needed Tariff Guidance
by Bryan Perry April 8, 2025 Those of us who contribute to Market-mail are required to submit these columns by Sunday afternoon, so we don’t have the luxury to react to how [...]
4-1-25: Follow the Money Flows into Stagflation-Proof Assets
by Bryan Perry April 1, 2025 Most investors are acutely aware of the Wall Street maxim that “perception is greater than reality.” This phrase couldn’t be more applicable than to what the [...]
3-25-25: There is a Major Disconnect Between Current Perception and Reality
By Bryan Perry March 25, 2025 The level of uncertainty for both the domestic economy and global economy is about as high as I can recall. The April 2nd tariff deadline looms, [...]
3-18-25: Rotation Into Defensive Dividend Stocks Warranted
by Bryan Perry March 18, 2025 A heavy rotation out of growth stocks over the past few weeks has weighed heavily on the major averages that are now in correction territory. Some [...]
3-11-25: Buy When There Is Tariff and DOGE-Cut “Blood in The Streets”
by Bryan Perry March 11, 2025 Amid all the on again/off again tariff posturing that has the U.S. equity market seemingly in total chaos, I’m pleased to say that the bond market [...]
3-4-25: The Fed May Cut Rates Sooner Than Expected–to Deal with a Tighter Job Market
by Bryan Perry March 4, 2025 The noise level about the domestic economy downshifting from the strong finish in 2024 to that of a softer first quarter of 2025 is on the [...]
2-25-25: Taking Stock of Trump’s Tough Tariff Talk
by Bryan Perry February 25, 2025 The debate over the use and effects of applying tariffs on imported goods to the U.S. is getting hot and heavy. The long-term impact of tariffs [...]
2-19-25: AI is Causing a Rising Wave of White-Collar Layoffs
by Bryan Perry February 19, 2025 On February 7, it was reported that the U.S. economy kicked off 2025 by adding 143,000 jobs in January, fewer than expected (155,000), but the unemployment [...]
2-11-25: Market Leadership Moves Beyond the Magnificent Seven
by Bryan Perry February 11, 2025 Despite the upheaval in the equity markets related to DeepSeek and tit-for-tat tariffs, the most important development within the current market landscape are rotation of investor [...]
1-28-25: AI and RFK Jr. are Breathing New Life into Two Lagging Sectors
by Bryan Perry January 28, 2025 With the S&P 500 trading at a new all-time high, and Nasdaq not far behind, investors who are squarely positioned in the leading stocks within technology, [...]
1-22-25: The Market Embraces 2024 Themes For 2025
by Bryan Perry January 22, 2025 After less than three weeks of trading in the new-year, the market finally got its footing last week. The year got off to a rocky start, [...]