Income Mail Archive
8-15-23: It’s A Rough Path – But Is Inflation Coming Down?
by Bryan Perry August 15, 2023 Last week’s inflation data came in as forecast, with a few components still showing some stubbornness to come down, but I believe, the big picture that [...]
8-8-23: The Great Rate Plateau Begins
by Bryan Perry August 8, 2023 Looking at the big picture for the stock market, one mostly needs to pay close attention to the bond market. Rising bond yields pose a big [...]
8-1-23: The Fed’s Latest Rate Increase and Its Impact on Regional Banks
by Bryan Perry August 1, 2023 Rising interest rates, commercial real estate losses, and increased regulatory scrutiny were the buzz phrases facing the regional bank sector in late May and early June, [...]
7-25-23: A Rally in The Energy Sector Is Taking Shape
by Bryan Perry July 25, 2023 All through 2022, the energy sector was the standout performer, as the major averages were broadly lower over the same time frame. The sanctions on Russian [...]
7-18-23: Potential Double-Digit Income from “The Magnificent Seven” Stocks
by Bryan Perry July 18, 2023 Some want income. Some want growth. How about some of both? The old saying of “having your cake and eating it too” comes to mind when [...]
7-11-23: The Yield Curve Suddenly Tightens – a Bullish Development
by Bryan Perry July 11, 2023 A funny thing happened this past week that got little mention by the financial media, whereas I thought it was particularly important, and a bullish development. [...]
7-4-23: Stocks Enter a Nice Glidepath for July
by Bryan Perry July 4, 2023 Having been led by the “Magnificent Seven” mega-cap tech stocks, the stock market is starting to exhibit some healthier signs of broadening out. The S&P 500 [...]
6-27-23: The Wagner Rebellion Against Putin is a Very Bullish Event
by Bryan Perry June 27, 2023 It is being reported by media outlets that the Wagner Group rebellion led by Yevgeny Prigozhin against Vladimir Putin and the Russian military is somehow negative [...]
6-21-23: A Time to Consider Locking in Yields?
by Bryan Perry June 21, 2023 A few indicators are taking shape within financial markets that indicate it may be time to profit from the bond market as well as the stock [...]
6-13-23: Investors Taking a Year-End View Should Be Well Rewarded
by Bryan Perry June 13, 2023 The stock market is finally starting to broaden out from the AI-related Magnificent 7 (or Elite 8) mega-cap tech stocks that have hoarded most of the [...]
6-6-23: The Market Breaks Out as Debt Increases and Money Supply Decreases
by Bryan Perry June 6, 2023 Investors will be trapped in this period of macro-economic volatility for a while. There is no question in my mind that the headwinds the market now [...]
5-31-23: Recession Resistant Real Estate Valuations are Discounted and Tempting
by Bryan Perry May 31, 2023 This past week’s consumer and inflation data came in a bit hotter than forecast, pushing up interest rates further and increasing the odds that the Fed [...]