Income Mail Archive
9-10-24: A “Compression Cycle” Hits the Market on Weaker Labor Data
by Bryan Perry September 10, 2024 Pretty impressive one would think. But the rub on the market now, that brought about the worst week when lower earnings growth prospects cause price-earnings ratios [...]
9-4-24: Turning Volatility Into AI-Related Covered Call Trading Strategy
by Bryan Perry September 4, 2024 Heading into September, the Mag 7 and other leading tech stocks have exhibited extreme volatility. In reviewing the chart action of the Round-Hill Magnificent Seven ETF [...]
8-27-24: What the Massive Job Revisions Reveal
by Bryan Perry August 27, 2024 The latest astonishing downward revision of 818,000 jobs is the largest such downgrade in 15 years. That effectively means there were 818,000 fewer job gains than [...]
8-20-24: A Goldilocks Economy Begets Rising Gold Prices – What Gives?
by Bryan Perry August 20, 2024 As the stock market enjoyed a “V-shaped” rebound in the span of two weeks, erasing the losses from the trap door sell-off of August 2-5, we [...]
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 [...]