Income Mail Archive
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 [...]
5-23-23: Regional Banks Are Setting Up for a Summer of Tough Love
by Bryan Perry May 23, 2023 Debt ceiling talks are ongoing and both sides have promised that there will be no default, yet the Parties are miles apart on terms. There is [...]
5-16-23: Business Development Companies to Benefit from a Credit Crunch
by Bryan Perry May 16, 2023 The failure of three large regional banks and the challenges facing the entire sector remained in high focus this past week after it was disclosed that [...]
5-9-23: Some Beaten Down REIT Subsectors Deserve a Closer Look
by Bryan Perry May 9, 2023 It has long been held that owning homes and apartments is one of the better inflation-sensitive assets to offset rising prices, and due to the shortage [...]
5-2-23: The Market May Enjoy “Spring Fever” With a Positive Fed Policy Statement
by Bryan Perry May 2, 2023 Friday’s strong stand helped close the month of April on a positive note, but that pop in the major averages mostly came courtesy of FAANG stocks, [...]
4-25-23: Confluence of Data, Earnings, and Fed Policy Take Center Stage
by Bryan Perry April 25, 2023 In the first three weeks of April, the S&P 500 stayed within a 100-point range, mostly staying within a tight 4,100-4,150 channel, but we could see [...]
4-18-23: Massive Paper Losses Turn Banks into a “Zombie” Sector
by Bryan Perry April 18, 2023 Opinions about how the first-quarter earnings season will play out are very mixed. There are those who believe the market’s resiliency is about to get a [...]
4-11-23: Earnings Season is the Next Big Hurdle for Equities
by Bryan Perry April 11, 2023 Nothing resolves market ills and pains more than rising corporate profits. The old saying of “sales fixes everything” applies to just about every kind of business, [...]
4-4-23: The Stock Market Loves Liquidity Injections
by Bryan Perry April 4, 2023 A number of reasons are being touted for the market’s quarter-ending rebound last week, the primary one being the release of the personal consumption index (PCE) [...]
3-28-23: The FASB, Treasury, and Federal Reserve Caused this Banking Crisis
by Bryan Perry March 28, 2023 Yields on Treasuries have nosedived in a full-scale rebuke of Fed Chair Jerome Powell’s quarter-point rate hike, the ninth in a year-long string of increases. Far [...]
3-21-23: Rapid Transparency Can Quell Any Crisis of Confidence in the Banking Sector
by Bryan Perry March 21, 2023 This past week of volatility in the banking sector was epic, along the lines of how the 2008 crisis began, when some high-profile mortgage lenders and [...]