2-3-26: Kevin Hassett’s Base Case for an Economic Supply Shock
by Bryan Perry February 3, 2026 With the decision [...]
1-27-26: An Opportunity to Own SpaceX Pre-IPO
by Bryan Perry January 27, 2026 The SpaceX IPO [...]
1-21-26: Kevin Warsh Has the “Chops” To Be Our Next Fed Chair
by Bryan Perry January 21, 2026 As of last [...]
1-13-26: The New Year Is Loaded with Lots of Moving Parts
by Bryan Perry January 13, 2026 The stock market [...]
1-6-26: Identifying the “Pain Trade” for Early 2026
by Bryan Perry January 6, 2026 For a little [...]
12-30-25: A Year-End Look Under the Market’s AI Hood
by Bryan Perry December 30, 2025 As 2025 comes [...]
12-23-25: Gold Has More Room to Rise in 2026
by Bryan Perry December 23, 2025 After a historic [...]
12-16-25: Mortgage REITs Enter the Limelight
by Bryan Perry December 16, 2025 After years of [...]
12-9-25: “Affordability” Takes Center Stage For 2026
by Bryan PerryDecember 9, 2025The waning year 2025 may be [...]
12-2-25: Moving Toward More Domestic Manufacturing is Now a Must
by Bryan Perry December 2, 2025 The Trump administration [...]