Bryan Perry

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The Russia/Ukraine war can’t be overlooked. It is having a major impact on the global supply of fossil fuels. The sanctions and widening embargo against Russian oil exports is the equivalent of losing Saudi Arabia or the United States in terms of production. The repelling of a major oil supplier like Russia as a source […]

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Last week, the bond market voted thumbs down to the Fed’s 50-basis-point rate hike as Treasury yields initially paused, assessed the Federal Open Market Committee (FOMC) policy statement and summarily traded to the highest levels since the fourth quarter of 2018.  From the 20-year chart of the benchmark 10-year T-Note, the radical move up to […]

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With bond yields risings and the major stock averages testing and, in some respects, violating the March lows, income investors need to look no further for incredible inflation sensitivity, comfort and tax efficiency than master limited partnerships (MLPs). As a sub-sector of the broader energy sector, these operators of pipelines transferring, terminalling, storing and gathering […]

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The stock market sent investors a crystal-clear message last week, and it wasn’t one to be taken lightly. Against the current chaos of a market landscape that is crushing every questionable growth company in its tracks, along with every pseudo-macro secular trend that pretends to be havoc-proof, it should be noted that all get-out-of-jail free […]

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For the past week, investors have been pummeled with negative inflation data and its effects on the economy.  The data have spoken, and one would surmise that the apparent doom and gloom in an economy tied so heavily to consumer spending would have had a much bigger impact on the stock market than the 9% […]

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The stock market has undergone a reality check over these past two weeks, with the majority of market sectors enduring selling pressure as investors reprice risk-on assets against a landscape of acceptance that inflation, rising rates, elevated commodity prices, supply chain constraints and the Ukraine war are going to last longer than first perceived. These […]

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