Bryan Perry
Earnings Season Fixes Everything
This past week saw the stock market take on an entirely different tone than what had preceded for the first half of July. Following the shooting and the rowdy Republican National Convention that propelled Donald Trump into a broad lead for the White House, fresh fears of trade relations with China and the possibility of […]
Further Gains In Bonds Will Be Tough To Come By
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 the entire curve. The two-10 spread is now -0.27%. While still inverted, the yield curve is flattening out with the Fed not even having started to cut rates. Bond […]
Energy MLP ETFs a High Yield Sweet Spot
Following the latest employment data from last Friday, the S&P 500 and Nasdaq traded to new all-time highs. The jobs report went the market’s way in terms of rate cut expectations, but also stoked some concerns about lower earnings growth in the event that softening labor market conditions translate into lower consumer spending. Private sector […]
Time to Consider Leveraged Corporate Bond Funds
The primary takeaway from last week’s slowdown in inflation for the U.S. economy per the Personal Consumption Expenditures (PCE) Index report is that a rate cut in September is very much on the table, but don’t count out the outside possibility of a cut at the July 31 Federal Open Market Committee (FOMC) meeting. Four […]
Buying the Dip in the AI Leaders
The financial media and some so-called Wall Street gurus are banging the drum that the artificial intelligence (AI) trade is being overpriced and way ahead of expectations about what this once in a lifetime secular theme will deliver to investors. With the recent AI-led tech rally hitting pause last week and bond yields falling on […]
Generational Wealth Being Created From AI
This past week of trading activity brought with it several new developments that can and have stoked uncertainty in a number of sectors within the stock market. As last week’s sequential trading sessions showed a marked narrowing of market leadership, in my view, there is good cause to rotate heavily into artificial intelligence (AI) trade. […]