Bryan Perry
Will the Contentious Election Create a Buying Opportunity?
Just about every research firm, brokerage firm, asset manager, hedge fund and individual investor is in hyper-drive conducting “election scenario analysis” to best position assets prior to Election Day, which likely will turn into Election Week. Even that might be optimistic unless there is a clear leader in the Electoral College vote count. Will being […]
Bulls Buying Into Earnings, Stimulus and Vaccine Hopes
Living in a time when bias in the reporting industry is so prevalent can leave readers and voters gasping for truthful air. The many bias-filled news feeds we have to digest with a bottle of Tums is about as frustrating as the pandemic-laced life we all have to lead. There doesn’t seem to be an […]
REIT ETFs Are Top Heavy in Tech
Back about 11 years ago when the economy was emerging from the Great Recession, the big opportunity of that time was to leverage whatever equity one had and buy distressed brick-and-mortar real estate. The market was flooded with commercial and residential properties that had fallen into bankruptcy or had simply seen prices collapse under the […]
High-Grade Bonds Indexed To Inflation Have a Good Future
Treasury bond yields have spent most of September unchanged-to-mildly lower as market volatility has surged. The two are highly correlated but considering the 10.8% decline in the S&P 500 and the 14.9% slide in the Nasdaq over the course of three weeks, one would assume yields of government-backed debt would have rallied more. Below is […]
5G Income Stocks Are A Buy
The month of September has been the house of pain for the Nasdaq and especially the FAANG stocks of Facebook (NASDAQ: FB), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Netflix (NASDAQ:NFLX) and Google’s parent Alphabet (NASDAQ:GOOG, GOOGL), as well as the MAGA stocks of Microsoft (NASDAQ:MSFT), Apple, Google and Amazon. Fierce rotation out of the heavily weighted tech darlings into transportation, […]
Massive Options Trading Is Manipulating the Market
In a recent weekend edition of the Wall Street Journal, (Sept. 5-6), an article titled “SoftBank Trade Fueled Stock Rally” was front-page news, generating some buzz on trading desks but otherwise little press. I found it to be quite startling to learn that a company like SoftBank will buy $4 billion in the top mega-tech […]