Bryan Perry
Offering a Timely Tax Shelter For 2020
For some investors who are looking to lighten up or rebalance portfolios into the teeth of this torrid rally, there is a special tax shelter that offers some pretty attractive benefits that are quite unique. While most of us have heard of Opportunity Zones, I imagine most folks don’t know how they work or how […]
Finding Public-Private Prosperity in a Post-Pandemic Economy
At the close of the first quarter of 2020, the total public debt, as a percentage of gross domestic product (GDP), stood at 107.7%. To put this number into perspective, the highest U.S. government debt-to-GDP ratio was 106% in 1946 at the end of World War II. So, the current government has blown through that […]
High-Yield Fallen Angels Offer a Bond Market Sweet Spot
On June 29, CNBC reported that, in addition to the previously announced intention to buy heavily into the investment-grade corporate bond market, the Fed disclosed it had purchased bonds in speculative-grade companies and exchange-traded funds (ETFs) that included the SPDR Bloomberg Barclays High Yield Bond ETF (JNK). The Fed held a $412 billion position in […]
COVID-19 Epicenter Stocks Set to Rally
One thing that most investors are looking to pounce on are those stocks and sectors that have been crushed in the wake of the pandemic at the right moment in time when it’s a legit breakout and not another false re-opening rally that fades like the first one that fizzled out in early June. It […]
Inefficient Work-From-Home Favors Office Real Estate Investment Trusts (REITs)
URGENT WARNING: Do Not Fall for This Scam! It has come to my attention that there is a scam artist out there who is using my name as a front to take people’s money. The scam tells people that they work for me and that I would be investing your money. On top of that, […]
The Great Reopening Trade 2.0
The buildup to second-quarter earnings season was accompanied by some steady moves higher among the leading mega-tech stocks. Indeed, only beat-and-raise financial guidance would have kept the party going. However, some early season results failed to impress, and the overcrowded big-cap tech trade is finally letting off some steam as July ends. It is pretty […]