Federal Reserve
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...
The Greatest Threat to Your Wealth Today: “Crater Lake” Speech II
“What is the greatest threat to your investments? Inflation.” -- Paul Abbott (p. 148, The Maxims of Wall...
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...
Bank Stress Tests Setting off Alarm Bells
Bryan Perry discusses the results of the Federal Reserve's recent bank stress tests and explains why the banking...
Powell, the Pandemic and the Plunge
A funny thing happened in the markets last Thursday. Well, not funny “ha ha,” but rather, funny “unusual.”...
Fed Stimulus Ruling Over Market Risks
Bryan Perry discusses the effects of the recent Fed stimulus package on the market. He then predicts who...
Freedom is the Best Disinfectant
Contrary to the line from the Kris Kristofferson classic, “Me and Bobby McGee,” freedom isn’t just another word...
Weak Dollar Signals Stimulus Overkill
Bryan Perry discusses the recent stimulus packages and the consequences of a weak dollar, including what such a...
Who Sold in May With So Much Cash on the Sidelines?
I spend a lot of time comparing notes with other Wall Street strategists. We’re all obsessed with diagnosing...
Rally Begs For Broader Sector Participation
Bryan Perry discusses why the recent stock market rally has been limited to a few sectors and why...
