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Bryan Perry

Playing Offense With Defensive Sectors

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 […]

Consumer Spending Holding Up Against Historic Inflation

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% […]

LNG Stocks Are in a Stealth Bull Market

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 […]

Inflation Sensitive Stocks Have More Room To Run

Trying to anticipate the next big turn for market sectors and stocks that are lagging is like trying to safely pass a slower car on a two-lane road in a thick fog. There are inherent risks such as what investors are encountering with the fits and starts of so many false breakouts and bullish reactions […]

REITs Deliver Inflation Friendly Income and Growth

REITs deliver inflation-friendly income and growth as price increases are reaching levels not witnessed since the 1980s. Inflation is reflected by rising wages, commodity prices, cost of services and monetary policy tightening. The bond market is already pricing in several rate hikes by the Federal Reserve in upcoming Federal Open Market Committee (FOMC) meetings, and […]

Change In ‘Fedspeak’ Triggers Rally

Following last week’s Federal Open Market Committee (FOMC) meeting, Fed Chairman Jerome Powell held his press conference, where his answer to the first question asked of him was the spark that lit the fire under the market that carried the rally right into Friday’s closing bell. To be clear, words matter, and Powell chose his […]