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Bryan Perry

Energy Holds Top Spot For Inflation-Friendly Income

There is no way to sugarcoat the current problem rising inflation is having on consumers, corporate earnings and the stock market. This past week, several blue-chip companies that reported fourth-quarter results cited rising costs for margin pressure on profits. Some companies are more effective at passing on those costs, but not if you are running […]

Market Reset Favors Dividend Stocks

Back in August 2018, Fortune magazine ran a cover story that received a lot of attention at the time. Titled “The End Is Near,” the feature column laid out a base case for the next recession that, while making perfectly good sense, didn’t pan out as predicted, at least not yet. The article claimed in […]

Chip Sector Takes Tech Selloff in Stride

There is no denying the desire among investors to reduce portfolio weightings in technology stocks. The tug-o-war between growth and value has had most tech stocks on the ropes for the better part of a month, with the most recent two weeks putting material downward pressure on the tech torch bearers. They include FAANG stocks […]

Raising the Bar for a Global Economic Rebound

Much of the market’s performance is highly tied to the current narrative, be it bullish or bearish or a mixture of both, depending on the headlines that move markets and influence investor sentiment. The first week of 2022 showed just how powerfully rooted the current investor mindset is focused on inflation and rising bond yields. […]

‘Come Fly With Me’ – It’s Time To Buy The Airlines

This past week, there have been three key developments for the travel industry that should provide for a strong catalyst for the airline industry and the stocks within the sector. First of all, the Centers for Disease Control and Prevention (CDC) have cut back the number of days required to quarantine from ten to five. […]

Fed Pivots When Interest Rates Exceed Inflation

There is so much noise and confusion about when the market is going to vault out of its primary bear trend with purpose and begin the next leg of the secular bull market — which is still very much intact. Looking at the 30-year chart of the S&P 500 ETF (SPY), the yellow line represents […]