Bryan Perry
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 […]
The Power And Glory Of The V-Shaped Rally
There is a constant stream of market critics who love to talk down the rally and how its longevity isn’t justified or rational. Those naysayers crow about lofty valuations, China tensions, big taxes coming if the Democrats sweep the elections, social unrest, another surge in the pandemic or a combination of some or all these […]
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 […]