Bryan Perry
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 […]
Bulls Embrace Huge Trillion Dollar Economic Bridge For Passage
Congress has returned to Capitol Hill this week to hash out another bailout package, as the $600 per week unemployment checks run out at the end of the month. The momentum to pass a bill in the next 10 days is politically huge for both parties, and while there are a variety of differences as […]
Emerging Market Income Looks Promising
Bryan Perry turns his attention to emerging markets and argues how they are being affected by a resurgence in the Chinese economy.
Flying Blind Into Earnings Season
Despite the resurgence of the coronavirus, this past week, Wall Street applauded data on home sales, consumer confidence and the labor market even as Florida, Arizona and Texas emerged as the new epicenters of the virus and put phase-three reopening plans at risk. Restaurants, bars and gyms were closed or had their reopening plans dialed […]