Bryan Perry
China’s Bad Behavior and the Elusive ‘Phase One’ Deal
Bryan Perry discusses China’s bad behavior and issues a prediction as to when the “Phase One” trade deal will get signed.
Investors Betting Heavily On Earnings Rebound in First Half of 2020
Bryan Perry discusses why investors are expecting an earnings rebound in 2020 and what effect the presidential election will have on it.
Steepening Yield Curve is Bullish for Mortgage REITs
Bryan Perry discusses the steepening yield curve and why this phenomenon will help mortage real estate investment trusts (REITs).
Business Development Companies (BDCs) Should Gain Lift in 2020
Bryan Perry discusses the status of Business Development Companies in 2020 and why investors should consider buying shares in these companies.
Is the Sudden Shift Into Deep Cyclicals Legit?
The major stock market indexes have entered November with fresh gains, with the S&P 500 and the Nasdaq Composite setting new record highs following better than expected employment data and better than feared manufacturing data for October. Nonfarm payrolls exceeded expectations, growing by 128,000 last month even during the General Motors (NYSE:GM) strike. Figures for […]
Refiners Hit Their Stride and Pay Champion Yields
Don’t look now, but while investors are all gaga about the momentum in semiconductor, home-building and bank stocks, the energy refiners are stealing the show and outperforming every sector on the board. The crack spread between the price of crude and the price of gasoline, jet fuel, diesel, distillates and lubricants has widened to where […]