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Oct 3, 2024 | 
moneyshow.com | Bryan Perry
Recent comments from Fed Chairman Jerome Powell — framing two quarter-point cuts for the Nov. 7 and Dec. 18 meetings — would put the federal funds rate at 4.25%-4.50% by year-end. In this scenario, I like the VanEck Preferred Securities Ex-Financials ETF (PFXF), writes Bryan Perry, editor of Cash Machine.
PFXF seeks to replicate the performance of the ICXE Exchange-Listed Non-Financial Preferred Securities Index.
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Sep 4, 2024 | 
moneyshow.com | Bryan Perry
Following the Q2 earnings season, it should be clear to investors that the disruptive transformational changes and advancements being brought about by the implementation of Artificial Intelligence (AI) are not some one-off, or temporary, paradigm shift that has a half-life of 12-18 months. Serious income can be generated from selling out-of-the-money covered calls on key AI stocks, suggests Bryan Perry, editor of Cash Machine.
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Aug 19, 2024 | 
moneyshow.com | Bryan Perry
DHT Holdings Inc. (DHT) just reported second-quarter earnings of $0.27 per share, a penny light of consensus of $0.28. Revenues fell 8.2% year-over-year to $103.7 million versus the $102.75 million FactSet consensus, notes Bryan Perry, editor of Cash Machine.
Management stated: “The freight market ended the second quarter and has commenced the third quarter with weaker freight rates when compared to the first half of 2024.
DHT Holdings Inc.
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Jul 19, 2024 | 
moneyshow.com | Bryan Perry
For the first half of 2024, the market was led higher by a narrow group of mega-cap tech stocks as capital investment into Artificial Intelligence (AI) has been the center of attention. And rightly so. Now, bulls are embracing a broadening out of sector participation. I like AGNC Investment Corp. (AGNC) here, explains Bryan Perry, editor of Cash Machine.
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Apr 17, 2024 | 
moneyshow.com | Bryan Perry
Stocks and bonds have retreated recently due to the fallout of the Israel-Iran conflict, higher oil prices, and higher bond yields. Most high-yield asset classes in our model portfolio took a step back over the past few days in tandem with the broader market. But I like Apollo Tactical Income Fund Inc. (AIF) here, explains Bryan Perry, editor of Cash Machine.
The resilient US consumer has the Fed on hold for near-term rate cuts, as the latest retail data came in above forecast.
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Dec 14, 2023 | 
moneyshow.com | Bryan Perry
The latest read on consumer inflation came in right as forecast, giving investors further reason to maintain and increase stock and bond market exposure. The model portfolio is trading with a nice tailwind to its back, and I like Apollo Tactical Income Fund (AIF) here, notes Bryan Perry, editor of Cash Machine.
The Consumer Price Index (CPI) for November rose just 0.1% on the headline number and 0.3% for the core number, putting annual inflation at a 3.1% clip.
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Nov 15, 2023 | 
moneyshow.com | Bryan Perry
Bond and equity prices surged after the October Consumer Price Index (CPI) data came in better than consensus. The shelter component, Owner’s Equivalent Rent, which makes up 35% of the overall index, was up 0.4% on a monthly basis and below the average forecast of +0.6%. I like Flex LNG Ltd. (FLNG) here after it reported another excellent quarter, notes Bryan Perry, editor of Cash Machine.
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Sep 3, 2023 | 
invesbrain.com | Tyler Durden |Bryan Perry
US index futures and global equity markets rose on Monday in razor-thin holiday trading with sentiment boosted by the latest Chinese property stimulus measures coupled by wagers that global interest rates are approaching a peak. As of 8:30am, futures contracts for both S&P 500 and Nasdaq 100 gained about 0.2% as stock markets in Asia and Europe rallied. US cash markets are today closed for the Labor day weekend.
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Aug 8, 2023 | 
invesbrain.com | Ed Moya |Tyler Durden |Bryan Perry |Anna Peel
Looking at the big picture for the stock market going forward, one only needs to pay close attention to the bond market. Rising bond yields will prove to be a bigger challenge to the market's leading growth companies, a commonly understood assumption by most investors. And though there is strong disagreement as to whether the Fed is justified in taking the Fed Funds Rate up toward 6.0%, the bond market is only placing a 13% chance of a quarter-point hike at the Sept.
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Aug 8, 2023 | 
invesbrain.com | Tyler Durden |Bryan Perry |Anna Peel
Via SchiffGold.com, Last week, Fitch Ratings downgraded the US's long-term credit rating from AAA to AA+. While the downgrade won't significantly impact the US government's ability to borrow, it should serve as a wake-up call because there is a much bigger problem looming on the horizon: a market-driven downgrade of the US dollar. The bond market got pummeled last week with four losing days before a rally on Friday driven by a weaker-than-expected jobs report.
