All Posts By

Bedell Frazier

Weekly TGIF

TGI-Thanksgiving

Every holiday season we reflect on all we have to be thankful for: our health, our family and friends, our homes. It’s so easy to take them all for granted. We recognize how fortunate we…
November 21, 2018
best investment options Weekly TGIF

Market Shaking Continues

The October shakeout continued this week. Investor psychology has been pushed, tested and stretched. Stocks got beat up. There were some signs of capitulation this week, where investors panicked and couldn’t take it anymore. Relentless…
October 26, 2018
Weekly TGIF

Buy the Rumor, Sell the News

“Buy the Rumor, Sell the News.”  Today was a pretty good example of this famous Wall Street phrase. 2nd Quarter GDP got announced early this morning at a +4.1% clip, the strongest growth the economy has…
July 27, 2018
Weekly TGIF

What Lies Beneath?

Technology has had a stellar run over the past few years. It has led the Market or indexes for much of the run from 2016 (4th) wave lows at 1800 on the S&P through today.…
June 8, 2018
Quarterly Newsletters

Spring 2018 Newsletter

Volatility returned in size to start the new year. It wasn’t unexpected. We titled our annual Outlook piece Mean Reversion. It is the backbone of our 2018 investment strategy. The new year began with the Stock Market seriously extended. Without…
April 5, 2018