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Bedell Frazier

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
Events

2018 Outlook Event

Bedell Frazier hosted our annual Market Outlook events in the Bay Area which included stops in Marin, San Francisco, and Diablo. At the events, we provided our outlook for the investment markets for the coming…
March 12, 2018