Mike Frazier

Well, you can see how the Tech Titans wanted to testify on Capitol Hill before they reported those spectacular Q2 numbers. They absolutely blew away earnings expectations. One can only imagine what they were thinking…

The tone has changed for the Stock Market. A sell-the-news wave has returned. Tech is feeling it the most. It started with Microsoft on Wednesday. Intel got smoked Friday, despite a very solid double-beat on…

I’m going to geek out on some Market data today, but stay with me. I really think you’ll find it fascinating. And don’t jump straight to the end. Some of the biggest up days for…

It is Summer in the northern hemisphere. Under normal circumstances, people would be hitting the road or catching a plane for vacation. It will be less so this Summer. 2020 is not normal. The northern…

America is on the road. But is it on the road to economic recovery or a pandemic relapse? This is not a post-pandemic stage, we are still within the pandemic as the virus continues to…

What a week. Nothing should come as a surprise anymore; This is the year 2020. Between the Bolton book leak, the spiking virus cases, 20 Million Americans still unemployed, Juneteenth and the fact that Major…

The broad based rally ran into a wall Thursday. In just one day, the S&P 500 went from 96% of its constituents above their 50 Day Moving Average to 80%. That is still a large…

Wow. Just Wow. This relentless rally from the Market abyss in March has been one for the ages. The crash lower to start the year has been followed by a crash upward as the calendar…

There's something happening here. But what it is ain't exactly clear There's a man with a gun over there Telling us, We got to beware I think it's time we stop Children, what's that sound?…

On Thursday, I had a meeting with Ed Yardeni, someone who I consider a legendary investor on Wall Street. He was the Chief Investment Strategist at Prudential and Deutsche Bank, and the Chief Economist at…

Global Supply Chains: They are the worldwide systems that a business uses, from start to finish, to produce products or services. It is like the central nervous system of globalization. For the last few decades,…

This is going to be another long one. The April non-farm payrolls report showed a record 20.5 Million jobs were lost as the US Economy was shut down to stop the spread of the coronavirus.…