I attended a session with the Panetta Institute this week. The title was: “The Role of Nationalism, Globalism & Patriotism.” It was a fascinating topic with a stellar panel: Leon Panetta - CIA Director, White…
Mike FrazierApril 18, 2019
Market opens flattish to start the new and shortened week. It’s also Tax Day. Momentum is strong heading into Earnings Season. Financials jumped off the JP Morgan report on Friday. Goldman and Cit didn’t say…
Mike FrazierApril 15, 2019
Competition is as American as Baseball and Apple Pie. It brings out the best and worst in people. Rivalries make competition great. Rivalries are born from competition. We naturally think of Coke and Pepsi. The…
Mike FrazierApril 12, 2019
What's going on in the world... Market opens in the green after yesterday’s selloff snapped the 8-day S&P win streak. Renewed trade tensions triggered the selloff as the US and Europe are sparring on tariffs.…
Mike FrazierApril 10, 2019
Market opens lower to start the new week. But that’s something new. With gains on every trading day of the quarter's first week, the S&P 500 heads into Monday riding a 7-day winning streak and…
Mike FrazierApril 8, 2019
IPO fever pitch has set in again. Ride-sharing start-up, Lyft, priced shares at $72 last night, which was the high end of its range, setting its valuation at over $24 Billion. The stock exploded higher…
Mike FrazierMarch 29, 2019
What's going on in the world... Market opened flattish after another whipsaw day yesterday which saw large gains nearly completely get erased while closing substantially in the green. Early gains turned to losses fairly quickly.…
Mike FrazierMarch 27, 2019
Market opened in the green but quickly slipped into the red after the worst session of the year on Friday took stocks lower, and brought a deeper inversion of the yield curve. Trouble is circling…
Mike FrazierMarch 25, 2019
“The Rally Got Mugged” That was the title of an article I saw this morning. It was an attention getter. The Market always has our attention. This was one of those weeks we will be…
Mike FrazierMarch 22, 2019
Market opens mixed with the S&P and NAS lifting higher while the DOW continues to be dragged down by Boeing. The S&P is back to levels last seen in early November, having broken through the…
Mike FrazierMarch 18, 2019
The World Wide Web was invented three decades ago this week. On March 12, 1989, a revolutionary proposal was submitted by a British computer scientist named Sir Tim Berners-Lee to the European Organization for Nuclear…
Mike FrazierMarch 15, 2019
