All Posts By

Mike Frazier

Dark and Early

Monday – July 15, 2019

Market opens flattish to begin the new week. Earnings come into focus. Expectations are for a contraction in Q2 numbers, but the big question is, what matters most: earnings or the Fed? The narrative has…
July 15, 2019
Weekly TGIF

Where’s The Money?

I visited the Federal Reserve Bank of San Francisco this week. It is the 12th District of the Fed, with oversight of the nine western states, including Hawaii, plus the Pacific territories. Of the 12…
July 12, 2019
Dark and Early

Monday – July 8, 2019

Market opens lower to start the new week. With the Market near all-time highs, the stronger than expected jobs report for June complicates the rate cut plan for July. The Market has clearly already priced…
July 8, 2019
Dark and Early

Monday – June 17, 2019

Market opens flattish to start the new week. And it’s an important one. Three major central banks meet this week, with the future of monetary policy to combat the economic slowdown the focus. Investors will…
June 17, 2019
Weekly TGIF

How People Pay

People pay in many ways these days. It's less and less coming in the form of Dollars and cents. The movement was kickstarted in the 1950s with the creation of the credit card. In 1950…
June 14, 2019
Dark and Early

Monday – June 10, 2019

Market opens higher to start the new week. Deals are the theme, as the last minute arrangement with Mexico on Friday negated the tariff increase for now. United Technologies and Raytheon announced a merger over…
June 10, 2019
Weekly TGIF

D-Day, Today and Tomorrow

This week marked the 75th anniversary of the Allies storming the beaches of Normandy. That day literally changed the course of World War II. The historic day changed our future. It's known as D-Day. The…
June 7, 2019
Dark and Early

Monday – June 3, 2019

Market opens mixed to begin the new month. The DOW has declined six consecutive weeks, something it has not done since 2011. It was the worst May in nine years. The DOW's Friday close was…
June 3, 2019
Weekly TGIF

Market Turbulence

The S&P closed out its worst month on the year and the worst May since 2010. For the DOW watchers, the Dow Jones Industrial Average suffered its 6th weekly loss, something that has not been…
May 31, 2019