All Posts By

Mike Frazier

Weekly TGIF

The New World Order

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…
April 18, 2019
Dark and Early

Monday – April 15, 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…
April 15, 2019
Weekly TGIF

Disney Answers the Digital Age

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…
April 12, 2019
Dark and Early

Monday – April 8, 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…
April 8, 2019
Weekly TGIF

IPO Fever

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…
March 29, 2019
Dark and Early

Monday – March 25, 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…
March 25, 2019
Weekly TGIF

The Rally Got Mugged

“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…
March 22, 2019
Dark and Early

Monday – March 18, 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…
March 18, 2019
Weekly TGIF

The World Wide Web

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…
March 15, 2019