If you followed the Market this week, you no doubt felt the turbulence. There's some serious stuff going on beneath the surface. The Market is in complete recalibration mode as the reopening of America continues.…
Mike FrazierMay 14, 2021
This was no slow week in America. It was stacked with many Market moving events. Stocks rallied in April on the back of strong earnings, a surging Economy, more anticipated fiscal spending, and a continued…
Mike FrazierApril 30, 2021
Planet Earth is a complicated place. It's home to nearly 8 Billion humans, in addition to countless other life forms. It's a Small World with big challenges. No doubt, there are laughter and tears with…
Mike FrazierApril 23, 2021
There was a rally on Wall Street. Both the Dow and S&P are at fresh, all-time highs. Dow reached 34K for the first time. The S&P banked its first 4-week winning streak since last August.…
Mike FrazierApril 16, 2021
The re-opening of America continues to be the theme as vaccine distribution outpaces the rising caseload. It's different overseas, where lockdowns continue. America's Economy is accelerating. JP Morgan CEO Jamie Dimon started the week saying…
Mike FrazierApril 9, 2021
The new Bull Market turned 1, as March 23 marked the lows from the Covid crash of 2020. I consistently find myself contemplating what has transpired in the past 12 months. The list is long.…
Bedell FrazierApril 1, 2021
Something strange has been happening in the Market. The Bond Vigilantes have returned after a 4-decade hibernation. The term "Bond Vigilantes" was coined by legendary investor Ed Yardeni in the 1980s in reference to Bond…
Mike FrazierMarch 26, 2021
The Stock Market opened Friday in messy fashion to close out a manic week. March Madness hit the Market. The Bond Market launched a full-court press on the Fed, which turned trading upside down. Interest…
Mike FrazierMarch 19, 2021
Exactly one year ago, the World Health Organization officially declared the Coronavirus outbreak a pandemic. This was an acknowledgment of what seemed clear to many already. Tom Hanks got the virus. Walt Disney closed its…
Mike FrazierMarch 12, 2021
Escalator up. Elevator down. That is the way of the Stock Market. It's an old saying. It's a long-term theme. The volatile price action can be gut-wrenching. It's certainly not everyone's favorite ride. Wouldn't it…
Mike FrazierMarch 5, 2021
What a week. What a month. What a year, already. And we are only 2 months in. So much has happened. For the Stock Market, February ended basically where it started. A quick sell-off to…
Mike FrazierFebruary 26, 2021
