Can you believe we are already halfway through the year? Can you believe we have another half to go?? The answer depends upon your visibility and vantage point. There is nothing normal about 2020. Within 6 months,…
Bedell FrazierJuly 2, 2020
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…
Mike FrazierJune 19, 2020
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…
Mike FrazierJune 12, 2020
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…
Mike FrazierJune 5, 2020
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?…
Mike FrazierMay 29, 2020
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…
Mike FrazierMay 22, 2020
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,…
Mike FrazierMay 15, 2020
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.…
Mike FrazierMay 8, 2020
2020 has been a year like no other. We are only one-third in. For we investors, it’s felt like an eternity. At least that’s the way it’s felt at my house. It’s a new month,…
Mike FrazierMay 1, 2020
This was another eventful week. I write this a lot these days. The weeks are so eventful, in ways I never once imagined. And it's real. The world has been in lockdown to combat a…
Mike FrazierApril 24, 2020
Opening America back up is on everyone's mind. Doing it the right way is essential. Not everyone agrees on what it might look like. It is clear now that each state is responsible for itself.…
Mike FrazierApril 17, 2020
