By the title, you might think I'm writing about a 4-year old's birthday party. But I'm not. Do you remember the phrase "Irrational Exuberance?" The phrase was used in a speech by former Fed Chair…
Mike FrazierMay 17, 2019
We titled our Spring Newsletter: The Check Engine Light is On. The S&P has had its best start of the year in decades. The Stock Market in 2019 is a mirror image to how it…
Mike FrazierMay 3, 2019
I was in Texas this week. I have been coming to the Lone Star State every year for the last 15 to meet with clients and do research in the field. Texas is known for…
Mike FrazierApril 26, 2019
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
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
The Secular Bull Market just turned 10. It was a decade ago that the US Stock Market reached a bottom and the Financial Crisis ended. It was the Spring of 2009. Out of the ashes,…
Bedell FrazierApril 5, 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
“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
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
The explosive rally to start 2019 has reached stall speed in March. 2800 S&P has proved to be formidable resistance. That level equates to approximately 26K on the DOW. Money has been flowing back into…
Mike FrazierMarch 8, 2019
Business models change. Innovation plays a huge role. Pricing impacts. It drives behavior and consumption. It spurs creativity and investment. Things move so much faster these days. It’s not going to stop. Competition drives success.…
Mike FrazierMarch 1, 2019
