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
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
Today was the anniversary of the 2020 Market top. It occurred right before the Covid Crash. So much has happened in those ensuing 12 months. The massive and relentless Stock Market rally is one of…
Mike FrazierFebruary 19, 2021
Whatever device you're reading this on, it's powered by semiconductors. Chances are, semiconductors drive your TV and refrigerator too. They're everywhere and inside nearly every electronic device. Remember the slogan: "Intel Inside?" It was like…
Mike FrazierFebruary 12, 2021
Amazon launched in the Summer of 1995, as a website that sold books. The company was formed less than a year earlier in the garage of Founder Jeff Bezos. He was 30 years old. Bezos…
Mike FrazierFebruary 5, 2021
Well, this was different. I can't remember a week in the Market like we just saw. I don't think it's ever before happened. Settle in for a few minutes, as I will try to make…
Mike FrazierJanuary 29, 2021
The winds turned in Washington with the transfer of power in the White House. The transition from 45 to 46 was beyond bumpy. As a discounting mechanism, the Market keeps looking forward. Never before has…
Mike FrazierJanuary 22, 2021
It was a down week within an up month for the Market in a simply unprecedented environment. It's a new year, with the same challenges. January has been like a 2020 hangover. You're ready to…
Mike FrazierJanuary 15, 2021
