Fear is back in the Market, triggered again by the coronavirus spread. The media will certainly cite this explanation over the weekend. However, a sell-off was way, way overdue after an almost reckless rally the…
Mike FrazierFebruary 21, 2020
I find myself writing to you for the second consecutive Friday that brought sharp declines for stocks. These Friday declines bookended a massive rally, which sent the S&P 500 to fresh, all-time highs. It hasn't…
Mike FrazierFebruary 7, 2020
A volatile week on Wall Street saw the Dow and S&P record their second consecutive weekly declines and erased all of the new year's gains as January comes to an end. Stocks closed at the…
Mike FrazierJanuary 31, 2020
Plant-based meat has been all the rage of late, with Beyond Meat and the Impossible Burger hitting the fast food circuit. It's not just vegetarians eating them either. Veggie burgers are not new, they've been…
Mike FrazierJanuary 24, 2020
"Wall Street has a few prudent principles; the trouble is that they are always forgotten when they are needed most." - Benjamin Graham For those who have not heard of Benjamin Graham (1894-1976), he has…
Bedell FrazierJanuary 17, 2020
If there was any question whether 2020 was going to be an eventful year, it got answered in its first week. Tensions with Iran reached a fever pitch, having both nations seemingly on the brink…
Mike FrazierJanuary 10, 2020
The visibility is clearing but still remains cloudy. As we enter the 3rd decade of the 21st century, there has been a temporary truce in the Trade War and Brexit is moving forward. Some of…
Bedell FrazierJanuary 3, 2020
The relentless year-end rally continues. 2019 is tracking towards the best year for stocks in over two decades, back in those dotcom days. It's really been a parabolic move since October, with reckless abandon. Before…
Mike FrazierDecember 27, 2019
'Twas the night before Christmas And all through the Street, Not a creature was stirring Not even a trade tweet The stockings were hung By the chimney with care With hopes of tranquility Permeating the…
Bedell FrazierDecember 20, 2019
Our nation lost a Great American this week. Paul Volcker dedicated his life to public service. It’s been commonly said he always believed it to be his calling. Volcker served in government across Democratic and…
Mike FrazierDecember 13, 2019
There is apparently a trade deal with China. It still remains unclear what's in it. That's sort of been how this whole trade war has gone since tariffs began September of last year. The process…
Mike FrazierDecember 13, 2019
