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
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
It feels like there is a massive tug-of-war going on. And the tug-of-war is taking place on a tightrope. It is clearly centered around the subject of Covid 19 and a return to normalcy. It's…
Mike FrazierApril 9, 2020
The Bull Market officially ended. Growth was already slowing, and asset prices had lofty valuations. We have been thinking we had already been in a Bear Market for two years, starting in January of 2018…
Bedell FrazierApril 3, 2020
This was another record week. Stocks had one of the best weeks in history. The Stock Market saw the best three-day bounce since the Great Depression. Of course, it followed one of the worst. That's…
Mike FrazierMarch 27, 2020
When the lights go down in the city. And the sun shines on the Bay. Those are the opening lyrics for the song "Lights" by the legendary Bay Area band Journey. I'm pretty sure they…
Mike FrazierMarch 20, 2020
We are going to remember this week for a while. We're going to remember it for a number of reasons. We are going to remember it for the Coronavirus. We're going to remember it for…
Mike FrazierMarch 13, 2020
Market volatility is back, big time. The S&P has experienced six 3% daily moves, both up and down, in the last two weeks. This type of price action had not occurred in the previous 24…
Mike FrazierMarch 6, 2020
There is no sugar coating. This was a bad week for stock investors, whereas bond investors had one of the better weeks in history. It set all kinds of records for bad. It was the…
Mike FrazierFebruary 28, 2020
