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Weekly TGIF

Weekly TGIF

What’s Inside and Why it Matters

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…
February 12, 2021
Weekly TGIF

Stopping the Game

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…
January 29, 2021
Weekly TGIF

2020 Hangover

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…
January 15, 2021
Weekly TGIF

TGI-2021: Priorities & Perspectives

This eventful, unprecedented, horrific, contentious, resilient and record-breaking year of 2020 is coming to an end. The number of topics for discussion in summary are vast. I've done my best to chronicle the year over…
December 31, 2020
Bedell Frazier Investment CounsellingWeekly TGIF


'Twas the night before Christmas And all through the land, Not a creature was stirring Not even a TikTok ban The stockings were hung By the chimney with care With hopes of American unity Permeating…
December 24, 2020
Weekly TGIF

A Moment of Reckoning

This was another record week. Unfortunately, not all records are worth celebrating. Stocks hit new record highs. This resilient Bull Market keeps forging higher, regardless of what gets in its way. Virus cases are also…
December 18, 2020
Weekly TGIF

Avocado Indicator

Inflation has been non-existent for a while now; At least measured by the government. The Labor Department just reported that consumer prices rose 0.2% last month. That’s a 1.2% increase from last year. When you…
December 11, 2020
Weekly TGIF

Economy Stalls, Market Roars

The Market keeps rallying while the Economy is stalling as the virus is spiking. There continues to be a major disconnect between Wall Street and Main Street. The Market keeps looking past the problems, to…
December 4, 2020
Weekly TGIF


Thanksgiving means different things to different people around the country. The first thing that comes to mind to most is probably turkey and family. Stuffing and pumpkin pie likely follow. Football is on TV. The…
November 25, 2020