On Thursday, I had a meeting with Ed Yardeni, someone who I consider a legendary investor on Wall Street. He was the Chief Investment Strategist at Prudential and Deutsche Bank, and the Chief Economist at…
Mike FrazierMay 22, 2020
Our Weekly
Market Updates
This is going to be another long one. The April non-farm payrolls report showed a record 20.5 Million jobs were lost as the US Economy was shut down to stop the spread of the coronavirus.…
Mike FrazierMay 8, 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
Market opens higher to begin the busiest week of Earnings Season. It will be dominated by reports from the Tech Titans and Health Care. The Fed meets too. It’s going to be a huge week…
Mike FrazierApril 27, 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
What's going on in the world... Market opens higher, trying to bounce off the sharp declines from Monday and Tuesday. Driving the bullish sentiment is a fresh $484 Billion relief package for small businesses, hospitals…
Mike FrazierApril 22, 2020
Market opens lower to start the new week. Crude Oil continues to get hammered as supplies continue to overwhelm the stalled demand. Uncertainty around the virus and opening up the economy continues to be the…
Mike FrazierApril 20, 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
What's going on in the world... Market opens sharply lower, erasing yesterday's gains. Reality seems to be setting back in with some of the worst economic data being reported in decades, or ever. Retail sales…
Mike FrazierApril 15, 2020
Market opens lower, but well off the overnight lows. OPEC+ finally made a deal, but it was for less than 10 million barrels per day cut, which is less than expected and only 1/3 of…
Mike FrazierApril 13, 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
What's going on in the world... Market opens higher, as volatile price action continues. Stocks were in rally mode yesterday morning, but it didn't last. The S&P 500 closing in the red was the biggest…
Mike FrazierApril 8, 2020
Market opens sharply higher to begin the new week. Optimism about the curve bending seems to be the catalyst. Global markets were higher overnight. President Trump said this is going to be the hardest week…
Mike FrazierApril 6, 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
