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Weekly TGIF

The Bond Vigilantes Ride Again

Something strange has been happening in the Market. The Bond Vigilantes have returned after a 4-decade hibernation. The term "Bond Vigilantes" was coined by legendary investor Ed Yardeni in the 1980s in reference to Bond…
March 26, 2021
Weekly TGIF

March Madness Hit the Market

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…
March 19, 2021
Weekly TGIF

One Year Later

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…
March 12, 2021
Weekly TGIF

Shakeout on the Street

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…
March 5, 2021
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

TGI-XMAS

'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