The Market churned this week, with a lot to digest from the FED to trade talks, we will jump right in. The de-escalation of the trade wars has been the big driver of stocks. It’s been pretty clear; The Market has been at the mercy of the constant contradiction in trade headlines. Investors have been jerked around by the price action...
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10:53
U-Turns
Changing direction is a normal course of action in life. It’s usually driven by new information obtained. Either the facts changed, or perhaps you were wrong. It’s an important function on the road to success. You can’t keep going in the wrong direction and the sooner you recognize it, the probability of better outcomes grows. Good strategies have a plan A and plan B. And here’s a fact: Most people don’t like to admit when they’re wrong, even though most of the time everyone knows it. Of course, some are better at this than others...
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11:29
Data Drives Decision Making
The American Economy has shown real signs of stalling. Appetites to spend have been curbed a bit as the Trade War activity persists. You can certainly see it reflected in the Stock Market. Looking more broadly, Corporate America and the American Consumer have been tightening their wallets. The Economy was already in slowdown. The massive tariffs created a shock...
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9:17
What the Hell Just Happened?
I will start by saying, there is nothing normal about this environment. We entered the year knowing big changes were coming from the White House. When it comes to the massive debt, excess spending and trade, something had to be done. The status quo was simply unsustainable. That said, we certainly did not anticipate the velocity of activity coming from the Oval Office. Clearly the Market didn't either. Our thinking all along was that President Trump cared about the Stock Market, considering it a scorecard for his Presidency. That was certainly the case his first term. This second term has already proven so much different...
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15:12
Tariffs, Avocados and Moneyball
The Stock Market did something that’s been rare for this year. It was up 3-consecutive sessions to start the week. Despite all the confusing and chaotic noise coming out of Washington, the Market is trying to see through the noise. To be clear, there are some serious issues yet to be resolved. But the quick and violent sell-off in March found some reprieve. It didn’t last. There’s reason to believe this rally will continue a little while longer though. But we definitely expect this choppy price action to stick around. This is a theme for 2025...
Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
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