Bedell Frazier Investment Counselling

Hiring in America hit stall-speed in August. Just 22K jobs were created. That was a big miss from the 77K expected. The unemployment rate remains at 4.3%. A weakening labor market has been the driver…

The AI race is upon us. It's been escalating ever since ChatGPT made its appearance in the Fall of 2022. Nvidia has been the undisputed leader in the race. Companies, both at home and abroad, have sc…

Wyoming was the center of investor attention Friday. The Rocky Mountain valley is known as Jackson Hole. The town is simply Jackson. The region is known for its beauty and its endangered animals; Par…

The calendar has turned to August and students from across the country are heading back to school. Summer is coming to a close. Transition continues...

Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new t…

This was another week of some serious Market-moving activity. We just knew it would be. On tap was a Fed meeting, a slew of earnings and more trade talks. The week would end with the July Jobs Report…

Alphabet reported earnings this week, kicking things off for the Tech Titans and providing an update on the state of AI. The company raised its planned investment spend for the year by $10 Billion, t…

This has been an impressive record run for the Stock Market. It continued to hit new, all-time highs in July. The fear from the trade wars and the April crash are deep in the rear-view mirror. Americ…

Twelve score and nine years ago, in the Pennsylvania State House in Philadelphia, a Continental Congress representing 13 colonies declared its independence from Great Britain. The date was July 2nd, …

To say the Stock Market has been resilient is a complete understatement. Investors have been hit with multiple shocks in the first half of 2025. They’ve ranged from 2 wars overseas, American bombs hi…

I was chatting with a friend of mine this week about all of the issues going on around the world. I do that a lot. I like to learn how other people think. Gathering information and broad perspectives…

Thursday night brought news that Israel attacked Iran. The price of Oil spiked 13% overnight. Stock futures sank.  Risks of an all-out war between these two adversaries are as high as they’ve ever be…

The Stock Market is not the Economy. The Economy is not the Stock Market. To be sure, there are definite overlapping influences, no question. But they are both completely separate entities. At times …

This was yet another wild and eventful week for the Market. Where to start? Well, we found out this: President Trump didn’t have the powers to impose those global tariffs. That, from the U.S. Court o…

Memorial Day weekend is the unofficial kickoff to Summer in America. It’s full of graduations and barbecues. Many hit the beaches and the lakes, from coast to coast. However, it seems to have become …

What a difference a month makes. The crash has been repaired. Well, sort of. The S&P 500 erased all of the losses. It’s now green for 2025. The 180 degree move from the White House on tariffs trigger…

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; …

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 t…

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 mo…

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 an…