Stock Talks

[embedyt] https://www.youtube.com/watch?v=hwzIuo4NDoo[/embedyt] If you waited on the Fed, you missed out on about 14% YTD gain in the S&P500 and almost 30% gain off the V-bottom low on April 8th. The Oak Harvest team has discussed for months our belief that we are in V-bottom recovery and in general “no would get in” at prices…

[embedyt] https://www.youtube.com/watch?v=h-aXNHg-xCA[/embedyt] If the Fed Funds Futures market proves its generally worthless predictive self, that is being correct no more than 5-7 days in front of the Fed meetings, the Federal Reserve just cut rates for the first time in almost 3 quarters of a year a few days ago. The first time since December…

[embedyt] https://www.youtube.com/watch?v=T8JKEQbGJIo[/embedyt] Hey everyone, Chris here with another Stock Talk. In today’s episode, we’re taking a step back from the usual episode and looking at the bigger picture. Specifically, what could actually go right for the markets as we head into the fourth quarter and into next year? Historically, this is a choppy time of…

[embedyt] https://www.youtube.com/watch?v=FhAegxNMCP4[/embedyt] Hey, hey, hey, yeah Hey, hey, hey yeah When Dove’s comes to town, that’s a doomdayers bain When Dove’s comes to town, shorts go down in flames Maybe they are wrong to think that stocks can’t do down, But they did what they did before doves came to town The Fed Reserve had…

[embedyt] https://www.youtube.com/watch?v=-2uCE3NMeVc[/embedyt] Let’s get right to the point, I am surprised how high we are in the S&P 500 at this point of August, 6450 as I wrote this, but pleasantly surprised.  While our team discussed past V-bottom rallies in stocks months ago, paying attention to the late 90’s Dotcom/internet infrastructure buildout/Y2k period versus our…

[embedyt] https://www.youtube.com/watch?v=LgiUHgVt6TI[/embedyt] Investors we skipped last week because the OHFG investment team was busy producing what should be the first in a series of monthly investment videos covering our long/short, hedged equity strategy, our moves in that strategy, and its outcomes.  This is a very unique alternative growth equity strategy and if you want more…

[embedyt] https://www.youtube.com/watch?v=yGDOyNgTsIs[/embedyt] It’s been an incredible 3.75 months, V-bottom rally in stocks since peak market fears over the economic uncertainty caused Liberation Day tariff spreadsheet chaos.  This is going to be a pretty short video as its peak Earnings reporting window for the 2q reports so our team is trying to sort out the good…

[embedyt] https://www.youtube.com/watch?v=dZg7dM0l-Vk[/embedyt] It’s been an incredible 3.5 months, V-bottom rally in stocks since peak market fears over the economic uncertainty caused Liberation Day tariff spreadsheet chaos.  The administration has walked back some of the most draconian tariff levels touted by Peter Navaro even seeming to play nicer a bit with China on many points. The…

[embedyt] https://www.youtube.com/watch?v=uYZxrySO9M0[/embedyt] If you have been following Oak Harvest and our investment commentary for any time, let alone for the last 5+ years we’ve been posting publicly, its safe to say, you’re aware of my love of the study of stock and economic cycles and market history including Presidential cycles and seasonal trading behavior in…

[embedyt] https://www.youtube.com/watch?v=8-RNwkiuamc[/embedyt] The first half of the year is behind us and what 6 months it was. Post election rally, followed by a -20% bear market cyclical correction, followed by a fast and furious, historic, non-Fed induced, V-bottom in stocks.  History would say that the initial V-bottom move in stocks off the bottom that started…