Stock Talks

[embedyt] https://www.youtube.com/watch?v=ggD2JXEF8Sc[/embedyt] I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, and with the Christmas weekend here, I want to keep this episode short and focus on 4 charts, tables, and data sets. Before I do, make sure you click on the subscribe button as well as the notification bell, so our…

[embedyt] https://www.youtube.com/watch?v=t2I3Q3SaYto[/embedyt] As of this writing, December 9th, the typical 60% Stocks and 40% Bonds portfolio was down almost -15% year to date in 2022. This makes 2022, one of the worst 5 years for a “balanced” portfolio like this. Here’s a chart from Lombard Odier, showing how bad and rare 2022 has been for…

[embedyt] https://www.youtube.com/watch?v=IJ_MCrHyRJs[/embedyt] What Could Go Right? With the S&P 500 probing its lows for the year, investor anxiety near highs, and sentiment near lows, on Friday, October 14th, the Oak Harvest Investment team released our weekly stock talk podcast and its title? What could go right with your portfolio in the 4th quarter? I am…

[embedyt] https://www.youtube.com/watch?v=7-8vNayTCgg[/embedyt] Post-China President Xi Jinping’s latest meetings with U.S. President Joe Biden, Chinese equities and those stocks exposed to the Chinese economy have rallied strongly off depressed levels over the last month. Maybe it’s been the notion of China relaxing its Zero-Covid policy? Or maybe it’s been China’s relaxing monetary policies to help cushion…

[embedyt] https://www.youtube.com/watch?v=IPKbdKcwGfw[/embedyt] Is cash indeed not trash? Is this relevant for your retirement plan? Back in 2021 during the COVID pandemic, billionaire Ray Dalio told the masses that cash is trash. Seemingly a year later he has completely reversed this statement and now states the opposite. Billionaire Opinions: With short-term interest rates now approaching 4.5%…

[embedyt] https://www.youtube.com/watch?v=NPs9AqCEBaM[/embedyt] The Financial Chess Game: In a much-anticipated move, the Federal Reserve, the central bank of the US, raised short-term borrowing rates to a target range of 3.75-4%. While this was expected, interest rate moves are always news for your money. I am Chris Perras with Oak Harvest Financial Group in Houston, Texas, and…

[embedyt] https://www.youtube.com/watch?v=VD2HW6RgTk0[/embedyt] The Investor Advice: We’ve all done it as investors, even the great Warren Buffett. The “It” is buying a stock or holding on to a stock based on valuation, holding on to it because it’s down -30 to 50%, or thinking it’s “cheap” only to be massively disappointed by its stock returns going…

[embedyt] https://www.youtube.com/watch?v=Sy2krsuiY78[/embedyt] Historic Quarters: 2022 is nearing a historically bad first three quarters for investors in stocks and bonds globally in many ways. The main culprit is our Federal Reserve vowing to bust inflation now by implementing the most aggressive monetary tightening the world has seen since 1994. With most stock indexes down -20% or…

[embedyt] https://www.youtube.com/watch?v=vlxhnStviSY[/embedyt] Unprecedented Moves: Do you have losses in your bond holdings? Bond markets have declined in unison with stocks year to date primarily for one reason. The Federal Reserve has moved with historically large and fast interest rate hikes. They’ve done it at one of the fastest paces in 100 years. This after being…

[embedyt] https://www.youtube.com/watch?v=6SIf4mM9ZEQ[/embedyt]   Busting Inflation: 2022 has been a bad nine months for investors in stocks and bonds globally as our Federal Reserve has vowed to bust inflation now. Never mind that our Fed fueled a large part of the inflation currently in the system by downplaying inflation in 2021 and the job market ahead…