Seasonal Swoon? That’s Not Our Tune!
Oak Harvest takes a look at seasonality in the capital markets, why many analysts are predicting an imminent downturn, and why we believe their analysis flawed! Join us for this edition of Stock Talk! Chris Perras: Hey, good afternoon. Happy Friday. I’m Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. We’re an investment…
Newsletters – Great Business…But Their Advice? Exercise Caution!
Oak Harvest discusses whether or not financial newsletters are fiduciaries and then discusses our current view of the markets! Chris Perras: Hey, Happy Friday. I’m Chris Perras, chief investment officer at Oak Harvest Financial Group. We are an investment management and financial advisor here in Houston, Texas, and welcome to our July 30th Stock Talk…
Bad “Breadth” You Say? Problem Solved and Bears Gored by the Bull…Again
Join Oak Harvest for the July 23rd edition of Stock Talk! We revisit the topic of “Market Breadth,” and explain how media and Wall Street hand-wringing about the topic is over-blown in our view. Chris Perras: Hey, Happy Friday. I’m Chris Perras, chief investment officer at Oak Harvest Financial Group. We’re an investment management and…
Second Half Outlook Breakdown – Part Four: Demographics
Join Chris Perras for Part 4 of our deep dive into Oak Harvests’s 2nd Half Market Outlook! In this episode, we cover how the common wisdom about the demographics of the United States may not be accurate, and what means for investors. Chris Perras: Hey, happy Friday. I’m Chris Perras, chief investment officer at Oak…
Second Half Outlook Breakdown – Part Three: Volatility is Overstated
Join us for Part 3 in our breakdown of our 2021 Second Half Market Outlook! In this episode, we discuss Volatility, and examine current trends and levels in light of historical trends and data. In our opinion: the data shows concerns about volatility are overstated and current levels add to an existing bullish backdrop for…
Second Half Outlook Breakdown – Part Two: Federal Reserve Liquidity
Chris Perras continues to break down OHFG’s 2021 market outlook. Part 2 in this breakdown series takes a look at the Federal Reserves’ monetary stimulus, its effect on equity markets, and our thoughts on the timing of both a “tapering” announcement and actual tapering actions. Chris: Hey, Happy Friday. I’m Chris Perras, Chief Investment Officer…
Second Half Outlook Breakdown – Part one: It’s a Bull Market
Chris Perras dives into Oak Harvest’s outlook for the 2nd half of 2021, starting with an exploration of our base case view: “We are in a bull market.” Join Chris for this edition of Stock Talk and learn more! Chris Perras: Hey, happy Friday. I’m Chris Perras, Chief Investment Officer at Oak Harvest Financial Group.…
2021 2nd Half Outlook: Let the Good Times Roll
The Bull Market marches on in the second half of 2021. Why? When? How high is possible? What sectors lead? Join Oak Harvest’s weekly podcast to hear our view of what’s ahead in the 2nd half of 2021. Chris Perras: Hey, happy Friday. I’m Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. We’re…
Rotation and Inflation
Equities, rotation and inflation: Growth stocks versus value. Rotation What is happening with inflation right now? So, how does it affect the stock market? Also, what do the stock and bond markets have to say about current and future inflation? And when will the current rotation in the stock market stop its sideways motion? Chris…
Stalled: Goldilocks forthcoming in H2 2021
Stalled and waiting. For the past 3–4 months, almost everyone on TV has been parroting the same sector-allocation theory. And the squawking amounts to this: Have your positions long in value vs growth, small caps vs large, and international vs domestic. Stalled and waiting, explained Chris Perras, CFA®, ChFC®, Chief Investment Officer, explains why these assessments…
