Stock Talks

Stock Market American Exceptionalism: Is it real?

American Exceptionalism: 2025 Soft Landing

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[embedyt] https://www.youtube.com/watch?v=hooCYTLau-Q[/embedyt] I want to apologize for missing last week and giving you some market content.  We had a 50 year historic snow event here in Houston mid-week which kept us from filming, as well as postponing OHFG’s first half market summit from Thursday the 24th to last night, Thursday the 31st.  There’s a link…

2025 Slow start, will stocks crash?

Top Reasons for a Weak Start to 2025 in the Markets

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[embedyt] https://www.youtube.com/watch?v=BQ0S_ymxLPY[/embedyt] In this video I’m going to quickly cover why the first 2 weeks have started off on a down note for most equity markets. I am also going to cover why it is not yet overly worrisome from a historical perspective when the economy is in the 2nd or third year of a…

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The Trouble with Harry Dent, Robert Kiyosaki, Jeremy Grantham: Part 2, 3, 4, 5…

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[embedyt] https://www.youtube.com/watch?v=ugVyw-AbuLw[/embedyt] Investors nearly exactly a year ago to the today, I released what would become my most watch StockTalk You-tube video to date.  It’s title, “The Trouble with Harry Dent, Robert Kiyosaki, and Nassim Taleb – Fear Sells- Crash of a Lifetime”.  Here’s a link to that video. https://www.youtube.com/watch?v=PPUrkEUQKGE  It has over 6500 views. …

2025: First Half Market Outlook

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[embedyt] https://www.youtube.com/watch?v=LyUHweFDnd0[/embedyt] First off, Happy New Year and welcome to 2025 as this is the first stock talk of the new year. Over the last 8 weeks, our investment team has answered a myriad of questions into and out of the election in November. We laid out multiple scenarios to how 2025 could play out…

The Road Less Traveled S&P 500. Great 7000+, Good 6660, Ugly 4500. Chris Perras thinking about which road to take behind him.

S&P 500 2025 3 Roads Diverged – The Great, The Good, and The Ugly

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[embedyt] https://www.youtube.com/watch?v=ZpamtDM4s3A[/embedyt] Three roads diverged in a yellow wood…oh wait, that’s not the poem. The OAK Harvest investment team gets often asked about scenario analysis and other potential outcomes for the stock, bond and financial markets. This makes sense as no ones crystal ball is perfect each in every year. Given its year end 2024,…

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2025 – Our List of KSFs For The Markets

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[embedyt] https://www.youtube.com/watch?v=lyRMW9gP0sE[/embedyt] First off, Merry early XMAS as this is the last stock talk before the holiday next week. Second, we’ve gotten a lot of great questions since the election on the outlook for the economy and the markets for 2025.  We have addressed the key issues we see affecting the markets in 2025, however…

Your 2025 Stock Checklist, Will the bulls keep running?

S&P500: The Bull’s alive in 25?! What it takes, a Checklist

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[embedyt] https://www.youtube.com/watch?v=NysN8ZxfuV4[/embedyt] We are nearing Xmas, other religious holidays, and the year end.  It’s that time of the year many people and investors make lists. Thery make Naughty and nice lists, new year’s resolution lists, top college football teams, top sports plays to watch from 2024 and top books to read lists. Investors as we’ve…

S&P500: 7000?

S&P 500 = 7000, 2025 Reality Check

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[embedyt] https://www.youtube.com/watch?v=5mck_VO-G74[/embedyt] First off, I have to thank my Mom who passed away a number of years ago, much too early in her life, and my Dad, who is still going strong and playing a few rounds of golf every week as he approaches 92 in Atlanta, and God for bringing me into this world…

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NVIDIA – How is This Possible – History Repeats?

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[embedyt] https://www.youtube.com/watch?v=mpy6X6aqs5A[/embedyt] First off, Happy post-Thanksgiving and Black Friday Shopping Day. Hopefully you had a great Thanksgiving, have benefitted from the on-going bull market, and are in the economic position to get out there and splurge a little for yourself and others over the upcoming holiday weeks. IF not, my thoughts and prayers go out…

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De-Dollarization: Here’s Why It’s Not a Thing

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[embedyt] https://www.youtube.com/watch?v=8qO-NBjgERI[/embedyt] Fearmongers do one thing better than everyone else I know.  What’s that? Spreading fear and conjuring up the latest and greatest rationale for US investors not investing in equities. Harry Dent, Robert Kiyosaki, Robert Prechter, and Jerry Grantham all noted doomers, all horrifically wrong on the outlook for US equities the last decade…