[embedyt] https://www.youtube.com/watch?v=WobrMi5xENY[/embedyt] In the words of Pre-President Donald Trump, “You’re Fired”.  And with the stroke of a pen, or maybe it was the delete key on an old Intel Inside PC from the year 2000 or 2007, your taxpayer funded Bureau of Labor Statistics, or BLS, or economic and markets tables, eliminated 818,000 jobs in…

[embedyt] https://www.youtube.com/watch?v=t1obWGLTC_o[/embedyt] Investors let’s call last week what it really was, fast money. I remind viewers that these videos are scripted on a Sunday, filmed early Monday morning, edited and reviewed by compliance during the week, and released on Friday afternoon. A lot can happen in 5 days, both good and bad. If you were…

[embedyt] https://www.youtube.com/watch?v=8EW0toidgOs[/embedyt]   Global stock markets sold off violently 2 weeks ago and the SP500 cash index opened Monday August 5th down another -3%+ to take the index down -9.7% peak to trough over the last 3 weeks. That’s of course if you were a perfect seller and buyer.  The current thumping started on Friday…

[embedyt] https://www.youtube.com/watch?v=oHrLikKpR-M[/embedyt]   Global stock markets sold off violently last week, particularly on Friday. The technology-heavy Nasdaq 100 Index tumbled into a correction and the S&P 500 Index lost -3.2% in two days, its worst two-day stretch March 2023. Later cycle, or slower cycle, “Garp” stocks, “growth at a reasonable price, healthcare, utilities and real…

[embedyt] https://www.youtube.com/watch?v=36LDWjbXFqw[/embedyt] As an investment professional with over 30 years’ experience in public markets, actually managing other people’s money, actually, as they would say in our business “pulling the trigger”, that is not writing theoretical or academic papers and studies on the markets, or publishing a $99/month newsletter service, I seem to rarely get asked…

[embedyt] https://www.youtube.com/watch?v=2gBjCnj_jHQ[/embedyt] Harry Dent, demographic economist, and book and newsletter writer.  Robert Kiyosaki, book writer, serial “entrepreneur, and seminar promoter. Robert Prechter, financial author and newsletter publisher.  All have 4 things in common. 1. Successful self-promotion of their financial acumen, 2. Horrible long term track records of their predictive abilities, 3. To the best of…

  On the morning of Thursday July 11th, the government released its much-anticipated monthly CPI inflation report.  It was lighter than economists expected thus given hope to 1 – earlier Federal Reserve rate cuts and 2- more rate cuts in 2024 and 2025.Recall that in his last few speeches, Federal Reserve Chair Jerome Powell indicated…

[embedyt] https://www.youtube.com/watch?v=SFs3TyvhKRg[/embedyt] The 1h24 is almost in the books and most strategists will be releasing their recaps and 2h24 outlooks.  I’m going to jump the gun and recap the 1h a little early. Why? Because about a week ago, I penned an internal email to the advisor group here at OHFG, outlining what has transpired…

[embedyt] https://www.youtube.com/watch?v=1E6J_rHzX_E[/embedyt] Once or twice a year I find myself penning a script to a video, combating the almost constant dire economic and stock market bubble warnings from the likes of Harry Dent, Rober Kiyosaki, retired hedge fund billionaires, and for the last 15 years and counting, Jeremy Grantham.  Most of these calls actually come…