UA-61898994-39 Stock Talk
Stock Talk
Bad “Breadth” You Say? Problem Solved and Bears Gored by the Bull…Again

Bad “Breadth” You Say? Problem Solved and Bears Gored by the Bull…Again

July 23, 2021

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. 

Second Half Outlook Breakdown - Part Four: Demographics

Second Half Outlook Breakdown - Part Four: Demographics

July 16, 2021

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 the common wisdom about the demographics of the United States may not be accurate, and what means for investors. 

Second Half Outlook Breakdown - Part 3: Volatility is Overstated

Second Half Outlook Breakdown - Part 3: Volatility is Overstated

July 9, 2021

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 higher-than-most expect stock market moves in the 2nd half of the year. 

Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity

Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity

July 2, 2021

Chris Perras continues to breakdown OHFG’s 2021 market outlook: “Let the Good Times Roll”.  Part 2 in this 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.

Second Half Outlook Breakdown - Part One: It’s a Bull Market

Second Half Outlook Breakdown - Part One: It’s a Bull Market

June 25, 2021

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 the 6/25/2021 edition of Stock Talk and learn more!

Let the Good Times Roll

Let the Good Times Roll

June 18, 2021

The Bull Market marches on in the second half of 2021. Why? When? How high is possible? What sectors lead?

Equities, rotation and inflation: Growth stocks versus value

Equities, rotation and inflation: Growth stocks versus value

June 11, 2021

Equities, rotation and inflation: Growth stocks versus value. 

 

What is happening with inflation right now? How does it affect the stock market? 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 Perras, CFA®, ChFC®, Chief Investment Officer, addresses these questions and more.

Stalled and waiting: Goldilocks forthcoming in H2 2021

Stalled and waiting: Goldilocks forthcoming in H2 2021

June 4, 2021

For the past 3–4 months, almost everyone on TV has been parroting the same sector-allocation theory: Have your positions long in value vs growth, small caps vs large, and international vs domestic.

Chris Perras, CFA®, ChFC®, Chief Investment Officer, explains why these assessments are late at best, and wrong for H2 2021. He also lays out his take on market action in June, the second half of 2021 and early 2022.

Waiting: Whipsawing Away

Waiting: Whipsawing Away

May 28, 2021

Join Chris Perras for the 5/28/2021 edition of Stock Talk! 

Patience Required to Wait for “Curve” ball, Stock Talk podcast, 2021-05-21

Patience Required to Wait for “Curve” ball, Stock Talk podcast, 2021-05-21

May 21, 2021

Patience is key. The long-term vs. short-term bond yield curve peaked mid-March. Therefore, watch for inflation to peak, and new growth to accelerate, says Chief Investment Officer Chris Perras.

Oak Harvest Financial Group, a wealth management and financial advisor in Houston, Texas, called this before last fall’s elections. Listen to how we want to be patient, but ahead of the curve and market-reaction. Not six to nine months behind…

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