Stock Talk

Jackson Hole “Real”ly “Interest”ing | Stock Talk Podcast

In the second half of July, stock markets moved sharply higher into mid-August on the hope for a shift towards an easier Fed in 2023. Real interest rates were falling then, having peaked on June 15. The markets had interpreted Powell's July comments to signal the possibility of a downshift in the pace of rate hikes.

In case you missed it, Jerome Powell did pretty much what everyone who works for him said he would. He reiterated the central bank's commitment to fighting inflation as its top priority over economic growth. Click here for more.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors:

https://click2retire.com/summerbuythedip

 

It’s Still Summer - Where Do We Stand? Is It Time To Buy The Dip? ”Time To Light The Candle?”

"It's still summer, where do we stand now? Is it time for FOMO? Time for fear of missing out and, as Stewart said 25 years ago, "time to light this candle?" Or, is it time to be measured and, "buy the dips?" No one, including myself, can say with absolute certainty that, yes, the lows are in for the year. Click here for more.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/stillsummerwheredowestandPB

2nd Half Outlook Part 2 | Stock Talk Podcast

The first half of 2022 is behind us. It was abysmal in the markets. We suffered the first true correction since the Covid crash in the first quarter of 2020. However, we also extended that downward to the first -20% bear market drawdown in years. But the question is now? What's in store for the second half of 2022 and the first half of 2023? Are "THE" lows in for 2022? Click here for more.

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past.

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040 @

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/2ndhalfoutlook2022PB

2nd Half of 2022 Market Outlook Part 1 - Where Do We Go From Here | Stock Talk Podcast

Wondering what the 2nd half of 2022 will look like? What's the market outlook? We have had a big, big rally in stocks over the last six weeks. We thought this was likely back in late June and early July. We published our thoughts with our July 1st video, "Opportunity Knocks early." However, from here, the indicators we watch say we should expect a couple of months of waffling before the market decides its true intention, which is potentially upward. So, where do we go from here? Click here for more.

 

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past.

 

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

 

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/wheredowego2022

Did You Miss Out on the June 16th Lows? | Stock Talk Podcast

Are the stock market lows in for the year?  Or is this another "bear market" rally?  Is this year's correction and "bear market" decline behind us and in the rear-view mirror for good?  Was June 16th and 17th the low for the stock markets for 2022?  Those are the questions on almost everyone's mind and the ones we are getting asked at Oak Harvest on the investment side almost daily. Click here to learn more!

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past.

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at:  (877) 896-0040 @

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/june16thlows

 

 

Michael Hartnett is so Bearish, He’s Bullish | Stock Talk Podcast

Michael Hartnett is the Chief Investment Strategist at Merrill Lynch. Amongst all of Merrill's economists and strategists, he is perhaps the most well followed by institutional and retail investors. It's a big title, and he's followed by 100's of thousands of advisors and millions of investors. He's been around the block for a few decades and seen a few economic and stock cycles.

He predominately uses a data-driven approach. While too conservative in his second-half 2021 outlook, he was one of the first sell-side strategists to correctly call for a first-half 2022 sell-off for what turned out to be the right reason.

That reason. Higher inflation and slowing growth. This is also known as "stagflation" in economic circles. Late Monday night last week. Early Tuesday morning, July nineteenth, he released his much-anticipated Global Fund Managers Survey. Its title, in bold headlines, read, "I'm so Bearish. I'm Bullish." Here are the links to the previous videos on Opportunity Knocks:

https://www.youtube.com/watch?v=8T_FyBjyQG8&list=PLxj0FBH5Bt8twiZx9RvxpW9AydohZ5W3-&index=19

https://www.youtube.com/watch?v=2Hq0S3asRWw&list=PLxj0FBH5Bt8twiZx9RvxpW9AydohZ5W3-&index=37

Here’s a link to Jim Cramer’s July 19th episode reviewing Larry Williams charts. We’ve discussed Mr. William's work in prior videos. https://www.cnbc.com/2022/07/19/charts-suggest-tuesdays-rally-could-just-be-at-the-beginning-jim-cramer-says.html

 At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past. Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market.

Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040 @ If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors:

https://click2retire.com/juneinflation

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

June Inflation - For Better or Worse | Stock Talk Podcast

It’s summer in the markets and while many people are off enjoying a vacation with their spouse, family or friends, many investors, and short-term traders in particular, are focused on the specifics of government data releases, what they mean for future Federal Reserve monetary actions, and what that might mean for the markets the next 6 to 12 months. Click here to learn more.

Remember, the market cares about marginal. Are things going to get marginally better or worse? Are energy costs going higher or lower? Is the dollar peaking? Or trending? Are shipping costs increasing or decreasing? Labor costs? Accelerating or topping out? Those are the questions to keep at the forefront of your mind as you review future government data reports or read up on our economy throughout the summer months.

Link to Jim Cramer's video: https://www.cnbc.com/video/2022/07/13/jim-cramer-explains-why-he-believes-the-fed-is-winning-its-battle-against-inflation.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

 

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/juneinflation

 

Scary Things That Keep Me Up at Night | Stock Talk Podcast

I get asked almost weekly, "Chris, what scares you about the financial markets? Chris, what is your biggest worry about the future in the capital markets? What keeps you awake at night? Is there a black swan out there? To which I almost always reply, "I worry about everything; that's why I am bald. It's part of any CIO or portfolio manager's job, worrying for our clients." Click here to learn more.

However, when pressed, I do have a lingering concern about the Federal Reserve balance sheet that many people have yet to discuss.

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past.

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/scarythingsatnight

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.

Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

Opportunity Knocks Part 2 | Stock Talk Podcast

What will happen If you sit back and wait until the government economists tell you the economy is back growing, and GDP is turning up again? On average, you missed another 10% gain on top of the initial 21% gain for a total average recovery of almost 32%. 32%? That’s quite a bounce. Positive 32%, on average, before the much-watched, and often quoted government data tells you the coast is clear. The Oak Harvest team tries to stress that by the time government economic data is reported, its backward looking and stale. Click here to learn more!

Opportunity knocks, almost always, when markets are more uncertain than normal, and when market volatility is high not low. Your highest returning investments will almost always come from those investments you make during economic slowdowns or recessions. When GDP growth is nonexistent or negative. Your highest returning, long-term, investments almost never come from investing during economic boom times. 

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past. Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors:  https://click2retire.com/opportunityknocks

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer

As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

Opportunity Knocks Early! | Stock Talk Podcast

The Oak Harvest team wants to wish you a happy, safe, and blessed 4th of July weekend as this video should be going to publication just in front of the holiday. Click here to learn more.

Opportunity knocks, almost always when markets are more uncertain than normal and when market volatility is high, not low. Your highest returning investments will almost always come from those investments you make during economic slowdowns or recessions, not during economic boom times.

Now that the S&P500 has joined the Nasdaq and has officially entered a bear market, should you raise cash? Or, now that Asset manager positioning, which is contrarian bullish, is beginning to flash a buy signal not seen since 2016 and 2011, should you marginally add to your investment holdings if you can.

Retirees and many others nearing retirement, love dividend stocks because they can help provide current reoccurring income through their cash distributions. Many investors gravitate toward owning some publicly-traded REITs or Real Estate Investment Trusts.

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past.

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/Opptknocksearly

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.

Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).