Stock Talk

Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity

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. Click here to read transcription. 

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 the 6/25/2021 edition of Stock Talk and learn more! Click here to read transcription. 

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? Click here to read transcription.

Equities, rotation and inflation: Growth stocks versus value

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. Click here to read transcription. 

Stalled and waiting: Goldilocks forthcoming in H2 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. Click here to read transcription.

Waiting: Whipsawing Away

Join Chris Perras for the 5/28/2021 edition of Stock Talk!  Click here to read transcription. 

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

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. Click here to read transcription.

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…

Summer Stall for a Bull Market, Stock Talk podcast, 2021-05-14

Summer Stall is upon us, even as spot-volatility spikes and the market drops during the first part of the week. And then, normal for a bull market, the market turned that loss into a v-bottom and rose. Click here to read transcription. 

Chief Investment Officer Chris Perras for Oak Harvest Financial Group, a wealth management and financial advisor in Houston, Texas, shares his perspective. He also looks at how the stock market reacts to marketplace realities before economic data is released.

Stock Talk School: Big Government — Unintended Consequences? Or Intended?

Hear insights into the inflationary forces that are underway, including higher home buying and rental costs ahead. A big federal footprint from the tax and spend agenda pursued by Democrats is having an impact. Chief Investment Officer Chris Perras for Oak Harvest Financial Group, a wealth management and financial advisor in Houston, Texas, shares his perspective. Click here to read transcription. 

Stock Talk podcast: A “Taxing” Week and New ATHs, and Good News Ahead for H2 2021…

Since March 2020, our song remains the same: It’s a bull market until proven otherwise.

Chief Investment Officer Chris Perras for Oak Harvest Financial Group, a wealth management and financial advisor in Houston, Texas, shares insights into the relationship between rising corporate and personal taxes, and the direction of the markets. Chris also shares our view of the direction of the markets from now through the end of 2021. Click here to read transcription.