Stock Talk

Stock Talk

Chris Perras, CFA®, Chief Investment Officer of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience

Episodes

May 20, 2022 10 min

The first half of 2022 we have sort of entered a “flat spin” in the stock and bond markets. A situation that does happen in many years even during secular bull markets. Click here to read transcription.

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Market correction in the S&P500 and “bear market” in the Nasdaq Composite, emerging markets and small caps, and the markets tune is playing the Martha and Vandellas tune, Nowhere to Run to, Nowhere to Hide. Click here to read transcription. 

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We have all done it as investors, even the great Warren Buffett. In fact, Mr. Buffett did it as recently buying the whole airline sector a few years ago. What is the “it” I speak of? The it is buying a stock based on valuation or it being “cheap” only to be massively disappointed by its stock returns going forward. The subject of this week’s podcast? Is that a value stock? Or a value trap? Click here to learn more.

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We continue to expect more volatility in the upcoming second and third quarters, around which we are likely to make moves around the edges when we find value in single stocks or sectors. For now, our work continues to show us in a corrective period in both price and time. We continue to believe this should end later in the 3rd quarter, and then the overall market resumes the ongoing bull market in the 4th quarter of 2022 through th...

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First-quarter 2022 is now behind us, and I can say with absolute certainty, it was the sloppy, choppy mess that we first previewed in early November of last year. During the first quarter, the S&P500 declined short term, intra quarter, into “correction territory of more than -10%, reaching down about -12.5% from its cash closing high to cash closing low on March 8th. The Nasdaq composite, which is largely high-growth technology...

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We tend to have a selective bias in the markets like we do in most things human. Most of us tend to complain about high volatility when the markets drop, but we are seemingly ok and dismissive of "volatility" so long as the screen is green? Click here to read transcript.  

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I get it. Everyone wants to call a top. Everyone wants to gain a reputation and earn some street credibility. Click here to read transcription. 

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On March 14th, the S&P 500 triggered what technicians refer to as a “death cross” pattern. Click here to read transcription: 

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Russia’s invasion of Ukraine last week has pushed the S&P500 beyond the correction line of -10% and into the -12% range from its November levels of 4700. Click here to read transcription. 

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Does the investment team at Oak Harvest subscribe to the theory that we have entered a multiyear period of higher long term interest rates and rampant inflation like the 1970’s? Click here to read transcription.

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February 11, 2022 9 min

“Cash is Trash”, Is it for the average investor? Click here to read transcription. 

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This week’s podcast title is an ode to the phrase every parent loathes to hear from their children on the way to a great family vacation trip? “Are we there yet”? Click here to read transcription. 

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Today we are going to talk about Technology stocks, volatility and diversification....click here to read transcription. 

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First off, before we get into this week’s topic, which is on “Inflation”, I want to remind viewers, that Oak Harvest is a financial planner. We are an investment advisor whose financial advisors and planners put together integrated financial plans for our clients. Click here to read transcription. 

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Since early November of last year, the investment team at Oak Harvest has been messaging that the first half of 2022 would not look like 2021. Click here to read transcription. 

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January 11, 2022 7 min

12/31/21 Stock Talk Podcast - Despite the COVID pandemic, and contrary to the ongoing forecasts of impending doom that you might have heard the past 12 months on TV and social media, we've made it through to the end of the year. Click here to read transcription. 

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(1//7/21 Stock Talk Podcast) Over the last 3 years of doing investment podcasts with our team at Oak Harvest, we’ve taken on several viewer requested topics.  One that keeps coming up time and time again, is our thoughts on the national debt. Click here to read transcription.

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Well, the holidays are upon us and its time to talk Santa. Whether you believe in the man or not, or celebrate the XMAS holidays or not, historically, the positive seasonal effect on the overall stock markets is a very real historical phenomenon, statistically speaking. Click here to read transcription! 

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We usually just release a weekend update on Mondays, but given last week’s volatility laden sessions, coupled with our recently released 1st half 2022 outlook, I thought I would combine all this week’s material into one short video release. Click here to read transcription. 

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