Investment Management

News or Noise:  News Almost exactly a year ago we filmed a Stock Talks titled, “Federal Reserve Balance Sheet, Commercial Banking, and My Nightmares”. Click here to watch. The thumbnail was a photo of me on a couch trying to unsuccesffuly trying to sleep, as I worried about the potentially disasterous…

News or Noise:  Excess Savings! – NOISE as a term, News in practice The term “excess savings” is a economic term widely thrown around now days on the financial news networks.  In my opinion, most of the time it is used to imply that consumers in the US are in…

News or Noise:  News “Bidenomics” is the new term for the marketing campaign centered around President Bidens economic policies.  Economic policies that less than 40% of voters think are working if one believes the polls.  With the 2024 election 15 months away, the Biden administration is PR mode. They are…

Few things breed confidence in investors like an 8-month winning streak. Where do you stand? Were you “nervous” in October 2022 near the stock market lows due to “inflation” concerns?  When the S&P500 was around 3600?  Were you still waiting in February or April this year with the S&P 500…

  Many investors who follow the markets love to discuss economic theory and the virtually nonstop government data releases.  I’m here to tell you you’re wasting your time. The vast majority of these topics, discussions, and data, while intellectually interesting, will not improve your investment returns. 99. %+ of this…

  In 2022, near the height of the network news swirl on inflation fears, the OHFG investment team put out a piece of research trying to dispel the notion that inflation would remain at 7-8% for very long. That history said that the odds were high that inflation would peak…

After having the best month in stocks since 2020 in January, which triggered a “golden cross” on the S&P500 on February 2nd, the rest of February saw a broad-based decline across equity and bond markets. The market’s pullback started pre-open on Friday, February 3rd, with a BLS jobs report far…

Five Years and Counting: For the last 5 years, the OHFG investment team has consistently messaged to our clients and prospects that its best to leave political bias out of your investment decisions. Republican or Democrat, conservative or liberal, investing along politically biased rationale is usually a great way to…

Job Cuts Throughout the Industry: Over the last 3 months, most of our country’s largest and best-known technology companies have announced layoffs. Most of the management teams are citing fears of a recession in 2023 as the reason for these cutbacks. Clearly, job cuts are bad for employees and workers…

On Friday morning, BLS Payroll Data was released, and December’s jobs were better than most economists had expected. Bloomberg TV said, “the US labor market stayed resilient last month, while wage gains cooled, raising hopes that the economy may dodge a recession and the Federal Reserve will further slow its…

  The Future is Here? Everlasting clean energy. The one renewable energy source that is abundant, doesn’t pollute the environment and doesn’t release toxic levels of radioactive waste. The power that fuels our sun. Nuclear Fusion. After decades of research, scientists have reached a milestone in the future of energy….

With our Federal Reserve raising short-term interest rates at a pace last seen in 1994 in order to fight inflation, one might wonder why an investor would ever pay attention to what the Bank of Canada is doing with its own interest rate policy. Short-term Interest Rates: With our Federal…