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News and Noise

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News or Noise with Chris

The Investment Team at Oak Harvest Financial Group is pleased to introduce a new release in which we will examine a news item, headline, or story making the rounds from publicly available sources and ask, “Is it News or Noise”?

As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noiseand what’s not! That’s what this series is going to be about.

Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.

These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion laden stories.

So with that said…

News or Noise?

Billionaire Boasts | News or Noise

In the span of 2 weeks, a few well-known billionaires have done a lot of flip-flopping on TV.  One well know banker went from publicly guiding up his bank’s 2nd half outlook on May 23rd,  saying the economy was strong,  to telling investors on June 1st,  to batten down the…

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High Inflation! Time to Hedge with Gold? – News or Noise?

The Tv and internet commercials are everywhere. They never seem to disappear whether its good times or bad. However, in times like this, when inflation is high, when stock market volatility is high, when global conditions are more uncertain than normal, and when there is doubt in the world and…

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S&P 500 Boots Out Number One Electric Vehicle Maker In The World – Tesla

Mid last week the S&P500 booted the number one electric vehicle maker in the world, Tesla, off its ESG Index as part of its annual reconstitution.  Yes, you heard that right.  They deemed Tesla, ESG unworthy. I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. And This is…

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Crypto Terra Luna Crash Loses $40 Billion | News or Noise

Mid-last week, the latest and largest failure to date in the crypto space transpired. It centered around a cryptocurrency called “Luna,” which was theoretically backing a controversial stable coin named TerraUSD. I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. And This is our investment team’s mid-week release…

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Balance Sheet Runoff and Feds Funds Borrowing Rate – News or Noise to Your Portfolio!

News or Noise: Newsworthy On Wednesday May 4th, Chairman of the Federal Reserve, Jerome Powell announced the first 50 basis point raise in short term interest rates in years and the status of the quantitative tightening, Fed balance sheet runoff schedule. Federal Reserve moves are newsworthy to your investments whether…

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News or Noise: Economic Slowdown?

U.S GDP Drops -1.4% | Are we Headed Towards a Recession?

On Thursday April 29th, the Commerce Department reported that America’s first quarter GDP growth came in at -1.4%, below economists’ expectations of a positive +1.0%.  This is the first negative print quarter since the Covid induced flash recession in the 2nd quarter of 2020.  Is it time to panic, sell…

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Is Inflation Going to Keep Rising? News or Noise?!

Viewers, summer comes earlier and earlier every year.  No, I am In not talking about “climate change in Houston”.  I am talking about the very normal consumer discretionary and durable goods slowdown that has hit several stocks very hard the last few weeks. This is on the back of calendarizing…

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No News for Week of 4/18

Unfortunately, there will be no News or Noise for the week of 4/18. We will resume our News or Noise on the week of 4/25. Thank you for understanding. 

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Economic Growth Has Peaked | Noisy Proclamations on the Bond Market and Yield Curve

Chris Perras: Viewers, everyone is now a bond market and yield curve expert. Turn on any financial news network the last two weeks and it’s a herd of analysts, strategists, economists, and hedge fund managers who manage everything from nothing to only high growth technology stocks, all commenting or pontificating…

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Did We Just Have A Bear Market Rally? | News or Noise?

Viewers, apparently, many stock strategists and TV financial news commentators are taking their cues from politicians nowadays.  What do I mean?  I mean, they are of the belief that if you say something enough times on TV, regardless of whether it is factually correct or not, it is truth or,…

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Annuities In Your Retirement Income Plan Are They A Scam | News or Noise

Viewers, there is as much bad information out there about annuities as there are types of insurance.  Some well-known RIA’s even advertise that they will never sell you an annuity product as part of their marketing schtick.  They will never incorporate an annuity into your retirement plan.  While at the…

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Stock Market Alert – Exchange Traded Notes and Your Investment Portfolio

  Long-time listeners know that I have a soapbox that I like to stand on and rant from occasionally. One of my favorite topics to “rant” about is the Exchange Traded Note or ETN market. This market is often confused with the ETF market. Viewers, they are not the same!…

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