Investment Management

First things first. 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…

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…

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…

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…

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…

The Oak Harvest team hopes you had a fun and safe 4th of July weekend. We wanted to start off the second half of 2022 on a positive note. So here amongst the slowing economic data and bad news on TV, here’s a table from JP Morgan showing the opportunity…

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. Opportunity knocks, almost always when markets are more uncertain than normal and when market volatility is high, not low….

We first covered the topic of REIT investing, or real estate investment trusts, a little over two years ago, right after the March 2020 Covid market fall. Given our recent News or Noise video on “dividends matter,” I wanted to take this video as an opportunity to walk you through…

Why analysts and the financial press love the term “super-cycle,” I can only guess.  I guess it is used to relay the idea that you can buy anything in the group or industry at any time and you’ll make money.  It’s most commonly used when referring to commodities, but over…

On June 1st, The Federal Reserve officially began its second try this decade at “Quantitative Tightening” programs. This is also referred to as “QT.” Recently, a lot of noise has been made that this might be disastrous for the financial markets over the next 6 to 12 months. The first…

Almost exactly a month ago, our team released a “News or Noise” YouTube video titled “Negative first quarter 2021 GDP Growth, Is a recession coming?”  We did this video because on April 29th, the Commerce Department, which is the government agency that calculates this data, released first quarter real GDP…

Two weeks ago, our weekly podcast was titled “nowhere to run to, nowhere to hide”. In it, we discussed the fallacy behind the notion of “hiding out” or trying to “hide out” in certain stocks or sectors during market corrections, bear markets or general economic slowdowns. We argued against the…