Investment Management

Stock Talk: Keeping You Connected to Your Money with Chris Perras, CFA®

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

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Navigating Market Waters: Hard Landing

Market Analysis: S&P 500=3600, Possible 2000’s Style Hard Landing and Recession? Scenario 2

Last week we recapped the first quarter 2024 returns, the S&P500’s best first-quarter performance since 2019. 1st quarter returns place it in the top 10 the last 54 years, and in the top 15 since the end of WW2. Investors, this is how stocks behave during a “soft landing” as…

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S&P 500 = 6000? Equity Markets – Post 1q24, Where do we go from here? Soft Landing Cont. Scenario 1

The S&P 500 closed out its first-quarter performance since 2019. It’s the best in 5 years; in the top 10 the last 54 years, and in the top 15 since the end of WW2. Investors, this is how stocks behave during a “soft landing” as we discussed back last October….

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What ails you? Growth or inflation?

Beyond Inflation in 2024: The Real Growth Concerns for Investors

  The talk around economist locker rooms centers almost exclusively on is inflation accelerating and running too hot for the Fed?  And when and how many rate cuts will the Fed move on in 2024?  To me, these are the wrong questions now. That was the question to ask 3-4…

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Wallstreet Economic Forecasts: Hard Landing Vs. Soft Landing

From Doom to Boom: Analyzing Economic Predictions and Uncertainty in the Stock Market

Throughout the summer of 2023, and even into Thanksgiving of last year, many frequent purveyors of doom, crashes, and economic collapses where messaging that the American economic landscape was a looming disaster.  A repeat of the 1987 stock market crash, an echo of the Great Financial Crisis, or even the…

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AI Stock Bubble? What You Need to Know

Investors, everyone, and I mean everyone with an interest in the stock market is finally talking about “AI” stocks, that’s short for Artificial Intelligence.  You know, computers learning and helping humans make better more informed decisions in the base case scenario.  “Sky net, and computers and robots running the world…

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Super bulls move 'swift'ly to S&P 500 = 5000

Breaking Down the S&P 500 Surge: Super Bulls and Swift Moves

Most of our clients and investment content viewers know that for our YouTube content, the OHFG investment team likes to stay away from general market reporting and generic comments, and provide value added insights into what we see going on behind the scenes. With the magnitude of earnings calls the…

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Stock Market Insights - Even Bulls Need to Rest

Why Even Bulls Need to Rest: Market Caution Ahead | S&P500=5000

While our OHFG investment team has been decidedly positive and bullish for over 15 months, with the S&P 500 already nearing our in-print forecast of 5000 for 1h24, I feel compelled to throw up a yellow caution flag here. Yes, the markets can continue to move higher throughout the first…

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Props to these three stock market analysts

3 Stock Market Analysts to Pay Attention to When Navigating Investing and Sensationalist Forecasts

Many clients and prospects of OHFG have asked, “after watching your investment content for the last few years, Chris, you are quite up front that you don’t find much value in the vast majority of economists, politicians, strategists, and TV personalities “takes” on the economy and markets versus actually running…

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Graphic: S&P500, Why so Bearish? Not...

Why I Don’t Buy Latest Bearish Sentiment on S&P 500

Last week’s video, “2 things that really matter, revisited” must have struck a chord with investors. Why? Because I guess based on that video, I got a few inquiries about whether our 1h24 outlook (1h24=1st half 2024 for the viewer who asked) and S&P 500 forecast of 5000 was still…

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Two things you need to know...revisited

Inflation, Real Interest Rates, and Market Turbulence: What Investors Need to Know

On Friday, January 20th, 2023, with investor pessimism rampant, calls for a market retest of 3500 or lower throughout strategist land and S&P500 trading at 3900, I released a video titled “two things that really matter”.  Here’s the link to that video. Our investment team had been talking positively about…

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Government BLS Jobs Data: Bullish or just B--LS--t?

Stock Market News, Government BLS Jobs Data: Bullish or just B–LS–t?

We are hunkering down for upcoming 4th quarter 2023 earnings reports, so the investment team at OHFG is super busy.  I’m keeping this week’s video short and sweet and I’m going to try to help investors and my subscribers regain something more valuable than money, what’s that?  Your Time. Many…

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The future of the s&p 500: which way? 3000 or 6000?

S&p500 2H2024…and beyond! Potential Paths, Comparisons, and Candid Cautions to Consider

While the OHFG investment team alluded to our 1h2024 outlook as far back as 4q2022 and released it in its entirety over 4 videos in late 2023, many clients and prospects always ask for more.  They ask our thoughts on longer term time horizons that stretch out beyond 6 months,…

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Important disclosures:
Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only.  Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely.  The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

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