Investment Management

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,…

Remember “The Trouble with Harry”? Hitchcock’s dark comedy, not a dead body in Vermont. This week’s episode tackles a different kind of trouble: Harry Dent’s fear-mongering predictions of the “Crash of a Lifetime” in 2024. For over 20 years, Dent’s been a fixture in financial media, peddling doomsday scenarios and…

Frequent OHFG investment content consumers know, I love data and I study history of the stock markets and economic cycles, largely because the markets are a real time view into behavioral finance and investor emotions. The 2024 market outlooks by strategists are out across the media outlets, and most of…

Okay, investors, I had emergency retinal surgery last week, but I wanted to keep rolling out our 2024 market outlook because it is the end of the year. People keep asking, even though we’ve alluded to it for almost 12 months now. Last week we released the first part. It’s…

Everyone in the financial industry is busy posting their 2024 market forecasts. In fact, even though we have yet to print year end 2023 statistics on equity markets and see how far off they were for 2023. most strategists have already done it, I guess given how poorly most of…

It’s December 1st and the time of the year when sell side brokerage firms and their strategist teams put out their forecasts for 2024.  Recall that most of these large firms have more than one “strategist” and I’ve counted some of the big banks with upwards of 10.  They generally…

It’s the day after Thanksgiving and I hope you’ve recovered from a great holiday with family and friends. The “Old Normal” keeps playing out in 2023, almost to the week and day.  That was the title of our 2023 market outlook penned back in December of 2022 and that is…

Permabear stock market appearance, doomsday economic and black swan market calls, break out the 1987 stock market crash cart replay, and it’s the “end of times” zombie apocalypse calls garner 10-100x the attentions, clicks, and views in the financial world than those of “it’s not different this time”, history rhymes…

Much to the chagrin of perma stock market bears, the “Old Normal” keeps playing out in 2023, almost to the week and day.  It looks like the bottom and upturn for a 4th quarter rally came right on cue. The markets looked to have made a low on Friday October…

October 27th closed out the first four weeks of a normally weak and volatile October on a down note. Earnings reporting season was in full gear and the OHFG investment team was busy listening to, reading through, and analyzing management earnings calls, transcripts, and financial reports.  In between all the…

October option expiration week ended Friday October 20th, and closed on a down note. Both short term volatility as measured by the often mentioned, untradeable VIX index, and volatility futures which are traded, both spiked to a new five and a half month high, last seen on May 4th.  Not…

Turn on the financial news, and almost daily you are libel to hear “this is the most important” interview, economic release, Fed meeting, earnings period, or employment report of the year.  Almost daily, the financial channels try to hype the importance of some little tid bit of information, playing on…