Stock Talks

Santa has a Calendar and Bloomberg

By | November 10, 2023

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 27th, at the end of…

4 Takeaways on Navigating Market Volatility

Livestream Recap: The 4 Biggest Takeaways You Need to Know

By | November 3, 2023

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 earnings news and sometimes chaos,…

Retirement Investing: Will The Stock Market Perform Different This Time? What to Know

By | October 27, 2023

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 totally unexpected, but nerveracking to…

Thumbnail Graphic: Stock Market Turning Point?

Stock Market Turning Point – Make or Break Time?

By | October 20, 2023

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 their viewership and investors emotions.…

What we are and aren't worried about - 5 quick hits

Shutdown, Inflation, Banking and More: October Stock Market State of the Union

By | October 6, 2023

Post the strong first half move in the overall stock market into mid-July, the overall markets have been trading, down in a very normal seasonal fashion just as our investment team laid out back in late June in our Oak Harvest video S&P500 4300+, “it’s summertime for a break”. Here’s a chart of the SP500…

man grabbing an apple from a lone tree while in the middle of the desert. Stock markets setting up for fall?

Stock Markets Setting Up For Fall?

By | September 29, 2023

Post the strong first half move in the overall stock market into mid-July, the overall markets have been trading sideways to down just as our investment team laid out back in late June in our Oak Harvest video S&P500 4300+, “it’s summertime for a break”. We’ve followed it up almost weekly with additional content on…

Really Bearish on Stocks Right Now?

By | September 22, 2023

Post the strong first half move in the overall stock market, we have been trading sideways.  The S&P 500 has gone net? Nowhere in a sloppy and choppy manner since Wednesday July 19th, which for trading nerds was the day volatility options and futures expired for July. As this was written the SP500 has been…

Smart Strategy for Your Investments

Why Active Fund Management Should Win Over Passive Strategies in the Coming Years

By | September 15, 2023

  We’re taking a short break from our regular Stock Talk Content to share a clip from an upcoming webinar that will be available to stream soon – Join Chris Perras and Charles Scavone as they discuss why you’ll need Active Fund Management for your retirement in future years as markets trend towards volatility.  …

No Stock Talk this week, here's what to watch instead

Retirement Planning: Wondering How Interest Rates May Impact Your Portfolio?

By | September 8, 2023

We’re skipping this week of Stock Talk due to our team being busy at work with the switch from TD Ameritrade to Schwab. Check out this quick message from Chris as he shares a training he recently did with Troy Sharpe and Charles Scavone on Interest Rates and how they could potentially affect your retirement.…

4th quarter market risks

4th Quarter Market Risks

By | September 2, 2023

It’s 106-110 degrees in Houston as I write this week’s episode which will be posted at the beginning of the long Labor Day weekend.  Clearly, summer in the Southwest is far from over, in fact it usually doesn’t cool off for good here in Houston until after Halloween, so why would I ever think of…