Stock Talks

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…

Sweat the Summer Market or Sit Back? What We Expect and How to Handle Your Retirement Portfolio

By | August 25, 2023

Summer seasonality in the US stock market is historically a real “thing”.  We’ve discussed it many times in the last 5 years.  We started previewing summer seasonality for 2023 as far back as 3q22, when we were discussing the upcoming likely strength in the markets for 4q22-1h23 due to the 3rd year election cycle dynamics. …

AI bubble? Or Summer Stall? Where we stand

AI Bubble or Summer Stall? Where We Stand In The Stock Market

By | August 18, 2023

Summer seasonality in the US stock market is historically a real “thing”.  The data confirms it.  With that, it should come as no surprise to invesors that the stock markets have consolidated and sold off since July 19-20th, which was the week of July option expiration 4 weeks ago. The title of this week’s episode,…

Summer Seasonality - The Stall Comes

Stock Market Summer Seasonality: The Stall Comes and What It Means For Your Retirement

By | August 11, 2023

  Over the last 5 years, our OHFG investment team has discussed stock market cycles and seasonality on multiple occasions.  Why? Because much of public market investing is repeated human behavior.  It is a real-world lesson in behavioral finance as humans, in mass, tend to be creatures of habit repeating behaviors time and time again. …

Market News Coverage: Fear Sells Big

By | August 4, 2023

Fear sells.  It creates emotion and keeps TV viewers from changing channels.  It keeps digital social media consumers from clicking away to other social networks.  It keeps many investment “newsletter” writers in business selling $99/year subscriptions. And it keeps many retail investors frozen in their tracks, out of the markets, or selling stocks when they…

Rotation Nation

By | July 28, 2023

Everyone wants to “bet” on the winning horse at the racetrack. Everyone wants to make the winning bet in the casino or maybe one day win the Lottery.  Some gamblers will even go so far as putting their entire “winnings on one number on the roulette wheel on their way out of the casino in…

No Stock Talk This Week: Earnings Reporting Week

By | July 21, 2023

No Stock Talk this week – It’s Earnings Reporting Week! Watch Chris Perras’ update here:

2023 Half-Time Report and 2nd Half Market Outlook: The Pause That Should Refresh

Second Half 2023 Market Outlook 2023 | The Old Normal part 2 – Down then Up

By | July 7, 2023

I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, we are a retirement planning and investment management advisor located in Houston Texas. Welcome to our 2nd Half 2023 Market Outlook, YouTube, Stock Talk “Keeping you connected to your money”.  Its title is a follow up to our first half piece. I’m making…

July 4th - Where we stand united after the first half rally

July 4th – Where We Stand United After The First Half Rally

By | June 30, 2023

For the last few weeks, with the markets having rallied almost exactly 8 months off the October 2022 lows, we’ve discussed our view that with FOMO, the fear of missing out setting in June, it was our teams view that it was finally time for the markets to top out for summer. 2 weeks ago…