Investment Management

Oak Harvest has released our 2H2021 Market Outlook titled- “Let the Good Times Roll.” The Outlook can be read here: https://oakharvestfg.com/2021-second-half-market-outlook/ Further data detail and additional videos and podcasts on the material will be forthcoming. Our initial podcast release of the Outlook can be found here: https://oakharvestfg.com/stock-talk/let-the-good-times-roll-the-bull-market-marches-on-in-the-second-half-of-2021/ While mindful of…

Amongst the anticipated market weakness last week, the OHFG investment team released our 2H2021 Market Outlook titled “Let the Good Times Roll.” Further data, detail, additional videos, and podcasts on the material will be forthcoming. The initial abbreviated version can be found here. Equity markets dropped last week amid a…

Rotating: Growth upturn, transitory commodity inflation peak. The S&P 500 rose to a minor all-time high last week. It added 0.4% last week with healthcare and consumer discretionary sectors providing the biggest boost. Financials and materials lagged on the back of a flatter yield curve, a decline in commodity prices and…

Chris Perras, CFA®, Chief Investment Officer, notes that watching television financial shows may be bad for investors. Be careful what you consume. TV financial media said For example, TV media reported in their headline that: “Market returns are much worse when inflation is high, Goldman says. Here’s how to play…

Our view: Equity markets are rotating sector leadership during the continued summer “stall” and second quarter “dead zone.” Equity markets rose back toward all-time highs, with the S&P 500 adding 0.6%. Energy led with a 6.7% rally, while health care lagged. U.S. payrolls rose 559,000 in May, highlighting that while…

Up, down whipsawing and waiting: summer “stall” continues. We are in the “summer stall” for the stock market. In our view, it started “Tax Day,” April 16. Earnings season has ended, and positive reports were the rule, not the exception — as expected. In our view, the markets would not…

Weekly Market Update: Waiting and rotating: summer “stall” continues. We are in the “summer stall” for the stock market. In our view, it started “Tax Day” on April 15. Since then, the S&P 500 has flattened out. And the S&P 500 is still up more than 6% over the past…

Weekly Market Update. A catalyst triggered events and we are in the “summer stall” mode for the stock market which, in our view, started on April’s “Tax Day.” Catalyst action A higher-than-expected U.S. inflation report last week acted as enough of a summer catalyst for traders to cause equity markets…

Summer stall parked the stock market. This started mid-April, on Tax Day. We spoke of this coming in our April 9 podcast, “Volatility for Traders = Opportunity for Investors.” And we spoke of this in our April 12 Market Update, “New ATHs — Throttling it Back.” And here it is……

Economic recovery was overlooked because of continued concerns over higher trending corporate and individual tax rates led by the Democrat-controlled federal government. Therefore, these helped the S&P 500 churn for another week as it sits almost exactly where it did on Tax Day, April 15. The S&P 500 was flat…

Weekly Market Update: 2021-04-26. The S&P 500 churned last week, starting with an early-week sell-off that was reversed on Wednesday. But those gains were given back in the span of one hour on Thursday. The cause: concerns about the Biden tax plan. And the market mostly recovered once again on…

Market Update, 2021-04-19. The bull market and the S&P 500 rose again last week to another new ATH. This was the fourth consecutive week of gains. This is the first such streak since last August (which did mark a short-term top in the markets for 2 months of up and…