Investment Management

Weekly Market Updates

Oak Harvest: Market Update – Feb 25, 2019

February 25, 2019

By Chris Perras, CIO Equity markets rose again this week, led by a 5.4% jump in China on continued reports that U.S. and China are working to de-escalate trade tensions. While now flat with December 1, 2018 and now flat for 14 months, financial headlines reading “the SP500 is up 11.4% year to date” makes…

Oak Harvest: Market Update – Feb 18, 2019

February 18, 2019

By Chris Perras, CIO Equity markets closed out last week at SP500 2775, a recovery high from the Christmas Eve SP500 2350 lows. Positive optimism on a US/China trade deal was the convenient financial press excuse, while OHFG attributes most of the move to 1) continued Federal Reserve dovish talk on interest rates lowering market…

Oak Harvest: Market Update – Jan 28, 2019

January 28, 2019

By Chris Perras, CIO Late last week, President Trump signed a bill reopening parts of the U.S. government until February 15th and levitating the SP500 back to 2665, or flat with Dec 31, 2017. Since the government has been closed for over a month, most economic data has been delayed. We expect most of the…

Oak Harvest: Market Update – Jan 21, 2019

January 21, 2019

By Chris Perras, CIO The U.S. is closed today for Martin Luther King Jr Day, but that doesn’t change the fact that we are starting Week 5 of the longest government shutdown ever. The shutdown is causing domestic economic data releases to be delayed, but the rest of the world continues to release slowing economic…

2019 First Half Outlook

January 4, 2019

FIRST HALF 2019 MARKET OUTLOOK  “Put on the Rally Caps” Written by Chris Perras, CFA, Chief Investment Officer 01.04.2019 Given the sharp rise in stock market volatility to a reading over 35 on the Vix index and subsequent dramatic fall in stocks in the 4th quarter of 2018, we are highly optimistic about stock returns…