Stock Talk

Stock Talk

Chris Perras, CFA®, Chief Investment Officer of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience

Episodes

April 12, 2024 8 mins
Check out the contrasted scenario from last week that could be shaping the 2024 market landscape. Drawing parallels between the current economic climate and historical events, I dissect the potential outcomes of a "Goldilocks" soft landing (look at last week's video) versus a grim hard landing reminiscent of the dot-com bubble aftermath. Through a meticulous examination of past recessions and market behavior, I'm going to paint a v...
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Take a look at an in-depth examination of the S&P 500's extraordinary performance during the first quarter of 2024, the historical trends, current economic indicators, and one scenario our team sees as a possibility in the stock market over the next 6 months. From discussions on the implications of a "soft landing" scenario to forecasts for the remainder of the year, you'll be presented with a wealth of information to navigate ...

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If you have a conventional focus on economic inflation and interest rate cuts, I want to redirect your attention towards the potential economic slowdown in the upcoming quarters. In today's video, I'm going to examine the historical soft-landing cycles and real-time interest rates, and give my take on the Federal Reserve's policy as it relates to inflation. Through an analysis of market dynamics and predictive indicators, I'll give...

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On the brink of financial disaster? Dive into the economic predictions and market sentiments that were prevalent during the summer of 2023, as I challenge prevalent notions of an impending financial doom. Through a critical analysis of forecasts from Wall Street experts and economic indicators, should we believe narratives of a "soft landing" versus a "hard landing" for the economy? As always, I reference real-time charts and histo...

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Taking a closer look at past market cycles, particularly the Dot-com bubble, I'm going to shed light on the potential trajectory of AI stocks and the notion of an imminent bubble burst. Watch this video to better understand market dynamics, and to help safeguard against rash decisions amidst the ongoing debate about the existence of an AI stock bubble.

#stockmarket #aibubble #dotcom

About Chris Perras, CFA®, CLU®, ChFC®, Chief Inve...

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Join me as I analyze the unprecedented nature of the S&P 500's recent rally to the significant milestone of 5000, drawing parallels to historical market movements and highlighting what I believe to be key factors contributing to the surge, particularly the heavy weighting of technology stocks. Watch to hear about the impressive bullish momentum and the underlying divergences and cautionary flags, including my thoughts on how to...
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With the S&P 500 nearing forecasted levels, I'm going to highlight parallels between the current market trajectory and the Dot-com bubble of the late 1990s. Concerns of the increasing weight of technology and growth stocks in the S&P 500 continue to rise, alongside divergences in market breadth and the DXY Index. As usual, we're going to go through detailed chart analyses, historical patterns and market seasonality, along w...

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Is the Stock Market crashing? If you find yourself asking this question and getting hung up with anxiousness about the reliability of mainstream economic and market analyses, then this video is for you. Based on my long background in institutional money management, I'm going to share three invaluable resources I've referred to for navigating the markets amidst the overwhelming abundance of market research available today.

Market Cy...

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S&P500 Bearish? Really? I don't believe this to be the case, and today I'm going to show you the data for why. In a volatile economic climate where market sentiment can quickly sway, investors stand to benefit immensely from gaining a deeper comprehension of the fundamental principles I'm about to share in this video. Examine historical data and see how real-time inflation, interest rates, and institutional data can drive marke...
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There are two critical factors right now for stock market investors: inflation and real interest rates. Drawing on historical statistics and real-time data, I revisit my earlier analysis and discuss the current market scenario. I talk about the balance between positive investor sentiment and the tipping point where lower real interest rates may signal economic concerns, plus what you can do to navigate all the uncertainty when mana...

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In preparation for the forthcoming 4th quarter 2023 earnings reports, the investment team at OHFG is currently immersed in their tasks. In this week's brief video, I reflect on the common inclination of retail investors to delve into economic data and forecasts, and I ask - what is the reliability of government data releases, particularly the Bureau of Labor Statistics (BLS) Jobs data? Are the initial figures accurate and are they ...
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Our 2023 Stock Market predictions panned out when we called for "The Old Normal." But what does 2024 hold? Offering a meticulous analysis of the S&P500's historical trends and current daily charts, I unravel the intricacies of the economic landscape, incorporating factors like volatility, economic growth, and the 4th year of a Presidential cycle. I go through the near-term expectations for 2024, but caution of the uncertainties...

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2024 Stock Market Predictions: Should we be optimistic or pessimistic? Join me as I reflect on this year’s market predictions that largely missed the mark and contrast them with the current 2024 outlooks. I’ll go over the significance of the Presidential Election Cycle, Year 4, as a factor influencing bullish positions in the stock market. Going over historical data, I present monthly return profiles for every fourth Presidential y...

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Can we look forward to a Goldilocks economy in 2024? Today I discuss GDP growth and delve into its influence on the stock market. Find out how inflation, interest rates, and historical patterns are tied to presidential election cycles. Learn what to look out for in the first half of the next year and gain valuable advice on navigating market fluctuations. Don't miss out on this strategic market analysis!

 

#Economy #StockMarket #In...

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With the S&P 500 nearing 4600 and media hyping a 20% year-to-date return, how should you respond? I'm going to examine the prevalent trend of early 2024 market forecasts within the financial industry, shedding light on the reluctance of strategists to revisit their inaccurate predictions for 2023. Learn more about the intricacies of tradeable volatility and its pivotal role in formulating market forecasts, along with the invest...

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Stock market news: Renowned Savita Subramaniam, Head of Equity and Quantitative Strategies at BOFA Securities, makes a bold prediction with her 70+ page report titled "Five Reasons for S&P 500 @5000" in 2024. While this video refrains from releasing its own 2024 outlook, join me as I navigate through the intricacies of Savita's data-laden methodology, raising questions about the significance of the 5000 target and its reception...

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The 2023 Stock Market, despite its challenges, aligns with the predicted 'Old Normal,' offering a roadmap for navigating the ever-uncertain stock markets. In today's video I draw parallels to historical trends, and dissect key indicators such as the Dollar Index, Real Rates, and Volatility.

Join us in expressing gratitude for a year of steadfast predictions, calming nerves, and a resilient commitment to guiding investors through gl...

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Stock Market got you sweating? Watch as I delve into the dichotomy between attention-grabbing "end of times" forecasts and traditional market wisdom, and reflect on the exponential traction garnered by fear-driven narratives in the financial realm. Reflecting on the last three years of largely accurate predictions amidst market fluctuations since the Covid lows, I emphasize the enduring influence of the "Old Normal" in 2023. Observ...

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November 10, 2023 8 mins

Are we destined for a 1987-like crash? Should we be optimistic or pessimistic about what's to come in the Stock Market this winter? Join me as I analyze real-time data and the unfolding of the "Old Normal" stock market trends in 2023, pinpointing the bottom and kickstarting a 4th quarter rally as predicted months in advance. I also explore the historical significance of late October and counter misconceptions about the Santa Claus ...

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