News or Noise

Buy The Dip OR Are Stocks Making New Lows | News or Noise

The S&P500 just pulled back about 200 points or -4.5% in 7 trading days. Quickly, many strategists on TV are out with calls for "retesting the bottom" or "the markets will make new lows." The dire forecasts have come out of the woodwork. Never mind, they didn't correctly forecast the quick 2-month move from 3650 to 4325 in the S&P500 from mid-June to August expiration week. Click here for more.
This week we take on the tactically trading calls from many on the TV financial news calling for stocks to make new lows, and we ask? Is it news or noise for your investments?
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/ButTheDipOr
 

Is China Relevant to Your Portfolio | News or Noise

China's economy, led by the policies dictated by its general secretary, Xi Jinping, has struggled during the first half of 2022 under the backdrop of his "Zero Covid" mandate in front of the upcoming election. China's political and economic uncertainty comes as Xi prepares to extend his presidency to a third term. In 2018, Chinese lawmakers removed the two-term limit, clearing the way for Xi to become its most powerful ruler since Mao Zedong. Click here for more.
 
This week we take on the topic of China and its relevance to your money. I'm calling this China, short-term economic weakness, and long-term military strength.
 
Does this news affect your investments? Is it news that you can use to decide when and how to invest? Is this topic Newsworthy and should you be paying attention?
 
As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.
 
Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.
 
These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories.
 
So with that said…
 
News or Noise?
 
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/Chinaportfolio

Does The CPI (Consumer Price Index) Report Affect The Stock Market | News or Noise

On Wednesday, August 10th, the government released its consumer price index, also known as CPI, which raises the question, does this affect the stock market and your portfolio?  CPI rose 8.5% in July 2021, which was below expectations, mostly on slumping energy prices. Click here to learn more.
 
Excluding food and energy prices, core CPI rose 5.9% annually and 0.3% monthly, compared with estimates of 6.1% and 0.5%.  The report was good news for workers, who saw a 0.5% monthly increase in real wages.
 
Does this news affect your investments?  Is it news that you can use to decide when and how to invest?   Is this topic Newsworthy and should you be paying attention?
 
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/CPIaffectmarket
 

Nancy Pelosi Visits Taiwan is this News or Noise for Your Investments

Ms. Pelosi went to Taiwan last week.  She did it against the advice of the White House’s security council. She did it against the advice of the department of defense. She did it even though U.S.-China tensions are already high, and Washington has been trying to get China’s help on the war in Ukraine and other trade matters. She pretty much did it against the advice of everyone in Washington DC except a small group of ultra conservative Republicans.  Go figure.
Click here to learn more.
She was there for barely 24 hours. And Chinas response? Immediately their government fired off statements condemning the visit and warning of its "severe impact" on US-China relations.  The day after she left, China's military launched "air and sea exercises" and released a plan for drills surrounding the island for the next 4 days through the weekend.Link to news article:  https://www.cnbc.com/2022/08/04/pelosi-taiwan-visit-puts-tsmc-back-in-spotlight-of-us-china-rivalry.html?__source=iosappshare%7Ccom.apple.UIKit.activity.MailAre these topics Newsworthy and should you be paying attention?As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.#financialnews #factorfiction #mythsdebunkedDo you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at:  (877) 896-0040If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors:https://click2retire.com/reallyinrecessionAbout Chris Perras, CFA®, CLU®, ChFC®, Chief Investment OfficerAs CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School.  Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).Important disclosures:Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only.  Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely.  The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.Media Attribution:bit.ly/3JKjCnl中国新闻网, CC BY 3.0 https://creativecommons.org/licenses/by/3.0, via Wikimedia Commonshttps://bit.ly/3paYi0R中国新闻网, CC BY 3.0 https://creativecommons.org/licenses/by/3.0, via Wikimedia Commonshttps://focustaiwan.tw/cross-strait/202208030018https://bit.ly/3Qz6Da6平行線交通 Parallels, the Transport, CC BY 3.0 https://creativecommons.org/licenses/by/3.0, via Wikimedia Commonshttps://bit.ly/3bPTOJM中華民國外交部, CC BY 3.0 https://creativecommons.org/licenses/by/3.0, via Wikimedia Commonshttps://bit.ly/3vRVOIw中国新闻网, CC BY 3.0 https://creativecommons.org/licenses/by/3.0, via Wikimedia Commonshttps://bit.ly/3A9ICkxTaiwan Presidential Office, CC BY 2.0 https://creativecommons.org/licenses/by/2.0, via Wikimedia Commonshttps://bit.ly/3vRClaK總統府, CC BY 2.0 https://creativecommons.org/licenses/by/2.0, via Wikimedia Commons
 
 

Are We Really in a Recession? News or Noise for Your Money

We are in a recession! Or are we?
The unofficial rule of thumb, and the one almost every historic data series I've ever seen uses, is that a recession starts after two consecutive quarters of economic contraction measured by a fall in real gross domestic product (GDP). GDP is defined as a broad measure of the price of goods and services.
Here's the link to the NBER website: https://www.nber.org/about-nber/history Are these topics Newsworthy and should you be paying attention?
As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.
Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.
These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories.
So with that said…
News or Noise?
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/reallyinrecession

The Fed’s Tools to Affect Monetary Policy | News or Noise

The Fed has used two tools to affect monetary policy since the great financial crisis in 2008 and 2009, interest rates and its balance sheet. More and more bearish slanted stories have hit the news wires lately centered around the reduction in the Feds Balance sheet, also referred to as Quantitative tightening or QT.  Recall the Fed initially announced a combined 47.5 billion per month, $30 billion for Treasuries and $17.5 billion for mortgage-backed securities, in balance sheet runoff for the second quarter.  They then said they would double that to $95 billion per month starting in September. Click here to learn more.
Here's the link to the John Wick Trailer:  https://www.youtube.com/watch?v=PSBy8Mqh118Are these topics Newsworthy and should you be paying attention?As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories.So with that said…News or Noise?#financialnews #factorfiction #mythsdebunkedDo you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at:  (877) 896-0040If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/fedbabayagaAbout Chris Perras, CFA®, CLU®, ChFC®, Chief Investment OfficerAs CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School.  Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).Important disclosures:Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only.  Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely.  The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
 

Single Stock Leveraged ETFs & Bank Earnings Call - A Doubleheader | News or Noise for Your Money

I know you've all been waiting for years, wondering when you could buy a single stock leveraged ETF. One that would allow you to trade and make a bet, using leverage, on how much up or down the stock of Nike, Tesla, or Nvidia might go in a single day. I know you all wanted a product that would try to magnify your daily investment returns up or down by, say, 1.5 or 2 to one.
Here's the link to what the SEC said about them: https://www.sec.gov/news/statement/crenshaw-single-stock-etfs-20220711
And the news around the recent slate of bank earnings reported last week, particularly the JP Morgan conference call led by CEO Jamie Dimon. We have been a long-term fan of Mr. Dimon's and the balance with which he runs JP Morgan. Click here to learn more.
Are these topics Newsworthy and should you be paying attention?
Here's the link to the article we talk about: https://www.cnbc.com/2022/07/14/jamie-dimon-rips-fed-stress-test-as-terrible-way-to-run-financial-system-.html?__source=sharebar|linkedin&par=sharebar
As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.
Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.
These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories.
So with that said…
News or Noise?
 
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/singlestockleveragedETF 
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer
As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.
He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Is It 1970’s All Over Again with a Recession and Inflation? | News or Noise

Year over year comparable numbers were impossible, commodity Inflation ran rampant, economic growth slowed and the consumer paused after spending furiously in 2021 leading to this headline across multiple media outlets. Here it is. “The S&P 500 just posted its worst first half of a year since Richard Nixon’s presidency in 1970, and many investors worry it has yet to hit bottom.” Click here to learn more!
As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.
Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.
These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories.
So with that said…
News or Noise?
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/1970sagain 
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer
As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.
He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
 
 

Internet Scams & Fraud That Can Wipe Out Your Entire Retirement | News or Noise

The internet is an amazing tool for information gathering and dissemination. Unfortunately, from its beginnings in the late 1980’s, it has also been a hotbed for scams, con artists, and outright fraudsters too. No, internet-based fraud didn’t begin with the recent stable coin and Alt-coin frauds, NFT’s, or Reddit board pump and dump stock schemes, it’s been around for 35 years. Internet scams are continually evolving. The FBI documented a record $3.5 billion in losses due to internet crimes in 2019. Those numbers are before the 2020 Covid lockdowns, that sent 10’s of millions of newer, less technological savvy users flooding onto social networks looking for information and entertainment. The AARP even has a huge portion of its website and mountains of resources devoted to money scams and frauds for retirees and their community. Click here to learn more!
 
Here’s the link: https://www.aarp.org/money/scams-fraud/
 
As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about.
 
Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors.
 
These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories.
 
So with that said…
 
News or Noise?
 
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040
 
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/internetscamsfraud
 
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer
 
As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.
 
He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
 
Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Get Rich Trading Options? | News or Noise

Options trading is easy! As the bull market marched on, and since no commission trading entered the scene, the day trading and options trading businesses have exploded in size. Internet, TV, and newsletters advertise that they’ll teach you the tricks and give you the tools to potentially become independently wealthy as a trader. This advice business has boomed to the tune of hundreds of millions of dollars annually. Click here to learn more.
As you know, our constant advice for investors is to “tune out the noise.” But sometimes it is hard to know what’s noise and what’s not! That’s what this series is going to be about. 
Our goal here is to approach these stories and each topic from an independent, investor-first, standpoint, divorce ourselves from personal feelings, emotional bias, or political opinion, and briefly analyze what we believe each story means for long-term investors. These are going to be quick, casual, opinion pieces, and while we will use data to support our view, we will most likely be wrong in our interpretations, at least some of the time. However, we are looking to practice what we preach, and to help investors to rationally and critically analyze emotion-laden stories. So with that said… News or Noise?
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/RichTradingOptions
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities.
Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.