News or Noise
Join us as we examine a news story making the rounds from publicly available sources, and ask, “Is it News or Noise”? Our goal is to approach 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.
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Episodes
Wednesday Jun 22, 2022
Wednesday Jun 22, 2022
Last week, the Federal Reserve announced they were raising the short-term interest rate they control by 75 basis points. This announcement is just one month after Chairman Jerome Powell said the Central bank was not actively considering raising interest rates by three-quarters of a percentage point to fight inflation.
Many TV analysts expressed alarm at the size of this move stating this is the "First time since 1994" that the Fed has made such a move. Bringing up a date almost 30 years ago, as if it was so long ago, it must have been bad for markets.
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/FedIncreasesBasis
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.
Wednesday Jun 15, 2022
Wednesday Jun 15, 2022
Do dividends matter in your portfolio? The public's interest in dividend investing and, more specifically, "dividend growth" investing seems to wax and wane every couple of years, depending on the economy and sentiment. Just 6 to 9 months ago, few in the press were discussing this group of stocks with enthusiasm, while many were extolling the virtues of growth at any price stocks or valuing stocks on "TAM," which is an acronym for "Total addressable market."
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/BillionaireBoast
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.
Wednesday Jun 08, 2022
Wednesday Jun 08, 2022
In the span of 2 weeks, a few well-known billionaires have done a lot of flip-flopping on TV. One well know banker went from publicly guiding up his bank's 2nd half outlook on May 23rd, saying the economy was strong, to telling investors on June 1st, to batten down the hatches; the economy may be facing an economic hurricane.
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/BillionaireBoast
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.
Wednesday Jun 01, 2022
Wednesday Jun 01, 2022
For retirement prospects, TV and internet commercials are everywhere. They never seem to disappear whether it's good times or bad. However, in times like this, when inflation is high, when stock market volatility is high, when global conditions are more uncertain than normal, and when there is doubt in the world and our economy, they explode in numbers and alarmism. What am I talking about? I am talking about the number of commercials pitching Gold as the ultimate inflation hedge. Click here for 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?
#financialnews #factorfiction #mythsdebunked 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/goldinflationhedge
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.
Wednesday May 25, 2022
Wednesday May 25, 2022
Mid last week the S&P500 booted the number one electric vehicle maker in the world, Tesla, off its ESG Index as part of its annual reconstitution. Yes, you heard that right. They deemed While we do not specifically screen for ESG parameters in our investment process at Oak Harvest, we do follow what is going on in that arena. Theoretically, ESG screening considers highly qualitative factors such as environmental, social, and governance policies of companies. Firms like Morningstar and S&P Global try to quantify these 3 factors into a “data” set, throw that data into an equation in an excel spreadsheet, and rank corporations on a sliding scale.
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/SP500bootstesla
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.
Wednesday May 18, 2022
Wednesday May 18, 2022
Mid-last week, the latest and largest failure to date in the crypto space transpired, see what this means for your investment portfolio. Click here to read transcription
Wednesday May 11, 2022
Wednesday May 11, 2022
On Wednesday, May 4th, Chairman of the Federal Reserve, Jerome Powell, announced the first 50 basis point raise in short-term interest rates in years and the status of the quantitative tightening, Fed balance sheet runoff schedule. Federal Reserve moves are newsworthy to your investments whether they are behind the inflation curve or not. Click here to learn more!
Wednesday May 04, 2022
Wednesday May 04, 2022
On Thursday April 29th, the Commerce Department reported that America’s first quarter GDP growth came in at -1.4%, below economists’ expectations of a positive +1.0%. This is the first negative print quarter since the Covid induced flash recession in the 2nd quarter of 2020. Click here to read transcription.
Wednesday Apr 27, 2022
Wednesday Apr 27, 2022
This is on the back of calendarizing the positive Covid purchasing affect they had a year ago as well as some supply chain bottlenecks beginning to ease. Click here to read transcription.
Wednesday Apr 13, 2022
Wednesday Apr 13, 2022
This week's topic is the Treasury bond market's recent move toward "inverting" across different yield maturities and what it means to investors. Click here to read transcription.