Stock Talks

[embedyt] https://www.youtube.com/watch?v=J_lLmPBu66g[/embedyt] The voters voted, the votes are counted, there was no debate, arguments, or riots, and Donald Trump was re-elected as President. At the end of the day, as James Carville said in 1992, “It’s the economy stupid” and the voters voted that way.  They voted down Bidenomics and the Harris immigration stance the…

[embedyt] https://www.youtube.com/watch?v=wCL2DM80tpk[/embedyt] I’m writing this on Sunday the 3rd and it was filmed Monday morning the 4th, pre-presidential election on the 5th. Hopefully by the time this hits YouTube on Friday November 8th, we have an undisputed President elect.  Last week I did a thought piece on potential stock market outcomes if DJT was re-elected.…

[embedyt] https://www.youtube.com/watch?v=LoEmkWLhDG4[/embedyt] First off investors, this is 100% a thought piece not an opinion piece. And full disclosure, I have personally met DJT at least 3 times in my business career as part of investment teams, in business settings when he and his companies were looking for financing and chosen not to do business with…

[embedyt] https://www.youtube.com/watch?v=y7PTBeDjngY[/embedyt] For the most part, so far fourth quarter 2024 US S&P 500 stock index performance and third quarter 2024 earnings season has been off to the races in a positive way.  You have heard about the historic seasonality of US stocks with September and the first half of October being some of the…

[embedyt] https://www.youtube.com/watch?v=qqYeeYpfxNc[/embedyt]   Throughout 2024, there have been calls by many strategists for heightened volatility in the stock market due to the upcoming Presidential election. Even the Oak Harvest Team expected short term bouts of volatility in the early first quarter and then again mid-summer. The calls for market volatility and uncertainty around the November…

[embedyt] https://www.youtube.com/watch?v=OhAS58Tr-HU[/embedyt] Market timing the stock markets. Let’s be frank.  It’s the glorious pot of gold at the end of the rainbow.  It’s the the unicorn of tactical stock investing. It’s the Honus Wagner T-206 or Mickey Mantle Topps 1952 rookie card of baseball card collecting, or the Ferrari 250 GTO of car collecting. For…

[embedyt] https://www.youtube.com/watch?v=DV4vhKx0hL0[/embedyt] Almost every year that the S&P500 has gained the last 14 years, I recall hearing from many in the financial media that “this is the most hated bull market ever”.   And every year until now, I’ve disagreed with these calls.  Until now. Why now? Well, those who have grown to know our team…

[embedyt] https://www.youtube.com/watch?v=wshN3HOB2q4[/embedyt] At least a couple times a year for the last 6 years, and numerous times in front of the 2020 Presidential election and recently, Oak Harvest prospects or clients have asked me about the coming “Great Reset”? Admittingly, the first few times I was asked this question, I had to Google the term…

[embedyt] https://www.youtube.com/watch?v=dHcR4Kg0pew[/embedyt] Troy, Charles and I did a 90-minute livestream last night covering our teams thoughts on various topics.  Here’s the link to that broadcast, we hope you subscribe to it and my stock talk You-Tube channels. In it we covered a lot of ground including yesterday’s Federal Reserve meeting and actions, the upcoming Presidential…

[embedyt] https://www.youtube.com/watch?v=4us9Sjz7VKM[/embedyt] It’s Friday the 13th as we release this video and Investors let’s not mince words.  It’s a bit scary out there. The Fed is late.  Late to start cutting interest rates.  They were late to raise and now they are late to cut.  Many developed nations Central Banks have already cut multiple times…