For the last month, the investment team at Oak Harvest has been busy. First Charles, James and I were busy digesting 4th quarter EPS reports. Then we were trying to get our hands around whether inflation had peaked enough for the Fed to slow their interest rate increases, stop them, or even reverse them in the second half.
What If Part Two: The Two Rules
What If...?
7th Inning Stretch: The Scorecard
Are We There Yet?
Burying the Lede: Fear Sells
Taper Tantrum? Seasonal Swoon?
Seasonal Swoon? That‘s Not Our Tune
Newsletters – Great Business...but their Advice? Exercise Caution!
Bad ”Breadth” You Say? Problem Solved and Bears Gored by the Bull...Again
Second Half Outlook Breakdown - Part Four: Demographics
Second Half Outlook Breakdown - Part 3: Volatility is Overstated
Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity
Second Half Outlook Breakdown - Part One: It‘s a Bull Market
Let the Good Times Roll
Equities, rotation and inflation: Growth stocks versus value
Stalled and waiting: Goldilocks forthcoming in H2 2021
Waiting: Whipsawing Away
Patience Required to Wait for “Curve” ball, Stock Talk podcast, 2021-05-21
Summer Stall for a Bull Market, Stock Talk podcast, 2021-05-14
Stock Talk School: Big Government — Unintended Consequences? Or Intended?
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