I said April lows were likely the bottom for stocks in 2025, and that call has played out as markets have surged to new all-time highs in record time, without the help of Fed rate cuts. I'm going to talk about what made this rally different from past rebounds, why history pointed to a V-bottom recovery, and what comes next as we head into the back half of the year. Learn key technical signals, bond market data, and historical analogies such as the 1998 Dot-Com setup, that have helped guide our thinking, and what...
I said April lows were likely the bottom for stocks in 2025, and that call has played out as markets have surged to new all-time highs in record time, without the help of Fed rate cuts. I'm going to talk about what made this rally different from past rebounds, why history pointed to a V-bottom recovery, and what comes next as we head into the back half of the year. Learn key technical signals, bond market data, and historical analogies such as the 1998 Dot-Com setup, that have helped guide our thinking, and what sectors we expect to lead (or pause) in the coming months.
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 financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!
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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. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. 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.
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