Stock Talk

A strong S&P 500 doesn’t tell you how every stock is doing. And strong AI demand doesn’t necessarily mean easy financing for the companies building the infrastructure.   In this episode of Stock Talk, Chris Perras of Oak Harvest Financial Group examines the evidence supporting further market gains alongside conditions that warrant closer attention: narrower stock-market part...

 

Is the AI boom becoming an AI bubble? Growing earnings tell only part of the story when spending on data centers, chips, and infrastructure puts pressure on free cash flow.   In this episode of Stock Talk, Chris compares today’s AI investment cycle with the dot-com era and examines three indicators investors can watch: earnings revisions, free cash flow, and capital spe...

Are higher interest rates a red light for stocks—or a warning that needs more context? Chris Perras examines how earnings, valuations, and market breadth can influence the stock-market outlook.   In this episode of Stock Talk from Oak Harvest Financial Group, Chris reviews four pieces of the discussion: historical Fed rate-hike cycles, corporate earnings, midterm election season...

Higher interest rates can put pressure on investment values—but they may also increase the yields available on newly purchased income-producing investments. What does that tradeoff mean for your retirement plan? In this Oak Harvest Roundtable recap, Chris Perras, Troy Sharpe, and Charles discuss how interest rates connect to retirement income, inflation, stock market valuations,...

Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan? In this episode of Stock Talk, Chris Perras explains how higher rates may affect bonds, stock valuations, real estate, annuities, and retirement...