Chief Investment Officer at Heritage Capital Research
Contributor's Links: Heritage Capital Research

Portfolio management consultant with more than 30 years of investment management experience. Focuses on a risk-managed approach to capital markets via modernized portfolio design and dynamic adaptation to ever-changing macro environments. Founder of Heritage Capital Research, an independent ... more

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About That Inflation Problem
For those of you keeping score at home, it was the inflation data that dominated the stock market game last week. While the numbers were eye-popping, the market reaction was not.
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What's Next?
The market appears to be largely in sync with the composite so far in 2021. And if things continue to unfold according to plan, we should expect to see another leg higher.
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State Of The Markets: New Information
The question, of course, is: what comes next? Typically, stocks tend to exit a consolidation phase heading in the same direction they were moving when the sideways action began. As such, one can argue that the next important move ought to be higher.
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Three Issues Markets Are Working Through
The DJIA and S&P 500 have been moving sideways for much of the past month, while the consolidation action in small-caps and the Nasdaq 100 has been going on even longer.
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A Chart That Makes Me Say, Wow!
The consensus estimate for GAAP EPS has surged to a new all-time high. Analysts are projecting GAAP earnings of $176.94 for 2021.
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Is Sideways The New Down?
Stocks moved largely sideways last week in response to what appears to be conflicting narratives.
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Comments

Latest Comments
Quick Take: Confidence Abounds
4 years ago

The trend is your friend! So, yes, the bulls are in control. However, things are getting a bit stretched to the upside at this time.

1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
BAC Bank of America Corporation
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GS Goldman Sachs Group Inc.
SPY SPDR S&P 500
TIPZ PIMCO ETF Trust
USO United States Oil Fund, LP
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PERSONAL BLOG

Latest Posts

Work Experience

Managing Partner
Numetrix Capital LLC
January 2013 - Present (8 years 7 months)
President
Ridge Publishing Co. Inc
January 2004 - Present (17 years 9 months)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (32 years 7 months)
Chief Investment Officer
Sowell Management Services
March 2015 - December 2017 (2 years 10 months)

Education

Northern Illinois University
BS
1976 / 1980
Economics, Computer Science

Publications