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

ALL CONTRIBUTIONS

Some Good News To Consider
History suggests that the bottom may be very close at hand. And that from there, stocks will move higher in a stair-step fashion in the second half of the year.
Read
Hope The Seatbelts Work
We've known for a long time now that the rate of economic growth would "slow down". However, there is a massive difference between the rate of growth slowing from an unsustainably high rate and an actual economic slowdown.
Read
What Else Can Go Wrong?
The action in the stock market has been a bit schizophrenic of late. Up one day, down the next, with no follow-through seen in either direction.
Read
EC Closer To The End Than The Beginning?
It's a very busy time for anyone managing money in the markets. The stock market is in "growth scare" mode, and worries about recession have been surging.
Read
Have Stocks Lost Touch With Reality?
With the S&P 500 having flirted with the bear market zone last week, it is easy to argue that the market is preparing for/pricing in a recession in the USA.
Read
EC The Changing Narrative
Volatility appears to be the new normal for the calendar year 2022. Lest we forget, the new year began with the S&P 500 moving to a fresh all-time high.
Read

Comments

Latest Comments
Quick Take: Confidence Abounds
5 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
Load More

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Managing Partner
Numetrix Capital LLC
January 2013 - Present (9 years 7 months)
President
Ridge Publishing Co. Inc
January 2004 - Present (18 years 9 months)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (33 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