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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Looking For Clues To Next Move
After the bulls were able to produce a "good overbought" condition that lasted two full months, the bears finally found a way to get up off the mat and push the market into an oversold condition
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Coloring Outside The Lines
If the bulls can find a way to push back on the narrative that the economic recovery is in jeopardy, then buyers may find current levels in some of the big names appealing.
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The Correction Continues
There are no changes to the Primary Cycle board this week. And with the board currently sporting an awful lot of green, my take on the selling in the market is that we're seeing a correction of the excesses that had built up over the summer.
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EC Fundamentals Supportive But Watching Support Zones Closely
All the major indices remain above their respective support zones. This is a good thing as it indicates that the bulls have been able to put in a stop. For now, anyway.
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More Art Than Science
The Intermediate-Term Sentiment Model upticked to a buy signal. This means that sentiment has reached negative levels and is now reversing.
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The Lines In The Sand Are Clear
The bulls need a breakout above the 3589 level on a closing basis on the S&P 500 cash index while the bears are hoping for a break down below 3310. And everything in between can be viewed as basically "noise".
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Comments

Latest Comments
Quick Take: Confidence Abounds
3 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 (7 years 10 months)
President
Ridge Publishing Co. Inc
January 2004 - Present (16 years 11 months)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (31 years 10 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