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

Still Looking Ahead, But...
To be sure, stocks of almost all sizes, colors, and shapes have been looking ahead to better days recently. Days when the COVID vaccination process has been completed.
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Happy Holidays And This Is What Makes A Market
We can expect the bears to try and make some noise between now and New Year's Eve. However, based on the bull camp's PowerPoint deck, it makes sense to be ready to buy any dips that may occur in the next month or so.
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Just For Fun: 2021 Stock Market Projection
It's that time of year when just about every market analyst on the planet peers into their crystal ball to conjure up a prognostication about what will happen to the market in the coming year.
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Stopping On The Stairs, Or?
The current state of the market is a good news/bad news situation.
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Now Playing: The Slow Grind
For the past two weeks or so, the stock market (as defined by the S&P 500) has been grinding higher on a daily basis.
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Are P/E's A Problem?
Traders appear to remain focused on the state of the COVID pandemic and the economic recovery, as well as the potential for additional stimulus out of Washington D.C.
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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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TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Managing Partner
Numetrix Capital LLC
January 2013 - Present (8 years 2 months)
President
Ridge Publishing Co. Inc
January 2004 - Present (17 years 3 months)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (32 years 2 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