Founder & President of Heritage Capital
Contributor's Links: Heritage Capital

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. ... more

ALL CONTRIBUTIONS

3 Election Tidbits Which Point To A Winner – Biden Portfolio Outperforming
Three election tidbits. Since 1952, no incumbent has been reelected with recession during election year.
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Market Scaring Out The Weak Holders Ahead Of Halloween
Stocks digested the recent decline on Tuesday and a number of positives started popping up, including the narrowest intra-day range of any day of the past 7 days.
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Line In The Sand – Market Following Change Of Power In DC
This morning, stocks were looking to open lower by 1%. The media is going to blame this on new highs in the daily number of new virus cases. That would be a stretch as we have seen this news before.
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Risk/Reward Favors The Bulls
The major stock market indices have pulled back to interesting junctures. The risk/reward now favors the upside as long as prices do not close below the low for this week. That’s not much to risk on the downside.
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Bulls Hit The Wall But Path Of Least Resistance Remains Higher
The bulls ran into a little trouble on Friday afternoon and gave up all of their gains and then some. Unless we see downside follow through on Monday I am not going to be too concerned.
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Lines In The Sand – Semis Strong
As I continue to cherry pick from my favorite canaries in the coal mine, like high yield bonds and the NYSE A/D Line, I want to share what has been my top sector pick for several years and one of four key sectors. That is semiconductors.
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Comments

Latest Comments
Stocks Could Bounce But Better Buy At Lower Levels
4 months ago

I don't think "intrinsic" value matters in this environment as the Fed's VERY heavy hand is impacting markets to an EPIC degree. Market moves are very compressed as volatility is very elevated. Unless you are a very long-term investor, I think being nimble will pay off.

In this article: DJI
Stocks Could Bounce But Better Buy At Lower Levels
4 months ago

I think that's too broad of a question for me to properly answer. Since we run 15 different strategies, each one has its own method to portfolio construction and management. My overall theme would be to buy the dips and sell the rips while making sure you like what you own.

In this article: DJI
Stocks Could Bounce But Better Buy At Lower Levels
4 months ago

I am working on a piece regarding that now, but in short, I think stocks will be in decline to the election if Trump was going to lose. After that, I think there would be a year-end rally and bigger decline in 2021.

In this article: DJI
1 to 3 of 3 comments

STOCKS I FOLLOW

BABA Alibaba
DIA SPDR Dow Jones Industrial Average
DJI Dow Jones Industrial Average
ECL Ecolab Inc.
EPLN EPOLIN INC
GOOGL Google (A shares)
IWM iShares Russell 2000 Index Fund
JPM JPMorgan Chase & Co.
QQQ PowerShares QQQ Trust Series 1
SOXX iShares PHLX SOX Semiconductor Sector Index Fund
SPY SPDR S&P 500
USO United States Oil Fund, LP
WEN Wendy's Company, The
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TWEETS

PERSONAL BLOG

Latest Posts
Portfolio Games Over But All Is Not Well In Hooville
. Portfolio managers played their usual games on Tuesday, especially in the final 15 minutes of trading where stocks spiked and immediately fell. While illegal, it is beyond hard to prove that a manager was “painting the tape."

Work Experience

Founder and President
Heritage Capital
June 2003 - Present (17 years 8 months)
Founder and President
Heritage Capital
June 2003 - Present (17 years 8 months)

Education

University of Rochester
1984 / 1988
Hopkins School
1980 / 1984

Publications