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

The Pieces Are Falling Into Place
It seems like pundits pivoted to buying for a year-end rally. After a 12% rally in the S&P 500, the masses are tired of missing out.
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Europe & Dow Showing Emerging Index Leadership As Dollar Plummets
Europe and Dow Industrials are approaching their August highs, but the Nasdaq 100 just looks like a feeble bounce so far.
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The Fall Of SBF Continues As Markets Yawn
We know that the Dow Industrials have led this month. That’s not something to celebrate. It’s 30 price-weighted stocks where investors typically try to hide because liquidity is so high.
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A Crypto Era Ends – And Not Well
It’s a tragic end here, but one that will ultimately create a real sector that can be more safely invested in under the umbrella of U.S. regulators.
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Strong Jobs Report But Look Under The Hood
On Friday the government released the employment report. The economy grew by 261,000 jobs versus the 205,000 estimated. On the surface that is great news.
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Powell On The Warpath
The Fed hiked rates 3/4% on Wednesday as the world expected. Jay Powell poured a fire hose of cold water on the markets with his very hawkish commentary about higher rates for longer and that the Fed will be undeterred.
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Comments

Latest Comments
All Smart Eyes On The Dollar
1 year ago

Hi Danny,

The buck recently started rallying, but I don't anything sustainable on the horizon. I think it sees more stimulus, more money printing and more inflation relative to the rest of the world. That's not a good recipe for a big rally that lasts.

Stocks Could Bounce But Better Buy At Lower Levels
2 years 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
2 years 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
2 years 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 4 of 4 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 (19 years 9 months)
Founder and President
Heritage Capital
June 2003 - Present (19 years 9 months)

Education

University of Rochester
1984 / 1988
Hopkins School
1980 / 1984

Publications