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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The Bottoming Process?
Although the action has been more than a little crazy lately and there are a ton of moving parts, the bottom line is the market just might be in the midst of a bottoming process.
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Making Sense Of The Mayhem
The question of the day from a trading perspective is if we are seeing another technical "test" of the lows, which would represent an argument for this being a basing phase, or the start of a new leg down.
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Things Are Starting To Break
Just about everywhere you look, markets are breaking down. Primarily on the back of the idea that a global recession is not fully baked into current prices.
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The Problem Is Obvious, But...
The bears are back and the summer rally that offered up the hope that we had seen the worst has been erased. Completely.
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A Long Slog?
By now, probably every investor on the planet can likely recite the bear case. Inflation has remained sticky and does not appear to be transitory.
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Green Danger Ahead?
With the Inflation Reduction Act and the European Climate Law, the West is pushing to exit oil and natural gas to prevent severe climate change and reduce dependence on foreign suppliers.
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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
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PERSONAL BLOG

Latest Posts

Work Experience

Managing Partner
Numetrix Capital LLC
January 2013 - Present (10 years)
President
Ridge Publishing Co. Inc
January 2004 - Present (19 years 2 months)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (34 years)
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