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

Do Nothing, Absolutely Nothing, Until...
Stocks are down again in the early going Monday as a new record high in daily coronavirus cases here at home and in many places in Europe has caused traders to fear another phase of lockdowns.
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The Three Keys To This Market
There are three factors driving stock prices to-and-fro these days. First, there is the state of the on-again-off-again stimulus talks. Next, there is the state of the coronavirus pandemic. Finally, there is the rise in interest rates.
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A Healthy Dose Of Patience Is Required
The song remains the same as the stock market indices continue to be pushed and pulled by the status of stimulus talks.
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How To Play The Digestion Phase
The action continues to be driven by the prospects for additional stimulus. Good news on the stimulus talks produces rallies while disappointment leads to intraday selling.
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Hard To Argue With Bulls Here
The state of the market depends largely on the time frame lens one is viewing the market through. Looking at the action from a shorter-term perspective, volatility remains high.
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Understanding The Current Market Logic
While a stimulus deal doesn't appear to be close, the S&P 500 is back to within a stone's throw of all-time highs. Logical? Maybe not.
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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 11 months)
President
Ridge Publishing Co. Inc
January 2004 - Present (17 years)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (31 years 11 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