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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Market Model Review - Monday, Oct. 18
The onset of earnings season appears to have energized the bulls as the S&P 500 finished the week closer to all-time highs than the recent lows.
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EC Looking Ahead: The Correction Will End When...
It is said that stock market corrections are only "normal and healthy" until you are in the middle of one.
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Market Model Review - Monday, Oct. 11
Let's get the new week started with a review the "state of the market" from a modeling perspective.
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Market Model Review
A look at the "state of the market" from a modeling perspective.
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Two Charts Explain The Action
Apparently, the fast money traders and their computers have decided that another fast-moving, violent rotation in the stock market is needed here.
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The State Of The Market (In Two Bullet Points)
The key seems to be that Wall Street continues to look past the impact of COVID. To the better days ahead. To renewed growth once we can return to what is likely to be a new normal.
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Comments

Latest Comments
Quick Take: Confidence Abounds
4 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 (8 years 11 months)
President
Ridge Publishing Co. Inc
January 2004 - Present (18 years 1 month)
Chief Investment Officer
Heritage Capital Research
May 1989 - Present (32 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