2017 Financial Resolutions

FREE Street$marts e-Newsletter
 Name:  
 Email:  
View Paul Schatz's profile on LinkedIn
Find Heritage Capital on Facebook
Find Heritage Capital on Twitter

MOST RECENT BLOG POSTS:


Bulls Making a Stand
Thursday saw upside reversals in all of the major indices which means that stocks opened lower, traded a little lower and then rocketed higher into the close. That should comfort the bulls, at least into next week as a solid seasonal tailwind blows into the holiday. Is it possible that we just saw the final […]

THE Bottom Right Now or Soon. ALL Paths Lead to Dow 27,000
Last week, I wrote about the chart below, Battle Lines Drawn, which had one more horizontal, blue line at the time. That was exceeded on the upside, so I removed it. We are left with the upper blue line that once exceeded and closed above will be late confirmation that the bottom is in and […]

Bulls on Shaky Ground Today
After a fast and furious rally by the bulls, we saw a little change on Friday as “too far, too fast” became my theme. I thought the best case would be for a pause to refresh or some backing and filling. That appears to be the case as the new week begins. I am very […]

Pause to Refresh
I had such a great time joining the good folks at Yahoo Finance on Market Movers yesterday morning, especially since I stayed put in my office and joined via Skype. I didn’t think it was possible to look worse than I do on TV without makeup, but yes, I got scared watching the replay! After […]

Not So Special Fed Day Update. Recession & Bear Market
Normally, I send out a very detailed update when the Federal Reserve concludes their every 6 week meeting. Given the volume of updates I have published lately, I am sure most of you have a little Paul Schatz fatigue. So for someone not known for brevity as my colleague,Renee, says all the time, I am […]

Election Model Right Again!
Last night, I flew back from one of the best conferences I have ever been to in Chicago for the National Association of Active Investment Managers. Besides offering my outlook on many asset classes and themes for 2019, I sat through some really great presentations as well as networked with some of my closest industry […]

***Special Election Update***
Greetings from 34,000 feet as I head to Chicago for a quick two day trip to attend the National Association of Active Investment Managers’ conference where I will be speaking about my preliminary forecast for 2019 as well as rubbing elbows with some of the industry’s brightest and most forward thinking minds. It’s an association […]

Battle Lines Drawn
The bears made their first stand of the nascent rally on Friday as very early strength was immediately sold. The best thing about this is that we now have a few common sense lines in the sand drawn to determine short-term direction. You can see below that the most recent price is smack in the […]

Stocks Peaking on Amazing Jobs Report
What a volatile, interesting and fun week it has been. I am about ready for some time to myself although I do board a flight on Sunday afternoon for a quick trip to Chicago. Deep dish pizza, here I come! My plan coming in on Friday was to look for another big up day for […]

Calling THE Bottom and the Bear Market that Lies Ahead
Before I dive in headfirst I want to start by saying that there are more bold and brash comments in this update, especially after the charts, than any piece I have written in a very long time. None of it is political. Here is a taste and I respectfully ask you to read this update […]


Home  |   Strategies  |   About  |   FAQs  |   News  |   Contact  |   Disclosures  |   Privacy Policy  |   Blog Posts  |   Become A Client
  © 2018 Heritage Capital, LLC.
All rights reserved
Site Design & Support - OTLD.NET

Heritage Capital, LLC (HC) is a state of Connecticut registered investment adviser located in Woodbridge CT. HC and its representatives are in compliance with the current filing requirements imposed upon state registered investment advisors by those states in which HC maintains clients.

HC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HC's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the HC's web site on the Internet should not be construed by any consumer and/or prospective client as HC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by HC with a prospective client, shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HC, please contact the SEC and/or the state securities law administrators for those states in which HC maintains a notice filing.

A copy of HC's current written disclosure statement discussing HC's business operations, services, and fees is available from HC upon written request. HC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HC's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.