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Paul Schatz, President, Heritage Capital

Europe’s Debt Problems are Here for Many More Years

In my bi-weekly interview with my friends from ET NOW in India, I continue to share my long-term view that Europe’s debt problems are not going away anytime soon.  Although that may seem bad on the surface, markets have a way of discounting known and anticipated news into current prices. Remember 2008?  Who could forget it?!?! The stock market turned down long before the economy and news.  And right at THE bottom in March 2009, the news was about as […]   Read More

Gold to $2000 and Beyond

Here is the second video I did with the folks from Yahoo! at their beautiful new studio in the city.  Anytime there are bold statements on gold, people come out of the woodwork to comment.  And I would be surprised if they aren’t at least 100 comments by the time you read this.  One of the great myths is that gold goes up when there is inflation. I think the 1990s is the perfect example of why that isn’t true.  […]   Read More

The Fed, QE and Earnings Season

I had a great time with the folks at Yahoo! yesterday in New York in their brand spanking new studio.  We tape three fairly controversial segments and Matt Nesto knew exactly how to bait me just right!  Here is the first piece. Enjoy! http://finance.yahoo.com/blogs/breakout/move-bernanke-qe3-115057583.html#more-13067 In case you missed it, The House of Mirrors has officially taken the place of The Earnings & Fundamental Palace on Wall Street. I say this at a time when the aspirations and way forward for […]   Read More

Jobs Report Overreaction

Last week on CNBC I commented on how investors and the media are way too concerned about one less than expected jobs report from Friday, just like they were way too celebratory last month.  While I am glad we raised cash a few weeks, I plan to redeploy that this quarter into weakness. Give a look… http://video.cnbc.com/gallery/?video=3000083018&play=1     Read More

What Keeps Me Up at Night

Here is the latest Street$marts. http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120405.pdf   Read More

Apple… Is this Time Really Different???

http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120325.pdf     Read More

The Coming Crash in Apple or the Road to $1000

http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120309.pdf     Read More

Heritage Capital on CNBC’s Squawk Box

Tune in to CNBC’s Squawk Box on Monday between 6:00am and 6:10am to hear my reaction to crummy jobs numbers that were reported on Friday when the markets were closed.  I have already heard calls that the bull market has peaked and the economy is rolling over. Have they?   Read More

Fed’s Balance on the Way to $5 Trillion

Here is the text portion of an interview I did with ET NOW from India last night. http://economictimes.indiatimes.com/opinion/interviews/you-will-see-a-fed-balance-sheet-in-excess-of-5-trillion-paul-schatz-heritage-capital-llc/articleshow/12467745.cms   Read More

Heritage Capital on CNBC’s Worldwide Exchange

If you are up early, I will be on CNBC’s Worldwide Exchange at 5:50am on Wednesday, March 21.   Read More
Date: March 21, 2012