The Bubble in Apple
It’s amazing that every time I take the unpopular view on the market, a sector, a general security or a stock, people come out of the woodwork to so easily dismiss the majority view as implausible or crazy, which is fine. Everyone is entitled to their own opinion and I have always believed that respectful and constructive disagreement is healthy communication. The “problem” is that it usually and eventually leads to personal attacks or worse from anonymous cowards sitting behind […]
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Date: April 24, 2012
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 […]
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Date: April 22, 2012
Gold to $2000 and Beyond
Here is the second video I did with the folks from Yahoo! at their beautiful new studio in the city. Anytime there are bold statements on gold, people come out of the woodwork to comment. And I would be surprised if they aren’t at least 100 comments by the time you read this. One of the great myths is that gold goes up when there is inflation. I think the 1990s is the perfect example of why that isn’t true. […]
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Date: April 19, 2012
The Fed, QE and Earnings Season
I had a great time with the folks at Yahoo! yesterday in New York in their brand spanking new studio. We tape three fairly controversial segments and Matt Nesto knew exactly how to bait me just right! Here is the first piece. Enjoy! http://finance.yahoo.com/blogs/breakout/move-bernanke-qe3-115057583.html#more-13067 In case you missed it, The House of Mirrors has officially taken the place of The Earnings & Fundamental Palace on Wall Street. I say this at a time when the aspirations and way forward for […]
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Date: April 17, 2012
Jobs Report Overreaction
Last week on CNBC I commented on how investors and the media are way too concerned about one less than expected jobs report from Friday, just like they were way too celebratory last month. While I am glad we raised cash a few weeks, I plan to redeploy that this quarter into weakness. Give a look… http://video.cnbc.com/gallery/?video=3000083018&play=1
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Date: April 16, 2012
What Keeps Me Up at Night
Here is the latest Street$marts. http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120405.pdf
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Date: April 13, 2012
Apple… Is this Time Really Different???
http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120325.pdf
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Date: April 10, 2012
The Coming Crash in Apple or the Road to $1000
http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120309.pdf
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Date: April 9, 2012
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?
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Date: April 8, 2012
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
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Date: March 30, 2012
