2017 Financial Resolutions

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


Bulls & Bears Even But Opex Tilts Down
Bulls and bears come into the new week on equal footing,  both still fighting it out in the trading range. The bulls have done nothing wrong to indicate anything more than a 3-5% pullback and the bears will have a lot to prove at that point. Since early December, the small cap Russell 2000 has […]

Bears Need to Act Quickly, But Bulls Won’t Make It Easy
After Thursday’s morning sell off the bears finally had something to latch on to. All they needed was to stave off any bull attempt to rally into the close so the bears could try and follow through on Friday morning. However, as pundits called for more weakness, stocks rallied all afternoon and into the close. […]

Top 15 Financial Resolutions for 2017
It’s amazing how powerful the turn of the calendar can be. New Year’s resolutions dominate the landscape with all of the weight loss programs and workout products at the top of the list. I’ve never been a huge “resolution” person, probably since there’s just too much I need to change and it’s a little overwhelming! […]

Dow 20,000 on Hold for Now
On Friday the Dow Jones Industrials failed to touch the vaunted 20,000 level, missing by less than a single point. It’s been interesting to watch the media fall over themselves, cheering, pushing and encouraging the Dow to touch 20,000. Frankly, it’s kind of embarrassing. What’s worse has been the pundits who actually believe Dow 20,000 […]

Santa Came a Callin’ But Who Cares…
The Santa Claus Rally (SCR) has officially ended with the bulls winning by almost 1/2%. That’s supposed to portend positive things for the year ahead. However, as with most Wall Street adages and assumptions, it just stand up to scrutiny when doing the research. First, let’s remember that during most long-term periods, stocks rise at […]

Santa Came a Callin’ & Dow 20K Up Next
While the point totals so far have been more impressive on Tuesday, the market action on Wednesday is more constructive and healthier. We had a quieter opening without emotion. The Russell 2000 and S& P 400 are leading, which runs counter to the trend I pointed out yesterday. The NYSE Advance/Decline Line is much stronger […]

Bulls Rockin’ to Start 2017
It looks like the bulls are refreshed and ready to go into 2017 with the bears perhaps still nursing a hangover. Early indications show the Dow Industrials up roughly 150 points this morning which would put them within striking distance of 20,000 this week. I have seen a number of very short-term studies over the […]

Well, Well, Well Mr. Bear
Wednesday was definitely an interesting day as opening strength was immediately sold and built upon throughout the day. That behavior is not only out of character for the post-election rally, it certainly is as well for the final few days with prices so extended. Market internals were pretty much as expected for a day like […]

Dancing Sugar Plums & Dow 20K
Two days into the Santa Claus Rally and the Dow is up a whopping 26 points. While that doesn’t seem like anything, it’s fairly typical of the final five trading days of the year which often see a mild drift higher before sellers sometimes come in on the final day. Tuesday saw the bulls come […]

Reagan’s Stock Market Analog Dies
Last month, I offered a price analog to the 1980 election of Ronald Reagan. There were many similarities between 1980 and 2016 as you can see below, including the big correction early in the year and the post-election market celebration. That all ended by Thanksgiving as the 1980 pattern gave back 100% of the rally […]

Home  |   Strategies  |   About  |   FAQs  |   News  |   Contact  |   Disclosures  |   Privacy Policy  |   Blog Posts  |   Become A Client
  © 2017 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.