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…


What Keeps Me Up at Night

Here is the latest Street$marts.$marts20120405.pdf

Apple… Is this Time Really Different???$marts20120325.pdf


The Coming Crash in Apple or the Road to $1000$marts20120309.pdf


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?

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.