CNBC’s Squawk Box Monday at 6:30 AM

I am excited to be with Joe, Becky and Andrew on CNBC’s Squawk Box on Monday the 31st at 6:30 AM. We will be discussing the markets, the wrong way Fed and the latest comments from Putin regarding the Ukraine.

There should be a new issue of Street$marts out later on Monday.

Enjoy the rest of your weekend. I am heading to my 6 year old’s very loud and chaotic birthday party. Too bad they don’t serve adult beverages with laser tag.

It’s going to be a very tough battle against the Spartans from Michigan State, but GO HUSKIES!!!

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Squawk Box on Wednesday July 3 at 6:30am

 I am going to be on CNBC’s Squawk Box tomorrow (Wednesday July 3) at 6:30am discussing Friday’s “much anticipated” jobs report (aren’t they all???) and my outlook for stocks.

If you missed last night’s Nightly Business Report, you can find it here.

http://nbr.com/2013/07/02/dont-expect-earnings-blowout-or-market-rallies-pro-says/

The only thing I forgot to mention last night when I spoke about high quality corporate bonds and floating rate was that municipal bonds have been hammered as badly as any time since Meredith Whitney’s pathetically awful call towards the end of 2010.

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Squawk Box at 6:30am

I am going to be on CNBC’s Squawk Box at 6:30am on Wednesday discussing the market’s recent surge to new highs along with some areas of concern and which sectors may be poised for more gains. And no, I do not believe the bear market in Apple is over. It recently hit my second downside target at $400 and is bouncing as it should. More weakness should await the one time darling on it way to $300.

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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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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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