Posts From Ross Heart

Ross Heart
Ross Heart is the operator of Heart Capital, a small investment company he founded in 2004. Ross entered the financial industry in 1993, working at Merrill Lynch for a number of years, before starting an investment operation for a community-owned bank. He has degrees in Economics and Finance, and enjoys competing with Wall Street from Northern Wisconsin, where he feels he can tackle some of life’s most important pursuits with his wife and two children. Ross has served on boards at his Alma Matter, kid’s school, local chamber of commerce, and city, and has written an investing column for a regional newspaper. Heart Capital’s investment approach is a value-based, tactical one utilizing individual securities and provides the ultimate in transparency for clients.
Follow On: Twitter | Google Plus

9 Great Reads For Investors This Week

This year has been a rocky one for the global financial markets. Commodities have been crushed, Bonds and currencies have been volatile, and the equities have been uncertain – trading in a wide range. And to top it all off, the markets received news of the first Fed rate hike…

8 Great Articles For Investors: Insights And Inspirations

We live in interesting times and it’s not always easy to see what the financial markets are up to. From the game of cat and mouse with the Federal Reserve to current market valuations to crashing commodity prices, investors have a tough job of working through intermarket correlations, short-term gyrations, and…

Federal Reserve Decision Boils Down To Credibility vs Prudence

There is no better reality show for market junkies than the monthly obsession over the ‘critically important jobs number’ or the ‘most significant Federal Reserve decision this year’. Every few weeks we are tortured by the buildup to releases/decisions that are transmitted in seconds leaving investors to wonder if their…

2016 Market Prediction: Fiscal Stimulus Returns As Talking Point

In a couple months, we will do the routine – you know, the one where prognosticators put together their ‘Top 5 Surprises for 2016′, or ’10 Market Predictions for the Upcoming Year’. They’re like the tabloids at the supermarket that nobody claims to look at, but somehow we always know who just…

Investors, Time To Invoke Thoreau: “It’s What You See”

It’s not what you look at that matters, it’s what you see ~ Henry David Thoureau That is one of my favorite investing quotes of all-time. I’m guessing Thoreau wasn’t using it to describe a rising wedge or to make sense of a head and shoulders top, but it just seems…

How The Wealth Effect May Soon Become The ‘Stealth Effect’

The Wealth Effect – a term associated with bullish stock markets and/or real estate expansions driving asset gains, which in turn spurs on spending based on consumers’ perceived increase in their net worth. No one gave more credence to this concept than Federal Reserve Chairman Alan Greenspan as he pointed…

Tax Returns: One Valuable Tip That No One Is Talking About

You’ve either just completed your tax returns, or maybe you’re still working on them. Somehow, it seems like we’re always in one of those two camps during tax season (and perhaps afterward if we need to file an extension). As a value investor, I’m frequently on the prowl searching to…

5 Reasons Value Investors Should Avoid ‘Sum Of The Parts’

Value investors are always on the search for clues. Seeking out undervalued securities involves relentless digging, scratching, and a myriad of valuation techniques to derive conclusions. In frothy markets, value managers are also notorious for spotting red flags and smoke signals urging caution. I’d like to share one of those…

Inflation, Deflation And The Inflationistas Ironic Victory

Seinfeld: “Aww, you’re crazy” Kramer: “ Am I? Or am I so sane that you just blew your mind?” Somewhere in America, a very observant 11-yr old passenger is asking her Dad, “why is gas so cheap?” As oil prices continue their descent early in 2015, countless explanations for crude’s…