Investing in Everyone's Future.

Our bearish base case scenario

Its a great feeling to wake up to the realization that our anticipation and planning for several months comes to a very fruitful conclusion this morning..  We had watched the sea of red in the futures market over night but was still amazed to see a fall of 1000 Dow...

Positioning for a Bear Market

We have spent the last month positioning our client portfolios for what we believe is an emerging bear market in US stocks. 8.15 monthly letter

June update

Its been so long since a substantial market pullback occurred we can easily forget that market weakness is inevitable and part of the process.    We do not see any significant reason to pull away from stocks as the factors necessary for a substantial market pullback...

Predicting business cycle peaks

Like so many other investment firms we had to endure the market decline in 2008 but being an independent firm we have the freedom to also say “never again”.   We’ve reached a point in our lives and stomach lining that there had to be precedents...

Solar Yield Co’s

We haven’t touched anything solar or alternative energy since last Summer when the early signs of Euro weakness occurred.   Since that time a new crop of domestic solar utilities have been developed that in structure are much like REIT’s and MLP’s...

Scout22.com

Thanks in advance to at Scout22.com for supporting our beliefs and for the impending website overhaul.  If you have a Veg oriented business or website you really should give them strong consideration.

Proudly named “Five Companies That Are Changing The World”

Five Companies That Are Changing The World There’s no question that the concept of cruelty-free is making it into the mainstream. Plant-based products are lining the shelves at big-box retailers, hitting the major morning shows and popping into recipes. Vegan living...