Vegan Investing & Growth Portfolio Blog
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...
OP May Client Letter
2q 2015 client update pdf
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 before the recession...
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 where the majority...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.