Vegan Investing & Growth Portfolio Blog

Our November client letter. November 2015 client letter

Hello all This is our latest monthly letter.  We're essentially positioned for what we expect to be a strong stock market into December while anticipating a probable recession in 2016. 9.29.15 monthly letter All the best, Brad

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...

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

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...

2q 2015 client update pdf