Vegan Investing & Growth Portfolio Blog
Find a good method and STICK to it
Labor day Sunday background music: Allman Bros. with Eric Clapton Live March 20, 2009 "Dreams" At 70 EC has declared he's tired of the hassles of the road and no more extensive touring. The Allman's have lost both primary lead guitarists as well. So at least we...
“This suspense is terrible. I hope it will last.”
The quote is from Oscar Wilde from The importance of Being Earnest but also defines the tension of what the Fed will do and when will they do it. Long term lead indicators are stretching their tentacles into Mid Summer 2015 and foresee neither business cycle peak nor...
The Yellen Dashboard
We've been long term fans of Dwaine Van Vuuren at Recessionalert.com for his unbiased and accurate analysis of economic cycles. In his most recent update regarding the "Yellen Dashboard", which is a list of labor statistics that Fed Chair Janet Yellen pays close...
Neocons and Market Timers
Trying to call a market top these days is like listening to a Neocon predict strategic choices, the outcome will either anger you or cause you to shake your head in disbelief. I've been relatively quiet the past few months because there has been little new to talk...
Diverging from seasonal pattern
Our reasons for redeploying assets in the last three weeks become clear with this chart. We did well with our hedging strategy in March and April but a funny thing happened on the way to a substantial correction. Markets have stopped short of the long awaited...
Primary point of concern
Under normal conditions I'm decidedly positive or negatives regarding US equities. While I'm positive in the longer term time frame (one year) I remain cautious in the shorter time frames. My prime reason for caution in the short to medium term is the declining...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.