Vegan Investing & Growth Portfolio Blog
Take me to the bottom!
When markets are weak I always remind myself of the black and white movie The Enemy Below with Robert Mitchum and Curt Jurgens. When Jurgens's U-boat was attacked by Mitchum's depth charges "Take me to zee bottom, I vant to go to zee bottom!" Jurgens was fascinating...
Keeping your head straight during periods of stress
Today's market weakness compels me to make a few comments here. A couple of weeks ago we went to a neutral stance on the US stock market despite the fact that it had already declined 4% in the preceding weeks. Some may say "Whats the point of selling now after a 4%...
Eurozone issues continue…….meanwhile back at the ranch
We have coyote puppies. A neighbor called us this morning informing us that on a part of our land that we don't often see we have a pack of coyote puppies living in a culvert. We took precautions this morning to make sure the pups were inaccessible to our Akbash...
Correction low may be weeks away
A few thoughts while watching Facebook trade below $29 (The stock reminds me of one of the bodies tied to the bumper of an old Buick in the opening credits of Magic City): Market bottoms are typically a process and not just a particular point in time. After the...
Shifting to Neutral
Discipline trumps conviction and despite whatever I may think that the risk isn't large at this point our market models are flashing no better than neutral at this point with some at an outright sell. For the past month profits have come with the ease of fighting an...
The 9 month cycle arrives right on time
U.S. Equity markets have been in a correction mode for better part of 6 weeks and this coincides with the 9 month cycle lows. Its been said that market cycles are more of an art than science but I've followed many of them for years and have come to the conclusion...

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