Vegan Investing & Growth Portfolio Blog
Adding to GLD
We've continued to reduce our equity exposure this morning selling off our holding in Cedar Fair LP. My concern is that the stock market is back at resistance levels at 1360 on the SPX. I think its really just a matter of time before this level is taken out but it...
Taking a new look at Gold
I've been neutral on Gold after its parabolic rise last year but the charts now look quite attractive to me. The correlation between deficit spending of world governments and the price of gold is quite tight and now it appears a new leg up in gold could be forming....
Remaining cautious in the intermediate term
Markets have risen sharply since December and while the economy continues to improve there are several issues that have me concerned about the near term market direction: Investors have become increasingly and probably extremely bullish. Market sentiment back in...
Mid February Outlook
So far in 2012 markets have moved our way but from looking at the sentiment data we could use a break as investors appear to be quite aggressive. Back in late 2011 the idea of a rally seemed inconceivable but then rallies are born out of investor fear and angst....
Investing in 2012 will likely be very profitable
Despite a terrific first quarter, 2011 morphed into a miserable year as the combination of US political bickering and misplaced worry over the prospects of a European debt contagion caused both professional and individual investors to flee to ultra safe...
ISI Hedge Fund Survey
Just out is the ISI Hedge Fund Survey indicates that hedge funds are at their lowest net long position in 4 years! This is a contrary indicator and means they're going to be forced to buy into equities to keep up with the indices. Its another source of fuel for the...
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