Vegan Investing & Growth Portfolio Blog

Its a beautiful Monday here in the Rockies sitting in my office while watching my wife read from her kindle and my screens watching Europe implode. This is why we've been imploring readers and clients to remain cautious and why we still have our hedges: Euro markets...

Monetary policy is not very effective during periods of mass deleveraging.   A sound fiscal policy geared towards job creation is where our leaders should be focused.   The politicians don't seem to understand that a steroid shot of quantitative easement has little...

Datalink is up $1 so far today at $9.68.   Last quarter they posted very strong earnings and are ranked at the top of our proprietary equity model.  The stock did suffer from the market sell off a few weeks ago but now it appears the stock is once again gaining...

With the plethora of issues facing the world economy right now its almost incomprehensible that we'll witness a V bottom in the S&P 500.   The odds are high that we'll revisit the low of 1120 soon.   Very few bottoms are of the V shaped variety, more likely is the...

For the past few trading having trading hedges appears as a very unenlightened strategy as markets rebound sharply.  But these are unpredictable and volatile times where the chances of staging a major rally appear to be very small while the real risk is exactly how...

Recognition of the woes of the economy and earnings appear to be fully realized hence the extreme readings in investor sentiment.   The 1120 area of the S&P 500 appears for now to a relatively solid floor and its becoming hard to be as bearish as we have been...