Vegan Investing & Growth Portfolio Blog
The Inglorious Month of September
Its been a busy week with multiple market cross currents. One of my favorite Hedge Fund managers, Doug Kass is calling for the US stock market to make its annual high this week. As much as I admire his call of a lifetime last March, my guess is its a losing battle...
Rolling selloff
A rolling selloff that started in Asia, primarily in China hit the US markets today. The Chinese led selloff is a reflection of a tightening in lending but is also ignoring the improving economic conditions in the US. Regardless, selloffs and corrections are normal...
RMHI Third Quarter Client Letter
The U.S. and World stock markets remain in bull-mode, which was my expectation based on my April 2009 letter. This move up was triggered by data that revealed things were not as bad as the consensus expected which caught the majority by surprise since the sentiment...
Chinese Bottle Rockets: Part Deux
In our most recent quarterly letter we mentioned the subpar revenue growth for US based companies. This anemic revenue growth stood in stark contrast to many Emerging Market companies that have excellent top line growth. One of our favorite purchases....the...
Getting real on Easy Money
There have been a few stories in the media over the weekend regarding how the slow rate of economic growth will force Central Bankers round the world to continue to provide easy monetary policy for the forseeable future. Barrons interview with Michael Hartnett...
Chinese Bottle Rockets
Part of our performance this year is due to a handful of Chinese Bottle Rocket stocks Rino International RINO being the most spectacular. By no means would I suggest buying this stock now as it is being discovered by the momentum traders who can either propel it into...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.