Vegan Investing & Growth Portfolio Blog

It appears the biggest ever increase in 10 and 30 year Treasury yields / bond price declines ended on October 24.  In my opinion the rally in Treasury bonds has created on the best opportunity in years.   The timing is obviously tricky but prices should continue to...

Does this rally have legs? November 9th and 10th 2022 The last decade will be known as the Decade of the Big Tech Growth Stocks. A temporary period where investors deluded themselves into thinking the only stocks worth owning were shares in Technology: Amazon, Apple,...

September 6, 2022 Both stocks and bonds have declined since my last note to you from August 26. The Fed must correct the excesses created by the Fed during the Covid crisis. The official US response was $9.5 trillion of stimulus ($5tn fiscal and 4.5tn monetary...

Driving Forward Thru The Rear Window August 2022 The recent stock market rally over the last month garnered most of the attention from investors. The idea that just because the Treasury bond market has stabilized its now time to buy Growth Stocks is foolish. Buying...