Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Happy Holidays as We Approach 2009

Posted on | December 29, 2008 Time: 8:46 am |

First, let me apologize for the brief cobwebs here at Epiphany Investing. This “one pilot, one plane” project requires a developer, a writer, and one helluva of a stock analyst. And as it should be, maintaining the latter remains the primary concern.

I’m still trying to balance the writing with the reading, but for the past week the reading has dominated. Sometimes fresh ideas just take a little longer to grow. But rest assured that Epiphany Investing and the Secular Trends Portfolio will be entering 2009 well positioned to achieve maximum returns in what is certain to remain an uncertain world.

As we reach the last station of a 2008 train ride full of wrecks and casualties, it is oh so tempting to just board up the windows on this year and never, ever look back. But we must continue to watch the data that streams our of these last few weeks and months. We need to know the actual numbers, not the headline “temp” figures we see initially. We need to know, as well as we can, just how bad the carnage was.

It’s not a pretty job, but if it leads to better investment returns, we all ought to be rolling up our sleeves. I’m here so that some of you can begin to outsource it.

Best of luck (don’t forget to claim some losses before Wed!), and Happy Holidays to you and yours….

Ryan Barnes

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