Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Mid-Week Brain Purge - Healthcare, Cheap(er) Windows 7, Behavioral Finance Links

First off is a good think piece on several of the many issues we face with regards to healthcare reform; it’s a few days old but has lost no relevance (From WSJ.com): The Myth of Prevention
Next up is the first of two links to articles with a behavioral finance bent (I’m a nut for the [...]

The Market Week in Review - June 22-26

#1 - Bernanke testifies before the House Grandstanding Oversight Committee – Thursday
For those of you who didn’t watch the four hour “display”, I can assure you that you had a more satisfying week than I.
I have tried my whole life to keep my nose to the business of studying companies, trends, and business models. I [...]

More on this topic (What's this?)
Auerback: Bernanke Fesses Up: America Has No ‘Insolvency’ Issue (naked capitalism, 2/26/10)
FORMER ATLANTA FED CHIEF CALLS FOR RATE HIKE (THE PRAGMATIC CAPITALIST, 3/16/10)
Dodd And Bernanke Need To Get A Room (LOLFed, 3/15/10)
Read more on Federal Reserve at Wikinvest

Happy Thanksgiving

I hope you all had the opportunity to feel appreciation (and appreciated) today. I took the day off from research, to the delight and surprise of my loved ones. One thing I did look at was my posting from last week, where I pointed out four stocks whose prices simply weren’t justified. I’ll happily write [...]

Brain Purge - Solar Graves, Stimulus Binge, 99.9999 Downtime

Three articles that left an impression over the weekend:
From Mish’s Global Economic Trend Analysis: “Whole Lotta’ Stimulatin Goin’ On” - this piece shows just the depth and breadth of the various stimulus plans in the works around the globe. It’s truly an unprecedented response, which is good because we’ve got unprecedented problems. How effective these [...]

Markets Take A Quick Nap Before 2008 General Election

Markets traded pretty thin today with a dash of boring, as all eyes and thoughts turn to Tuesday’s election, probably the single most influential American event since 9/11. The current talking-head consensus is that markets have priced in the Obama victory, but that if McCain were to win, markets would have a quick “rip your [...]

Please Excuse the Mess…Transitioning Content

I apologize in advance for any confusion or page loading errors as I try to (quickly) re-vamp the look and feel of the website. I’m using my moderately upgraded 2.0 knowledge to re-design the site in a way that will hopefully make my content more accessible.
Please feel free to contact me with any suggestions, gripes, [...]