Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

U.S. Stock Markets Strike Fresh Lows; Cooler Heads Stand Up?

All the major indexes sit at fresh multi-year lows Wednesday, as the crosscurrents of a seemingly endless wave of negative news has uncertainty levels (as measured by the VIX) one push away from new all-time highs.
The Secular Trends Portfolio has given back all the alpha that seemed so well-earned just two weeks ago on Election [...]

Solutions To Our Auto Problems; We Can Dream It, But We Can’t Do It

As I sat and watched the testimony of the Big 3 CEOs yesterday, I began to zone out (hey, it’s been a long month) and dream about a solution that many folks seem to have in one way or another, yet will never see the light of day.
Part of me would love to see what [...]