Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

The Week in Review; Markets, Obama Set Humble Tone

As we approach the second week in November, the markets are largely as uninformed on the depth of this recession as last week. The only big unknown that’s been removed from the markets is who the next POTUS will be. But President-Elect Obama has inherited one of the weakest economies any of our 44 Presidents [...]

More on this topic (What's this?)
Obama Plans to Talk Even Tougher (naked capitalism, 1/19/10)
“President Obama: It’s Not Just the Words!” (naked capitalism, 1/21/10)
Wall Street's Grip (Eyal Bar's Blog, 3/14/10)
Read more on Obama's Presidential Policy at Wikinvest

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 [...]

With Circuit City the Poster Child, Consumer Retail is Full of Land Mines

Today’s news that Circuit City would close 155 stores and re-negotiate leases on 566 others certainly isn’t shocking - the company has been an awful operator for several years and is one Hail Mary away from insolvency. That said, we shouldn’t ignore the potential harbinger of weakness across anything related to discretionary consumer spending.
I’m frankly [...]