Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Industrial Production Comes in OK

Core industrial production rose 1.3% following a revised 3.7% drop in September due to the effects of hurricane season. In a further revision, the FRB updated its remarks from September to say that a full 2.5 percentage points of the Sept. drop was due to the hurricanes. The strike at Boeing (BA) has also skewed [...]

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Economic data confirms it’s ugly out there (Interest Rate Roundup - Money an..., 10/16/08)
Declining U.S. Industrial Production Signals Recession (Contrarian Profits, 9/10/08)
Less Money, Less Safe (Financial Armageddon, 10/31/08)
Read more on Industrial Production at Wikinvest

Don’t Fear the Reaper; Economic Indicators May Be DOA

With the majority of 3rd quarter earnings now in the public domain, equity markets continue to live in a world severely lacking in quality information. Our re-test of market lows late last week is evidence enough that we’re not sure the economy will rebound at all in 2009. We’re hearing of curtailed production and lowered [...]

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The Essential Eight: The Only Economic Indicators Investors Need to Know (Money Morning, 2/23/10)
WHAT CHINESE MALLS TELL US ABOUT THE ECONOMIC REALITY (THE PRAGMATIC CAPITALIST, 2/22/10)
Bloggers Tell It Like It Is (Financial Armageddon, 2/2/10)
Read more on U.S. Economic Cycles at Wikinvest