Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Weekend Reading: Richie Poor, Moody’s Soul-Searching, Depression Debate Begins

In the somewhat lonely life of a stock analyst these days, I read hundreds upon hundreds of articles, slides, charts, and commentary every week. Most provide a marginal benefit at best, and are just regurgitations at worst.
But as with any mining effort, it’s all about finding the few nuggets that may lead to moments of [...]

More on this topic (What's this?)
US and UK Move Closer to Losing AAA Debt Rating, Moody’s Says (The Prudent Investor - Seeing To..., 3/15/10)
Dollar rises on new dollar fears (The Mess That Greenspan Made, 3/15/10)
Washington Screws It Up AGAIN! (Real Wealth - Global Wealth Report, 2/4/10)
Read more on Moody's at Wikinvest

Ratings Agencies - It’s Time to Shine the Light

The heads of major credit ratings agencies S&P, Moody’s and Fitch are testifying today before Congress’s House Oversight and Government Reform Committee. I don’t know if today’s testimony will reverberate in the face of so many potential sources of blame in this crisis, but in my mind they deserve more singular blame than any other [...]

More on this topic (What's this?)
Credit Rating Of The United States At Risk Says Moody’s Ratings (Stock Market Analysis, Trading, ..., 3/15/10)
Washington Screws It Up AGAIN! (Real Wealth - Global Wealth Report, 2/4/10)
Plus ca change… (naked capitalism, 12/27/09)
Read more on Investment Banks, Credit Ratings Agencies, Moody's at Wikinvest