Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Secular Trends Update 12/12 - Welcome New Readers

Hello and welcome to all the new readers who subscribed to the feed this week. As a note to all, I’ve made some changes to the layout of the Portfolio Page, which had about as much performance value as the Flintstones car. I have to self-noodle a lot of the development work here, so please [...]

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 [...]

Volatility Reigns the Day….Yet Again

I still can’t believe that the VIX closed at over 57 today…where does the volatility ride end? We are in utterly uncharted territory - so uncharted that finding our way out will involve more than just historical comparisons.
It will take a new type of holistic analysis, a “model” if you will that uses historical patterns [...]

Bill Passes House; Market Exhales

The amended Bailout/Paulson/Rescue Plan has just passed the U.S. House with a reasonably comfortable margin. This news was largely baked into market averages already, but it remains to be seen if this passing brings some higher volumes and sideline funds.
Most market watchers, mentally and physically exhausted from the past two weeks, should agree with me [...]

More on this topic (What's this?)
Common Comes Last (The DIV-Net, 2/24/10)
Regulatio Ad Absurdum (Condor Options, 1/20/10)
A follow up regarding my aforementioned "leash" (Asset Prime, 1/18/10)
Read more on Margin at Wikinvest

Market Dictionary Word of the Day - “Jaded”

Paul Kedrosky put a nice thermometer into the current mood of the markets with this post about the reaction to yesterday’s WaMu failing. Besides the fact that I’m a big Pink Floyd fan (and a sucker for quote-dropping), he notes now muted the stock market’s reaction has been when put in persepctive with a year [...]

More on this topic (What's this?)
ROSENBERG: THE MARKET LOOKS TOPPY (THE PRAGMATIC CAPITALIST, 3/3/10)
The Dividend Stock Recovery: Get Ready for a High-Yield Bonanza (Investment U, 2/22/10)
A Comprehensive Look At Investor Sentiment (The Technical Take, 3/4/10)
Read more on S&P 500 (SPX) at Wikinvest