Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Interest In NYSE, Euronext Only Serving to Boost Valuations (NYX)

The M&A rumor mill has been in full effect over the past 48 hours (ah, the memories…) over the prospects for a merger between Deutsche Boerse AG and NYSE Euronext (NYX), first reported by German magazine Der Spiegel.
The official response from Deutsche Boerse thus far is to deny any progress on a deal, and from [...]

More on this topic (What's this?)
NYSE Euronext Announces Trading Volumes for January 2010 (Phil’s Stock World - Members S..., 2/9/10)
ON THE MOVE (Index Universe, 2/17/10)
(NYX) NYSE Euronext Sells Small Stake in NYSE Liffe U.S. (Stock Blog Hub, 3/12/10)
Read more on NYSE Euronext, Deutsche Boerse at Wikinvest

Model Portfolio makes up 2/3 of its Losses

I never meant for the Secular Trends Portfolio to be this volatile. I wanted a little extra Beta here and there, but with the VIX still trading above 50 - even after a 20% drop today - massive discrepencies in the perception of value exist, more so than I have ever witnessed.

On the bright side, [...]

NYSE Euronext being added to Portfolio

I have been looking over the exchanges for most of the week, and many of them have held up extraordinarily well. CME has led the group as talks form around setting up CDSs and other OTC contracts on the exchange. Centralized clearing is a must, and the ideal solution will involve multiple exchanges agreeing on [...]