Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Solar Stocks Rebounding Again Today; Is it Time Yet?

I love the idea of solar, but I just don’t see it being the right time to invest. Solar stocks are still just reverse proxies for the price of oil, and until that changes it’s best to just keep up on research and wait.

Solar Stocks Rebounding on Oil, Obama Prospects

The solar stocks have faced a brutal, early winter environment the past few month; the crushing of their equity along with a frozen debt market has effectively removed their medium-term funding. Meanwhile, the much lower price of crude oil has driven a move to broadly lower energy costs, which takes away from solar energy’s cost [...]

What I’m Reading this Weekend

Barron’s has a fantastically insightful interview with Jeremy Grantham of GMO. His ideas about the inherent strengths and weaknesses of corporate CEOs are both eloquent and simplistic.
I’m trying to get a feel for the long-term trends in base metals (aluminum, copper, nickel, etc) by using these great charts at infomine.com
Reading through some white paper information [...]

More on this topic (What's this?)
Aluminum Stocks: As Another Contango Begins, Here’s the Best Way to Play It (Investment U, 2/23/10)
Looks Like the Copper Correction Is Over (Red Hot Energy and Gold - Global..., 2/19/10)
Copper: Market Top? (The Technical Take, 2/3/10)
Read more on Nickel, Copper, Sunpower Corp at Wikinvest