Markman Capital Insight

Risk Rewarded Blog

The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk.  The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk. 

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How Negative Swiss Bond Yields Help Apple

The weirdest thing going on in the world of finance right now, bar none, is the negative bond yields in the leading European countries.Government bonds are supposed to be a loan from the private sector to the public sector that provides the lender with a steady, safe interest payment. That’s the way it has been since the dawn of time, or at least...

  • May 12th, 2015
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6 Things You Need To Know About The April Jobs Report

Stocks rebounded without much conviction last Friday in response to the April jobs report, which came in largely as expected: Payrolls expanded by 223,000 and the unemployment rate fell to 5.4%, the lowest level since early 2008. Job gains were concentrated in white-collar and health care occupations, construction saw modest gains, and manufacturing...

  • May 12th, 2015
Will a Robot Steal Your Job?

Will a Robot Steal Your Job?

One of our big investment themes this year is the rise of extreme automation -- from transportation to communication, finance and more. Many new developments will make life easier and safer, yet it's fair to worry about whether automatons, or robots if you prefer, will snatch away your job.It's no joke. Ed Yardeni of Yardeni Research believes that part...

  • May 8th, 2015
Sell in May?

Sell in May?

One of Wall Street's best known adages is the old "sell in May and go away" seasonal trick. The idea is that the six months starting in May -- including the normally listless summer months -- are among stocks' poorest performers of the year.It helps that it kind of rhymes. Just try to say, "Sell in April and … um …" You see, nothing rhymes with...

  • May 7th, 2015
Toyota Goes All In On Safety

Toyota Goes All In On Safety

One of our core technology obsessions is the rapid development of automated transportation systems -- specifically self-driving or semi-autonomous automobiles. The big players are generating a lot of attention in this area, from the goofy Google(GOOG) cars to the "autopilot" software update by Tesla (TSLA) to the "Project Titan" initiative...

  • April 8th, 2015
Can GoPro Get Back its Mojo?

Can GoPro Get Back its Mojo?

In the era of Facebook (FB) triumphalism, action camera innovator GoPro (GPRO) seemed to capture the zeitgeist of social media braggadocio. It's small, powerful video cameras and body mounting accessories enabled everyone to upload clips of their best X-Games inspired stunts and travel experiences. Shares surged from summertime lows near $37.50 to...

  • March 26th, 2015
Darden cooks up new highs

Darden cooks up new highs

While all the focus has been on the Federal Reserve over the past week, and stocks overall have paused for breath, companies like Darden (DRI) are being rewarded for doing the good work of capitalism: Growing, building, expanding, finding efficiencies, and ultimately expanding earnings. A solid quarterly report last week has unleashed a torrent of...

  • March 25th, 2015
Can Intel Bounce Back?

Can Intel Bounce Back?

The chips are down. Or at least the ones in elder care are. The Philadepihia Semiconductor Index more than doubled from late 2012 to a high earlier this month. It's been a solid, nearly unblemished advance powered by excitement over the internet of things (everyday objects connected digitally) and excitement about a PC upgrade cycle after Microsoft...

  • March 16th, 2015