Markman Capital Insight

Gemini Update: New Gains

June 7th, 2015

Quick note to let you know the latest news on our Gemini futures programs.-- Gemini 252 knocked out a very nice 1.6% gross profit on Wednesday June 3 from an intraday short and cover of the S&P 500 E-minis. The system is now up 38.1% gross this year.-- Gemini SGX knocked out an even nicer 2.56% gross profit on...

CONTINUE READING

Gemini 252 spanks index, ahead 35% gross year-to-date

May 29th, 2015

Gemini 252 just completed a two week, two-contract trade sequence. The system shorted one S&P 500 E-mini contract on May 14 and shorted another four days later. On Tuesday, the system took advantage of the sharp decline by covering the two contracts for a $350 gross profit, or +1.56%, in the model $22.5k portfolio. The system is now up 35.02%...

CONTINUE READING

Avago mega-merger with Broadcom is just the beginning

May 29th, 2015

The Wall Street Journal and Bloomberg reported midday that Avago and Broadcom were considering a $37 billion merger of near-equals, most likely led by Avago. This would be another in a series of blockbuster moves in the semiconductor industry, following in the footsteps of NXP Semi's bid for Freescale Semi (FSL) a few months ago.The industry is consolidating...

CONTINUE READING

As drone buzz goes mainstream, drone stocks take flight

May 29th, 2015

It's pretty clear when a trend has matured. You hear about it on the sidelines of kids' sports events, at worship services, and at cocktail parties. What started as self-funded ventures or Kickstarter campaigns starts attracting multiple rounds of private investment. Valuations swell. IPOs loom.That's what's happened with the personal drone industry,...

CONTINUE READING

Is Best Buy setting up a classic short squeeze?

May 29th, 2015

While headlines have been focused on the machinations of the Federal Reserve and the timing of a hike in rates, folks who actually care about things like corporate revenue growth and earnings per share have been focused elsewhere. In the past week,  it's been retail chains.Results have been flowing out of the sector, providing clues as to the strength...

CONTINUE READING

How to profit from the coming crash in car sales

May 22nd, 2015

In my five and a half decades of life on Earth, the most profound technology changes have been personal computing, digital networking and the rise of mobile communications.I suspect that one of the biggest technology changes coming for children born right now will be in energy and transportation, as solar power eclipses fossil fuels and the autonomous...

CONTINUE READING

Toyota’s new focus on safety is a major event for Mobileye

May 22nd, 2015

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 over at Apple...

CONTINUE READING

10 amazing new developments in the fight against cancer

May 22nd, 2015

Analysts at TIS Group reported this week on an IMS Healthcare Institute report on global trends in cancer treatment that was pretty fascinating and had major investment takeaways. I want to share it with you now. The following all comes from the TIS assessment of the IMS report:1. Global spending on oncology treatments is booming In 2014, global spending...

CONTINUE READING