Risk Rewarded Blog
The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk.
AI software comes alive
It’s been a big month for artificial intelligence. On May 9, a hot startup unveiled a shape-shifting personal assistant. On May 12, a legacy computer company that thinks it’s a startup shifted a platform to cyber security.VIV is the product of two artificial intelligence wunderkinds, Das Kittlaus and Adam Cheyer. They’ve been tinkering...
The Internet gains a sixth sense
At a conference called the Internet of Things World, held in Santa Clara, Calif. this month, many of the world’s leading tech firms will explain how sensors, analytics and cloud computing will change everything. Recently it has become convention to dismiss the Internet of Things. Pundits point to the troubles at Google’s Nest, the lack...
The cloud eats the desktop
If you're not getting our regular email updates, click here.One area of commerce that is seeing no diminution of demand is the cloud. We know that in part because Amazon.com (AMZN) reported spectacular earnings in early May, illustrating the prescience of its massive early investment in cloud computing. Those results stood...
Hot new solution for diabetics
If you're not getting our regular email updates, click here.Coping with the perils of diabetes could be as simple as wearing a patch and monitoring the data on a smartphone. That is the goal of an assistant professor at Seoul National University and MC10, a maker of flexible electronics based in Lexington, Mass. The World Health Organization...
Gotta like Facebook's master plan
If you're not getting our regular email updates, click here.Keep it simple stupid. That’s business adage that has stood the test of time. Facebook (FB) knows this well. Its business is so incredibly simple. It lures you inside with freebees, keeps you there with the comforts of home and other goodies, entices you to bring your friends along...
The dark side of merger frenzy
Boutique research firm TIS Group was out late Wednesday with a note observing that this year is shaping up to be the biggest year in mergers and acquisitions since the market top in 2000. If Dell’s $67 billion deal to buy EMC goes through, it will put 2015 at $1.68 trillion for announced deals, just below the $1.73 trillion in the booming dot-com...
Sticking to the script
NOTE: If you're not getting our timely market updates by email, click here to sign up now. Stocks are following the script of a typical May so far, according to an analysis by Bespoke Investment Group. The chart below shows the historical intraday performance of the S&P 500 during the month of May going back to 1983, and throughout the...
High Time for Hulu
Hulu – a joint venture of Disney (DIS), Fox (FOXA) and Comcast (CMCSA) created to control the release of series re-runs – indicated last week that it plans to launch an Internet TV service in early 2017 that will include live broadcasts, according the Wall Street Journal . This is kind of a big deal, and I’ll tell...