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. 

expert-options

5 trends you should know about the world economy

Despite all the unwarranted attention on Greece, life does go on elsewhere. Here are some notes from analysts at the excellent boutique brokerage and research firm Evercore and ISI:1) Deflation looming in EuropeThe ECB may have its hands full with Greece but it also failing to get traction on prices in the eurozone. The currency area's consumer price...

  • July 16th, 2015
History suggests bulls will rule the rest of July

History suggests bulls will rule the rest of July

July has a reputation for fireworks in the stock market, with positive returns most years.Fortunately this year is no exception so far. Bespoke tells us that through Monday, the S&UP 500 is up 1.5% for the month so far, and bulls have history on their side the rest of the month. Over the last ten years, the S&P 500 has seen a median gain of...

  • July 16th, 2015
expert-options

Don’t roll your eyes; it’s time to look at Brazilian stocks again

Let's say that we can all agree -- yes, I'm voting on your behalf -- that once this whole Greek thing is put to bed people will look around and realize that eurozone stocks are too cheap. Doesn't it make sense to start considering right here, right now, which ones or which countries should rebound best?When you think about it, once the Greek thing blows...

  • July 16th, 2015
expert-options

Stocks survive Greekmaggedon

Stocks sank Monday but finished well off their lows as investors decided that Greek voters' decision to stiff their creditors might not be the life-threatening event of the century it was presumed to be. After all, everyone knows the country simply cannot pay its outstanding debt, and no amount of finger-wagging, name-calling, foot-stamping or threat-making...

  • July 16th, 2015
expert-options

Tumult in Greece and China may put the Fed on hold

Normally the release of minutes of the Federal Reserve's rate-setting committee are the lead headline, but they had to settle for third place Wednesday. Takeaways however were dovish. A lot of the focus was on Fed concerns about developments in Greece and China, where conditions have taken a turn for the worse in the few weeks since the meeting.While...

  • July 16th, 2015
Honda will recharge electric vehicle sales

Honda will recharge electric vehicle sales

Say what you will about "green cred" -- the social brownie points awarded in certain areas of the country for driving a battery-powered Nissan Leaf or Toyota Prius plug-in -- but electric vehicles outside the Tesla Model S have a dowdy image. I mean, you can't imagine James Bond pulling up to a casino in a Chevy Volt.In an industry that is built on...

  • July 16th, 2015
Greece aside, Capitalism forges onward

Greece aside, Capitalism forges onward

In a reminder that the world doesn't revolve around Federal Reserve dot plots or the machination of Greek bailout negotiations in Brussels, there has been a surge of merger news as companies quietly go on doing the good work of capitalism: Expanding, buying, selling, and trying everything possible to boost profits and maximize shareholder wealth.Homebuilders...

  • July 16th, 2015
expert-options

Don’t worry about the dull economy; invest for tomorrow, not today

The labor force participation rate hit a new low of 62.6% in June, down from 62.9% previously. That was the lowest level since 1977, which is disheartening and frustrating.I was a sophomore in college in 1977, so I can't offer any first-hand insights on the job market of that era. I did emerge from graduate school three years later in 1980 into the...

  • July 16th, 2015