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.
BlackRock's Warning: Aging Population Threatens Global Economy
Executives at the world’s largest asset manager are worried about rising long-term inflation, and the willingness of the Federal Reserve to save stock investors.Blackrock Inc. published last week its Global Outlook for 2023. The report identifies three drivers that should know about, because they will reset stock and bond prices for the foreseeable...
Small Chipmaker With Big Vision On Track to Dominate Fast-Growing Electric Vehicle Industry
The electric vehicle revolution is here, even in the most unexpected places. And it is a huge opportunity for astute investors.Executives at Stellantis NV (STLA) announced last week announced that production of its Dodge Charger and Challenger muscle cars will end this year. The company is replacing them with EVs.Investors should consider buying ON...
Buckle up for Semiconductor Surge: Taiwan's TSM Unleashes Game-Changing 3nm Chips
Shares of semiconductor firms since of the October lows have quietly led the financial markets higher. Buckle up, the best is yet to come.Executives at Taiwan Semiconductor Manufacturing (TSM) announced a week ago that mass production of next generation 3 nanometer chips will begin at its Taiwan campus. These chips offer much improved performance,...
Why Tesla Shares Will Recover from Their Recent Beating
Winter is coming to the global automotive sector. Many companies will not survive. Executives at Tesla (TSLA) on Friday announced dramatic price cuts to its electric vehicles. Shares immediately collapsed, then rallied to near unchanged. Other vehicle stocks are still falling.Tesla is coming after a bigger slice of the auto market. Investors in...
Attacks on TikTok Bring Surprising Upside for Snap
Addressable markets are being cut in half, then cut in half again. Division is killing progress, in politics, business and especially technology. Yet there are winners. Here is one.Bob Lefsetz wrote this week about Trevor Noah wanting to quit his late-night Comedy Network TV show because it was hindering his career. Lefsetz makes the point that mass...
Meta's AI Breakthrough: Defying User Tracking Policies, Billions Await!
Companies are constantly finding new ways to use artificial intelligence to disrupt older business models. A familiar firm is taking this concept to the max.The Financial Times reported Tuesday that Meta Platform (META) has been using AI to circumvent the impact of user tracking policies. The change is worth billions for Meta shareholders.Investors...
Netflix's Ad-Supported Revolution: Igniting Growth and Changing Television Forever!
Television is about to change, and investors should get ready.Executives at Netflix (NFLX) recently announced that its new ad-supported tier would make about the same revenue per user as current subscription plans. Digital ads should ignite growth.Longer-term investors should consider purchasing shares into weakness.Netflix is a polarizing business....
Deglobalization To Bring Bonanza For Makers Of Machines That Make Semiconductors
Semiconductor investors are wrong to worry about rising geopolitical tensions. De-globalization and energy transition will be a boon for the chip sector.According to the Investor Day presentation published in November, business is booming at ASML Holding NV (ASML), the Dutch company that makes machines that make semiconductors.Investors should buy semiconductor...
