Markman Quarterly: A Premium Investment Research Service
Markman Quarterly is a comprehensive, high-level investment research publication created for independent investors who want to think and act like professionals... without needing Wall Street credentials.
Led by award-winning financial journalist and analyst Jon Markman, the service delivers deep insight into markets, macroeconomics, sentiment trends, technicals, and most importantly long-term wealth-building opportunities.

What You’ll Get Each Quarter:
Clear Macro and Market Outlooks
Thoughtful analysis of economic trends, political shifts (like trade policies or rate changes), and market sentiment to help you understand what's driving asset prices.
Data-Backed Market Sentiment Reports
Deep dives into investor psychology and positioning from institutional surveys and fund flows. Providing an edge in timing opportunities!
Stock Market Valuation and Risk Assessments
Learn where markets stand based on real metrics like CAPE, P/E, and GDP ratios. Plus expert views on how to respond.
Technical Levels That Matter
Actionable price levels on key indexes and sectors so you know where professional money is watching, entering, and exiting.
The “Stocks We Love” List
A rigorously curated selection of top-tier businesses riding powerful secular trends like digital transformation, AI, reshoring, and energy security. Each company includes buy levels, price targets, and industry context.
Timely Investment Philosophy & Guidance
Unlike daily noise-driven commentary, Markman Quarterly emphasizes discipline, patience, and aligning your portfolio with long-term secular shifts that transcend short-term volatility.
Who is "Markman Quarterly" For:
Markman Quarterly is designed for experienced individual investors, professionals, and sophisticated DIY portfolio managers who want:
- Insightful, objective research without the hype- Access to institutional-level tools, frameworks, and stock ideas
- A strategic, long-term approach to compounding wealth
It's time for you to become one of our happy customers!
Sign up for Markman Quarterly now.
“Thank you, Jon… for many things, but just know I’ll be a subscriber for the rest of my life! I appreciate all that you do in sharing your vast knowledge with others & me.”
"With the help of Markman Capital my family is doing very well by staying the course with the Digital Transformation. "
"As a long-term subscriber of Markman Capital Insight, I sleep very well at night knowing that my investments are grounded in the amazing advice from the Markman's. I look forward to many more years with the Markman team!"
"I was smart enough to put your fantastic insights into my Roth IRA. It has really been amazing to see this part of my portfolio just skyrocket thru the years. Almost do not want to withdraw from my Roth as it just keeps going up and up. Incredible information I do not get anywhere else.”
Build Income For Now and Wealth For later – in Minutes a Day
Foundational ETFs
- Actionable daily market analysis educates and entertains.
- 3-6 index funds that form the large, solid base of your entire portfolio.
- Tap into an insanely successful string of leveraged Nasdaq 100 (QQQ) trade recommendations.
- Aim for repeated gains of 4% to 15% from 1 to 20-day holds along with the portfolio.
- 52% of all wealth created in the stock market in the last 100 years came from just 72 companies. This covers them all and is your baseline for driving wealth.
Digital Creators & Consumers
- Twice a week fresh tech analysis.
- Directly own a portfolio of 12-15 companies that are a part of the 3% of companies that don't suck.
- These are the companies creating and utilizing the digital transformation.
- Recommended solution to 20% of your portfolio.
- Bonus: Know about the companies creating the infrastructure for the AI revolution.
Digital Leverage
- Leveraged ETFs and options of large tech stocks for quick returns and income for now.
- Up to 20 high-potential trade alerts per month - hand-picked, AI-optimized trades targeting short-term, high-impact gains
- We aim for a 120% gain a year.
- Trade right alongside our experts, every step of the way.
- 3-6 positions held at any given time.
- Market Commentary & Weekly Strategy Sessions - understand exactly where the biggest money-making opportunities are
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A Path to 40-80% Gains Per Trade - we target short-term, explosive moves with clear entry and exit points
Markman Quarterly
- Clear Macro and Market Outlooks
- Data-Backed Market Sentiment Reports
- Stock Market Valuation and Risk Assessments
- Actionable price levels on key indexes and sectors so you know where professional money is watching, entering, and exiting.
- The “Stocks We Love” List: A rigorously curated selection of top-tier businesses riding powerful secular trends like digital transformation, AI, reshoring, and energy security.
- Unlike daily noise-driven commentary, Markman Quarterly emphasizes discipline, patience, and aligning your portfolio with long-term secular shifts that transcend short-term volatility.
The BOMB
- The Perfect Portfolio.
- Build wealth for later and income for now.
- We call that the Big Ol’ Markman Bundle, or The BOMB for short.
- All of our services for one, discounted price!
- Savings: Big discount from individual letter pricing.
- Bonus: Members-Only “Ask Me Anything” Section, a $10,000 annual value – free.
- Bonus: Access to anything we launch first.
- Bonus: "Reminiscences of a Stock Operator – Annotated Edition” -- free gift.
Weekly FREE Friday Email
Discover the Secrets of Emerging Trends and Market Developments.
Are you ready to stay ahead of the game in the fast-paced world of technology and market trends?
Sign up for our exclusive weekly deep dive email and gain access to fresh, provocative, and fascinating studies that will give you the edge you need to succeed.