Markman Capital Insight

How to anticipate and react to a Greek debt default

June 18th, 2015

The big issue for those of us who do not live in Greece is whether we should care at all. The answer is not that easy. The question is not whether an exit would negatively impact the earnings of the multinational companies that we own as investors but whether it would be emblematic of a larger global finance infirmity.TIS Group analysts point out that...

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Ambarella, one of our favorite ideas, is up 140% in 2015 -- now what?

June 18th, 2015

Ambarella (AMBA), the video chip maker behind the GoPro (GPRO) extreme-sports cameras, commercial HD video compression and IP-connected security cameras has been on a tear. The growth of the surveillance and flamboyance state is fueling its sensational success, with earnings up 184% in the past quarter on a 73.5% growth in revenues.This...

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Why regional banks should continue to lead

June 18th, 2015

Banks, entertainment and medical care have been rolling higher recently and these groups are a great combination for leadership. By the way the banks are particularly strong and there is a good chance they will keep it up. Just keep in mind that regional banks respond positively to higher interest rates because they get to charge more for mortgages...

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As investors await U.S. rate hike, 'emerging markets' submerge

June 18th, 2015

After a tepid performance at the start of the year, the U.S. economy appears to be revving back up as job gains reaccelerate.Payrolls jumped by 280,000 in May vs. the 220,000 analysts were expecting; up from the 119,000 gain in March and the 221,000 gain in April. Employers are returning to the pace of job creation seen at the end of 2014, before Frosty...

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Epic professional bond selling is near term bullish, really

June 18th, 2015

I ran across some fascinating research by Jason Goepfert of Sundial Capital. He observes that TLT -- the popular bond ETF that tracks Treasurys with maturities of 20 years and longer -- has seen epic outflows of late.The bottom chart above shows the fund flows for TLT over the past 100 days, and it has dropped to a new record low of -$1.3b billion....

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This is what the rise of robots really means

June 18th, 2015

What worries me the most about the current economy is not corporate masters keeping entry-level workers down overtly but simply the trend toward robots, artificial intelligence and machine learning replacing the good old flesh and blood human.This is not a faraway idea anymore; I think we will look back in ten years and conclude it was happening at...

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1 8 stocks for the Internet of Everything

June 18th, 2015

Executives for the Fitbit fitness tracker have been on a road show lately selling their upcoming IPO. One of the highlights of their spiel is that the original idea for the device came from video games -- particularly the Nintendo Wii. They fell in love with its dazzling accelerometers and gyroscopes at first sight, and brainstormed on other ways they...

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