Markman Capital Insight

Toyota Goes All In On Safety

April 8th, 2015

One of our core technology obsessions is the rapid development of automated transportation systems -- specifically self-driving or semi-autonomous automobiles. The big players are generating a lot of attention in this area, from the goofy Google(GOOG) cars to the "autopilot" software update by Tesla (TSLA) to the "Project Titan" initiative...

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Can GoPro Get Back its Mojo?

March 26th, 2015

In the era of Facebook (FB) triumphalism, action camera innovator GoPro (GPRO) seemed to capture the zeitgeist of social media braggadocio. It's small, powerful video cameras and body mounting accessories enabled everyone to upload clips of their best X-Games inspired stunts and travel experiences. Shares surged from summertime lows near $37.50 to...

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Darden cooks up new highs

March 25th, 2015

While all the focus has been on the Federal Reserve over the past week, and stocks overall have paused for breath, companies like Darden (DRI) are being rewarded for doing the good work of capitalism: Growing, building, expanding, finding efficiencies, and ultimately expanding earnings. A solid quarterly report last week has unleashed a torrent of...

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Can Intel Bounce Back?

March 16th, 2015

The chips are down. Or at least the ones in elder care are. The Philadepihia Semiconductor Index more than doubled from late 2012 to a high earlier this month. It's been a solid, nearly unblemished advance powered by excitement over the internet of things (everyday objects connected digitally) and excitement about a PC upgrade cycle after Microsoft...

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Smart Money Grows Anxious

March 1st, 2015

I checked in with Jason Goepfert to see what the sentiment data is showing about the recent stall in the market, and as usual he had some interesting data to share. Goepfert, who runs Sundial Capital, reports that for the first time since last June, an extreme in the outlook between Smart Money and Dumb Money traders has emerged. Both terms...

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Gemini VF1: +2.8% Overnight Gain

February 27th, 2015

Gemini VF1, which trades S&P 500 Volatility Index (VX) futures, recorded a $700 gross profit, or +2.8%, for its $25k model portfolio on Friday morning, Feb. 27. That was a fantastic win because it came on an overnight hold. The VX was shorted at 4:45 pm ET on Thursday and the system took profits on Friday morning. The system...

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Welcome to our new home

February 24th, 2015

The website of a financial publishing firm is like a school, store, library and theater all in one. It's a place where you can learn intensively about investing and trading, or just kick back and absorb. I started my first investment newsletter 13 years ago with a small site after my hedge fund was sold, and have done two major updates since. The last...

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Twilight of the Petrosaurs

January 29th, 2015

Crude oil fell another 3.5% on Wednesday, matching the lows set earlier this month, and churning up a total slopstorm for the big energy producers. The fossil fuel economy appears to be vaporizing before our eyes.  It was a bad day for the likes of ExxonMobil (XOM), Chevron (CVX) and ConocoPhillips (COP), as they all...

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