Markman Capital Insight

The dark side of merger frenzy

May 22nd, 2016

Boutique research firm TIS Group was out late Wednesday with a note observing that this year is shaping up to be the biggest year in mergers and acquisitions since the market top in 2000. If Dell’s $67 billion deal to buy EMC goes through, it will put 2015 at $1.68 trillion for announced deals, just below the $1.73 trillion in the booming dot-com...

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Sticking to the script

May 20th, 2016

NOTE:  If you're not getting our timely market updates by email, click here to sign up now. Stocks are following the script of a typical May so far, according to an analysis by Bespoke Investment Group. The chart below shows the historical intraday performance of the S&P 500 during the month of May going back to 1983, and throughout the...

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High Time for Hulu

May 19th, 2016

Hulu – a joint venture of Disney (DIS), Fox (FOXA) and Comcast (CMCSA) created to control the release of series re-runs – indicated last week that it plans to launch an Internet TV service in early 2017 that will include live broadcasts, according the Wall Street Journal . This is kind of a big deal, and I’ll tell...

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Aging is So Yesterday

May 19th, 2016

Slowing the aging process is as important as finding a cure for cancer or cardiovascular disease, according to one of the most prominent gene experts in the country. And it might actually be easier. Those are the views of Craig Venter, the guy who became the first to decode the human genome. He has a long and storied history in the field...

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Should You Sell in May, Then Go Away?

May 19th, 2016

We've talked about whether it actually makes sense to dump stocks based on an axiomatic Wall Street rhyme — "sell in May and go away" — and determined that the idea actually has some merit . While stocks don't necessarily go down much from May to October, they also don't go up much. It's kind of a long dead zone on the calendar....

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Instant gratification gets easier

May 18th, 2016

Last week, a small company called Viv introduced artificially intelligent software that the company promises will forever change the way we interact with technology. It’s a big promise, with some formidable obstacles. By now most people have a reasonable understanding of how artificial intelligence works. The big idea is...

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Forbes readers, sign up for our VIP newsletter for free!

May 12th, 2016

Regular readers of my Forbes magazine column, Twitter feed and Yahoo! Finance blog know that I cover a lot more material than I can fit in my subscription newsletters.  That's why I decided to create a special VIP letter -- a quick, private, unvarnished analysis of what's going on in the markets, global economy, technology and culture, along with...

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Yahoo Finance readers, join our VIP newsletter for free!

May 12th, 2016

Regular readers of my Forbes magazine column, Twitter feed and Yahoo! Finance blog know that I cover a lot more material than I can fit in my subscription newsletters.  That's why I decided to create a special VIP letter -- a quick, private, unvarnished analysis of what's going on in the markets, global economy, technology and culture, along with...

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