Markman Capital Insight

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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Twitter followers, get my detailed email updates 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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Amazon Going After Netflix Big Time...

April 21st, 2016

Unless you’ve been holed up in a cabin somewhere binge watching the latest season of The Unbreakable Kimmy Schmidt you’re probably aware Amazon (AMZN) is unbundling its video streaming service from Prime to become a standalone service. In theory this makes it a formidable competitor for Netflix (NFLX) which, by the way, is the producer of Unbreakable...

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Stocks gain despite widening profit recession

March 29th, 2016

Durable goods orders fell 2.8% month-over-month in February while core orders fell 1.8%, well below expectations for a 0.5% decline. As a result, the Atlanta Fed downgraded its first quarter GDPNow forecast to just 1.4% from 1.9% previously. Moreover, the final read on Q4 2015 GDP growth rate released on Friday came in at 1.4% -- down from...

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Are we already in a bear market?

September 22nd, 2015

There are a lot of different definitions of a "bear" market, but I prefer the simplest. If an index or stock is under its 200-day average for a few weeks, and if it closes under its 12-month average at the close of a month, it is at minimum in a bear cycle.The definition matters because you have to recognize that behavior changes. In a bear cycle, you...

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Spotlight Stock: Under Armour

September 22nd, 2015

The swift development of a category of clothing known by the portmanteau "athleisure" has shocked and changed youth retailing in the past few years. Working out is cool again, and wearing your workout clothes makes a personal statement about your lifestyle. This movement has led to the rise of companies like lululemon (LULU), which have had tremendous...

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