Markman Capital Insight

Risk Rewarded Blog

The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk.  The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk. 

Qualcomm's X Elite Crushes Apple: Arm Holdings Stocks Surge

Qualcomm's X Elite Crushes Apple: Arm Holdings Stocks Surge

Apple Inc. is an industry leader in high-end, custom microprocessors, yet the iPhone maker is being upstaged by an unlikely source. The implications for investors are huge.Executives at Apple announced October that new computers will get updated processors. The only problem is those chips are already second-rate to a Qualcomm (QCOM) offering.Investors...

  • December 7th, 2023
Why Tesla Can Survive Higher Interest Rates

Why Tesla Can Survive Higher Interest Rates

Interest rates are rising, and corporate leaders are worried about shrinking consumer demand.TeslaTSLA shares plummeted on October after Elon Musk, chief executive, warned that higher interest rates are negatively impacting sales. Musk also spoke about the challenges of wringing out efficiencies in new products.  Investors should use the...

  • December 4th, 2023
Taylor Swift's Funflation: Best Buy's Retail Warning

Taylor Swift's Funflation: Best Buy's Retail Warning

Taylor Swift is killing it. The pop music sensation is extending her brand beyond music to movies and fun experiences. Retailers call this funflation, and they worry consumers will curtail spending on the stuff they sell.Investors should avoid electronics retailers like Best Buy (BBY).Taylor Swift transcends boundaries in ways few artists have been...

  • November 28th, 2023
Gates And Musk Unite: Transforming Energy With Occidental Petroleum

Gates And Musk Unite: Transforming Energy With Occidental Petroleum

Some really smart people are taking a keen interest in clean energy. This is what investors should do now.Bill Gates made headlines in September when he characterized tree planting as an idiotic response to climate change. These days the Microsoft founder is all-in on decarbonization.Investors should buy Occidental Petroleum (OXY).Elon Musk appeared...

  • November 21st, 2023
Regulators Target Big Tech: Investors, brace for Impact

Regulators Target Big Tech: Investors, brace for Impact

The regulators are coming for big tech. It's not what it seems. This is what investors need to know.European regulators outlined in early September the benefits of the Digital Markets Act, a framework designed to curb anti-competitive practices at six tech gatekeepers. The DMA will benefit big tech platforms. Investors should buy Meta Platforms...

  • November 14th, 2023
Tesla’s Little known Super-Power

Tesla’s Little known Super-Power

Power companies are scrambling to meet accelerating energy needs, and it is a big opportunity for investors. Virtual power plants are coming. Two Tesla (TSLA) VPPs were approved in August by the state of Texas. The pilot project allows homeowners with power backup systems to sell energy back to the power grid, improving overall reliability. It's...

  • November 10th, 2023
Walmart's Strategic Omni-Channel Approach Rewrites Retail Rules

Walmart's Strategic Omni-Channel Approach Rewrites Retail Rules

Disney (DIS) networks went dark in early September for 15 million cable TV subscribers nationwide. An operating partner is disputing Disney retransmission fees. Unsurprisingly, gouging customers is a lousy business model.Longer-term investors should accumulate Walmart (WMT). Let me explain.Legacy businesses are under siege globally. Software is allowing...

  • November 8th, 2023
Goldman Sachs, JP Morgan: Brace for Commercial Debt Fallout

Goldman Sachs, JP Morgan: Brace for Commercial Debt Fallout

Bears say the end is near. A full blown credit crisis is here, they claim, and investors are woefully unprepared. Not so fast.Credit rating agencies Fitch and Moody’s during the past two weeks rattled the capital markets with important debt downgrades. Anxiety among investors is high.Historically, this is a bullish sign. Investors should look at PNC...

  • November 1st, 2023