Markman Capital Insight

Smarter consumers a drag on retailers

January 6th, 2015

Cornerstone Macro analysts were out with a fascinating report this week that tries to explain why retail sales growth is stagnating despite the improvements in hiring and the economy. The short version is that consumers feel so burned by debt over the past twenty years that they are finally taking steps to reduce it in persistent ways.CM analysts note...

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How to Buy and Sell Stocks

January 6th, 2015

To buy and sell stocks efficiently with our services, you will first need to open and fund an account at a brokerage. There are a dozen good discount brokerages, including Charles Schwab, TD Ameritrade, Fidelity, Etrade and ScotTrade. We like Interactive Brokers because its no-nonsense software platform is easy to use, customer service is good and commissions’...

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Pentagon Contractors Rev Their Engines

November 15th, 2014

Now that there is a hint of war in the air again, Pentagon contractors in the iShares Aerospace/Defense (ITA) exchange traded fund are roaring back. If it weren’t for the persistent weakness of Boeing (BA), in fact, that fund — which performed so well last year — might be back at highs. It had been worrisome that the jet-fighter, aircraft carrier...

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Midterm Elections and the Markets

October 31st, 2014

Hedge fund veteran Craig Drill figures the most important impact of the 2012 midterms will be a boost in Pentagon spending. Once a quarter, we receive an investment update from Craig Drill, one of the old hands of the New York hedge fund world. Drill is not one of those flashy, fame-loving fund managers you see on Bloomberg or CNBC all the time....

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