Markman Capital Insight

Will a Robot Steal Your Job?

May 8th, 2015

One of our big investment themes this year is the rise of extreme automation -- from transportation to communication, finance and more. Many new developments will make life easier and safer, yet it's fair to worry about whether automatons, or robots if you prefer, will snatch away your job.It's no joke. Ed Yardeni of Yardeni Research believes that part...

CONTINUE READING

Sell in May?

May 7th, 2015

One of Wall Street's best known adages is the old "sell in May and go away" seasonal trick. The idea is that the six months starting in May -- including the normally listless summer months -- are among stocks' poorest performers of the year.It helps that it kind of rhymes. Just try to say, "Sell in April and … um …" You see, nothing rhymes with...

CONTINUE READING

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...

CONTINUE READING

Gemini Roars to Big Quarter

April 4th, 2015

While the equity markets have struggled this year, our Gemini futures systems have soared. The systems do not depend on directionality, only volatility, and there has been plenty of that to go around.If you have been disappointed with equity returns the past few years, you owe it yourself to try a futures program. Dozens of our Strategic Advantage members...

CONTINUE READING

Is Yahoo! Really Worth Nothing?

March 30th, 2015

Academics love to say that the market is efficient and reflects all publicly available information with Vulcan-like logic and lack of emotion.Yet any third-grader with experience in a sandbox knows that's not true. Manias, panics, enthusiasm, dejection, envy and regret cloud traders' judgements, and result in persistent mispricing.It looks like some...

CONTINUE READING

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...

CONTINUE READING

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...

CONTINUE READING

Gemini VF1 Grabs 5.4% Profit

March 19th, 2015

Gemini VF1, which trades the S&P 500 Volatility Index (VIX) futures, logged a $1,350 gross profit, or +5.4%, for its $25k model portfolio on Wednesday after a fourteen-day trading sequence that involved four contracts.The system is now up $6,500 gross for the year, or 26%. That's more than double its annual subscription fee with...

CONTINUE READING