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.
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...
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...
Google's Generative AI Revolutionizes Digital Assistants Everywhere
It's happening. One of the largest tech companies in the world is bringing generative artificial intelligence to its massive installed base.Executives at Google on August previewed that generative AI is coming to the Google assistant, the ubiquitous digital assistant that underlies Google's Home, Auto, and mobile software.This is a big deal. It's the...
Apple's Vision Pro: Revolutionizing Digital Reality Tomorrow
Digital life after smart phones began this week. Settle in, it’s going to be a bumpy ride. Executives at Apple in June revealed Vision Pro, a new “mixed reality” headset. The ski goggles-like device is being dubbed as what comes next after the iPhone. Investors are likely to be disappointed.Traders should consider taking profits now in Apple...
Revolutionizing Web: Meta's AI Takeover
The man who co-authored the original graphical internet browser believes artificial intelligence moves the web away from search and toward answers, with big implications for investors.Marc Andreessen met in early June with podcaster Lex Fridman to discuss the future of AI. Andreessen, now a successful venture capitalist, predicted core self interests...
Elon Musk Unveils X.ai: A Game-Changer for Investors
The richest man in the world is building a super-intelligent AI to understand the true nature of the universe. This is what the project means for investors.Elon Musk held a Twitter Spaces event in early July to reveal X.ai, his newest AI business. X.ai researchers will focus on science, while also building applications for enterprises and consumers. To...
Amazon's Bold Move: Demolishing Towers for AI Dominance
Artificial intelligence is going to multiple corporate profits, yet not in the way most economists are currently predicting. Executives at Amazon.com (AMZN) announced in early June the demolition of 9 Virginia office towers. The online retailer will ultimately use the space to build new, state-of-the-art data centers. Investors should buy...
Apple on Track to Lead on Smarter, Cooler Augmented Reality
Augmented reality is finally ready for the mass market. New AR devices are coming soon that will change the way we learn, play and see the world.A viral video leaked last week shows the amazing potential of AR to bridge the gap between our physical world and the wealth of digital information now available. It’s the beginning of a gigantic new business...