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.
Pentagon Contractors Rev Their Engines
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...
Midterm Elections and the Markets
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....
