Markman Capital Insight LLC

Latest Dispatch

September 7: Stocks dispersed quietly on Tuesday like kids who didn't want the school year to start, and thought maybe they would just slip quietly out of the house and no one would notice. Here's what to expect next, and what to do about it. Plus: What to do about the awesome buyout offer for our EPE shares.

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Samples

To show you the insight you'll obtain through our services, here are some historical samples:

  • Strategic Advantage for Monday, August 9, 2010
    Stocks rose gently on a very quiet summer afternoon, with volume much lower than normal and news scarce. If it were not or the CEO scandal at Hewlett Packard there would be virtually nothing to talk about at all. Yet below the surface were some critical new developments. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Sunday, August 8, 2010
    The bears had their moment to shine on Friday as stocks plunged in reaction to a weaker-than-expected July jobs report. But bulls battled back and ended the week with a fat gain. There are tons of important developments below the surface which are critical to recognize at this time. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Thursday, August 5, 2010
    Stocks fell with all the forcefulness of cotton balls tumbling onto kitten fur on Thursday. The proximate cause was a weekly initial jobless claims report that came in a touch weaker than expected, dampening expectations that Americans will ever work again. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Wednesday, August 4, 2010
    Stocks pushed to new rally highs on Wednesday thanks to some mildly positive economic news. But don't get complacent, as there are cracks appearing below the surface of this advance. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Tuesday, August 3, 2010
    Stocks loitered around the red zone on Tuesday like NFL lineman after a play at the line of scrimmage. It was a typically slow session in mid-summer, with little data or earnings to consume and few major players around to push the tape in any direction. Yet under the surface were remarkable new developments you must know about. Here's what to expect next, and what to do about it. Plus: A profile of the great Latin telecom, American Movil.
  • Strategic Advantage for Monday, August 2, 2010
    Stocks vaulted higher on the first session of August, picking up right where July left off. Investors were encouraged by positive news on the recovery of the economy here at home and in Europe. Here's what to expect next, and what to do about it. Plus: A profile of the fantastic Florida utility TECO Energy.
  • Strategic Advantage for Sunday, August 1, 2010
    Stocks are set to power higher in August as earnings and monetary policy boost optimism. But down the road in September the clouds are gathering. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Thursday, July 29, 2010
    Stocks fell for the third straight session on Thursday, but they sure did not take a straight path. Some very important new developments are brewing. Here's what to expect next, and what to do about it. Plus: Our new StrataGem list for August, and a profile of super-utility Entergy.
  • Strategic Advantage for Wednesday, July 28, 2010
    Stocks lost ground again on Wednesday for the second straight day after the Fed's Beige Book noted a slowdown in activity in some areas of the United States while durable-goods orders slipped more than expected. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Tuesday, July 27, 2010
    The impressive rally in risk assets -- which pushed the Dow up by triples digits for three consecutive days -- hit a wall on Tuesday. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Monday, July 26, 2010
    Stocks logged a milestone on their jumpin' July on Monday, pushing the Dow Jones Industrials Average into positive territory for the year. It was a very professional, low volatility rally -- a welcome change from the intra-day dramatics lately. Here's what to expect next, and what to do about it. Plus: A profile of OGE Energy.
  • Strategic Advantage for Sunday, July 25, 2010
    Stocks continued to climb higher in the past week in reaction to more good earnings news and the release of the European bank stress test results. Some technical resistance was cleared in the process, setting the stage for the summer rally we expect to carry equities higher into August, Here's what to expect next, and what to do about it. Plus: a profile of Piedmont Natural.
  • Strategic Advantage for Thursday, July 22, 2010
    Stocks launched higher on Thursday in another round of the hyper-volatile action that has plagued markets. Technical resistance was knocked out in the process, but the rally left the market short of the 1,100 level that has acted like a steel curtain this summer. Here's what to expect next, and what to do about it. Plus: Why Thailand is one of our top regional fund picks.
  • Strategic Advantage for Wednesday, July 21, 2010
    Stocks on Wednesday logged a session that was a mirror image of Tuesday. An early gain was reversed with a dramatic selloff that kept stocks in the red as the closing bell rang. Below the surface, some important developments were brewing. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Tuesday, July 20, 2010
    Stocks rallied like stars in a zombie movie on Tuesday, as -1% losses across the board in the morning slowly morphed before our eyes into 1% gains. There are some amazing new developments across the markets, particularly overseas. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Monday, July 19, 2010
    Stocks pushed higher Monday, but barely made any progress in reversing the damage left by Friday's dramatic sell-off. Big changes are coming. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Sunday, July 18, 2010
    The vibe of good feelings that swept across Wall Street last on Thursday was nowhere to be found Friday. A sense of dread has begun to waft over the street. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Thursday, July 15, 2010
    It was a twisting, dramatic session on Wall Street Thursday as an early morning loss was mostly reversed into the closing bell. In the closing hour of trading, the newswires went crazy. The S&P 500 was off nearly 1% at its lows before fighting all the way back to a gain of 0.1%. Exciting stuff.
  • Strategic Advantage for Wednesday, July 14, 2010
    Stocks failed to get traction early Wednesday and spun their wheels the rest of the session. Yet there were many interesting developments below the surface, and it was a great day for bonds and dividend payers. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Tuesday, July 13, 2010
    Stocks flashed higher for the sixth straight day on Tuesday in reaction to a positive start to the second-quarter earnings season. Below the surface, some remarkable new developments were brewing. Here's what to expect next, and what to do about it. Plus: A fascinating 1962 flashback.
  • Strategic Advantage for Monday, July 12, 2010
    Stocks floated above and below the unchanged line like a kite in light winds on Monday. But there were important developments in volatility, semiconductors and gold trends below the surface. Here's what to expect next, and what to do about it.
  • Strategic Advantage for Sunday, July 11, 2010
    Stocks high-stepped to a solid close in the final hour of trading on Friday after spending most of the day in a drowsy summer daze. Here's what to expect next, and what to do about it. Plus: a profile of our Alaskan hot-shot, General Communications.