Markman Capital Insight

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. 

Why robust labor  data means big profits  for banks

Why robust labor data means big profits for banks

The April Job Opening and Labor Turnover Survey continue to add support to the idea the weak March payroll report was an anomaly and that the job market is rapidly moving towards full employment.The quit rate rose to 2%, suggesting the balance of power in the labor market is finally shifting from employers to employees. This also suggests wages, a powerful...

  • May 22nd, 2015
How China manufactured a stock market rally in the nick of time

How China manufactured a stock market rally in the nick of time

We've been writing about the advance of Chinese stocks of late, and wow -- look at them go. The chart above records their moonshot this month, up 18.7% with upside gaps many days that show a lack of sellers. For sure, I should have recommended that we enter these stocks via an instrument like iShares China (FXI) before now, having been a gawking bystander....

  • May 19th, 2015
Why Tesla's unbridled ambition is a really big deal

Why Tesla's unbridled ambition is a really big deal

One of my key thoughts this year is that increasing economic competitiveness of solar panels relative to fossil fuels will result in a surge of new installations by private homeowners and utilities.A similar dynamic is underway in complementary battery technology. Not only are these lithium-ion cells used in electric cars, but they are necessary for...

  • May 19th, 2015
Teva's bid for Mylan will get ugly

Teva's bid for Mylan will get ugly

The melee of the molecules continues as Teva Pharmaceuticals (TEVA) pressed its unsolicited offer for generic drug maker Mylan (MYL).Teva is quite the avid pursuer, as it just closed its purchase of Auspex Pharmaceuticals (ASPX) in March to get access to its portfolio of central nervous system treatments.Mylan is playing harder to get, however, because...

  • May 19th, 2015
7 reasons you should invest in animal medicine

7 reasons you should invest in animal medicine

7 Incredible reasons you should be investing in animal medicines Pharmaceuticals giant Pfizer(PFE) has been the standard bearer of the drug development industry for decades. The company has been around over a century and a half, and is now valued at over $214 billion.If you feel like you have missed out on the past 150 years of upside, well, there's...

  • May 19th, 2015
This is why Amazon and Netflix are making new highs

This is why Amazon and Netflix are making new highs

Amazon.com (AMZN), everyone's favorite do-everything retailer, has a market cap near $200 billion and trades at a forward price/earnings multiple of 165x -- making it about 10x more expensive than the average large-cap stock.Meanwhile, Netflix (NFLX), which has redefined the television viewing experience, weighs in at $34 billion market cap and trades...

  • May 16th, 2015
expert-options

Why Oil Prices May Climb to Almost $80 by July

About two months ago, when crude oil prices were crashing, the airwaves were filled with trend-followers’ predictions that the price was headed for $20 a barrel. As soon as that became the prevalent opinion, Mr. Market figured it would be a good time to teach complacent short-sellers a lesson, and prices began a meaningful rally.Now you might be surprised...

  • May 12th, 2015
expert-options

How to Stop Worrying About the Fed and Love Markets

By now you may know my feeling about Fed officials’ comments. They are all coordinated by the central bank to make sure that both sides of the debate are represented. The only person who will truly make the final decision is the chair, Janet Yellen. All the rest of the chatter is noise.Thus it is not terribly surprising two regional Fed Presidents...

  • May 12th, 2015