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. 

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The Internet gains a sixth sense

At a conference called the Internet of Things World, held in Santa Clara, Calif. this month, many of the world’s leading tech firms will explain how sensors, analytics and cloud computing will change everything. Recently it has become convention to dismiss the Internet of Things. Pundits point to the troubles at Google’s Nest, the lack...

  • May 25th, 2016
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The cloud eats the desktop

If you're not getting our regular email updates, click here.One area of commerce that is seeing no diminution of demand is the cloud. We know that in part because Amazon.com (AMZN) reported spectacular earnings in early May, illustrating the prescience of its massive early investment in cloud computing. Those results stood...

  • May 22nd, 2016
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Hot new solution for diabetics

If you're not getting our regular email updates, click here.Coping with the perils of diabetes could be as simple as wearing a patch and monitoring the data on a smartphone. That is the goal of an assistant professor at Seoul National University and MC10, a maker of flexible electronics based in Lexington, Mass. The World Health Organization...

  • May 22nd, 2016
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The dark side of merger frenzy

Boutique research firm TIS Group was out late Wednesday with a note observing that this year is shaping up to be the biggest year in mergers and acquisitions since the market top in 2000. If Dell’s $67 billion deal to buy EMC goes through, it will put 2015 at $1.68 trillion for announced deals, just below the $1.73 trillion in the booming dot-com...

  • May 22nd, 2016
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Sticking to the script

NOTE:  If you're not getting our timely market updates by email, click here to sign up now. Stocks are following the script of a typical May so far, according to an analysis by Bespoke Investment Group. The chart below shows the historical intraday performance of the S&P 500 during the month of May going back to 1983, and throughout the...

  • May 20th, 2016
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High Time for Hulu

Hulu – a joint venture of Disney (DIS), Fox (FOXA) and Comcast (CMCSA) created to control the release of series re-runs – indicated last week that it plans to launch an Internet TV service in early 2017 that will include live broadcasts, according the Wall Street Journal . This is kind of a big deal, and I’ll tell...

  • May 19th, 2016
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Aging is So Yesterday

Slowing the aging process is as important as finding a cure for cancer or cardiovascular disease, according to one of the most prominent gene experts in the country. And it might actually be easier. Those are the views of Craig Venter, the guy who became the first to decode the human genome. He has a long and storied history in the field...

  • May 19th, 2016
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Should You Sell in May, Then Go Away?

We've talked about whether it actually makes sense to dump stocks based on an axiomatic Wall Street rhyme — "sell in May and go away" — and determined that the idea actually has some merit . While stocks don't necessarily go down much from May to October, they also don't go up much. It's kind of a long dead zone on the calendar....

  • May 19th, 2016