Markman Capital Insight

Oil industry under siege

July 1st, 2016

To get our regular email updates, simply click here.Things are going to get a lot tougher for the embattled fossil fuels industry. That’s according to a new Bloomberg research piece predicting a slow, inevitable death. To be sure, fossil fuels have been under siege for a while. The politics of climate change coupled with spills, fires, explosions...


Brexit winners and losers...

June 28th, 2016

To get our regular email updates, simply click here.Global markets came under heavy pressure over the past few days after voters in the United Kingdom surprised the world last Friday with a decision to leave the European Union after more than 30 years of membership. The political fallout is just beginning, with pro-remain British Prime Minister...


Autonomous cars just 3 years away?

June 23rd, 2016

The future of cars is within sight. Autonomous or self-driving cars are coming to American streets.  And Silicon Valley will ensure they arrive sooner than major car companies want.In addition to a ten-minute dissertation on rocket science and arguing that all life on Earth is probably not real, Tesla’s charismatic chief executive Elon...


World banks reel from digital robberies

May 30th, 2016

Bankers are under attack around the world. The assault is not being led by masked men with pistols but rather by anonymous cyber-thieves armed with malicious code. Their vulnerability stems from a historic shift. Before 1973, the world’s banks had a communication problem. Transferring money involved countless phone calls, telex machine...


Gotta like Facebook's master plan

May 22nd, 2016

If you're not getting our regular email updates, click here.Keep it simple stupid. That’s business adage that has stood the test of time. Facebook (FB) knows this well. Its business is so incredibly simple. It lures you inside with freebees, keeps you there with the comforts of home and other goodies, entices you to bring your friends along...


Sell in May and go away?

May 17th, 2016

NOTE:  If you're not getting our timely market updates by email, click here to sign up now.Need to Know NowInvestors are in a gloomy mood today.  Blame the calendar.The two-month stretch of March and April have historically been one of the best in the calendar year for investors, and it certainly worked out this time, with a 6.9% gain...


Join our free VIP email newsletter

April 30th, 2016

Regular readers of my Forbes magazine column, Twitter feed and Yahoo! Finance blog know that I cover a lot more material than I can fit in my subscription newsletters.  That's why I decided to create a special VIP letter -- a quick, private, unvarnished analysis of what's going on in the markets, global economy, technology and culture, along with...


Understanding July's Stock Performance

August 5th, 2015

One of my favorite regular analytical pieces produced by the folks at Bespoke Investment Group is their monthly S&P 500 Decile Performance. The grid does a great job of explaining which factors are driving stock market performance in the month. During the middle of a year, these trends tend to be persistent from month to month.To run the analysis,...