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.

Qualcomm's X Elite Crushes Apple: Arm Holdings Stocks Surge
Apple Inc. is an industry leader in high-end, custom microprocessors, yet the iPhone maker is being upstaged by an unlikely source. The implications for investors are huge.Executives at Apple announced October that new computers will get updated processors. The only problem is those chips are already second-rate to a Qualcomm (QCOM) offering.Investors...

Why Tesla Can Survive Higher Interest Rates
Interest rates are rising, and corporate leaders are worried about shrinking consumer demand.TeslaTSLA shares plummeted on October after Elon Musk, chief executive, warned that higher interest rates are negatively impacting sales. Musk also spoke about the challenges of wringing out efficiencies in new products. Investors should use the...

Taylor Swift's Funflation: Best Buy's Retail Warning
Taylor Swift is killing it. The pop music sensation is extending her brand beyond music to movies and fun experiences. Retailers call this funflation, and they worry consumers will curtail spending on the stuff they sell.Investors should avoid electronics retailers like Best Buy (BBY).Taylor Swift transcends boundaries in ways few artists have been...

Gates And Musk Unite: Transforming Energy With Occidental Petroleum
Some really smart people are taking a keen interest in clean energy. This is what investors should do now.Bill Gates made headlines in September when he characterized tree planting as an idiotic response to climate change. These days the Microsoft founder is all-in on decarbonization.Investors should buy Occidental Petroleum (OXY).Elon Musk appeared...

Regulators Target Big Tech: Investors, brace for Impact!
The regulators are coming for big tech. It's not what it seems. This is what investors need to know.European regulators outlined in early September the benefits of the Digital Markets Act, a framework designed to curb anti-competitive practices at six tech gatekeepers. The DMA will benefit big tech platforms. Investors should buy Meta Platforms...

Tesla’s Little known Super-Power
Power companies are scrambling to meet accelerating energy needs, and it is a big opportunity for investors. Virtual power plants are coming. Two Tesla (TSLA) VPPs were approved in August by the state of Texas. The pilot project allows homeowners with power backup systems to sell energy back to the power grid, improving overall reliability. It's...

Walmart's Strategic Omni-Channel Approach Rewrites Retail Rules
Disney (DIS) networks went dark in early September for 15 million cable TV subscribers nationwide. An operating partner is disputing Disney retransmission fees. Unsurprisingly, gouging customers is a lousy business model.Longer-term investors should accumulate Walmart (WMT). Let me explain.Legacy businesses are under siege globally. Software is allowing...

Goldman Sachs, JP Morgan: Brace for Commercial Debt Fallout
Bears say the end is near. A full blown credit crisis is here, they claim, and investors are woefully unprepared. Not so fast.Credit rating agencies Fitch and Moody’s during the past two weeks rattled the capital markets with important debt downgrades. Anxiety among investors is high.Historically, this is a bullish sign. Investors should look at PNC...