Markman Quarterly: A Premium Investment Research Service
Markman Quarterly is a comprehensive, high-level investment research publication created for independent investors who want to think and act like professionals... without needing Wall Street credentials.
Led by award-winning financial journalist and analyst Jon Markman, the service delivers deep insight into markets, macroeconomics, sentiment trends, technicals, and most importantly long-term wealth-building opportunities.
What You’ll Get Each Quarter:
Clear Macro and Market Outlooks
Thoughtful analysis of economic trends, political shifts (like trade policies or rate changes), and market sentiment to help you understand what's driving asset prices.
Data-Backed Market Sentiment Reports
Deep dives into investor psychology and positioning from institutional surveys and fund flows. Providing an edge in timing opportunities!
Stock Market Valuation and Risk Assessments
Learn where markets stand based on real metrics like CAPE, P/E, and GDP ratios. Plus expert views on how to respond.
Technical Levels That Matter
Actionable price levels on key indexes and sectors so you know where professional money is watching, entering, and exiting.
The “Stocks We Love” List
A rigorously curated selection of top-tier businesses riding powerful secular trends like digital transformation, AI, reshoring, and energy security. Each company includes buy levels, price targets, and industry context.
Timely Investment Philosophy & Guidance
Unlike daily noise-driven commentary, Markman Quarterly emphasizes discipline, patience, and aligning your portfolio with long-term secular shifts that transcend short-term volatility.
Who Is Markman Quarterly For:
Markman Quarterly is designed for experienced individual investors, professionals, and sophisticated DIY portfolio managers who want:
Insightful, objective research without the hype
Access to institutional-level tools, frameworks, and stock ideas
A strategic, long-term approach to compounding wealth
“Thank you, Jon... for many things, but just know I'll be a subscriber for the rest of my life! I appreciate all that you do in sharing your vast knowledge with others & me.”
“With the help of Markman Capital my family is doing very well by staying the course with the Digital Transformation.”
“I was smart enough to put your fantastic insights into my Roth IRA. It has really been amazing to see this part of my portfolio just skyrocket thru the years. Almost do not want to withdraw from my Roth as it just keeps going up and up. Incredible information I do not get anywhere else.”
“As a long-term subscriber of Markman Capital Insight, I sleep very well at night knowing that my investments are grounded in the amazing advice from the Markmans. I look forward to many more years with the Markman team!”
One system. Four levels of conviction.
Start with the foundation. Add the growth engine. Then trade the leaders with the pros. Every publication reports its results, winners and losers alike, every month.
Compound & Conquer
Own the 3% of Stocks That Actually Create Market Wealth
- Monthly Compound & Conquer Report with 2-3 high-conviction stock ideas and clear buy ranges, so you always know where new money goes first.
- Full 70-stock “3%” universe of dominant, cash-rich compounders, with eight years of real-world performance and plain-English theses.
- Concise daily end-of-market journal, so you know what moved, what mattered, and whether you should act, in under five minutes.
- Simple 3% ETF portfolio that lets you get invested immediately while you gradually build concentrated positions in individual winners.
- Built for self-reliant investors with $50K+ to deploy who want above-average, long-term returns through focused ownership, not day-trading.
Digital Creators & Consumers
The Digital Transformation: Investing in the Architects of Tomorrow
- Twice a week fresh tech analysis.
- Directly own a portfolio of 12-15 companies building the digital transformation, the biggest business story of our lifetimes.
- Every position comes with its thesis, its buy level and its sell level.
- Recommended as 20% of your portfolio.
- Bonus: Know about the companies creating the infrastructure for the AI revolution.
Digital Leverage
Amplify Your Earnings
- Leveraged ETFs and options of large tech stocks, for shorter holding periods and income for now.
- Up to 20 high-potential trade alerts per month, hand-picked, AI-optimized trades targeting short-term, high-impact gains.
- The goal: 120% a year. Year one: delivered.*
- Trade right alongside our experts, every step of the way.
- 3-6 positions held at any given time.
- Market commentary and weekly strategy sessions, so you understand exactly where the biggest opportunities are.
- A path to 40-80% gains per trade.* We target short-term moves with clear entry and exit points.
Markman Quarterly
A Premium Investment Research Service
- Our quarterly report supplies comprehensive, high-level investment research with clear macro and market outlooks.
- Data-Backed Market Sentiment Reports
- Stock Market Valuation and Risk Assessments
- Actionable price levels on key indexes and sectors so you know where professional money is watching, entering, and exiting.
- The “Stocks We Love” List: A rigorously curated selection of top-tier businesses riding powerful secular trends like digital transformation, AI, reshoring, and energy security.
- Unlike daily noise-driven commentary, Markman Quarterly emphasizes discipline, patience, and aligning your portfolio with long-term secular shifts that transcend short-term volatility.
The BOMB
Every Markman publication for one price
- The Perfect Portfolio.
- Build wealth for later and income for now.
- We call that the Big Ole Markman Bundle, or The BOMB for short.
- All of our services, plus Markman Quarterly, for one price.
- Value: Markman Quarterly alone is $8,000 a year. The BOMB is $5,000 a year and includes it.
- Bonus: Members-only “Ask Me Anything” section, a $10,000 annual value, free.
- Bonus: Access to anything we launch first.
- Bonus: “Reminiscences of a Stock Operator – Annotated Edition” — free gift.
FREE. EVERY FRIDAY.
The 3% Letter
97% of stocks bleed to the S&P 500. Here's how you find the 3% that don't.
Every Friday I sum up the week's fight between the bulls and the bears, then name the top-3% companies worth your attention next. Three minutes. Three decades of research. 4,100 readers and counting. Free.
Disclaimer : Results are in no way guaranteed. Past results are no guarantee of future returns. All accounts may not achieve comparable results. Recommendations are leveraged and speculative, so only use risk capital, i.e. money you can afford to lose. All results show ex-commissions and fees. Options trading involves the risk of substantial loss. Markman Capital Insight publishes independent research; nothing on this site is personalized investment advice.
© Copyright 2026 Markman Capital Insight, LLC
© Copyright 2026 Markman Capital Insight, LLC