Latest Research & News
By Jon D. Markman On June 30, 201507:30 AM Eastern
What worries me the most about the current economy is not corporate masters keeping entry-level workers down overtly, but the trend toward robots, artificial intelligence and machines learning...
By Jon D. Markman On June 23, 201507:30 AM Eastern
In a reminder that the world doesn’t revolve around Federal Reserve dot plots or the machination of Greek bailout negotiations in Brussels, there has been a surge of merger news as companies...
By Jon D. Markman On June 16, 201507:30 AM Eastern
Regional and money-center banks are red-hot lately. And Jack Ablin, the chief investment officer at Bank of Montreal, thinks he knows why — and what it means.
I have served on many investment...
By Jon D. Markman On June 9, 201507:30 AM Eastern
Video chip juggernaut Ambarella (AMBA) closed above $100 for the first time last week, which is not bad for a stock that started the year at $50, and which I first recommended to New Tech...
By Jon D. Markman On June 2, 201507:30 AM Eastern
It’s pretty clear when a trend has matured. You hear about it on the sidelines of kids’ sports events, at worship services and at cocktail parties. What started as self-funded ventures or...
By Jon D. Markman On May 26, 201507:30 AM Eastern
In my five-and-a-half decades of life on Earth, the most profound technology changes have been personal computing, digital networking and the rise of mobile communications.
I suspect that one of...
By Jon D. Markman On May 19, 201507:30 AM Eastern
Everyone of a certain age remembers AOL (AOL) for the ubiquitous CDs the company sent out to encourage people to go online in the 1990s. And most of the news stories last week focused on the...
By Jon D. Markman On May 12, 201507:30 AM Eastern
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...
By Jon D. Markman On May 5, 201507:30 AM Eastern
One of Wall Street’s best known adages is the old “sell in May and go away” seasonal trick. The idea is that the six months starting in May — including the normally listless summer months — are ...
By Jon D. Markman On April 28, 201507:30 AM Eastern
The slowdown in retail sales growth has been a big surprise this spring, as lower gasoline pump prices were expected to boost spending. What’s going on?
Analysts at TIS Group have a fascinating...
