Found 147 results
By Jon D. Markman On May 6, 201910:00 AM Eastern
Editor’s note: Below is what Jon sent his Markman’s Strategic Options subscribers before the markets opened this morning. With the broad markets in the red, down about 1.5% apiece, we think all of...
By Jon D. Markman On May 1, 201904:45 PM Eastern
Alphabet (GOOGL) shareholders had a really bad day Tuesday.
Stock traders and analysts blame a shortfall in Alphabet’s first-quarter advertising revenues. But all this selling is...
By Jon D. Markman On January 28, 201903:00 PM Eastern
Apple is cutting hundreds of workers from its self-driving car projects, according to a report from CNBC.
The news comes at an inflection point for the Silicon Valley company. iPhone sales are...
By Jon D. Markman On December 5, 201802:00 PM Eastern
Industry is changing. Analog is being replaced by digital. Guesswork is becoming obsolete. Digital transformation is obliterating hit-or-miss.
Just look at BMW. The German luxury car maker...
By Jon D. Markman On December 3, 201803:40 PM Eastern
I’m going to say what should be obvious: Apple is not a luxury brand. It’s upscale, sure, but it’s more Nike than Louis Vuitton. Not that there is anything wrong with that.
Apple has benefited...
By Jon D. Markman On November 14, 201804:10 PM Eastern
Computers as small and light as particles of dust are moving out of the realm of science fiction, according to a recent Wall Street Journal story.
It changes what is possible in computing. It...
By Jon D. Markman On November 9, 201801:55 PM Eastern
The branding is perfect: No lines, no checkouts, no registers. Retail is going people-less. Technology can replace cashiers, and companies are racing to get there first.
The trend began with...
By Gavin Magor On August 23, 201805:30 PM Eastern
They're all beating the S&P 500 this year and poised to keep outrunning the bull This run-up is remarkable. Wall Street barely blinks an eye at news from 1600 Pennsylvania Avenue that would...
By Jon D. Markman On August 3, 201802:52 PM Eastern
It is Economics 101. The best business model involves strong sales and high profit margins. Sadly, the combination almost never happens.
Apple (AAPL) almost got there in the past quarter. The...
By Jon D. Markman On June 6, 201802:22 PM Eastern
Apple (AAPL) has been a polished addition to just about any portfolio. Its shares are up 203% over the past five years. But as a technology company, Apple is thoroughly depressing. And this...