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It’s easy to beat up on Apple. Management seems smug. Its lack of real product innovation in its yearly releases can get depressing. But every five years or so, the company does something really...
I’m not normally a fan of Death by Amazon conspiracy theories, except in cases where the victim is better off dead. Amazon.com is reportedly working on an ad-supported video service. The...
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...
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...
Modern telemedicine was born in 2001 when NASA engineers were given the task of providing extended healthcare to astronauts flying 220 miles above the Earth’s surface. The challenge was...
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...
Memorial Day, originally known as “Decoration Day,” was created in 1868 in order to commemorate the Union and Confederate soldiers that died during the Civil War. Today, it honors all the...
I am very bullish for Amazon.com (AMZN) over the longer term. But all my research suggests this online behemoth will look very different as a business in five years. That will be a good thing...
Just a quick reminder: My Markman’s Strategic Options service is on a heck of a tear. We’re well in the black this year while the major stock indices are in the red. That’s not to mention the 99%...
Have you seen the action in gold lately? It’s good. The action in miners is even better. The miners are no longer hitting the snooze button. They’re waking up, shaking off the cobwebs, and looking...