Jon Markman

Jon Markman is editor of the independent investment newsletter The Daily Advantage.

Recent Articles By The Author

Mary Meeker's Great Internet Trends Report Has Some Key Takeaways for Investors

Mary Meeker's Great Internet Trends Report Has Some Key Takeaways for Investors

Despite privacy challenges, the digital adverting model is far from doomed. That and other trends suggest the tech giants still have a lot of runway.

Lockheed Is Way to Capitalize on Defense Spending as United Tech, Raytheon Merge

Lockheed Is Way to Capitalize on Defense Spending as United Tech, Raytheon Merge

The White House has urged NATO countries to increase defense spending. Aerospace defense giant Lockheed Martin shares are a low-risk way for investors to get ready to rumble.

Pivotal and Cloudera Get Pummeled as Cloud Wars Heat Up

Pivotal and Cloudera Get Pummeled as Cloud Wars Heat Up

Smaller enterprise software specialists with lofty valuations are losing altitude as they must compete for customers with cloud giants Amazon, Microsoft and Alphabet.

Apple Will Come to Regret Promoting Itself as a Protector of Consumers

Apple Will Come to Regret Promoting Itself as a Protector of Consumers

Apple CEO Tim Cook has been making the case that big technology companies should be regulated. Of course, at the time, he meant businesses other than Apple.

Amazon Is Primed for a Battle Royale With U.S. Antitrust Regulators

Amazon Is Primed for a Battle Royale With U.S. Antitrust Regulators

Politicians have been angling for greater oversight of big tech companies like Amazon.com and Alphabet. Now the wheels have been set in motion, and both sides are primed for a long, hard fight over the future of ecommerce, privacy and monopoly.

To Skirt the U.S.-China Cold War, Consider Investing in Cold Storage

To Skirt the U.S.-China Cold War, Consider Investing in Cold Storage

The trade war is escalating to the detriment of the global economy. Analysts are too optimistic about a resolution. Earnings estimates are too high, and that means lower stock prices. For equity traders, this is a call to arms.

GM's Costly Ride-Sharing Fiasco Highlights the Genius of Alphabet's Waymo

GM's Costly Ride-Sharing Fiasco Highlights the Genius of Alphabet's Waymo

Instead of earning a profit from selling vehicles, the mobility model captures a service fee based on passenger miles driven. Waymo is really about the algorithms that turn sensor data into actionable instructions based on machine learning and AI, areas where Google excels.

Cisco Will Benefit From the U.S. Blacklisting of Huawei

Cisco Will Benefit From the U.S. Blacklisting of Huawei

5G is about the all-important future of connected things.The Trump administration wants to make sure Huawei is not the running to dominate it.

Booz Allen Has Been a Big Winner, but the Best May Be Yet to Come

Booz Allen Has Been a Big Winner, but the Best May Be Yet to Come

A tech business of the future should ideally include units focused on cybersecurity, data analytics, digital transformation and consulting. That's actually the recipe for Booz Allen, one of the most successful but least applauded companies on the market.

T-Mobile Is Calling, and It Wants to Be Your Banker

T-Mobile Is Calling, and It Wants to Be Your Banker

New bank-like companies are taking deposits and offering checking accounts, while never opening a physical branch. That's an ideal scenario for wireless carrier T-Mobile, which wants to transform its smartphone platform into a virtual bank.