More Banks Than Bankers
Morris Shapiro, who ran his bank stock trading house over 60 years ago with great elan, used to say: “There are more banks than bankers...
top of page
Search
Martin Sosnoff
- Mar 19
- 4 min
Time’s Winged Chariot Must Break An Axle
I know. Buffett’s a year older, still buying oils and sitting with his monstrous position in Apple. When I told my 3-year-old standard...
95 views0 comments
Martin Sosnoff
- Mar 13
- 5 min
S & P 500’s Death Toll:“Higher For Longer” FRB
We’re in a morality play. Pretty sure the S.O.B.’s take away the punch bowl. Before long they’ll have Fed Funds at 6%. Hope I’m wrong on...
120 views0 comments
dforsosnoff
- Mar 6
- 3 min
If Earnings Disappoint Grab A Phone, Yell “Sell”
Will Rogers got it right when he said “If you buy a stock and it goes down, you never should’ve bought it.” Valuation structure can take...
97 views1 comment
Martin Sosnoff
- Feb 27
- 5 min
Honchos Hang Onto Tech, Allergic to Oils, Industrials, Financials
Downdrafts in market sectors typify this chart on Internet performance mid-2000. Note collapses of 50%, 60%, even 75%. Past 12 months...
98 views0 comments
Martin Sosnoff
- Feb 21
- 4 min
Lemme Take You Back 50 Years
Arthur Schlesinger said after President Kennedy’s death, when he left the Administration, that one of the sidelights of his stay was that...
104 views0 comments
Martin Sosnoff
- Feb 13
- 4 min
Treasuries Negative Yield Curve Proves I’m A Dumb Bunny
I’ve no smarts to fathom the sizable negative yield curve in U.S Treasuries. Ten-year paper ticks at a 3.65% yield, while 2- year paper ...
127 views0 comments
Martin Sosnoff
- Feb 6
- 4 min
Boeing: Solid Concept Play Or Capital Goods Mess?
Boeing ticks 100 points north of its 12-month low, but over 100 points south of recent year’s high ground. Plenty of macro issues: ...
94 views0 comments
Martin Sosnoff
- Jan 30
- 3 min
Yellow Brick Road’s Ahead
I keep my 1960’s pocket slide rule on my desk, a reminder that numbers, not words, finally govern stocks. Courage, alas, is a seldom...
141 views0 comments
Martin Sosnoff
- Jan 23
- 4 min
My Love Sonnet To Airlines
Nothing on Wall Street ever is delivered prettily, like “Save for Xmas!” Best trades I ever made in ragamuffins covered Geico at 4 bucks,...
96 views0 comments
Martin Sosnoff
- Jan 15
- 3 min
Read Em and Weep
2022’s Alarming Performance Outages 12-Month Current High Price Tesla 384 121 Disney 159 95 Amazon ...
123 views0 comments
Martin Sosnoff
- Jan 9
- 4 min
Ignoring Financial History Makes You Into Goat Meat
By now, most everyone owning financial assets knows, or has been told by his advisor, that 2022 was a one-off year for stocks and bonds....
128 views1 comment
Martin Sosnoff
- Jan 1
- 4 min
Can Good Times Kick In?
I devoured the Great Gatsby some 70 years ago, but didn’t quite penetrate to Fitzgerald‘s theme which is you can’t relive the past, and...
166 views1 comment
Martin Sosnoff
- Dec 25, 2022
- 4 min
In Stocks, Nobody Holds Perfect Pitch
Late forties, at the High School of Music and Art, I held the first chair on clarinet. We had a great symphonic band. Annually, Leonard...
83 views0 comments
Martin Sosnoff
- Dec 19, 2022
- 3 min
Dream In English, Trade Yiddish
On the eve of the end of hostilities in the American Civil War, cotton traders began their flop as raw cotton prices tumbled. Traders...
100 views0 comments
Martin Sosnoff
- Dec 12, 2022
- 5 min
The FRB: Jeers, Tears and Cheers
Over 60 years, I’ve hated many FRB chairmen. True, a couple saved the country from self imposed stupidity. I’m thinking of Paul Volcker...
109 views0 comments
Martin Sosnoff
- Dec 5, 2022
- 4 min
True And False American Beauty Roses
My read on 13f quarterly portfolio reports showed more losers than winners. High portfolio turnover was the giveaway sign of trouble....
118 views0 comments
Martin Sosnoff
- Nov 28, 2022
- 4 min
13F REPORTS HYPERACTIVE, WRONG FOOTED
Nobody managing money was moon bound during the September quarter. Plenty of screw-ups, overtrading and fallow sector emphasis. ...
134 views0 comments
Martin Sosnoff
- Nov 22, 2022
- 3 min
How Conservative Investing Laid An Egg
Trillions invested by traditional wealth managers like JP Morgan and Goldman Sachs, badly failed to protect serious defensive investors,...
103 views0 comments
Martin Sosnoff
- Nov 14, 2022
- 4 min
Lawyerly Crafted Proxy Statements Deftly Rape Shareholders
Proxy documents, issued to shareholders, back-to-back with their annual report get drafted by specialist corporate lawyers who make them...
384 views0 comments
Blog: Blog2
bottom of page