Franchise Street Is Easy Street
I can’t claim like Buffett, that I was in early on Coca-Cola or saw newspapers as a great franchise. I did at one point own a 20%...
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Martin Sosnoff
7 days ago3 min read
Big Ain’t Better In Money Management
I started off reviewing quarterly investment portfolios of the honchos with trillion dollar asset funds. Where were the guys managing...
91 views0 comments
Martin Sosnoff
Nov 253 min read
Let Polite Investors Do A Fade-Away
The ratio of 60% equities, 40% fixed income product is time honored but dated in money management. Ask Warren Buffett. But, our major...
97 views0 comments
Martin Sosnoff
Nov 182 min read
Can Trump Move Markets?
Based on election results, run out and buy Microsoft, Citigroup, Amazon and Goldman Sachs. The thinking is Trump won’t try to do anything...
129 views0 comments
Martin Sosnoff
Nov 113 min read
No Snappy 2025 Recovery
For me, Tesla’s blow-out quarter is the final elevation point for this year’s market surprises. Looking at major sectors of the market...
95 views0 comments
Martin Sosnoff
Nov 42 min read
To Hell With Dow Jones
As a kid, I housed my cache of baseball cards in a paper bag underneath my bed. One morning as my mother was cleaning house she hit the...
105 views0 comments
Martin Sosnoff
Oct 282 min read
What’s Tesla Saying About Our Market?
First, my confession on Tesla. I wasn’t smart enough to buy it pre-earnings release and make a bunch, overnight. There are no...
96 views0 comments
Martin Sosnoff
Oct 213 min read
Our “No Forgiveness” Market
Oops! There goes Tesla, down a bunch past Monday morning. Good earnings at our major banks sent JP Morgan up 10%. We dwell in a no...
96 views0 comments
Martin Sosnoff
Oct 142 min read
Self-Forecast, But Don’t Get Crazy
I dove back 50 years to track down GDP growth vs. the consensus. It’s fair to say that more often than not the consensus missed its...
85 views0 comments
Martin Sosnoff
Oct 72 min read
Growthies Vs. Cyclicals Nothing Is Forever
The ideal growth stock sells closer to 20 times earnings. You shouldn’t think of buying a Magnificent 7 stock unless you believe its...
121 views0 comments
Martin Sosnoff
Sep 302 min read
Go Against The Grain
Actually, the market is selling at 20 times earnings projection for 2025. If you believe there’s no pick up in earnings from today’s...
104 views0 comments
Martin Sosnoff
Sep 232 min read
Anything For Thanksgiving Turkey Straw Or Fat?
My title above is a child’s expression. We used to go door-to-door, begging for pennies, nickels and dimes. Neighbors were kind of...
102 views0 comments
Martin Sosnoff
Sep 163 min read
You Can’t Take This Boy Outta The East Bronx
Lemme confess to not knowing the name of our New York City’s mayor. The Big Apple’s been my home town for 93 years. I’ve ridden the...
157 views2 comments
Martin Sosnoff
Sep 92 min read
The FRB Treads Like A Timid Mouse
I miss the old muscle bound Fed churning like McChesney Martin who readily took away the punch bowl. Then, there was Paul Volcker who...
92 views0 comments
Martin Sosnoff
Sep 23 min read
Low Turnover Operators Ignore Buffett’s Apple Cut
Before commenting on a bunch of 13f quarterlies by money managers, I’ll state my own construct which proved too conservative. The market...
94 views0 comments
Martin Sosnoff
Aug 262 min read
The ASPCA’s Battered Puppy Placed In Our Care
If you’re a 10-pound teddy bear kind of puppy, survival and welfare depend upon loving parents. After a thorough probing of our...
165 views0 comments
Martin Sosnoff
Aug 193 min read
Broken Down Growthies, Junk Get My Gelt
I own my share of Microsoft and Amazon. They're luxuries but, then I draw the line. None of these such growthies selling at 60, 70 times...
101 views0 comments
Martin Sosnoff
Aug 123 min read
My Case For Cash At 50% of Assets
No reason to believe in America 365 days out of the year. Actually, tapping into my margin buying power early on when I had little to...
140 views0 comments
Martin Sosnoff
Aug 53 min read
Dig A Fox Hole, Deep
Start with the premise that there’s no place to hide. You can lose serious money on a high dividend blob like General Motors. A faulty...
131 views0 comments
Martin Sosnoff
Jul 303 min read
Earnings Foul-Ups Lever 20% Overnight Shrinkages
It’s one thing to see a 5 dollar ragamuffin self-destruct, but, polite paper is fading up to 20%, overnight. I’m talking Ford and...
92 views0 comments
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