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....
Search
Martin Sosnoff
- Nov 28
- 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. ...
109 views0 comments
Martin Sosnoff
- Nov 22
- 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,...
90 views0 comments
Martin Sosnoff
- Nov 14
- 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...
358 views0 comments
Martin Sosnoff
- Nov 7
- 5 min
Shareholders Forgotten in Big Oil’s Profits Gusher
Past 50 years or so, I can’t ever recall being overweighted in oils. Too big and stodgy for my tastes. Their cash flow goes for oil ...
110 views0 comments
Martin Sosnoff
- Oct 31
- 4 min
Is Alibaba Only for Masochists?
If ever there was a broken crumbled growthie, Alibaba takes the cake. Once, a $300 plus, now churning in the sixties. Nobody cares. When...
119 views0 comments
Martin Sosnoff
- Oct 24
- 4 min
Black Beauty Ain’t Just For Horse Struck Girls
Black Beauty, by Anna Sewell, was published late 19th century and sold over 50 million copies. It was revered by horse struck girls, but...
140 views0 comments
Martin Sosnoff
- Oct 11
- 4 min
Growth Stocks - Trailer Trash Bundle Up 2-Year Treasuries
My maiden stock pick wasn’t IBM. I plunked down a thousand bucks on Kennecott Copper’s nose, attracted by its 5% yield. This was back in...
90 views0 comments
Martin Sosnoff
- Oct 10
- 3 min
The Market Is A Dumb Bunny
2-Year Treasuries 1980 To Present Current 4.1% yield on 2-year Treasuries hasn’t been higher in 20 years. Bulge in 1983 – ‘84 reflects...
108 views0 comments
Martin Sosnoff
- Oct 2
- 4 min
Why Torture Yourself? Go To Black On Bloomberg
What to do when your pets act like basket cases? My first act is to turn off my Bloomberg console. Why torture yourself if you’ve got a...
120 views0 comments
Martin Sosnoff
- Sep 26
- 4 min
$500 Pieces Of Paper? Just A Few Standing
Laurels for reaching the $500 mark go to consistent growers in prosaic businesses. UnitedHealth Group and Costco, for example. Five years...
110 views0 comments
Martin Sosnoff
- Sep 19
- 4 min
Nobody Sees A Bear Market Ahead
My belly button is signaling a bear market is an even money bet. The Street and Federal Reserve Board believe they can manage through...
124 views0 comments
Martin Sosnoff
- Sep 12
- 3 min
The Wrapped Vespa Enigma
Pundits spar over whether the FRB ends quarterly bumps at 4%, maybe 4.5%. Financial history suggests this is foolish quibbling. I see 6%...
122 views0 comments
Martin Sosnoff
- Sep 6
- 3 min
Panic Early And Don’t Look Back
Near total carnage in financial markets going back some 50 years rests in the consciousness of just a few of us still running money...
129 views0 comments
Martin Sosnoff
- Aug 29
- 5 min
Beyond The Valley – A Perilous Wasteland
One morning at Newport Beach, 50 years ago, I opened the sliding screen door of my room and walked out on the balcony that faced the...
128 views0 comments
Martin Sosnoff
- Aug 22
- 5 min
13Fs: Nobody, Anymore, Makes Love In The Primary Position
Dozens of portfolios run by high energy overachievers, again left me cold in their results. Not that the market dwelled on Easy Street....
138 views0 comments
Martin Sosnoff
- Aug 15
- 5 min
Art Puts Away Financial Assets Over Decades, Even Centuries
Whenever I review an academic’s research on art markets that invokes integral calculus equations, I fling such into the circular file...
130 views0 comments
Martin Sosnoff
- Aug 8
- 3 min
No Giant Sequoias Thriving On Wall Street
Sooner or later, the Great Humbler strikes us down to bedrock valuation. Look at tired blue chips like AT&T and General Electric. Ma Bell...
109 views0 comments
Martin Sosnoff
- Aug 1
- 3 min
Thousand Dollar Stocks Offer Death Kisses
In the good ol’ days, 1950s, growth stocks were barely acceptable. There were a few exceptions, like Polaroid and years later Xerox,...
112 views0 comments
Martin Sosnoff
- Jul 25
- 4 min
Post Time For Some Ragamuffins
I’ve a soft spot for junk, but I’m still a realist. Anyone can throw money at Apple and Microsoft then sleep soundly. But, buying stocks...
153 views0 comments