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...
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Martin Sosnoff
- Sep 12, 2022
- 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%...
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Martin Sosnoff
- Sep 6, 2022
- 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...
132 views0 comments
Martin Sosnoff
- Aug 29, 2022
- 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, 2022
- 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....
140 views0 comments
Martin Sosnoff
- Aug 15, 2022
- 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...
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Martin Sosnoff
- Aug 8, 2022
- 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, 2022
- 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,...
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Martin Sosnoff
- Jul 25, 2022
- 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...
154 views0 comments
Martin Sosnoff
- Jul 18, 2022
- 3 min
GE’s Dismemberment Mirrors The Industrial Heartland
Early sixties on I’ve ignored what’s called GDP stocks. Managements, 50 years ago, like General Motors, General Electric, U.S. Steel et...
110 views0 comments
Martin Sosnoff
- Jul 11, 2022
- 2 min
Nobody Asked Me, But……
With due respect to Jimmy Cannon, the great sports journalist back in the fifties. By yearend, Trump is tried on charges of insurrection...
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Martin Sosnoff
- Jul 5, 2022
- 4 min
NYSE’s Pit Of Vipers
Some 60 years ago, I’d disclaim on growth stocks, promising my firm’s clientele 2% monthly gains in Polaroid and Xerox. My partners...
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Martin Sosnoff
- Jun 27, 2022
- 4 min
Growth Stocks Fizzle, Art Markets Sizzle
Today’s growth stocks are Warhols, Basquiats and Jeff Koons’s, not the likes of Apple, Microsoft, Meta-whatever and Alibaba. These babies...
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Martin Sosnoff
- Jun 20, 2022
- 3 min
Why I’m Sticking Around 25% Invested
“Don’t shoot the piano player. He’s trying as hard as he can.” – President Harry Truman No tech or basic industrials. I’ve sold down...
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Martin Sosnoff
- Jun 13, 2022
- 3 min
STAGFLATION: A Very Dirty Word
The ugliest word in financial mumbo jumbo is stagflation. Stands for little or no growth with inflation running north on the page. The...
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Martin Sosnoff
- Jun 6, 2022
- 4 min
Can Financial Memory Sort Out Market Chaos?
Long historical memory can distort the present or focus it brilliantly. What’s coming next? I once terminated a very bright 50-ish...
116 views0 comments
Martin Sosnoff
- May 31, 2022
- 3 min
I Spell Recession With A Capital “R”
Nowadays, when blindsided by a big earnings shortfall, the write-down overnight ranges anywhere from 15% to over 25%, as in Netflix....
169 views0 comments
Martin Sosnoff
- May 23, 2022
- 4 min
13F Portfolio Filings: Nobody’s Dealing With Recession
I’ve lived long enough to hate my Microsoft position which is too low-cost to sell out and pay the tax man. But, Microsoft past 12 months...
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Martin Sosnoff
- May 16, 2022
- 3 min
Buffett Talks The Talk Should We Listen Up?
Overconcentrated positioning can make or break you. Tiger Global Management Fund dropped 25% during April and over 50% year-to-date....
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Martin Sosnoff
- May 9, 2022
- 4 min
Nobody Escapes The Great Humbler
Shooting season’s extended on mega-cap paper that disappoints. Bad earnings numbers chopped down Netflix, Meta Platforms, Alphabet and...
144 views0 comments
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