NASDAQ 100 Bounced 32%? Vas You Dere, Charlie?
At midyear, looking at sector weightings in the market, technology has blossomed to 28%. Unless brave enough to put serious assets into a...
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Martin Sosnoff
- Jul 5
- 3 min
2-Year Treasuries? Love Em Or Leave Em
I’ve spent over 60 years on the Street, but never carried Treasury bills until recently. Now I own a garbage bag full of ‘em, losing...
101 views0 comments
Martin Sosnoff
- Jun 26
- 4 min
Buddy Bones, Riderless, Hugged The Inside Rail
Early on, a rim man on the copy desk of a publishing house, all six of us were confirmed horse players. The guy who took our coffee...
138 views0 comments
Martin Sosnoff
- Jun 20
- 3 min
Pie Chart Asset Management A Mirage Of Stability
“ Get a hunch and bet a bunch.” we used to quip. But, those days are long gone. Today, socially accepted money management is serious, but...
91 views0 comments
dforsosnoff
- Jun 12
- 3 min
Negative Yield Spread In Treasuries Widening, Perplexing and Bearish
I never, ever expected to encounter a chart like this one: Two-year Treasuries which historically sell at a discount to 10-year paper...
147 views0 comments
Martin Sosnoff
- Jun 5
- 4 min
Let Economists Worry Over The Negative Yield Curve
For 2- year Treasuries its yield premium over 10-year counterpart still widens, unrelentlessly. I bought a basketful of 2-year notes when...
103 views1 comment
Martin Sosnoff
- May 28
- 4 min
Apple Concentration By Buffett Eclipses Hyper-active Honchos
Sole item I trade-in daily is my jockey shorts. For me, speculation is dead for now. My old $10 ragamuffins like Dish, Teva and Rivian...
138 views0 comments
Martin Sosnoff
- May 22
- 3 min
Berkshire Hathaway: Cracks Visible In This Grecian Urn
Warren Buffett’s celebratory annual meeting differs markedly from its annual report which is a boring composition that goes on and on in...
138 views0 comments
Martin Sosnoff
- May 15
- 3 min
Structure A 7% Yield, Live Happily Ever After
In the good old days, 1960’s, I’d run 150% long and curse the FRB chairman when he took away the punch bowl and raised margin...
140 views0 comments
Martin Sosnoff
- May 8
- 3 min
Shareholder Rape A Repeatable Offense
When an annual report opens with the phrase “your company” toss it in the wastebasket, immediately. It is not your company. It’s...
138 views0 comments
Martin Sosnoff
- May 1
- 3 min
How To Bat 400 With A Hundred Ribbies
I was just a kid when Ted Williams batted 406 for Boston. An awesome hush would grip the stands, when Williams, all business, settled...
137 views0 comments
dforsosnoff
- Apr 24
- 3 min
Our $10 Upright Was Our Steinway
Lemme tell you about the Sosnoff family's most precious possession during the Great Depression. It was a scratched-up, black, upright,...
150 views0 comments
Martin Sosnoff
- Apr 17
- 4 min
Good Taste Grossly Underappreciated
Jay Gatsby worshiped good taste in clothes, women, even swimming pools. But, he was gunned down. F. Scott Fitzgerald, author of the Great...
164 views0 comments
Martin Sosnoff
- Apr 10
- 3 min
Sector Weighting Comes Before Stock Picking
Past week, with the Saudi cutback of a million barrels of production, oil stocks jumped over 5% while Tesla dropped 7% overnight. I’m...
155 views0 comments
Martin Sosnoff
- Apr 3
- 4 min
Never Cried For Eva Peron
Nobody believes me when I tell them how I sold newspapers in front of Yankee Stadium when I was barely six years old. It’s true. My...
148 views1 comment
Martin Sosnoff
- Mar 27
- 4 min
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...
436 views0 comments
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...
130 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...
139 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...
119 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...
108 views0 comments
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