Punditry’s Big Picture Flub Analysts Whiff On Big Tech
Still too much residual bullishness in our market setting. Nobody seriously questions whether the Big Board deserves to sell at 20 times...
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Martin Sosnoff
- Apr 25, 2022
- 3 min
Pie Chart Players: Silent Investors, Silent Losers
Never have I seen pie chart investment constructs more entrenched in the money management business. Our major banks and brokerage houses...
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Martin Sosnoff
- Apr 18, 2022
- 3 min
High Intensity Players Left At The Post
Excepting energy, there were few places to hide during the March quarter. Unless you stood light in technology and financials, chances...
137 views0 comments
Martin Sosnoff
- Apr 11, 2022
- 4 min
Growthies To Languish On Death Row
After her demise, when I opened Mother’s steamer trunk, I found under a tangle of costume pearls mildewed stock certificates of Royal...
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Martin Sosnoff
- Apr 5, 2022
- 4 min
Junk Bond Spreads Widening Spell Trouble For Stock Valuation
I’ve started to shed paper gains on my junk bond holdings. This is so even though I keep duration at 5 years and don’t go below BB credit...
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Martin Sosnoff
- Mar 28, 2022
- 4 min
Street Wisdom Worth Approximately Two Cents
Some 60 years ago, when I first subwayed down to Wall Street, equities, excluding utilities, mainly were deemed vulgar expressions of...
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Martin Sosnoff
- Mar 22, 2022
- 3 min
Darkest-Before-Dawn Shots
I participated wildly at the dawn of the Jet Age. Boeing brought forth its transcontinental model 707 that spanned the Atlantic and...
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Martin Sosnoff
- Mar 14, 2022
- 3 min
A Death Knell For Markets Inflation At 7%
I’m just a lonesome operator who recalls 21 cent gas, not today’s gyrating $4.50 to $5.50 at the pump. The 21 cent toll was a Great...
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Martin Sosnoff
- Mar 7, 2022
- 4 min
The 60/40 Investment Construct A Myth Of Conservatism
I was a Great Depression baby. I remember my mother dangling down a sugar cube over the porcelain kitchen table. My parents would gaze at...
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Martin Sosnoff
- Mar 2, 2022
- 3 min
Only Tone-Deaf Players Buy Into Volatility
I was a feisty operator when poor. I had so little to give back. Some 60 years ago, the collar was yellowed on my seersucker jacket and...
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Martin Sosnoff
- Feb 24, 2022
- 4 min
Putin’s Ukraine Gambit Looks Like World War I Beginnings
Nobody thirsted for World War I’s ignition, but it was touched off by the assassination of Archduke Ferdinand and his wife who foolishly...
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Martin Sosnoff
- Feb 22, 2022
- 4 min
High Intensity Players Flamed Out In Fourth Quarter
Lackluster portfolio performance was the common denominator for high energy operators past several months. Top picks among 10 largest...
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Martin Sosnoff
- Feb 15, 2022
- 4 min
Interest Rates: Higher For Longer Beware Of Institutional Myopia
The country is saddled with a wimpish FRB chairman. He talks about quarter point, even half point bumps in Federal Funds rates which rest...
121 views1 comment
Martin Sosnoff
- Feb 9, 2022
- 4 min
Exxon: A Stodgy Blue Chip Awakens
I bought Exxon Mobil when oil futures bottomed near $45 a barrel. As yet agnostic, I picked out a handful of ragamuffins, too, March,...
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Martin Sosnoff
- Jan 31, 2022
- 3 min
Sometimes, The Fish Die
Typical Fish Farm Was it Integrated Protein Resources? I don’t remember the name of the company, but a Florida-based operation was sure...
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Martin Sosnoff
- Jan 25, 2022
- 4 min
Netflix In Penalty Box - Negative Indicator For Growthies
Suddenly, if wrong-footed on your numbers for a growth stock, the penalty is a snappy overnight haircut of 20%. Actually, this kind of...
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Martin Sosnoff
- Jan 18, 2022
- 3 min
Big Tech Too Rich To Love
On morning walks to the office, I used to cut through Central Park, coming from the West Side. Often, I’d visit the Central Park Zoo....
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Martin Sosnoff
- Jan 10, 2022
- 3 min
Roids On The Cabuie
My 1973 – ‘74 caper in the options market yielded enormous percentage gains during this bear market. I handled market makers, day in, day...
133 views1 comment
Martin Sosnoff
- Jan 3, 2022
- 4 min
Can Statistics Crush Markets?
What everyone forgets by concentrating solely on corporate earnings is the extraordinary cyclicality of price-earnings ratios. During...
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Martin Sosnoff
- Dec 27, 2021
- 4 min
The Great Humbler Lurks in the Bushes
Santa and Reindeer in Macy’s Parade I’m a realist. Consider, Santa Claus had me arrested when I was 10 years old. I will never forgive...
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