Black Monday For Prime Growthies?
They didn’t drag out Microsoft to be shot last week, but it did shade its recently posted high mark. Microsoft shines as the poster child...
top of page
Search
Martin Sosnoff
- Dec 13, 2021
- 4 min
Any Index Can Trash You
Peak growth stock repute got memorialized in Morgan Guaranty’s 1972 portfolio. Even Sears, Roebuck sold at 30 times earnings. Growth...
113 views0 comments
Martin Sosnoff
- Dec 6, 2021
- 3 min
When The Water Reaches Your Ankles Fall Off The Dance Floor
I’ve learned to stand alone as a player, but now I feel as if I’m dancing in water climbing above my ankles. Tired of splish-splashing,...
141 views0 comments
Martin Sosnoff
- Nov 24, 2021
- 3 min
Our Inefficient Mart Stocket
The swing from optimism to pessimism is best depicted by the NASDAQ 100 Composite Index spanning over a decade. I dare anyone to...
122 views0 comments
Martin Sosnoff
- Nov 18, 2021
- 3 min
A Hot Money Manager Is Not What You Need
What’s to learn from a Warren Buffett portfolio with positions like American Express dating back to the 1960s? Yes! You hang in with...
126 views0 comments
Martin Sosnoff
- Nov 8, 2021
- 4 min
Amazon Vs. U.S. Steel: Cloud Computing Meets A Blast Furnace
I never dreamed of comparing U.S. Steel with Amazon whose market capitalization flirts with $1.5 trillion. Little more than a year ago,...
121 views1 comment
Martin Sosnoff
- Nov 2, 2021
- 3 min
Plays For Cowardly Lions
Bert Lahr as the Cowardly Lion in The Wizard of Oz Even for a passive investor who dozes while reading his Wall Street Journal after...
121 views0 comments
Martin Sosnoff
- Oct 26, 2021
- 4 min
Learn To Love Volatility
Portfolio structure, not stock picking, saves you in wildly surging markets. When it gets too hard to build an earnings model next 12...
122 views1 comment
Martin Sosnoff
- Oct 19, 2021
- 4 min
Goldman Sachs Vs. JP Morgan: It’s Goldie By 18 Lengths
5-Year Chart on Goldman Sachs JPMorgan Chase is just another polite banker, near fully valued these days. But, Goldman Sachs is streaking...
91 views0 comments
Martin Sosnoff
- Oct 13, 2021
- 4 min
The 60/40 Investment Construct Is A Cowardly Cop-Out
An enormous amount of capital in the country is managed too conservatively with shabby results. Institutional investors and wealthy...
113 views0 comments
Martin Sosnoff
- Oct 8, 2021
- 3 min
Don't Be Fooled by a Pie Chart
For some 60 years, I’ve made it a practice never to criticize other money managers. So, I’m about to commit heresy herein. Still...
124 views0 comments
Martin Sosnoff
- Sep 27, 2021
- 3 min
Bank Stock Investing Never Simple
My eyes normally cross while reading bank stock quarterlies. Such reports are crammed full with numbers line after line and meaningless...
164 views0 comments
Martin Sosnoff
- Sep 13, 2021
- 3 min
The Dow 36,000 Call A Random Valuation Exercise
The Dow 36,000 Call A Random Valuation Exercise Lemme see income tax filings from the 2 forecasters of Dow 36,000 made in 1998. I’m...
108 views0 comments
Martin Sosnoff
- Sep 9, 2021
- 3 min
Savvy Art Collecting Shames Stock Picking, Even Venture Capital Returns
Eva Hesse’s art, mainly sculpture, embraced surrealism, minimalism and conceptualism in a poetic manner. So goes the stock market,...
75 views0 comments
Martin Sosnoff
- Jul 14, 2021
- 4 min
How To Play Federal Reserve Myopia
Nobody’s record is good on forecasting interest rates. But with 10-year Treasuries at 1.3% there is much room on the upside. The least...
162 views1 comment
-
- Jul 1, 2021
- 4 min
Too Old For GameStop, AMC? Buy The Biggest And Best
Consider, Xerox, was moon bound for over a decade before Canon and Kodak gave them a run for the roses. Later on, Coca-Cola and Gillette...
141 views0 comments
-
- Jun 11, 2021
- 4 min
Can A New Gilded Age Unfold?
My chart books on financial markets date back to early postwar years. They show clear enough that the stock market never sells for 20...
117 views0 comments
-
- May 28, 2021
- 4 min
High Metabolic Money Managers Mainly Missing the Boat
Reviewing 13F quarterly portfolio reports of high energy money managers surprised me by what was missing rather than what changed....
110 views0 comments
-
- May 24, 2021
- 3 min
Late Innings For Ragamuffins
When I read one analyst covering Freeport-McMoRan raised his price point from $37 to $39, I sold some shares at the market. Freeport,...
69 views0 comments
-
- May 18, 2021
- 3 min
Why Bank Of America's Annual Runs 202 Pages
I’m allergic to annual report readings because their spin is overly promotional and bushy tailed. Proxy statements are my meat because...
68 views0 comments
Blog: Blog2
bottom of page