Ignoring Financial History Makes You Into Goat Meat
By now, most everyone owning financial assets knows, or has been told by his advisor, that 2022 was a one-off year for stocks and bonds....
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Martin Sosnoff
Jan 1, 20234 min read
Can Good Times Kick In?
I devoured the Great Gatsby some 70 years ago, but didn’t quite penetrate to Fitzgerald‘s theme which is you can’t relive the past, and...
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Martin Sosnoff
Dec 25, 20224 min read
In Stocks, Nobody Holds Perfect Pitch
Late forties, at the High School of Music and Art, I held the first chair on clarinet. We had a great symphonic band. Annually, Leonard...
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Martin Sosnoff
Dec 19, 20223 min read
Dream In English, Trade Yiddish
On the eve of the end of hostilities in the American Civil War, cotton traders began their flop as raw cotton prices tumbled. Traders...
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Martin Sosnoff
Dec 12, 20225 min read
The FRB: Jeers, Tears and Cheers
Over 60 years, I’ve hated many FRB chairmen. True, a couple saved the country from self imposed stupidity. I’m thinking of Paul Volcker...
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Martin Sosnoff
Dec 5, 20224 min read
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....
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Martin Sosnoff
Nov 28, 20224 min read
13F REPORTS HYPERACTIVE, WRONG FOOTED
Nobody managing money was moon bound during the September quarter. Plenty of screw-ups, overtrading and fallow sector emphasis. ...
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Martin Sosnoff
Nov 22, 20223 min read
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,...
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Martin Sosnoff
Nov 14, 20224 min read
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...
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Martin Sosnoff
Nov 7, 20225 min read
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 ...
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Martin Sosnoff
Oct 31, 20224 min read
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...
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Martin Sosnoff
Oct 24, 20224 min read
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...
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Martin Sosnoff
Oct 11, 20224 min read
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...
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Martin Sosnoff
Oct 10, 20223 min read
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...
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Martin Sosnoff
Oct 2, 20224 min read
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...
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Martin Sosnoff
Sep 26, 20224 min read
$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...
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Martin Sosnoff
Sep 19, 20224 min read
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, 20223 min read
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, 20223 min read
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...
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Martin Sosnoff
Aug 29, 20225 min read
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...
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