Martin SosnoffJun 13, 20223 minSTAGFLATION: A Very Dirty WordThe ugliest word in financial mumbo jumbo is stagflation. Stands for little or no growth with inflation running north on the page. The...
Martin SosnoffJun 6, 20224 minCan 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...
Martin SosnoffMay 31, 20223 minI 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....
Martin SosnoffMay 23, 20224 min13F Portfolio Filings: Nobody’s Dealing With RecessionI’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...