top of page
Search


Tangibles Vs. Intangibles: Winners, Losers and Inbetweens
Grandma used to elbow me when the stock market was doing a fade-away. “I never promised you a rose garden,” she cackled. Meantime,...
Martin Sosnoff
Jan 22, 20243 min read


Crying Myself Asleep Over Boeing
Boeing’s latest self-inflicted wound on its 737’s so far has left its analysts' numb and silent. Let’s hope Boeing doesn’t land up valued...
Martin Sosnoff
Jan 15, 20243 min read


Pray For A Wishy-Washy Market Where Nothing Much Happens
Yes! I know. Economists term the market forecast where nothing much happens as the naïve forecast. But, it's possible quicksand is ahead....
Martin Sosnoff
Jan 8, 20242 min read


Hard Vs Soft Assets: Who Takes Home The Bacon?
I guess Sotheby’s would term me a well-healed player in the contemporary art market. My theme is perception, both in art and the...
Martin Sosnoff
Jan 1, 20243 min read


Nobody Asked Me, But…
I subwayed down to Wall Street, late fifties, when the market was topping out in terms of valuation. Next 20 years saw a progressive...
Martin Sosnoff
Dec 22, 20232 min read


The Prolonged Rape Of Shareholders
These managements need shaping up. They’re horrendous. They take money from the peasants, and then find mercenaries (lawyers) to protect...
Martin Sosnoff
Dec 18, 20233 min read


Growthies Priced For Perfection Yet Perfection Comes And Goes
In the good ole days, IBM was like a religious artifact. If wealthy, it lay in your vault, untouched for decades. Management initiatives...
Martin Sosnoff
Dec 11, 20232 min read


Buy My Shirtless Ragamuffins
The theme here is re-assertion of earnings power to previous peaks no more than two years out. I have taken already a major position in...
Martin Sosnoff
Dec 4, 20233 min read


Quarterly Portfolio Filings Leave Me Cold
Despite the fractious market setting, honchos running billions, even trillions of assets didn’t make any notable changes in their...
Martin Sosnoff
Nov 27, 20233 min read


The Inefficient Mark Stocket
OK! So I can’t spell. But, I’ve lived through some of the most harsh, bruising financial markets over the past 60 years, I wasn’t around...
Martin Sosnoff
Nov 20, 20233 min read


Swinging For The Fences? Not So For Berkshire Hathaway
Struggling through Berkshire Hathaway’s annual report, I suddenly realized that Warren Buffett didn’t want his readers to peruse too...
Martin Sosnoff
Nov 13, 20233 min read


My Inner Game Of Investing
I am for better or worse mainly a contrary investor. Whenever I’m within the consensus I’d worry that I can’t possibly outperform the...
Martin Sosnoff
Nov 6, 20233 min read


Tech Houses Now Land Mines While Treasury Spreads Narrow
Aside from my traffic in junk bonds yielding over 7%. I normally steer clear of Treasuries as too polite and boring, a sector best left...
Martin Sosnoff
Oct 30, 20233 min read


I Punched My Way Outta East Bronx
My years of religious warfare in the East Bronx dates back to early forties. As a 13 year-old. I sported quick fists and a dirty mouth...
Martin Sosnoff
Oct 23, 20233 min read


The Rate Spread On Treasuries Is Crazy
That nothing changes in financial markets is called the naive forecast because markets intrinsically prove volatile, changeable, and...
Martin Sosnoff
Oct 16, 20232 min read


My Country Right Or Wrong But My Country
(This piece responds to Donald Trump’s outburst that our fighting men resting eternally in our cemetery and memorial in Normandy were a...
Martin Sosnoff
Oct 9, 20233 min read


Stock Up On Ragamuffins
Arise ye Prisoners of Starvation. As the market stutters I’m finding new untouchables to play. Couple of years ago, stocks like...
Martin Sosnoff
Oct 2, 20234 min read


How Does A Bear Market Grab You?
I revisited my old stats dating back 50 years ago when the U.S. was mired in deep recession, 1973–’74. Our expression then for the...
Martin Sosnoff
Sep 25, 20234 min read


I Shoulda Collected Vineyards
A wine advocate who chooses diversity in his inventory, and in tastings, puts any portfolio manager to shame. After all, a great wine,...
Martin Sosnoff
Sep 18, 20235 min read


Another Black Monday Hiding In The Bushes?
For those not around for the original Black Monday, lemme fill you in. First, digest this chart on gyrations in NASDAQ between 2000 and...
Martin Sosnoff
Sep 11, 20234 min read
Blog: Blog2
bottom of page