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+Project Gutenberg (https://www.gutenberg.org) public repository for
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-Project Gutenberg's Reminscences of a Stock Operator, by Edwin Lefevre
-
-This eBook is for the use of anyone anywhere in the United States and most
-other parts of the world at no cost and with almost no restrictions
-whatsoever. You may copy it, give it away or re-use it under the terms of
-the Project Gutenberg License included with this eBook or online at
-www.gutenberg.org. If you are not located in the United States, you'll have
-to check the laws of the country where you are located before using this ebook.
-
-Title: Reminscences of a Stock Operator
-
-Author: Edwin Lefevre
-
-Release Date: December 20, 2019 [EBook #60979]
-
-Language: English
-
-Character set encoding: UTF-8
-
-*** START OF THIS PROJECT GUTENBERG EBOOK REMINSCENCES OF A STOCK OPERATOR ***
-
-
-
-
-Produced by Charlie Howard and the Online Distributed
-Proofreading Team at http://www.pgdp.net
-
-
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-
-
-
-
-
-Transcriber’s Note
-
-
-Table of Contents created by Transcriber and placed in the Public
-Domain.
-
-
-
-
- REMINISCENCES
- OF A
- STOCK OPERATOR
-
-
-
-
- REMINISCENCES
- OF A
- STOCK OPERATOR
-
-
- By Edwin Lefevre
-
- _with a new Introduction by_
- Benton W. Davis
-
-
- [Illustration]
-
- American Research Council · Larchmont, New York
-
-
-
-
- Copyright © 1923 by George H. Doran Company
-
- All Rights Reserved
-
- Reprinted by arrangement with Doubleday & Company, Inc.
-
- Library of Congress Catalog Card Number: 64-23364
- Printed in the United States of America
-
-
-
-
- To
- Jesse Lauriston Livermore
-
-
-
-
-CONTENTS
-
-
- I 1
- II 14
- III 30
- IV 39
- V 55
- VI 67
- VII 80
- VIII 87
- IX 100
- X 117
- XI 131
- XII 144
- XIII 160
- XIV 173
- XV 190
- XVI 199
- XVII 215
- XVIII 230
- XIX 238
- XX 245
- XXI 257
- XXII 273
- XXIII 293
- XXIV 304
-
-
-
-
-_I_
-
-
-I went to work when I was just out of grammar school. I got a job
-as quotation-board boy in a stock-brokerage office. I was quick at
-figures. At school I did three years of arithmetic in one. I was
-particularly good at mental arithmetic. As quotation-board boy I
-posted the numbers on the big board in the customers’ room. One of the
-customers usually sat by the ticker and called out the prices. They
-couldn’t come too fast for me. I have always remembered figures. No
-trouble at all.
-
-There were plenty of other employes in that office. Of course I made
-friends with the other fellows, but the work I did, if the market was
-active, kept me too busy from ten A.M. to three P.M. to let me do much
-talking. I don’t care for it, anyhow, during business hours.
-
-But a busy market did not keep me from thinking about the work. Those
-quotations did not represent prices of stocks to me, so many dollars
-per share. They were numbers. Of course, they meant something. They
-were always changing. It was all I had to be interested in--the
-changes. Why did they change? I didn’t know. I didn’t care. I didn’t
-think about that. I simply saw that they changed. That was all I had to
-think about five hours every day and two on Saturdays: that they were
-always changing.
-
-That is how I first came to be interested in the behaviour of prices.
-I had a very good memory for figures. I could remember in detail how
-the prices had acted on the previous day, just before they went up or
-down. My fondness for mental arithmetic came in very handy.
-
-I noticed that in advances as well as declines, stock prices were apt
-to show certain habits, so to speak. There was no end of parallel cases
-and these made precedents to guide me. I was only fourteen, but after
-I had taken hundreds of observations in my mind I found myself testing
-their accuracy, comparing the behaviour of stocks to-day with other
-days. It was not long before I was anticipating movements in prices. My
-only guide, as I say, was their past performances. I carried the “dope
-sheets” in my mind. I looked for stock prices to run on form. I had
-“clocked” them. You know what I mean.
-
-You can spot, for instance, where the buying is only a trifle better
-than the selling. A battle goes on in the stock market and the tape is
-your telescope. You can depend upon it seven out of ten cases.
-
-Another lesson I learned early is that there is nothing new in Wall
-Street. There can’t be because speculation is as old as the hills.
-Whatever happens in the stock market to-day has happened before and
-will happen again. I’ve never forgotten that. I suppose I really manage
-to remember when and how it happened. The fact that I remember that way
-is my way of capitalizing experience.
-
-I got so interested in my game and so anxious to anticipate advances
-and declines in all the active stocks that I got a little book. I
-put down my observations in it. It was not a record of imaginary
-transactions such as so many people keep merely to make or lose
-millions of dollars without getting the swelled head or going to the
-poorhouse. It was rather a sort of record of my hits and misses, and
-next to the determination of probable movements I was most interested
-in verifying whether I had observed accurately; in other words, whether
-I was right.
-
-Say that after studying every fluctuation of the day in an active stock
-I would conclude that it was behaving as it always did before it broke
-eight or ten points. Well, I would jot down the stock and the price
-on Monday, and remembering past performances I would write down what
-it ought to do on Tuesday and Wednesday. Later I would check up with
-actual transcriptions from the tape.
-
-That is how I first came to take an interest in the message of the
-tape. The fluctuations were from the first associated in my mind with
-upward or downward movements. Of course there is always a reason for
-fluctuations, but the tape does not concern itself with the why and
-wherefore. It doesn’t go into explanations. I didn’t ask the tape why
-when I was fourteen, and I don’t ask it to-day, at forty. The reason
-for what a certain stock does to-day may not be known for two or three
-days, or weeks, or months. But what the dickens does that matter? Your
-business with the tape is now--not to-morrow. The reason can wait. But
-you must act instantly or be left. Time and again I see this happen.
-You’ll remember that Hollow Tube went down three points the other day
-while the rest of the market rallied sharply. That was the fact. On the
-following Monday you saw that the directors passed the dividend. That
-was the reason. They knew what they were going to do, and even if they
-didn’t sell the stock themselves they at least didn’t buy it. There was
-no inside buying; no reason why it should not break.
-
-Well, I kept up my little memorandum book perhaps six months. Instead
-of leaving for home the moment I was through with my work, I’d jot down
-the figures I wanted and would study the changes, always looking for
-the repetitions and parallelisms of behaviour--learning to read the
-tape, although I was not aware of it at the time.
-
-One day one of the office boys--he was older than I--came to me where I
-was eating my lunch and asked me on the quiet if I had any money.
-
-“Why do you want to know?” I said.
-
-“Well,” he said, “I’ve got a dandy tip on Burlington. I’m going to play
-it if I can get somebody to go in with me.”
-
-“How do you mean, play it?” I asked. To me the only people who
-played or could play tips were the customers--old jiggers with oodles
-of dough. Why, it cost hundreds, even thousands of dollars, to get
-into the game. It was like owning your private carriage and having a
-coachman who wore a silk hat.
-
-“That’s what I mean; play it!” he said. “How much you got?”
-
-“How much you need?”
-
-“Well, I can trade in five shares by putting up $5.”
-
-“How are you going to play it?”
-
-“I’m going to buy all the Burlington the bucket shop will let me carry
-with the money I give him for margin,” he said. “It’s going up sure.
-It’s like picking up money. We’ll double ours in a jiffy.”
-
-“Hold on!” I said to him, and pulled out my little dope book.
-
-I wasn’t interested in doubling my money, but in his saying that
-Burlington was going up. If it was, my note-book ought to show it.
-I looked. Sure enough, Burlington, according to my figuring, was
-acting as it usually did before it went up. I had never bought or sold
-anything in my life, and I never gambled with the other boys. But all I
-could see was that this was a grand chance to test the accuracy of my
-work, of my hobby. It struck me at once that if my dope didn’t work in
-practice there was nothing in the theory of it to interest anybody. So
-I gave him all I had, and with our pooled resources he went to one of
-the near-by bucket shops and bought some Burlington. Two days later we
-cashed in. I made a profit of $3.12.
-
-After that first trade, I got to speculating on my own hook in the
-bucket shops. I’d go during my lunch hour and buy or sell--it never
-made any difference to me. I was playing a system and not a favorite
-stock or backing opinions. All I knew was the arithmetic of it. As a
-matter of fact, mine was the ideal way to operate in a bucket shop,
-where all that a trader does is to bet on fluctuations as they are
-printed by the ticker on the tape.
-
-It was not long before I was taking much more money out of the bucket
-shops than I was pulling down from my job in the brokerage office. So I
-gave up my position. My folks objected, but they couldn’t say much when
-they saw what I was making. I was only a kid and office-boy wages were
-not very high. I did mighty well on my own hook.
-
-I was fifteen when I had my first thousand and laid the cash in front
-of my mother--all made in the bucket shops in a few months, besides
-what I had taken home. My mother carried on something awful. She wanted
-me to put it away in the savings bank out of reach of temptation. She
-said it was more money than she ever heard any boy of fifteen had made,
-starting with nothing. She didn’t quite believe it was real money. She
-used to worry and fret about it. But I didn’t think of anything except
-that I could keep on proving my figuring was right. That’s all the fun
-there is--being right by using your head. If I was right when I tested
-my convictions with ten shares I would be ten times more right if I
-traded in a hundred shares. That is all that having more margin meant
-to me--I was right more emphatically. More courage? No! No difference!
-If all I have is ten dollars and I risk it, I am much braver than when
-I risk a million, if I have another million salted away.
-
-Anyhow, at fifteen I was making a good living out of the stock market.
-I began in the smaller bucket shops, where the man who traded in twenty
-shares at a clip was suspected of being John W. Gates in disguise or
-J. P. Morgan traveling incognito. Bucket shops in those days seldom
-lay down on their customers. They didn’t have to. There were other
-ways of parting customers from their money, even when they guessed
-right. The business was tremendously profitable. When it was conducted
-legitimately--I mean straight, as far as the bucket shop went--the
-fluctuations took care of the shoestrings. It doesn’t take much of a
-reaction to wipe out a margin of only three quarters of a point. Also,
-no welsher could ever get back in the game. Wouldn’t have any trade.
-
-I didn’t have a following. I kept my business to myself. It was a
-one-man business, anyhow. It was my head, wasn’t it? Prices either
-were going the way I doped them out, without any help from friends
-or partners, or they were going the other way, and nobody could stop
-them out of kindness to me. I couldn’t see where I needed to tell my
-business to anybody else. I’ve got friends, of course, but my business
-has always been the same--a one-man affair. That is why I have always
-played a lone hand.
-
-As it was, it didn’t take long for the bucket shops to get sore on me
-for beating them. I’d walk in and plank down my margin, but they’d
-look at it without making a move to grab it. They’d tell me there
-was nothing doing. That was the time they got to calling me the Boy
-Plunger. I had to be changing brokers all the time, going from one
-bucket shop to another. It got so that I had to give a fictitious name.
-I’d begin light, only fifteen or twenty shares. At times, when they got
-suspicious, I’d lose on purpose at first and then sting them proper.
-Of course after a while they’d find me too expensive and they’d tell
-me to take myself and my business elsewhere and not interfere with the
-owners’ dividends.
-
-Once, when the big concern I’d been trading with for months shut down
-on me I made up my mind to take a little more of their money away
-from them. That bucket shop had branches all over the city, in hotel
-lobbies, and in near-by towns. I went to one of the hotel branches
-and asked the manager a few questions and finally got to trading. But
-as soon as I played an active stock my especial way he began to get
-messages from the head office asking who it was that was operating. The
-manager told me what they asked him and I told him my name was Edward
-Robinson, of Cambridge. He telephoned the glad news to the big chief.
-But the other end wanted to know what I looked like. When the manager
-told me that I said to him, “Tell him I am a short fat man with dark
-hair and a bushy beard!” But he described me instead, and then he
-listened and his face got red and he hung up and told me to beat it.
-
-“What did they say to you?” I asked him politely.
-
-“They said, ‘You blankety-blank fool, didn’t we tell you to take no
-business from Larry Livingston? And you deliberately let him trim us
-out of $700!’” He didn’t say what else they told him.
-
-I tried the other branches one after another, but they all got to know
-me, and my money wasn’t any good in any of their offices. I couldn’t
-even go in to look at the quotations without some of the clerks making
-cracks at me. I tried to get them to let me trade at long intervals by
-dividing my visits among them all. But that didn’t work.
-
-Finally there was only one left to me and that was the biggest and
-richest of all--the Cosmopolitan Stock Brokerage Company.
-
-The Cosmopolitan was rated as A-1 and did an enormous business. It
-had branches in every manufacturing town in New England. They took
-my trading all right, and I bought and sold stocks and made and lost
-money for months, but in the end it happened with them as usual. They
-didn’t refuse my business point-blank, as the small concerns had. Oh,
-not because it wasn’t sportsmanship, but because they knew it would
-give them a black eye to publish the news that they wouldn’t take a
-fellow’s business just because that fellow happened to make a little
-money. But they did the next worse thing--that is, they made me put
-up a three-point margin and compelled me to pay a premium at first
-of a half point, then a point, and finally, a point and a half. Some
-handicap, that! How? Easy! Suppose Steel was selling at 90 and you
-bought it. Your ticket read, normally: “_Bot ten Steel at 90⅛._” If you
-put up a point margin it meant that if it broke 89¼ you were wiped out
-automatically. In a bucket shop the customer is not importuned for more
-margin or put to the painful necessity of telling his broker to sell
-for anything he can get.
-
-But when the Cosmopolitan tacked on that premium they were hitting
-below the belt. It meant that if the price was 90 when I bought,
-instead of making my ticket: “_Bot Steel at 90⅛_,” it read: “_Bot
-Steel at 91⅛_.” Why, that stock could advance a point and a quarter
-after I bought it and I’d still be losing money if I closed the trade.
-And by also insisting that I put up a three-point margin at the very
-start they reduced my trading capacity by two-thirds. Still, that was
-the only bucket shop that would take my business at all, and I had to
-accept their terms or quit trading.
-
-Of course I had my ups and downs, but was a winner on balance. However,
-the Cosmopolitan people were not satisfied with the awful handicap they
-had tacked on me, which should have been enough to beat anybody. They
-tried to double-cross me. They didn’t get me. I escaped because of one
-of my hunches.
-
-The Cosmopolitan, as I said, was my last resort. It was the richest
-bucket shop in New England, and as a rule they put no limit on a trade.
-I think I was the heaviest individual trader they had--that is, of the
-steady, every-day customers. They had a fine office and the largest and
-completest quotation board I have ever seen anywhere. It ran along the
-whole length of the big room and every imaginable thing was quoted.
-I mean stocks dealt in on the New York and Boston Stock Exchanges,
-cotton, wheat, provisions, metals--everything that was bought and sold
-in New York, Chicago, Boston and Liverpool.
-
-You know how they traded in bucket shops. You gave your money to a
-clerk and told him what you wished to buy or sell. He looked at the
-tape or the quotation board and took the price from there--the last
-one, of course. He also put down the time on the ticket so that it
-almost read like a regular broker’s report--that is, that they had
-bought or sold for you so many shares of such a stock at such a price
-at such a time on such a day and how much money they received from
-you. When you wished to close your trade you went to the clerk--the
-same or another, it depended on the shop--and you told him. He took the
-last price or if the stock had not been active he waited for the next
-quotation that came out on the tape. He wrote that price and the time
-on your ticket, O.K.’d it and gave it back to you, and then you went to
-the cashier and got whatever cash it called for. Of course, when the
-market went against you and the price went beyond the limit set by your
-margin, your trade automatically closed itself and your ticket became
-one more scrap of paper.
-
-In the humbler bucket shops, where people were allowed to trade in as
-little as five shares, the tickets were little slips--different colors
-for buying and selling--and at times, as for instance in boiling bull
-markets, the shops would be hard hit because all the customers were
-bulls and happened to be right. Then the bucket shop would deduct both
-buying and selling commissions and if you bought a stock at 20 the
-ticket would read 20¼. You thus had only ¾, of a point’s run for your
-money.
-
-But the Cosmopolitan was the finest in New England. It had thousands
-of patrons and I really think I was the only man they were afraid of.
-Neither the killing premium nor the three-point margin they made me put
-up reduced my trading much. I kept on buying and selling as much as
-they’d let me. I sometimes had a line of 5000 shares.
-
-Well, on the day the thing happened that I am going to tell you, I was
-short thirty-five hundred shares of Sugar. I had seven big pink tickets
-for five hundred shares each. The Cosmopolitan used big slips with a
-blank space on them where they could write down additional margin. Of
-course, the bucket shops never ask for more margin. The thinner the
-shoestring the better for them, for their profit lies in your being
-wiped. In the smaller shops if you wanted to margin your trade still
-further they’d make out a new ticket, so they could charge you the
-buying commission and only give you a run of ¾ of a point on each
-point’s decline, for they figured the selling commission also exactly
-as if it were a new trade.
-
-Well, this day I remember I had up over $10,000 in margins.
-
-I was only twenty when I first accumulated ten thousand dollars in
-cash. And you ought to have heard my mother. You’d have thought that
-ten thousand dollars in cash was more than anybody carried around
-except old John D., and she used to tell me to be satisfied and go into
-some regular business. I had a hard time convincing her that I was not
-gambling, but making money by figuring. But all she could see was that
-ten thousand dollars was a lot of money and all I could see was more
-margin.
-
-I had put out my 3500 shares of Sugar at 105¼. There was another fellow
-in the room, Henry Williams, who was short 2500 shares. I used to sit
-by the ticker and call out the quotations for the board boy. The price
-behaved as I thought it would. It promptly went down a couple of points
-and paused a little to get its breath before taking another dip. The
-general market was pretty soft and everything looked promising. Then
-all of a sudden I didn’t like the way Sugar was doing its hesitating.
-I began to feel uncomfortable. I thought I ought to get out of the
-market. Then it sold at 103--that was low for the day--but instead of
-feeling more confident I felt more uncertain. I knew something was
-wrong somewhere, but I couldn’t spot it exactly. But if something was
-coming and I didn’t know where from, I couldn’t be on my guard against
-it. That being the case I’d better be out of the market.
-
-You know, I don’t do things blindly. I don’t like to. I never did.
-Even as a kid I had to know why I should do certain things. But this
-time I had no definite reason to give to myself, and yet I was so
-uncomfortable that I couldn’t stand it. I called to a fellow I knew,
-Dave Wyman, and said to him: “Dave, you take my place here. I want you
-to do something for me. Wait a little before you call out the next
-price of Sugar, will you?”
-
-He said he would, and I got up and gave him my place by the ticker so
-he could call out the prices for the boy. I took my seven Sugar tickets
-out of my pocket and walked over to the counter, to where the clerk was
-who marked the tickets when you closed your trades. But I didn’t really
-know why I should get out of the market, so I just stood there, leaning
-against the counter, my tickets in my hand so that the clerk couldn’t
-see them. Pretty soon I heard the clicking of a telegraph instrument
-and I saw Tom Burnham, the clerk, turn his head quickly and listen.
-Then I felt that something crooked was hatching, and I decided not to
-wait any longer. Just then Dave Wyman by the ticker, began: “Su--”
-and quick as a flash I slapped my tickets on the counter in front of
-the clerk and yelled, “Close Sugar!” before Dave had finished calling
-the price. So, of course, the house had to close my Sugar at the last
-quotation. What Dave called turned out to be 103 again.
-
-According to my dope Sugar should have broken 103 by now. The engine
-wasn’t hitting right. I had the feeling that there was a trap in the
-neighbourhood. At all events, the telegraph instrument was now going
-like mad and I noticed that Tom Burnham, the clerk, had left my tickets
-unmarked where I laid them, and was listening to the clicking as if he
-were waiting for something. So I yelled at him: “Hey, Tom, what in hell
-are you waiting for? Mark the price on these tickets--103! Get a gait
-on!”
-
-Everybody in the room heard me and began to look toward us and ask what
-was the trouble, for, you see, while the Cosmopolitan had never laid
-down, there was no telling, and a run on a bucket shop can start like a
-run on a bank. If one customer gets suspicious the others follow suit.
-So Tom looked sulky, but came over and marked my tickets “Closed at
-103” and shoved the seven of them over toward me. He sure had a sour
-face.
-
-Say, the distance from Tom’s place to the cashier’s cage wasn’t over
-eight feet. But I hadn’t got to the cashier to get my money when Dave
-Wyman by the ticker yelled excitedly: “Gosh! Sugar, 108!” But it was
-too late; so I just laughed and called over to Tom, “It didn’t work
-that time, did it, old boy?”
-
-Of course, it was a put-up job. Henry Williams and I together were
-short six thousand shares of Sugar. That bucket shop had my margin and
-Henry’s, and there may have been a lot of other Sugar shorts in the
-office; possibly eight or ten thousand shares in all. Suppose they had
-$20,000 in Sugar margins. That was enough to pay the shop to thimblerig
-the market on the New York Stock Exchange and wipe us out. In the old
-days whenever a bucket shop found itself loaded with too many bulls on
-a certain stock it was a common practice to get some broker to wash
-down the price of that particular stock far enough to wipe out all
-the customers that were long of it. This seldom cost the bucket shop
-more than a couple of points on a few hundred shares, and they made
-thousands of dollars.
-
-That was what the Cosmopolitan did to get me and Henry Williams and the
-other Sugar shorts. Their brokers in New York ran up the price to 108.
-Of course it fell right back, but Henry and a lot of others were wiped
-out. Whenever there was an unexplained sharp drop which was followed
-by instant recovery, the newspapers in those days used to call it a
-bucket-shop drive.
-
-And the funniest thing was that not later than ten days after the
-Cosmopolitan people tried to double-cross me a New York operator did
-them out of over seventy thousand dollars. This man, who was quite a
-market factor in his day and a member of the New York Stock Exchange,
-made a great name for himself as a bear during the Bryan panic of
-’96. He was forever running up against Stock Exchange rules that
-kept him from carrying out some of his plans at the expense of his
-fellow members. One day he figured that there would be no complaints
-from either the Exchange or the police authorities if he took from
-the bucket shops of the land some of their ill-gotten gains. In the
-instance I speak of he sent thirty-five men to act as customers. They
-went to the main office and to the bigger branches. On a certain day
-at a fixed hour the agents all bought as much of a certain stock as
-the managers would let them. They had instructions to sneak out at a
-certain profit. Of course what he did was to distribute bull tips on
-that stock among his cronies and then he went in to the floor of the
-Stock Exchange and bid up the price, helped by the room traders, who
-thought he was a good sport. Being careful to pick out the right stock
-for that work, there was no trouble in putting up the price three or
-four points. His agents at the bucket shops cashed in as prearranged.
-
-A fellow told me the originator cleaned up seventy thousand dollars
-net, and his agents made their expenses and their pay besides. He
-played that game several times all over the country, punishing the
-bigger bucket shops of New York, Boston, Philadelphia, Chicago,
-Cincinnati and St. Louis. One of his favorite stocks was Western Union,
-because it was so easy to move a semiactive stock like that a few
-points up or down. His agents bought it at a certain figure, sold at
-two points profit, went short and took three points more. By the way, I
-read the other day that that man died, poor and obscure. If he had died
-in 1896 he would have got at least a column on the first page of every
-New York paper. As it was he got two lines on the fifth.
-
-
-
-
-_II_
-
-
-Between the discovery that the Cosmopolitan Stock Brokerage Company was
-ready to beat me by foul means if the killing handicap of a three-point
-margin and a point-and-a-half premium didn’t do it, and hints that they
-didn’t want my business anyhow, I soon made up my mind to go to New
-York, where I could trade in the office of some member of the New York
-Stock Exchange. I didn’t want any Boston branch, where the quotations
-had to be telegraphed. I wanted to be close to the original source.
-I came to New York at the age of 21, bringing with me all I had,
-twenty-five hundred dollars.
-
-I told you I had ten thousand dollars when I was twenty, and my margin
-on that Sugar deal was over ten thousand. But I didn’t always win. My
-plan of trading was sound enough and won oftener than it lost. If I
-had stuck to it I’d have been right perhaps as often as seven out of
-ten times. _In fact, I always made money when I was sure I was right
-before I began. What beat me was not having brains enough to stick to
-my own game--that is, to play the market only when I was satisfied
-that precedents favored my play._ There is a time for all things, but
-I didn’t know it. And that is precisely what beats so many men in Wall
-Street who are very far from being in the main sucker class. There is
-the plain fool, who does the wrong thing at all times everywhere, but
-there is the Wall Street fool, who thinks he must trade all the time.
-No man can always have adequate reasons for buying or selling stocks
-daily--or sufficient knowledge to make his play an intelligent play.
-
-I proved it. Whenever I read the tape by the light of experience I
-made money, but when I made a plain fool play I had to lose. I was no
-exception, was I? There was the huge quotation board staring me in
-the face, and the ticker going on, and people trading and watching
-their tickets turn into cash or into waste paper. Of course I let the
-craving for excitement get the better of my judgment. In a bucket
-shop where your margin is a shoestring you don’t play for long pulls.
-You are wiped too easily and quickly. The desire for constant action
-irrespective of underlying conditions is responsible for many losses
-in Wall Street even among the professionals, who feel that they must
-take home some money every day, as though they were working for regular
-wages. I was only a kid, remember. [I did not know then what I learned
-later, what made me fifteen years later, wait two long weeks and see
-a stock on which I was very bullish go up thirty points before I felt
-that it was safe to buy it. I was broke and was trying to get back,
-and I couldn’t afford to play recklessly. I had to be right, and so I
-waited.] That was in 1915. It’s a long story. I’ll tell it later in its
-proper place. Now let’s go on from where after years of practice at
-beating them I let the bucket shops take away most of my winnings.
-
-And with my eyes wide open, to boot! And it wasn’t the only period of
-my life when I did it, either. A stock operator has to fight a lot
-of expensive enemies within himself. Anyhow, I came to New York with
-twenty-five hundred dollars. There were no bucket shops here that a
-fellow could trust. The Stock Exchange and the police between them
-had succeeded in closing them up pretty tight. Besides, I wanted to
-find a place where the only limit to my trading would be the size of
-my stake. I didn’t have much of one, but I didn’t expect it to stay
-little forever. The main thing at the start was to find a place where
-I wouldn’t have to worry about getting a square deal. So I went to
-a New York Stock Exchange house that had a branch at home where I
-knew some of the clerks. They have long since gone out of business. I
-wasn’t there long, didn’t like one of the partners, and then I went
-to A. R. Fullerton & Co. Somebody must have told them about my early
-experiences, because it was not long before they all got to calling me
-the Boy Trader. I’ve always looked young. It was a handicap in some
-ways but it compelled me to fight for my own because so many tried to
-take advantage of my youth. The chaps at the bucket shops seeing what a
-kid I was, always thought I was a fool for luck and that was the only
-reason why I beat them so often.
-
-Well, it wasn’t six months before I was broke. I was a pretty active
-trader and had a sort of reputation as a winner. I guess my commissions
-amounted to something. I ran up my account quite a little, but, of
-course, in the end I lost. I played carefully; but I had to lose. I’ll
-tell you the reason: it was my remarkable success in the bucket shops!
-
-I could beat the game my way only in a bucket shop, where I was betting
-on fluctuations. My tape reading had to do with that exclusively. When
-I bought the price was there on the quotation board, right in front
-of me. Even before I bought I knew exactly the price I’d have to pay
-for my stock. And I always could sell on the instant. I could scalp
-successfully, because I could move like lightning. [I could follow up
-my luck or cut my loss in a second.] Sometimes, for instance, I was
-certain a stock would move at least a point. Well, I didn’t have to
-hog it, I could put up a point margin and double my money in a jiffy;
-or I’d take half a point. On one or two hundred shares a day, that
-wouldn’t be bad at the end of the month, what?
-
-The practical trouble with that arrangement, of course, was that even
-if the bucket shop had the resources to stand a big steady loss, they
-wouldn’t do it. They wouldn’t have a customer around the place who had
-the bad taste to win all the time.
-
-At all events, what was a perfect system for trading in bucket shops
-didn’t work in Fullerton’s office. There I was actually buying and
-selling stocks. The price of Sugar on the tape might be 105 and I could
-see a three-point drop coming. As a matter of fact, at the very moment
-the ticker was printing 105 on the tape the real price on the floor
-of the Exchange might be 104 or 103. By the time my order to sell a
-thousand shares got to Fullerton’s floor man to execute, the price
-might be still lower. I couldn’t tell at what price I had put out my
-thousand shares until I got a report from the clerk. When I surely
-would have made three thousand on the same transaction in a bucket shop
-I might not make a cent in a Stock Exchange house. Of course, I have
-taken an extreme case, but the fact remains that in A. R. Fullerton’s
-office the tape always talked ancient history to me, as far as my
-system of trading went, and I didn’t realise it.
-
-And then, too, if my order was fairly big my own sale would tend
-further to depress the price. In the bucket shop I didn’t have to
-figure on the effect of my own trading. I lost in New York because the
-game was altogether different. It was not that I now was playing it
-legitimately that made me lose, but that I was playing it ignorantly.
-I have been told that I am a good reader of the tape. But reading
-the tape like an expert did not save me. I might have made out a
-great deal better if I had been on the floor myself, a room trader.
-In a particular crowd perhaps I might have adapted my system to the
-conditions immediately before me. But, of course, if I had got to
-operating on such a scale as I do now, for instance, the system would
-have equally failed me, on account of the effect of my own trading on
-prices.
-
-In short, I did not know the game of stock speculation. I knew a part
-of it, a rather important part, which has been very valuable to me at
-all times. But if with all I had I still lost, what chance does the
-green outsider have of winning, or, rather, of cashing in?
-
-It didn’t take me long to realise that there was something wrong with
-my play, but I couldn’t spot the exact trouble. There were times when
-my system worked beautifully, and then, all of a sudden, nothing but
-one swat after another. I was only twenty-two, remember; not that I
-was so stuck on myself that I didn’t want to know just where I was at
-fault, but that at that age nobody knows much of anything.
-
-The people in the office were very nice to me. I couldn’t plunge as I
-wanted to because of their margin requirements, but old A. R. Fullerton
-and the rest of the firm were so kind to me that after six months of
-active trading I not only lost all I had brought and all that I had
-made there but I even owed the firm a few hundreds.
-
-There I was, a mere kid, who had never before been away from home,
-flat broke; but I knew there wasn’t anything wrong with me; only with
-my play. I don’t know whether I make myself plain, but I never lose my
-temper over the stock market. I never argue with the tape. Getting sore
-at the market doesn’t get you anywhere.
-
-I was so anxious to resume trading that I didn’t lose a minute, but
-went to old man Fullerton and said to him, “Say, A. R., lend me five
-hundred dollars.”
-
-“What for?” says he.
-
-“I’ve got to have some money.”
-
-“What for?” he says again.
-
-“For margin, of course,” I said.
-
-“Five hundred dollars?” he said, and frowned. “You know they’d expect
-you to keep up a 10 per cent margin, and that means one thousand
-dollars on one hundred shares. Much better to give you a credit----”
-
-“No,” I said, “I don’t want a credit here. I already owe the firm
-something. What I want is for you to lend me five hundred dollars so I
-can go out and get a roll and come back.”
-
-“How are you going to do it?” asked old A. R.
-
-“I’ll go and trade in a bucket shop,” I told him.
-
-“Trade here,” he said.
-
-“No,” I said. “I’m not sure yet I can beat the game in this office, but
-I am sure I can take money out of the bucket shops. I know that game. I
-have a notion that I know just where I went wrong here.”
-
-He let me have it, and I went out of that office where the Boy Terror
-of the Bucket Shops, as they called him, had lost his pile. I couldn’t
-go back home because the shops there would not take my business. New
-York was out of the question; there weren’t any doing business at that
-time. They tell me that in the 90’s Broad Street and New Street were
-full of them. But there weren’t any when I needed them in my business.
-So after some thinking I decided to go to St. Louis. I had heard of two
-concerns there that did an enormous business all through the Middle
-West. Their profits must have been huge. They had branch offices in
-dozens of towns. In fact I had been told that there were no concerns in
-the East to compare with them for volume of business. They ran openly
-and the best people traded there without any qualms. A fellow even told
-me that the owner of one of the concerns was a vice-president of the
-Chamber of Commerce but that couldn’t have been in St. Louis. At any
-rate, that is where I went with my five hundred dollars to bring back a
-stake to use as margin in the office of A. R. Fullerton & Co., members
-of the New York Stock Exchange.
-
-When I got to St. Louis I went to the hotel, washed up and went out to
-find the bucket shops. One was the J. G. Dolan Company, and the other
-was H. S. Teller & Co. I knew I could beat them. I was going to play
-dead safe--carefully and conservatively. My one fear was that somebody
-might recognize me and give me away, because the bucket shops all over
-the country had heard of the Boy Trader. They are like gambling houses
-and get all the gossip of the profesh.
-
-Dolan was nearer than Teller, and I went there first. I was hoping I
-might be allowed to do business a few days before they told me to take
-my trade somewhere else. I walked in. It was a whopping big place and
-there must have been at least a couple of hundred people there staring
-at the quotations. I was glad, because in such a crowd I stood a better
-chance of being unnoticed. I stood and watched the board and looked
-them over carefully until I picked out the stock for my initial play.
-
-I looked around and saw the order-clerk at the window where you put
-down your money and get your ticket. He was looking at me so I walked
-up to him and asked, “Is this where you trade in cotton and wheat?”
-
-“Yes, sonny,” says he.
-
-“Can I buy stocks too?”
-
-“You can if you have the cash,” he said.
-
-“Oh, I got that all right, all right,” I said like a boasting boy.
-
-“You have, have you?” he says with a smile.
-
-“How much stock can I buy for one hundred dollars?” I asked,
-peeved-like.
-
-“One hundred; if you got the hundred.”
-
-“I got the hundred. Yes; and two hundred too!” I told him.
-
-“Oh, my!” he said.
-
-“Just you buy me two hundred shares,” I said sharply.
-
-“Two hundred what?” he asked, serious now. It was business.
-
-I looked at the board again as if to guess wisely and told him, “Two
-hundred Omaha.”
-
-“All right!” he said. He took my money, counted it and wrote out the
-ticket.
-
-“What’s your name?” he asked me, and I answered, “Horace Kent.”
-
-He gave me the ticket and I went away and sat down among the customers
-to wait for the roll to grow. I got quick action and I traded several
-times that day. On the next day too. In two days I made twenty-eight
-hundred dollars, and I was hoping they’d let me finish the week out.
-At the rate I was going, that wouldn’t be so bad. Then I’d tackle the
-other shop, and if I had similar luck there I’d go back to New York
-with a wad I could do something with.
-
-On the morning of the third day, when I went to the window,
-bashful-like, to buy five hundred B.R.T. the clerk said to me, “Say,
-Mr. Kent, the boss wants to see you.”
-
-I knew the game was up. But I asked him, “What does he want to see me
-about?”
-
-“I don’t know.”
-
-“Where is he?”
-
-“In his private office. Go in that way.” And he pointed to a door.
-
-I went in. Dolan was sitting at his desk. He swung around and said,
-“Sit down, Livingston.”
-
-He pointed to a chair. My last hope vanished. I don’t know how he
-discovered who I was; perhaps from the hotel register.
-
-“What do you want to see me about?” I asked him.
-
-“Listen, kid. I ain’t got nothin’ agin yeh, see? Nothin’ at all. See?”
-
-“No, I don’t see,” I said.
-
-He got up from his swivel chair. He was a whopping big guy. He said to
-me, “Just come over here, Livingston, will yeh?” and he walked to the
-door. He opened it and then he pointed to the customers in the big room.
-
-“D’yeh see them?” he asked me.
-
-“See what?”
-
-“Them guys. Take a look at ’em, kid. There’s three hundred of ’em!
-Three hundred suckers! They feed me and my family. See? Three hundred
-suckers! Then yeh come in, and in two days yeh cop more than I get out
-of the three hundred in two weeks. That ain’t business, kid--not for
-me! I ain’t got nothin’ agin yeh. Yer welcome to what ye’ve got. But
-yeh don’t any more. There ain’t any here for yeh!”
-
-“Why, I----”
-
-“That’s all. I seen yeh come in day before yesterday, and I didn’t
-like yer looks. On the level, I didn’t. I spotted yeh for a ringer. I
-called in that jackass there”--he pointed to the guilty clerk--“and
-asked what you’d done; and when he told me I said to him: ‘I don’t
-like that guy’s looks. He’s a ringer!’ And that piece of cheese says:
-‘Ringer my eye, boss! His name is Horace Kent, and he’s a rah-rah boy
-playing at being used to long pants. He’s all right!’ Well, I let him
-have his way. That blankety-blank cost me twenty-eight hundred dollars.
-I don’t grudge it yeh, my boy. But the safe is locked for yeh.”
-
-“Look here--” I began.
-
-“You look here, Livingston,” he said. “I’ve heard all about yeh. I make
-my money coppering suckers’ bets, and yeh don’t belong here. I aim to
-be a sport and yer welcome to what yeh pried off’n us. But more of that
-would make me a sucker, now that I know who yeh are. So toddle along,
-sonny!”
-
-I left Dolan’s place with my twenty-eight hundred dollars’ profit.
-Teller’s place was in the same block. I had found out that Teller was
-a very rich man who also ran up a lot of pool rooms. I decided to
-go to his bucket shop. I wondered whether it would be wise to start
-moderately and work up to a thousand shares or to begin with a plunge,
-on the theory that I might not be able to trade more than one day. They
-get wise mighty quick when they’re losing and I did want to buy one
-thousand B.R.T. I was sure I could take four or five points out of it.
-But if they got suspicious or if too many customers were long of that
-stock they might not let me trade at all. I thought perhaps I’d better
-scatter my trades at first and begin small.
-
-It wasn’t as big a place as Dolan’s, but the fixtures were nicer and
-evidently the crowd was of a better class. This suited me down to the
-ground and I decided to buy my one thousand B.R.T. So I stepped up to
-the proper window and said to the clerk, “I’d like to buy some B.R.T.
-What’s the limit?”
-
-“There’s no limit,” said the clerk. “You can buy all you please--if
-you’ve got the money.”
-
-“Buy fifteen hundred shares,” I says, and took my roll from my pocket
-while the clerk starts to write the ticket.
-
-Then I saw a red-headed man just shove that clerk away from the
-counter. He leaned across and said to me, “Say, Livingston, you go back
-to Dolan’s. We don’t want your business.”
-
-“Wait until I get my ticket,” I said. “I just bought a little B.R.T.”
-
-“You get no ticket here,” he said. By this time other clerks had got
-behind him and were looking at me. “Don’t ever come here to trade. We
-don’t take your business. Understand?”
-
-There was no sense in getting mad or trying to argue, so I went back
-to the hotel, paid my bill and took the first train back to New York.
-It was tough. I wanted to take back some real money and that Teller
-wouldn’t let me make even one trade.
-
-I got back to New York, paid Fullerton his five hundred, and started
-trading again with the St. Louis money. I had good and bad spells, but
-I was doing better than breaking even. After all, I didn’t have much to
-unlearn; only to grasp the one fact that there was more to the game of
-stock speculation than I had considered before I went to Fullerton’s
-office to trade. I was like one of those puzzle fans, doing the
-crossword puzzles in the Sunday supplement. He isn’t satisfied until he
-gets it. Well, I certainly wanted to find the solution to my puzzle. I
-thought I was done with trading in bucket shops. But I was mistaken.
-
-About a couple of months after I got back to New York an old jigger
-came into Fullerton’s office. He knew A.R. Somebody said they’d once
-owned a string of race horses together. It was plain he’d seen better
-days. I was introduced to old McDevitt. He was telling the crowd about
-a bunch of Western race-track crooks who had just pulled off some skin
-game out in St. Louis. The head devil, he said, was a pool-room owner
-by the name of Teller.
-
-“What Teller?” I asked him.
-
-“Hi Teller; H. S. Teller.”
-
-“I know that bird,” I said.
-
-“He’s no good,” said McDevitt.
-
-“He’s worse than that,” I said, “and I have a little matter to settle
-with him.”
-
-“Meaning how?”
-
-“The only way I can hit any of the short sports is through their
-pocketbook. I can’t touch him in St. Louis just now, but some day I
-will.” And I told McDevitt my grievance.
-
-“Well,” says old Mac, “he tried to connect here in New York and
-couldn’t make it, so he’s opened a place in Hoboken. The word’s gone
-out that there is no limit to the play and that the house roll has got
-the Rock of Gibraltar faded to the shadow of a bantam flea.”
-
-“What sort of a place?” I thought he meant pool room.
-
-“Bucket shop,” said McDevitt.
-
-“Are you sure it’s open?”
-
-“Yes; I’ve seen several fellows who’ve told me about it.”
-
-“That’s only hearsay,” I said. “Can you find out positively if it’s
-running, and also how heavy they’ll really let a man trade?”
-
-“Sure, sonny,” said McDevitt. “I’ll go myself to-morrow morning, and
-come back and tell you.”
-
-He did. It seems Teller was already doing a big business and would
-take all he could get. This was on Friday. The market had been going
-up all that week--this was twenty years ago, remember--and it was a
-cinch the bank statement on Saturday would show a big decrease in the
-surplus reserve. That would give the conventional excuse to the big
-room traders to jump on the market and try to shake out some of the
-weak commission-house accounts. There would be the usual reactions in
-the last half hour of the trading, particularly in stocks in which the
-public had been the most active. Those, of course, also would be the
-very stocks that Teller’s customers would be most heavily long of,
-and the shop might be glad to see some short selling in them. There
-is nothing so nice as catching the suckers both ways; and nothing so
-easy--with one-point margins.
-
-That Saturday morning I chased over to Hoboken to the Teller place.
-They had fitted up a big customers’ room with a dandy quotation board
-and a full force of clerks and a special policeman in gray. There were
-about twenty-five customers.
-
-I got talking to the manager. He asked me what he could do for me and
-I told him nothing; that a fellow could make much more money at the
-track on account of the odds and the freedom to bet your whole roll and
-stand to win thousands in minutes instead of piking for chicken feed in
-stocks and having to wait days, perhaps. He began to tell me how much
-safer the stock-market game was, and how much some of their customers
-made--you’d have sworn it was a regular broker who actually bought and
-sold your stocks on the Exchange--and how if a man only traded heavy he
-could make enough to satisfy anybody. He must have thought I was headed
-for some pool room and he wanted a whack at my roll before the ponies
-nibbled it away, for he said I ought to hurry up as the market closed
-at twelve o’clock on Saturdays. That would leave me free to devote the
-entire afternoon to other pursuits. I might have a bigger roll to carry
-to the track with me--if I picked the right stocks.
-
-I looked as if I didn’t believe him, and he kept on buzzing me. I was
-watching the clock. At 11:15 I said, “All right,” and I began to give
-him selling orders in various stocks. I put up two thousand dollars in
-cash, and he was very glad to get it. He told me he thought I’d make a
-lot of money and hoped I’d come in often.
-
-It happened just as I figured. _The traders hammered the stocks in
-which they figured they would uncover the most stops, and, sure enough,
-prices slid off. I closed out my trades just before the rally of the
-last five minutes on the usual traders’ covering._
-
-There was fifty-one hundred dollars coming to me. I went to cash in.
-
-“I’m glad I dropped in,” I said to the manager, and gave him my tickets.
-
-“Say,” he says to me, “I can’t give you all of it. I wasn’t looking for
-such a run. I’ll have it here for you Monday morning, sure as blazes.”
-
-“All right. But first I’ll take all you have in the house,” I said.
-
-“You’ve got to let me pay off the little fellows,” he said. “I’ll give
-you back what you put up, and anything that’s left. Wait till I cash
-the other tickets.” So I waited while he paid off the winners. Oh, I
-knew my money was safe. Teller wouldn’t welsh with the office doing
-such a good business. And if he did, what else could I do better than
-to take all he had then and there? I got my own two thousand dollars
-and about eight hundred dollars besides, which was all he had in the
-office. I told him I’d be there Monday morning. He swore the money
-would be waiting for me.
-
-I got to Hoboken a little before twelve on Monday. I saw a fellow
-talking to the manager that I had seen in the St. Louis office the day
-Teller told me to go back to Dolan. I knew at once that the manager had
-telegraphed to the home office and they’d sent up one of their men to
-investigate the story. Crooks don’t trust anybody.
-
-“I came for the balance of my money,” I said to the manager.
-
-“Is this the man?” asked the St. Louis chap.
-
-“Yes,” said the manager, and took a bunch of yellow backs from his
-pocket.
-
-“Hold on!” said the St. Louis fellow to him and then turns to me, “Say,
-Livingston, didn’t we tell you we didn’t want your business?”
-
-“Give me my money first,” I said to the manager, and he forked over
-two thousands, four five-hundreds and three hundreds.
-
-“What did you say?” I said to St. Louis.
-
-“We told you we didn’t want you to trade in our place.”
-
-“Yes,” I said; “that’s why I came.”
-
-“Well, don’t come any more. Keep away!” he snarled at me. The private
-policeman in gray came over, casual-like. St. Louis shook his fist
-at the manager and yelled: “You ought to’ve known better, you poor
-boob, than to let this guy get into you. He’s Livingston. You had your
-orders.”
-
-“Listen, you,” I said to the St. Louis man. “This isn’t St. Louis. You
-can’t pull off any trick here, like your boss did with Belfast Boy.”
-
-“You keep away from this office! You can’t trade here!” he yells.
-
-“If I can’t trade here nobody else is going to,” I told him. “You can’t
-get away with that sort of stuff here.”
-
-Well, St. Louis changed his tune at once.
-
-“Look here, old boy,” he said, all fussed up, “do us a favor. Be
-reasonable! You know we can’t stand this every day. The old man’s going
-to hit the ceiling when he hears who it was. Have a heart, Livingston!”
-
-“I’ll go easy,” I promised.
-
-“Listen to reason, won’t you? For the love of Pete, keep away! Give us
-a chance to get a good start. We’re new here. Will you?”
-
-“I don’t want any of this high-and-mighty business the next time I
-come,” I said, and left him talking to the manager at the rate of a
-million a minute. I’d got some money out of them for the way they
-treated me in St. Louis. There wasn’t any sense in my getting hot or
-trying to close them up. I went back to Fullerton’s office and told
-McDevitt what had happened. Then I told him that if it was agreeable
-to him I’d like to have him go to Teller’s place and begin trading in
-twenty or thirty share lots, to get them used to him. Then, the moment
-I saw a good chance to clean up big, I’d telephone him and he could
-plunge.
-
-I gave McDevitt a thousand dollars and he went to Hoboken and did as I
-told him. He got to be one of the regulars. Then one day when I thought
-I saw a break impending I slipped Mac the word and he sold all they’d
-let him. I cleared twenty-eight hundred dollars that day, after giving
-Mac his rake-off and paying expenses, and I suspect Mac put down a
-little bet of his own besides. Less than a month after that, Teller
-closed his Hoboken branch. The police got busy. And, anyhow, it didn’t
-pay, though I only traded twice. We ran into a crazy bull market when
-stocks didn’t react enough to wipe out even the one-point margins, and,
-of course, all the customers were bulls and winning and pyramiding. No
-end of bucket shops busted all over the country.
-
-Their game has changed. Trading in the old-fashioned bucket shop had
-some decided advantages over speculating in a reputable broker’s
-office. For one thing the automatic closing out of your trade when the
-margin reached the exhaustion point was the best kind of stop-loss
-order. You couldn’t get stung for more than you had put up and there
-was no danger of rotten execution of orders, and so on. In New York
-the shops never were as liberal with their patrons as I’ve heard they
-were in the West. Here they used to limit the possible profit on
-certain stocks of the football order to two points. Sugar and Tennessee
-Coal and Iron were among these. No matter if they moved ten points in
-ten minutes you could only make two on one ticket. They figured that
-otherwise the customer was getting too big odds; he stood to lose one
-dollar and to make ten. And then there were times when all the shops,
-including the biggest, refused to take orders on certain stocks. In
-1900, on the day before Election Day, when it was foregone conclusion
-that McKinley would win, not a shop in the land let its customers buy
-stocks. The election odds were 3 to 1 on McKinley. By buying stocks
-on Monday you stood to make from three to six points or more. A man
-could bet on Bryan and buy stocks and make sure money. The bucket shops
-refused orders all that day.
-
-If it hadn’t been for their refusing to take my business I never would
-have stopped trading with them. And then I never would have learned
-that there was much more to the game of stock speculation than to play
-for fluctuations of a few points.
-
-
-
-
-_III_
-
-
-It takes a man a long time to learn all the lessons of all his
-mistakes. They say there are two sides to everything. But there is
-only one side to the stock market; and it is not the bull side or
-the bear side, but the right side. It took me longer to get that
-general principle fixed firmly in my mind than it did most of the more
-technical phases of the game of stock speculation.
-
-I have heard of people who amuse themselves conducting imaginary
-operations in the stock market to prove with imaginary dollars how
-right they are. Sometimes these ghost gamblers make millions. It is
-very easy to be a plunger that way. It is like the old story of the man
-who was going to fight a duel the next day.
-
-His second asked him, “Are you a good shot?”
-
-“Well,” said the duelist, “I can snap the stem of a wineglass at twenty
-paces,” and he looked modest.
-
-“That’s all very well,” said the unimpressed second. “But can you snap
-the stem of the wineglass while the wineglass is pointing a loaded
-pistol straight at your heart?”
-
-With me I must back my opinions with my money. My losses have taught me
-that I must not begin to advance until I am sure I shall not have to
-retreat. But if I cannot advance I do not move at all. I do not mean
-by this that a man should not limit his losses when he is wrong. He
-should. But that should not breed indecision. All my life I have made
-mistakes, but in losing money I have gained experience and accumulated
-a lot of valuable don’ts. I have been flat broke several times, but my
-loss has never been a total loss. Otherwise, I wouldn’t be here now. I
-always knew I would have another chance and that I would not make the
-same mistake a second time. I believed in myself.
-
-A man must believe in himself and his judgment if he expects to make
-a living at this game. That is why I don’t believe in tips. If I buy
-stocks on Smith’s tip I must sell those same stocks on Smith’s tip.
-I am depending on him. Suppose Smith is away on a holiday when the
-selling time comes around? No, sir, nobody can make big money on what
-someone else tells him to do. _I know from experience that nobody can
-give me a tip or a series of tips that will make more money for me
-than my own judgment. It took me five years to learn to play the game
-intelligently enough to make big money when I was right._
-
-I didn’t have as many interesting experiences as you might imagine.
-I mean, the process of learning how to speculate does not seem very
-dramatic at this distance. I went broke several times, and that is
-never pleasant, but the way I lost money is the way everybody loses
-money who loses money in Wall Street. Speculation is a hard and trying
-business, and a speculator must be on the job all the time or he’ll
-soon have no job to be on.
-
-My task, as I should have known after my early reverses at Fullerton’s,
-was very simple: To look at speculation from another angle. But I
-didn’t know that there was much more to the game than I could possibly
-learn in the bucket shops. There I thought I was beating the game
-when in reality I was only beating the shop. At the same time the
-tape-reading ability that trading in bucket-shops developed in me and
-the training of my memory have been extremely valuable. Both of these
-things came easy to me. I owe my early success as a trader to them and
-not to my brains or knowledge, because my mind was untrained and my
-ignorance was colossal. The game taught me the game. And it didn’t
-spare the rod while teaching.
-
-I remember my very first day in New York. I told you how the bucket
-shops, by refusing to take my business, drove me to seek a reputable
-commission house. One of the boys in the office where I got my first
-job was working for Harding Brothers, members of the New York Stock
-Exchange. I arrived in this city in the morning, and before one o’clock
-that same day I had opened an account with the firm and was ready to
-trade.
-
-I didn’t explain to you how natural it was for me to trade there
-exactly as I had done in the bucket shops, where all I did was to bet
-on fluctuations and catch small but sure changes in prices. Nobody
-offered to point out the essential differences or set me right. If
-somebody had told me my method would not work I nevertheless would have
-tried it out to make sure for myself, for when I am wrong only one
-thing convinces me of it, and that is, to lose money. And I am only
-right when I make money. That is speculating.
-
-They were having some pretty lively times those days and the market was
-very active. That always cheers up a fellow. I felt at home right away.
-There was the old familiar quotation board in front of me, talking a
-language that I had learned before I was fifteen years old. There was
-a boy doing exactly the same thing I used to do in the first office
-I ever worked in. There were the customers--same old bunch--looking
-at the board or standing by the ticket calling out the prices and
-talking about the market. The machinery was to all appearances the
-same machinery that I was used to. The atmosphere was the atmosphere
-I had breathed since I had made my first stock-market money--$3.12
-in Burlington. The same kind of ticker and the same kind of traders,
-therefore the same kind of game. And remember, I was only twenty-two. I
-suppose I thought I knew the game from A to Z. Why shouldn’t I?
-
-I watched the board and saw something that looked good to me. It was
-behaving right. I bought a hundred at 84. I got out at 85 in less than
-a half hour. Then I saw something else I liked, and I did the same
-thing; took three-quarters of a point net within a very short time. I
-began well, didn’t I?
-
-Now mark this: On that, my first day as a customer of a reputable Stock
-Exchange house, and only two hours of it at that, I traded in eleven
-hundred shares of stock, jumping in and out. And the net result of the
-day’s operations was that I lost exactly eleven hundred dollars. That
-is to say, on my first attempt, nearly one-half of my stake went up the
-flue. And remember, some of the trades showed me a profit. But I quit
-eleven hundred dollars minus for the day.
-
-It didn’t worry me, because I couldn’t see where there was anything
-wrong with me. My moves, also, were right enough, and if I had been
-trading in the old Cosmopolitan shop I’d have broken better than even.
-That the machine wasn’t as it ought to be, my eleven hundred vanished
-dollars plainly told me. But as long as the machinist was all right
-there was no need to stew. Ignorance at twenty-two isn’t a structural
-defect.
-
-After a few days I said to myself, “I can’t trade this way here. The
-ticker doesn’t help as it should!” But I let it go at that without
-getting down to bed rock. I kept it up, having good days and bad days,
-until I was cleaned out. I went to old Fullerton and got him to stake
-me to five hundred dollars. And I came back from St. Louis, as I told
-you, with money I took out of the bucket shops there--a game I could
-always beat.
-
-I played more carefully and did better for a while. As soon as I was in
-easy circumstances I began to live pretty well. I made friends and had
-a good time. I was not quite twenty-three, remember; all alone in New
-York with easy money in my pockets and the belief in my heart that I
-was beginning to understand the new machine.
-
-I was making allowances for the actual execution of my orders on the
-floor of the Exchange, and moving more cautiously. But I was still
-sticking to the tape--that is, I was still ignoring general principles;
-and as long as I did that I could not spot the exact trouble with my
-game.
-
-We ran into the big boom of 1901 and I made a great deal of
-money--that is, for a boy. You remember those times? The prosperity
-of the country was unprecedented. We not only ran into an era of
-industrial consolidations and combinations of capital that beat
-anything we had had up to that time, but the public went stock mad.
-In previous flush times, I have heard, Wall Street used to brag of
-two-hundred-and-fifty-thousand-share days, when securities of a par
-value of twenty-five million dollars changed hands. But in 1901 we had
-a three-million-share day. Everybody was making money. The steel crowd
-came to town, a horde of millionaires with no more regard for money
-than drunken sailors. The only game that satisfied them was the stock
-market. We had some of the biggest high rollers the Street ever saw:
-John W. Gates, of ‘Bet-you-a-million’ fame, and his friends, like John
-A. Drake, Loyal Smith, and the rest; the Reid-Leeds-Moore crowd, who
-sold part of their steel holdings and with the proceeds bought in the
-open market the actual majority of the stock of the great Rock Island
-system; and Schwab and Frick and Phipps and the Pittsburg coterie; to
-say nothing of scores of men who were lost in the shuffle but would
-have been called great plungers at any other time. A fellow could
-buy and sell all the stock there was. Keene made a market for the
-U.S. Steel shares. A broker sold one hundred thousand shares in a few
-minutes. A wonderful time! And there were some wonderful winnings. And
-no taxes to pay on stock sales! And no day of reckoning in sight.
-
-Of course, after a while, I heard a lot of calamity howling and the
-old stagers said everybody--except themselves--had gone crazy. But
-everybody except themselves was making money. I knew, of course, there
-must be a limit to the advances and an end to the crazy buying of
-A.O.T.--Any Old Thing--and I got bearish. But every time I sold I lost
-money, and if it hadn’t been that I ran darn quick I’d have lost a
-heap more. I looked for a break, but I was playing safe--making money
-when I bought and chipping it out when I sold short--so that I wasn’t
-profiting by the boom as much as you’d think when you consider how
-heavily I used to trade, even as a boy.
-
-There was one stock that I wasn’t short of, and that was Northern
-Pacific. My tape reading came in handy. I thought most stocks had been
-bought to a standstill, but Little Nipper behaved as if it were going
-still higher. We know now that both the common and the preferred were
-being steadily absorbed by the Kuhn-Loeb-Harriman combination. Well,
-I was long a thousand shares of Northern Pacific common, and held it
-against the advice of everybody in the office. When it got to about 110
-I had thirty points profit, and I grabbed it. It made my balance at my
-brokers’ nearly fifty thousand dollars, the greatest amount of money
-I had been able to accumulate up to that time. It wasn’t so bad for
-a chap who had lost every cent trading in that selfsame office a few
-months before.
-
-If you remember, the Harriman crowd notified Morgan and Hill of their
-intention to be represented in the Burlington-Great Northern-Northern
-Pacific combination, and then the Morgan people at first instructed
-Keene to buy fifty thousand shares of N.P. to keep the control in
-their possession. I have heard that Keene told Robert Bacon to make
-the order one hundred and fifty thousand shares and the bankers did.
-At all events, Keene sent one of his brokers, Eddie Norton, into the
-N.P. crowd and he bought one hundred thousand shares of the stock.
-This was followed by another order, I think, of fifty thousand shares
-additional, and the famous corner followed. After the market closed on
-May 8, 1901, the whole world knew that a battle of financial giants was
-on. No two such combinations of capital had ever opposed each other in
-this country. Harriman against Morgan; an irresistible force meeting an
-immovable object.
-
-There I was on the morning of May ninth with nearly fifty thousand
-dollars in cash and no stocks. As I told you, I had been very bearish
-for some days, and here was my chance at last. I knew what would
-happen--an awful break and then some wonderful bargains. There would
-be a quick recovery and big profits--for those who had picked up the
-bargains. It didn’t take Sherlock Holmes to figure this out. We were
-going to have an opportunity to catch them coming and going, not only
-for big money but for sure money.
-
-Everything happened as I had foreseen. I was dead right and--I lost
-every cent I had! I was wiped out by something that was unusual. If
-the unusual never happened there would be no difference in people and
-then there wouldn’t be any fun in life. The game would become merely
-a matter of addition and subtraction. It would make of us a race of
-bookkeepers with plodding minds. It’s the guessing that develops a
-man’s brain power. Just consider what you have to do to guess right.
-
-The market fairly boiled, as I had expected. The transactions were
-enormous and the fluctuations unprecedented in extent. I put in a lot
-of selling orders at the market. When I saw the opening prices I had a
-fit, the breaks were so awful. My brokers were on the job. They were
-as competent and conscientious as any; but by the time they executed
-my orders the stocks had broken twenty points more. The tape was way
-behind the market and reports were slow in coming in by reason of the
-awful rush of business. When I found out that the stocks I had ordered
-sold when the tape said the price was, say, 100 and they got mine
-off at 80, making a total decline of thirty or forty points from the
-previous night’s close, it seemed to me that I was putting out shorts
-at a level that made the stocks I sold the very bargains I had planned
-to buy. The market was not going to drop right through to China. So I
-decided instantly to cover my shorts and go long.
-
-My brokers bought; not at the level that had made me turn, but at the
-prices prevailing in the Stock Exchange when their floor man got my
-orders. They paid an average of fifteen points more than I had figured
-on. A loss of thirty-five points in one day was more than anybody could
-stand.
-
-The ticker beat me by lagging so far behind the market. I was
-accustomed to regarding the tape as the best little friend I had
-because I bet according to what it told me. But this time the tape
-double-crossed me. The divergence between the printed and the actual
-prices undid me. It was the sublimation of my previous unsuccess, the
-selfsame thing that had beaten me before. It seems so obvious now that
-tape reading is not enough, irrespective of the brokers’ execution,
-that I wonder why I didn’t then see both my trouble and the remedy for
-it.
-
-I did worse than not see it; I kept on trading, in and out, regardless
-of the execution. You see, I never could trade with a limit. I must
-take my chances with the market. That is what I am trying to beat--the
-market, not the particular price. When I think I should sell, I sell.
-When I think stocks will go up, I buy. My adherence to that general
-principle of speculation saved me. To have traded at limited prices
-simply would have been my old bucket-shop method inefficiently adapted
-for use in a reputable commission broker’s office. I would never have
-learned to know what stock speculation is, but would have kept on
-betting on what a limited experience told me was a sure thing.
-
-Whenever I did try to limit the prices in order to minimize the
-disadvantages of trading at the market when the ticker lagged, I simply
-found that the market got away from me. This happened so often that I
-stopped trying. I can’t tell you how it came to take me so many years
-to learn that instead of placing piking bets on what the next few
-quotations were going to be, my game was to anticipate what was going
-to happen in a big way.
-
-After my May ninth mishap I plugged along, using a modified but still
-defective method. If I hadn’t made money some of the time I might have
-acquired market wisdom quicker. But I was making enough to enable me
-to live well. I liked friends and a good time. I was living down the
-Jersey Coast that summer, like hundreds of prosperous Wall Street men.
-My winnings were not quite enough to offset both my losses and my
-living expenses.
-
-I didn’t keep on trading the way I did through stubbornness. I simply
-wasn’t able to state my own problem to myself, and, of course, it was
-utterly hopeless to try to solve it. I harp on this topic so much to
-show what I had to go through before I got to where I could really make
-money. My old shotgun and BB shot could not do the work of a high-power
-repeating rifle against big game.
-
-Early that fall I not only was cleaned out again but I was so sick
-of the game I could no longer beat that I decided to leave New York
-and try something else some other place. I had been trading since my
-fourteenth year. I had made my first thousand dollars when I was a kid
-of fifteen, and my first ten thousand before I was twenty-one. I had
-made and lost a ten-thousand-dollar stake more than once. In New York
-I had made thousands and lost them. I got up to fifty thousand dollars
-and two days later that went. I had no other business and knew no other
-game. After several years I was back where I began. No--worse, for I
-had acquired habits and a style of living that required money; though
-that part didn’t bother me as much as being wrong so consistently.
-
-
-
-
-_IV_
-
-
-Well, I went home. But the moment I was back I knew that I had but one
-mission in life and that was to get a stake and go back to Wall Street.
-That was the only place in the country where I could trade heavily.
-Some day, when my game was all right, I’d need such a place. When a man
-is right he wants to get all that is coming to him for being right.
-
-I didn’t have much hope, but, of course, I tried to get into the bucket
-shops again. There were fewer of them and some of them were run by
-strangers. Those who remembered me wouldn’t give me a chance to show
-them whether I had gone back as a trader or not. I told them the truth,
-that I had lost in New York whatever I had made at home; that I didn’t
-know as much as I used to think I did; and that there was no reason why
-it should not now be good business for them to let me trade with them.
-But they wouldn’t. And the new places were unreliable. Their owners
-thought twenty shares was as much as a gentleman ought to buy if he had
-any reason to suspect he was going to guess right.
-
-I needed the money and the bigger shops were taking in plenty of it
-from their regular customers. I got a friend of mine to go into a
-certain office and trade. I just sauntered in to look them over. I
-again tried to coax the order clerk to accept a small order, even if
-it was only fifty shares. Of course he said no. I had rigged up a code
-with this friend so that he would buy or sell when and what I told him.
-But that only made me chicken feed. Then the office began to grumble
-about taking my friend’s orders. Finally one day he tried to sell a
-hundred St. Paul and they shut down on him.
-
-We learned afterward that one of the customers saw us talking together
-outside and went in and told the office, and when my friend went up to
-the order clerk to sell that hundred St. Paul the guy said:
-
-“We’re not taking any selling orders in St. Paul, not from you.”
-
-“Why, what’s the matter, Joe?” asked my friend.
-
-“Nothing doing, that’s all,” answered Joe.
-
-“Isn’t that money any good? Look it over. It’s all there.” And my
-friend passed over the hundred--my hundred--in tens. He tried to
-look indignant and I was looking unconcerned; but most of the other
-customers were getting close to the combatants, as they always did when
-there was loud talking or the slightest semblance of a scrap between
-the shop and any customer. They wanted to get a line on the merits of
-the case in order to get a line on the solvency of the concern.
-
-The clerk, Joe, who was a sort of assistant manager, came out from
-behind his cage, walked up to my friend, looked at him and then looked
-at me.
-
-“It’s funny,” he said slowly--“it’s damned funny that you never do a
-single thing here when your friend Livingston isn’t around. You just
-sit and look at the board by the hour. Never a peep. But after he comes
-in you get busy all of a sudden. Maybe you are acting for yourself; but
-not in this office any more. We don’t fall for Livingston tipping you
-off.”
-
-Well, that stopped my board money. But I had made a few hundred more
-than I had spent and I wondered how I could use them, for the need of
-making enough money to go back to New York with was more urgent than
-ever. I felt that I would do better the next time. I had had time to
-think calmly of some of my foolish plays; and then, one can see the
-whole better when one sees it from a little distance. The immediate
-problem was to make the new stake.
-
-One day I was in a hotel lobby, talking to some fellows I knew, who
-were pretty steady traders. Everybody was talking stock market. I made
-the remark that nobody could beat the game on account of the rotten
-execution he got from his brokers, especially when he traded at the
-market, as I did.
-
-A fellow piped up and asked me what particular brokers I meant.
-
-I said, “The best in the land,” and he asked who might they be. I could
-see he wasn’t going to believe I ever dealt with first-class houses.
-
-But I said, “I mean, any member of the New York Stock Exchange. It
-isn’t that they are crooked or careless, but when a man gives an order
-to buy at the market he never knows what that stock is going to cost
-him until he gets a report from the brokers. There are more moves of
-one or two points than of ten and fifteen. But the outside trader can’t
-catch the small rises or drops because of the execution. I’d rather
-trade in a bucket shop any day in the week, if they’d only let a fellow
-trade big.”
-
-The man who had spoken to me I had never seen before. His name was
-Roberts. He seemed very friendly disposed. He took me aside and asked
-me if I had ever traded in any of the other exchanges, and I said no.
-He said he knew some houses that were members of the Cotton Exchange
-and the Produce Exchange and the smaller stock exchanges. These firms
-were very careful and paid special attention to the execution. He said
-that they had confidential connections with the biggest and smartest
-houses on the New York Stock Exchange and through their personal pull
-and by guaranteeing a business of hundreds of thousands of shares a
-month they got much better service than an individual customer could
-get.
-
-“They really cater to the small customer,” he said. “They make a
-specialty of out-of-town business and they take just as much pains
-with a ten-share order as they do with one for ten thousand. They are
-very competent and honest.”
-
-“Yes. But if they pay the Stock Exchange house the regular eighth
-commission, where do they come in?”
-
-“Well, they are supposed to pay the eighth. But--you know!” He winked
-at me.
-
-“Yes,” I said. “But the one thing a Stock Exchange firm will not do is
-to split commissions. The governors would rather a member committed
-murder, arson and bigamy than to do business for outsiders for less
-than a kosher eighth. The very life of the Stock Exchange depends upon
-their not violating that one rule.”
-
-He must have seen that I had talked with Stock Exchange people, for he
-said, “Listen! Every now and then one of those pious Stock Exchange
-houses is suspended for a year for violating that rule, isn’t it? There
-are ways and ways of rebating so nobody can squeal.” He probably saw
-unbelief in my face, for he went on: “And besides, on certain kinds of
-business we--I mean, these wire houses--charge a thirty-second extra,
-in addition to the eighth commission. They are very nice about it. They
-never charge the extra commission except in unusual cases, and then
-only if the customer has an inactive account. It wouldn’t pay them, you
-know, otherwise. They aren’t in business exclusively for their health.”
-
-By that time I knew he was touting for some phony brokers.
-
-“Do you know any reliable house of that kind?” I asked him.
-
-“I know the biggest brokerage firm in the United States,” he said.
-“I trade there myself. They have branches in seventy-eight cities in
-the United States and Canada. They do an enormous business. And they
-couldn’t very well do it year in and year out if they weren’t strictly
-on the level, could they?”
-
-“Certainly not,” I agreed. “Do they trade in the same stocks that are
-dealt in on the New York Stock Exchange?”
-
-“Of course; and on the curb and on any other exchange in this country,
-or Europe. They deal in wheat, cotton, provisions; anything you
-want. They have correspondents everywhere and memberships in all the
-exchanges, either in their own name or on the quiet.”
-
-I knew by that time, but I thought I’d lead him on.
-
-“Yes,” I said, “but that does not alter the fact that the orders have
-to be executed by somebody, and nobody living can guarantee how the
-market will be or how close the ticker’s prices are to the actual
-prices on the floor of the Exchange. By the time a man gets the
-quotation here and he hands in an order and it’s telegraphed to New
-York, some valuable time has gone. I might better go back to New York
-and lose my money there in respectable company.”
-
-“I don’t know anything about losing money; our customers don’t acquire
-that habit. They make money. We take care of that.”
-
-“Your customers?”
-
-“Well, I take an interest in the firm, and if I can turn some business
-their way I do so because they’ve always treated me white and I’ve made
-a good deal of money through them. If you wish I’ll introduce you to
-the manager.”
-
-“What’s the name of the firm?” I asked him.
-
-He told me. I had heard about them. They ran ads in all the papers,
-calling attention to the great profits made by those customers who
-followed their inside information on active stocks. That was the firm’s
-great specialty. They were not a regular bucket shop, but bucketeers,
-alleged brokers who bucketed their orders but nevertheless went through
-an elaborate camouflage to convince the world that they were regular
-brokers engaged in a legitimate business. They were one of the oldest
-of that class firms.
-
-They were the prototype at that time of the same sort of brokers that
-went broke this year by the dozen. The general principles and methods
-were the same, though the particular devices for fleecing the public
-differed somewhat, certain details having been changed when the old
-tricks became too well known.
-
-These people used to send out tips to buy or sell a certain
-stock--hundreds of telegrams advising the instant purchase of a certain
-stock and hundreds recommending other customers to sell the same stock,
-on the old racing-tipster plan. Then orders to buy and sell would come
-in. The firm would buy and sell, say, a thousand of that stock through
-a reputable Stock Exchange firm and get a regular report on it. This
-report they would show to any doubting Thomas who was impolite enough
-to speak about bucketing customers’ orders.
-
-They also used to form discretionary pools in the office and as a
-great favor allowed their customers to authorize them, in writing, to
-trade with the customer’s money and in the customer’s name, as they in
-their judgment deemed best. That way the most cantankerous customer
-had no legal redress when the money disappeared. They’d bull a stock,
-on paper, and put the customers in and then they’d execute one of the
-old-fashioned bucket-shop drives and wipe out hundreds of shoe-string
-margins. They did not spare anyone, women, school-teachers and old men
-being their best bet.
-
-“I’m sore on all brokers,” I told the tout. “I’ll have to think this
-over,” and I left him so he wouldn’t talk any more to me.
-
-I inquired about this firm. I learned that they had hundreds of
-customers and although there were the usual stories I did not find any
-case of a customer not getting his money from them if he won any. The
-difficulty was in finding anybody who had ever won in that office; but
-I did. Things seemed to be going their way just then, and that meant
-that they probably would not welsh if a trade went against them. Of
-course most concerns of that kind eventually go broke. There are times
-when there are regular epidemics of bucketeering bankruptcies, like
-the old-fashioned runs on several banks after one of them goes up.
-The customers of the others get frightened and they run to take their
-money out. But there are plenty of retired bucket-shop keepers in this
-country.
-
-Well, I heard nothing alarming about the tout’s firm except that they
-were on the make, first, last and all the time, and that they were not
-always truthful. Their specialty was trimming suckers who wanted to
-get rich quick. But they always asked their customers’ permission, in
-writing, to take their rolls away from them.
-
-One chap I met did tell me a story about seeing six hundred telegrams
-go out one day advising customers to get aboard a certain stock and six
-hundred telegrams to other customers strongly urging them to sell that
-same stock, at once.
-
-“Yes, I know the trick,” I said to the chap who was telling me.
-
-“Yes,” he said. “But the next day they sent telegrams to the same
-people advising them to close out their interest in everything and
-buy--or sell--another stock. I asked the senior partner, who was in the
-office, ‘Why do you do that? The first part I understand. Some of your
-customers are bound to make money on paper for a while, even if they
-and the others eventually lose. But by sending out telegrams like this
-you simply kill them all. What’s the big idea?’
-
-“‘Well,’ he said, ‘the customers are bound to lose their money anyhow,
-no matter what they buy, or how or where or when. When they lose their
-money I lose the customers. Well, I might as well get as much of their
-money as I can--and then look for a new crop.’”
-
-Well, I admit frankly that I wasn’t concerned with the business ethics
-of the firm. I told you I felt sore on the Teller concern and how it
-tickled me to get even with them. But I didn’t have any such feeling
-about this firm. They might be crooks or they might not be as black as
-they were painted. I did not propose to let them do any trading for me,
-or follow their tips or believe their lies. My one concern was with
-getting together a stake and returning to New York to trade in fair
-amounts in an office where you did not have to be afraid the police
-would raid the joint, as they did the bucket shops, or see the postal
-authorities swoop down and tie up your money so that you’d be lucky to
-get eight cents on the dollar a year and a half later.
-
-Anyhow, I made up my mind that I would see what trading advantages of
-this firm offered over what you might call the legitimate brokers. I
-didn’t have much money to put up as margin, and firms that bucketed
-orders were naturally much more liberal in that respect, so that a few
-hundred dollars went much further in their offices.
-
-I went down to their place and had a talk with the manager himself.
-When he found out that I was an old trader and had formerly had
-accounts in New York with Stock Exchange houses and that I had lost
-all I took with me he stopped promising to make a million a minute for
-me if I let them invest my savings. He figured that I was a permanent
-sucker, the ticker-hound kind that always plays and always loses; a
-steady-income provider for brokers, whether they were the kind that
-bucket your orders or modestly content themselves with the commissions.
-
-I just told the manager that what I was looking for was decent
-execution, because I always traded at the market and I didn’t want to
-get reports that showed a difference of a half or a whole point from
-the ticker price.
-
-He assured me on his word of honor that they would do whatever I
-thought was right. They wanted my business because they wanted to show
-me what high-class brokering was. They had in their employ the best
-talent in the business. In fact, they were famous for their execution.
-If there was any difference between the ticker price and the report
-it was always in favor of the customer, though of course they didn’t
-guarantee that. If I opened an account with them I could buy and sell
-at the price which came over the wire, they were so confident of their
-brokers.
-
-Naturally that meant that I could trade there to all intents and
-purposes as though I were in a bucket shop--that is, they’d let me
-trade at the next quotation. I didn’t want to appear too anxious, so I
-shook my head and told him I guessed I wouldn’t open an account that
-day, but I’d let him know. He urged me strongly to begin right way as
-it was a good market to make money in. It was--for them; a dull market
-with prices seesawing slightly, just the kind to get customers in and
-then wipe them out with a sharp drive in the tipped stock. I had some
-trouble in getting away.
-
-I had given him my name and address, and that very same day I began to
-get prepaid telegrams and letters urging me to get aboard of some stock
-or other in which they said they knew an inside pool was operating for
-a fifty-point rise.
-
-I was busy going around and finding out all I could about several other
-brokerage concerns of the same bucketing kind. It seemed to me that if
-I could be sure of getting my winnings out of their clutches the only
-way of my getting together some real money was to trade in these near
-bucket shops.
-
-When I had learned all I could I opened accounts with three firms. I
-had taken a small office and had direct wires run to the three brokers.
-
-I traded in a small way so they wouldn’t get frightened off at the very
-start. I made money on balance and they were not slow in telling me
-that they expected real business from customers who had direct wires to
-their offices. They did not hanker for pikers. They figured that the
-more I did the more I’d lose, and the more quickly I was wiped out the
-more they’d make. It was a sound enough theory when you consider that
-these people necessarily dealt with averages and the average customer
-was never long-lived, financially speaking. A busted customer can’t
-trade. A half-crippled customer can whine and insinuate things and make
-trouble of one or another kind that hurts business.
-
-I also established a connection with a local firm that had a direct
-wire to its New York correspondent, who were also members of the New
-York Stock Exchange. I had a stock ticker put in and I began to trade
-conservatively. As I told you, it was pretty much like trading in
-bucket shops, only it was a little slower.
-
-It was a game that I could beat, and I did. I never got it down to
-such a fine point that I could win ten times out of ten; but I won on
-balance, taking it week in and week out. I was again living pretty
-well, but always saving something, to increase the stake that I was
-to take back to Wall Street. I got a couple of wires into two more of
-these bucketing brokerage houses, making five in all--and, of course,
-my good firm.
-
-There were times when my plans went wrong and my stocks did not run
-true to form, but they did the opposite of what they should have done
-if they had kept up their regard for precedent. But they did not hit
-me very hard--they couldn’t, with my shoestring margins. My relations
-with my brokers were friendly enough. Their accounts and records did
-not always agree with mine, and the differences uniformly happened to
-be against me. Curious coincidence--not! But I fought for my own and
-usually had my way in the end. They always had the hope of getting
-away from me what I had taken from them. They regarded my winnings as
-temporary loans, I think.
-
-They really were not sporty, being in the business to make money by
-hook or by crook instead of being content with the house percentage.
-Since suckers always lose money when they gamble in stocks--they never
-really speculate--you’d think these fellows would run what you might
-call a legitimate illegitimate business. But they didn’t. “Copper your
-customers and grow rich” is an old and true adage, but they did not
-seem ever to have heard of it and didn’t stop at plain bucketing.
-
-Several times they tried to double-cross me with the old tricks. They
-caught me a couple of times because I wasn’t looking. They always did
-that when I had taken no more than my usual line. I accused them of
-being short sports or worse, but they denied it and it ended by my
-going back to trading as usual. The beauty of doing business with a
-crook is that he always forgives you for catching him, so long as you
-don’t stop doing business with him. It’s all right as far as he is
-concerned. He is willing to meet you more than half-way. Magnanimous
-souls!
-
-Well, I made up my mind that I couldn’t afford to have the normal rate
-of increase of my stake impaired by crooks’ tricks, so I decided to
-teach them a lesson. I picked out some stock that after having been
-a speculative favorite had become inactive. Water-logged. If I had
-taken one that never had been active they would have suspected my
-play. I gave out buying orders on this stock to my five bucketeering
-brokers. When the orders were taken and they were waiting for the next
-quotation to come out on the tape I sent in an order through my Stock
-Exchange house to sell a hundred shares of that particular stock at
-the market. I urgently asked for quick action. Well, you can imagine
-what happened when the selling order got to the floor of the Exchange;
-a dull inactive stock that a commission house with out-of-town
-connections wanted to sell in a hurry. Somebody got cheap stock. But
-the transaction as it would be printed on the tape was the price that I
-would pay on my five buying orders. I was long on balance four hundred
-shares of that stock at a low figure. The wire house asked me what
-I’d heard, and I said I had a tip on it. Just before the close of the
-market I sent an order to my reputable house to buy back that hundred
-shares, and not waste any time; that I didn’t want to be short under
-any circumstances; and I didn’t care what they paid. So they wired to
-New York and the order to buy that hundred quick resulted in a sharp
-advance. I of course had put in selling orders for the five hundred
-shares that my friends had bucketed. It worked very satisfactorily.
-
-Still, they didn’t mend their ways, and so I worked that trick on
-them several times. I did not dare punish them as severely as they
-deserved, seldom more than a point or two on a hundred shares. But it
-helped to swell my little hoard that I was saving for my next Wall
-Street venture. I sometimes varied the process by selling some stock
-short, without overdoing it. I was satisfied with my six or eight
-hundred clear for each crack.
-
-One day the stunt worked so well that it went far beyond all
-calculations for a ten-point swing. I wasn’t looking for it. As a
-matter of fact it so happened that I had two hundred shares instead
-of my usual hundred at one broker’s, though only a hundred in the four
-other shops. That was too much of a good thing--for them. They were
-sore as pups about it and they began to say things over the wires. So
-I went and saw the manager, the same man who had been so anxious to
-get my account, and so forgiving every time I caught him trying to put
-something over on me. He talked pretty big for a man in his position.
-
-“That was a fictitious market for that stock, and we won’t pay you a
-damned cent!” he swore.
-
-“It wasn’t a fictitious market when you accepted my order to buy. You
-let me in then, all right, and now you’ve got to let me out. You can’t
-get around that for fairness, can you?”
-
-“Yes, I can!” he yelled. “I can prove that somebody put up a job.”
-
-“Who put up a job?” I asked.
-
-“Somebody!”
-
-“Who did they put it up on?” I asked.
-
-“Some friends of yours were in it as sure as pop,” he said.
-
-But I told him, “You know very well that I play a lone hand. Everybody
-in this town knows that. They’ve known it ever since I started trading
-in stocks. Now I want to give you some friendly advice: you just send
-and get that money for me. I don’t want to be disagreeable. Just do
-what I tell you.”
-
-“I won’t pay it. It was a rigged-up transaction,” he yelled.
-
-I got tired of his talk. So I told him: “You’ll pay it to me right now
-and here.”
-
-Well, he blustered a little more and accused me flatly of being
-the guilty thimblerigger; but he finally forked over the cash. The
-others were not so rambunctious. In one office the manager had been
-studying these inactive-stock plays of mine and when he got my order
-he actually bought the stock for me and then some for himself in the
-Little Board, and he made some money. These fellows didn’t mind being
-sued by customers on charges of fraud, as they generally had a good
-technical legal defense ready. But they were afraid I’d attach the
-furniture--the money in the bank I couldn’t because they took care not
-to have any funds exposed to that danger. It would not hurt them to be
-known as pretty sharp, but to get a reputation for welshing was fatal.
-For a customer to lose money at his broker’s is no rare event. But for
-a customer to make money and then not get it is the worst crime on the
-speculators’ statute books.
-
-I got my money from all; but that ten-point jump put an end to the
-pleasing pastime of skinning skinners. They were on the lookout for the
-little trick that they themselves had used to defraud hundreds of poor
-customers. I went back to my regular trading; but the market wasn’t
-always right for my system--that is, limited as I was by the size of
-the orders they would take, I couldn’t make a killing.
-
-I had been at it over a year, during which I used every device that I
-could think of to make money trading in those wire houses. I had lived
-very comfortably, bought an automobile and didn’t limit myself about
-my expenses. I had to make a stake, but I also had to live while I was
-doing it. If my position on the market was right I couldn’t spend as
-much as I made, so that I’d always be saving some. If I was wrong I
-didn’t make any money and therefore couldn’t spend. As I said, I had
-saved up a fair-sized roll, and there wasn’t so much money to be made
-in the five wire houses; so I decided to return to New York.
-
-I had my own automobile and I invited a friend of mine who also was a
-trader to motor to New York with me. He accepted and we started. We
-stopped at New Haven for dinner. At the hotel I met an old trading
-acquaintance, and among other things he told me there was a shop in
-town that had a wire and was doing a pretty good business.
-
-We left the hotel on our way to New York, but I drove by the street
-where the bucket shop was to see what the outside looked like. We found
-it and couldn’t resist the temptation to stop and have a look at the
-inside. It wasn’t very sumptuous, but the old blackboard was there, and
-the customers, and the game was on.
-
-The manager was a chap who looked as if he had been an actor or a stump
-speaker. He was very impressive. He’d say good morning as though he
-had discovered the morning’s goodness after ten years of searching for
-it with a microscope and was making you a present of the discovery as
-well as of the sky, the sun and the firm’s bank roll. He saw us come
-up in the sporty-looking automobile, and as both of us were young and
-careless--I don’t suppose I looked twenty--he naturally concluded we
-were a couple of Yale boys. I didn’t tell him we weren’t. He didn’t
-give me a chance, but began delivering a speech. He was very glad to
-see us. Would we have a comfortable seat? The market, we would find,
-was philanthropically inclined that morning; in fact, clamoring to
-increase the supply of collegiate pocket money, of which no intelligent
-undergraduate ever had a sufficiency since the dawn of historic time.
-But here and now, by the beneficence of the ticker, a small initial
-investment would return thousands. More pocket money than anybody could
-spend was what the stock market yearned to yield.
-
-Well, I thought it would be a pity not to do as the nice man of the
-bucket shop was so anxious to have us do, so I told him I would do as
-he wished, because I had heard that lots of people made lots of money
-in the stock market.
-
-I began to trade, very conservatively, but increasing the line as I
-won. My friend followed me.
-
-We stayed overnight in New Haven and the next morning found us at the
-hospitable shop at five minutes to ten. The orator was glad to see us,
-thinking his turn would come that day. But I cleaned up within a few
-dollars of fifteen hundred. The next morning when we dropped in on the
-great orator, and handed him an order to sell five hundred Sugar he
-hesitated, but finally accepted it--in silence! The stock broke over a
-point and I closed out and gave him the ticket. There was exactly five
-hundred dollars coming to me in profits, and my five hundred dollar
-margin. He took twenty fifties from the safe, counted them three times
-very slowly, then he counted them again in front of me. It looked as if
-his fingers were sweating mucilage the way the notes seemed to stick to
-him, but finally he handed the money to me. He folded his arms, bit his
-lower lip, kept it bit, and stared at the top of a window behind me.
-
-I told him I’d like to sell two hundred Steel. But he never stirred.
-He didn’t hear me. I repeated my wish, only I made it three hundred
-shares. He turned his head. I waited for the speech. But all he did was
-to look at me. Then he smacked his lips and swallowed--as if he was
-going to start an attack on fifty years of political misrule by the
-unspeakable grafters of the opposition.
-
-Finally he waved his hand toward the yellow-backs in my hand and said,
-“Take away that bauble!”
-
-“Take away what?” I said. I hadn’t quite understood what he was driving
-at.
-
-“Where are you going, student?” He spoke very impressively.
-
-“New York,” I told him.
-
-“That’s right,” he said, nodding about twenty times. “That is ex-actly
-right. You are going away from here all right, because now I know two
-things--two, student! I know what you are not, and I know what you are.
-Yes! Yes! Yes!”
-
-“Is that so?” I said very politely.
-
-“Yes. You two--” He paused; and then he stopped being in Congress
-and snarled: “You two are the biggest sharks in the United States of
-America! Students? Ye-eh! You must be Freshmen! Ye-eh!”
-
-We left him talking to himself. He probably didn’t mind the money so
-much. No professional gambler does. It’s all in the game and the luck’s
-bound to turn. It was his being fooled in us that hurt his pride.
-
-That is how I came back to Wall Street for a third attempt. I had
-been studying, of course, trying to locate the exact trouble with my
-system that had been responsible for my defeats in A. R. Fullerton &
-Co.’s office. I was twenty when I made my first ten thousand, and I
-lost that. But I knew how and why--because I traded out of season all
-the time; because when I couldn’t play according to my system, which
-was based on study and experience, I went in and gambled. I hoped to
-win, instead of knowing that I ought to win on form. When I was about
-twenty-two I ran up my stake to fifty thousand dollars; I lost it on
-May ninth. But I knew exactly why and how. It was the laggard tape
-and the unprecedented violence of the movements that awful day. But
-I didn’t know why I had lost after my return from St. Louis or after
-the May ninth panic. I had theories--that is, remedies for some of the
-faults that I thought I found in my play. But I needed actual practice.
-
-There is nothing like losing all you have in the world for teaching you
-what not to do. And when you know what not to do in order not to lose
-money, you begin to learn what to do in order to win. Did you get that?
-_You begin to learn!_
-
-
-
-
-_V_
-
-
-The average ticker hound--or, as they used to call him, tape-worm--goes
-wrong, I suspect, as much from over-specialization as from anything
-else. It means a highly expensive inelasticity. After all, the game
-of speculation isn’t all mathematics or set rules, however rigid the
-main laws may be. Even in my tape reading something enters that is more
-than mere arithmetic. There is what I call the behavior of a stock,
-actions that enable you to judge whether or not it is going to proceed
-in accordance with the precedents that your observation has noted. If a
-stock doesn’t act right don’t touch it; because, being unable to tell
-precisely what is wrong, you cannot tell which way it is going. No
-diagnosis, no prognosis. No prognosis, no profit.
-
-It is a very old thing, this of noting the behavior of a stock and
-studying its past performances. When I first came to New York there
-was a broker’s office where a Frenchman used to talk about his chart.
-At first I thought he was a sort of pet freak kept by the firm because
-they were good-natured. Then I learned that he was a persuasive and
-most impressive talker. He said that the only thing that didn’t lie
-because it simply couldn’t was mathematics. By means of his curves
-he could forecast market movements. Also he could analyse them, and
-tell, for instance, why Keene did the right thing in his famous
-Atchison preferred bull manipulation, and later why he went wrong in
-his Southern Pacific pool. At various times one or another of the
-professional traders tried the Frenchman’s system--and then went back
-to their old unscientific methods of making a living. Their hit-or-miss
-system was cheaper, they said. I heard that the Frenchman said Keene
-admitted that the chart was 100 per cent right but claimed that the
-method was too slow for practical use in an active market.
-
-Then there was one office where a chart of the daily movement of prices
-was kept. It showed at a glance just what each stock had done for
-months. By comparing individual curves with the general market curve
-and keeping in mind certain rules the customers could tell whether the
-stock on which they got an unscientific tip to buy was fairly entitled
-to a rise. They used the chart as a sort of complementary tipster.
-To-day there are scores of commission houses where you find trading
-charts. They come ready-made from the offices of statistical experts
-and include not only stocks but commodities.
-
-I should say that a chart helps those who can read it or rather who can
-assimilate what they read. The average chart reader, however, is apt to
-become obsessed with the notion that the dips and peaks and primary and
-secondary movements are all there is to stock speculation. If he pushes
-his confidence to its logical limit he is bound to go broke. There is
-an extremely able man, a former partner of a well-known Stock Exchange
-house, who is really a trained mathematician. He is a graduate of a
-famous technical school. He devised charts based upon a very careful
-and minute study of the behaviour of prices in many markets--stocks,
-bonds, grain, cotton, money, and so on. He went back years and years
-and traced the correlations and seasonal movements--oh, everything. He
-used his charts in his stock trading for years. What he really did was
-to take advantage of some highly intelligent averaging. They tell me he
-won regularly--until the World War knocked all precedents into a cocked
-hat. I heard that he and his large following lost millions before they
-desisted. But not even a world war can keep the stock market from
-being a bull market when conditions are bullish, or a bear market when
-conditions are bearish. And all a man needs to know to make money is to
-appraise conditions.
-
-I didn’t mean to get off the track like that, but I can’t help it when
-I think of my first few years in Wall Street. I know now what I did not
-know then, and I think of the mistakes of my ignorance because those
-are the very mistakes that the average stock speculator makes year in
-and year out.
-
-After I got back to New York to try for the third time to beat the
-market in a Stock Exchange house I traded quite actively. I didn’t
-expect to do as well as I did in the bucket shops, but I thought that
-after a while I would do much better because I would be able to swing
-a much heavier line. Yet, I can see now that my main trouble was my
-failure to grasp the vital difference between stock gambling and stock
-speculation. Still, by reason of my seven years’ experience in reading
-the tape and a certain natural aptitude for the game, my stake was
-earning not indeed a fortune but a very high rate of interest. I won
-and lost as before, but I was winning on balance. The more I made the
-more I spent. This is the usual experience with most men. No, not
-necessarily with easy-money pickers, but with every human being who is
-not a slave of the hoarding instinct. Some men, like old Russell Sage,
-have the money-making and the money-hoarding instinct equally well
-developed, and of course they die disgustingly rich.
-
-The game of beating the market exclusively interested me from ten to
-three every day, and after three, the game of living my life. Don’t
-misunderstand me. I never allowed pleasure to interfere with business.
-When I lost it was because I was wrong and not because I was suffering
-from dissipation or excesses. There never were any shattered nerves or
-rum-shaken limbs to spoil my game. I couldn’t afford anything that kept
-me from feeling physically and mentally fit. Even now I am usually in
-bed by ten. As a young man I never kept late hours, because I could
-not do business properly on insufficient sleep. I was doing better than
-breaking even and that is why I didn’t think there was any need to
-deprive myself of the good things of life. The market was always there
-to supply them. I was acquiring the confidence that comes to a man
-from a professionally dispassionate attitude toward his own method of
-providing bread and butter for himself.
-
-The first change I made in my play was in the matter of time. I
-couldn’t wait for the sure thing to come along and then take a point
-or two out of it as I could in the bucket shops. I had to start much
-earlier if I wanted to catch the move in Fullerton’s office. In other
-words, I had to study what was going to happen; to anticipate stock
-movements. That sounds asininely commonplace, but you know what I
-mean. It was the change in my own attitude toward the game that was of
-supreme importance to me. It taught me, little by little, the essential
-difference between betting on fluctuations and anticipating inevitable
-advances and declines, between gambling and speculating.
-
-I had to go further back than an hour in my studies of the
-market--which was something I never would have learned to do in the
-biggest bucket shop in the world. I interested myself in trade reports
-and railroad earnings and financial and commercial statistics. Of
-course I loved to trade heavily and they called me the Boy Plunger;
-but I also liked to study the moves. I never thought that anything was
-irksome if it helped me to trade more intelligently. Before I can solve
-a problem I must state it to myself. When I think I have found the
-solution I must prove I am right. I know of only one way to prove it;
-and that is, with my own money.
-
-Slow as my progress seems now, I suppose I learned as fast as I
-possibly could, considering that I was making money on balance. If I
-had lost oftener perhaps it might have spurred me to more continuous
-study. I certainly would have had more mistakes to spot. But I am not
-sure of the exact value of losing, for if I had lost more I would have
-lacked the money to test out the improvements in my methods of trading.
-
-Studying my winning plays in Fullerton’s office I discovered that
-although I often was 100 per cent right on the market--that is, in my
-diagnosis of conditions and general trend--I was not making as much
-money as my market “rightness” entitled me to. Why wasn’t I?
-
-There was as much to learn from partial victory as from defeat.
-
-For instance, I had been bullish from the very start of a bull market,
-and I had backed my opinion by buying stocks. An advance followed,
-as I had clearly foreseen. So far, all very well. But what else did
-I do? Why, I listened to the elder statesmen and curbed my youthful
-impetuousness. I made up my mind to be wise and play carefully,
-conservatively. Everybody knew that the way to do that was to take
-profits and buy back your stocks on reactions. And that is precisely
-what I did, or rather what I tried to do; for I often took profits and
-waited for a reaction that never came. And I saw my stock go kiting up
-ten points more and I sitting there with my four-point profit safe in
-my conservative pocket. _They say you never grow poor taking profits.
-No, you don’t. But neither do you grow rich taking a four-point profit
-in a bull market._
-
-Where I should have made twenty thousand dollars I made two thousand.
-That was what my conservatism did for me. About the time I discovered
-what a small percentage of what I should have made I was getting I
-discovered something else, and that is that suckers differ among
-themselves according to the degree of experience.
-
-The tyro knows nothing, and everybody, including himself, knows it.
-But the next, or second, grade thinks he knows a great deal and makes
-others feel that way too. He is the experienced sucker, who has
-studied--not the market itself but a few remarks about the market made
-by a still higher grade of suckers. The second-grade sucker knows how
-to keep from losing his money in some of the ways that get the raw
-beginner. It is this semisucker rather than the 100 per cent article
-who is the real all-the-year-round support of the commission houses.
-He lasts about three and a half years on an average, as compared with
-a single season of from three to thirty weeks, which is the usual Wall
-Street life of a first offender. It is naturally the semisucker who is
-always quoting the famous trading aphorisms and the various rules of
-the game. _He knows all the don’ts that ever fell from the oracular
-lips of the old stagers--excepting the principal one, which is: Don’t
-be a sucker!_
-
-_This semisucker is the type that thinks he has cut his wisdom teeth
-because he loves to buy on declines._ He waits for them. He measures
-his bargains by the number of points it has sold off from the top. In
-big bull markets the plain unadulterated sucker, utterly ignorant of
-rules and precedents, buys blindly because he hopes blindly. He makes
-most of the money--until one of the healthy reactions takes it away
-from him at one fell swoop. But the Careful Mike sucker does what I
-did when I thought I was playing the game intelligently--according to
-the intelligence of others. I knew I needed to change my bucket-shop
-methods and I thought I was solving my problem with any change,
-particularly one that assayed high gold values according to the
-experienced traders among the customers.
-
-Most--let us call ’em customers--are alike. You find very few who can
-truthfully say that Wall Street doesn’t owe them money. In Fullerton’s
-there were the usual crowd. All grades! Well, there was one old chap
-who was not like the others. To begin with, he was a much older man.
-Another thing was that he never volunteered advice and never bragged of
-his winnings. He was a great hand for listening very attentively to the
-others. He did not seem very keen to get tips--that is, he never asked
-the talkers what they’d heard or what they knew. But when somebody gave
-him one he always thanked the tipster very politely. Sometimes he
-thanked the tipster again--when the tip turned out O.K. But if it went
-wrong he never whined, so that nobody could tell whether he followed it
-or let it slide by. It was a legend of the office that the old jigger
-was rich and could swing quite a line. But he wasn’t donating much to
-the firm in the way of commissions; at least not that anyone could see.
-His name was Partridge, but they nicknamed him Turkey behind his back,
-because he was so thick-chested and had a habit of strutting about the
-various rooms, with the point of his chin resting on his breast.
-
-The customers, who were all eager to be shoved and forced into doing
-things so as to lay the blame for failure on others, used to go to old
-Partridge and tell him what some friend of a friend of an insider had
-advised them to do in a certain stock. They would tell him what they
-had not done with the tip so he would tell them what they ought to do.
-But whether the tip they had was to buy or to sell, the old chap’s
-answer was always the same.
-
-The customer would finish the tale of his perplexity and then ask:
-“What do you think I ought to do?”
-
-Old Turkey would cock his head to one side, contemplate his fellow
-customer with a fatherly smile, and finally he would say very
-impressively, “You know, it’s a bull market!”
-
-Time and again I heard him say, “Well, this is a bull market, you
-know!” as though he were giving to you a priceless talisman wrapped up
-in a million-dollar accident-insurance policy. And of course I did not
-get his meaning.
-
-One day a fellow named Elmer Harwood rushed into the office, wrote out
-an order and gave it to the clerk. Then he rushed over to where Mr.
-Partridge was listening politely to John Fanning’s story of the time he
-overheard Keene give an order to one of his brokers and all that John
-made was a measly three points on a hundred shares and of course the
-stock had to go up twenty-four points in three days right after John
-sold out. It was at least the fourth time that John had told him that
-tale of woe, but old Turkey was smiling as sympathetically as if it was
-the first time he heard it.
-
-Well, Elmer made for the old man and, without a word of apology to
-John Fanning, told Turkey, “Mr. Partridge, I have just sold my Climax
-Motors. My people say the market is entitled to a reaction and that
-I’ll be able to buy it back cheaper. So you’d better do likewise. That
-is, if you’ve still got yours.”
-
-Elmer looked suspiciously at the man to whom he had given the original
-tip to buy. The amateur, or gratuitous, tipster always thinks he owns
-the receiver of his tip body and soul, even before he knows how the tip
-is going to turn out.
-
-“Yes, Mr. Harwood, I still have it. Of course!” said Turkey gratefully.
-It was nice of Elmer to think of the old chap.
-
-“Well, now is the time to take your profit and get in again on the
-next dip,” said Elmer, as if he had just made out the deposit slip
-for the old man. Failing to perceive enthusiastic gratitude in the
-beneficiary’s face, Elmer went on: “I have just sold every share I
-owned!”
-
-From his voice and manner you would have conservatively estimated it at
-ten thousand shares.
-
-But Mr. Partridge shook his head regretfully and whined, “No! No! I
-can’t do that!”
-
-“What?” yelled Elmer.
-
-“I simply can’t!” said Mr. Partridge. He was in great trouble.
-
-“Didn’t I give you the tip to buy it?”
-
-“You did, Mr. Harwood, and I am very grateful to you. Indeed, I am,
-sir. But----”
-
-“Hold on! Let me talk! And didn’t that stock go up seven points in ten
-days? Didn’t it?”
-
-“It did, and I am much obliged to you, my dear boy. But I couldn’t
-think of selling that stock.”
-
-“You couldn’t?” asked Elmer, beginning to look doubtful himself. It is
-a habit with most tip givers to be tip takers.
-
-“No, I couldn’t.”
-
-“Why not?” And Elmer drew nearer.
-
-“Why, this is a bull market!” The old fellow said it as though he had
-given a long and detailed explanation.
-
-“That’s all right,” said Elmer, looking angry because of his
-disappointment. “I know this is a bull market as well as you do. But
-you’d better slip them that stock of yours and buy it back on the
-reaction. You might as well reduce the cost to yourself.”
-
-“My dear boy,” said old Partridge, in great distress--“my dear boy, _if
-I sold that stock now I’d lose my position; and then where would I be_?”
-
-Elmer Harwood threw up his hands, shook his head and walked over to me
-to get sympathy: “Can you beat it?” he asked me in a stage whisper. “I
-ask you!”
-
-I didn’t say anything. So he went on: “I give him a tip on Climax
-Motors. He buys five hundred shares. He’s got seven points’ profit and
-I advise him to get out and buy ’em back on the reaction that’s overdue
-even now. And what does he say when I tell him? He says that if he
-sells he’ll lose his job. What do you know about that?”
-
-“I beg your pardon, Mr. Harwood; I didn’t say I’d lose my job,” cut in
-old Turkey. “I said I’d lose my position. And when you are as old as I
-am and you’ve been through as many booms and panics as I have, you’ll
-know that to lose your position is something nobody can afford; not
-even John D. Rockefeller. I hope the stock reacts and that you will be
-able to repurchase your line at a substantial concession, sir. But I
-myself can only trade in accordance with the experience of many years.
-I paid a high price for it and I don’t feel like throwing away a second
-tuition fee. But I am as much obliged to you as if I had the money in
-the bank. It’s a bull market, you know.” And he strutted away, leaving
-Elmer dazed.
-
-What old Mr. Partridge said did not mean much to me until I began
-to think about my own numerous failures to make as much money as I
-ought to when I was so right on the general market. The more I studied
-the more I realized how wise that old chap was. He had evidently
-suffered from the same defect in his young days and knew his own
-human weaknesses. He would not lay himself open to a temptation that
-experience had taught him was hard to resist and had always proved
-expensive to him, as it was to me.
-
-I think it was a long step forward in my education when I realized at
-last that when old Mr. Partridge kept on telling the other customers,
-“Well, you know this is a bull market!” he really meant to tell them
-that the big money was not in the individual fluctuations but in the
-main movements--that is, not in reading the tape but in sizing up the
-entire market and its trend.
-
-And right here let me say one thing: After spending many years in
-Wall Street and after making and losing millions of dollars I want to
-tell you this: _It never was my thinking that_ made the big money for
-me. _It was always my sitting._ Got that? My sitting tight! _It is no
-trick at all to be right on the market. You always find lots of early
-bulls in bull markets and early bears in bear markets._ I’ve known
-many men who were right at exactly the right time, and began buying or
-selling stocks when prices were at the very level which should show the
-greatest profit. And their experience invariably matched mine--that is,
-they made no real money out of it. Men who can both be right and sit
-tight are uncommon. I found it one of the hardest things to learn. But
-it is only after a stock operator has firmly grasped this that he can
-make big money. It is literally true that millions come easier to a
-trader after he knows how to trade than hundreds did in the days of his
-ignorance.
-
-The reason is that a man may see straight and clearly and yet become
-impatient or doubtful _when the market takes its time about doing
-as he figured it must do_. That is why so many men in Wall Street,
-who are not at all in the sucker class, not even in the third grade,
-nevertheless lose money. The market does not beat them. They beat
-themselves, because though they have brains _they cannot sit tight_.
-Old Turkey was dead right in doing and saving what he did. He had not
-only the courage of his convictions but the intelligent patience to sit
-tight.
-
-Disregarding the big swing and trying to jump in and out was fatal to
-me. _Nobody can catch all the fluctuations._ In a bull market your game
-is to buy and hold until you believe that the bull market is near its
-end. To do this you must study the general conditions and not tips or
-special factors affecting individual stocks. Then get out of all your
-stocks; get out for keeps! Wait until you see--or if you prefer, until
-you think you see--the turn of the market; the beginning of a reversal
-of general conditions. You have to use your brains and your vision to
-do this; otherwise my advice would be as idiotic as to tell you to buy
-cheap and sell dear. _One of the most helpful things that anybody can
-learn is to give up trying to catch the last eighth--or the first.
-These two are the most_ expensive eighths in the world. They have cost
-stock traders, in the aggregate, enough millions of dollars to build a
-concrete highway across the continent.
-
-Another thing I noticed in studying my plays in Fullerton’s office
-after I began to trade less unintelligently was that my initial
-operations seldom showed me a loss. That naturally made me decide to
-start big. It gave me confidence in my own judgment before I allowed
-it to be vitiated by the advice of others or even by my own impatience
-at times. Without faith in his own judgment no man can go very far
-in this game. That is about all I have learned--to study general
-conditions, _to take a position and stick to it. I can wait without
-a twinge of impatience. I can see a setback without being shaken,
-knowing that it is only temporary._ I have been short one hundred
-thousand shares and I have seen a big rally coming. I have figured--and
-figured correctly--that such a rally as I felt was inevitable, and even
-wholesome, would make a difference of one million dollars in my paper
-profits. And I nevertheless have stood pat and seen half my paper
-profit wiped out, without once considering the advisability of covering
-my shorts to put them out again on the rally. I knew that if I did I
-might lose my position and with it the certainty of a big killing. It
-is the big swing that makes the big money for you.
-
-If I learned all this so slowly it was because I learned by my
-mistakes, _and some time always elapses between making a mistake
-and realizing it_, and more time between realizing it and exactly
-determining it. But at the same time I was faring pretty comfortably
-and was very young, so that I made up in other ways. Most of my
-winnings were still made in part through my tape reading because the
-kind of markets we were having lent themselves fairly well to my
-method. I was not losing either as often or as irritatingly as in the
-beginning of my New York experiences. It wasn’t anything to be proud
-of, when you think that I had been broke three times in less than two
-years. And as I told you, being broke is a very efficient educational
-agency.
-
-I was not increasing my stake very fast because I lived up to the
-handle all the time. I did not deprive myself of many of the things
-that a fellow of my age and tastes would want. I had my own automobile
-and I could not see any sense in skimping on living when I was taking
-it out of the market. The ticker only stopped Sundays and holidays,
-which was as it should be. Every time I found the reason for a loss or
-the why and how of another mistake, I added a brand-new _Don’t!_ to
-my schedule of assets. And the nicest way to capitalize my increasing
-assets was by not cutting down on my living expenses. Of course I had
-some amusing experiences and some that were not so amusing, but if I
-told them all in detail I’d never finish. As a matter of fact, the only
-incidents that I remember without special effort are those that taught
-me something of definite value to me in my trading; something that
-added to my store of knowledge of the game--and of myself!
-
-
-
-
-_VI_
-
-
-In the spring of 1906 I was in Atlantic City for a short vacation. I
-was out of stocks and was thinking only of having a change of air and
-a nice rest. By the way, I had gone back to my first brokers, Harding
-Brothers, and my account had got to be pretty active. I could swing
-three or four thousand shares. That wasn’t much more than I had done in
-the old Cosmopolitan shop when I was barely twenty years of age. But
-there was some difference between my one-point margin in the bucket
-shop and the margin required by brokers who actually bought or sold
-stocks for my account on the New York Stock Exchange.
-
-You may remember the story I told you about that time when I was
-short thirty-five hundred Sugar in the Cosmopolitan and I had a hunch
-something was wrong and I’d better close the trade? Well, I have often
-had that curious feeling. As a rule, I yield to it. But at times I have
-pooh-poohed the idea and have told myself that it was simply asinine
-to follow any of these sudden blind impulses to reverse my position.
-I have ascribed my hunch to a state of nerves resulting from too many
-cigars or insufficient sleep or a torpid liver or something of that
-kind. When I have argued myself into disregarding my impulse and have
-stood pat I have always had cause to regret it. A dozen instances
-occur to me when I did not sell as per hunch, and the next day I’d go
-downtown and the market would be strong, or perhaps even advance, and
-I’d tell myself how silly it would have been to obey the blind impulse
-to sell. But on the following day there would be a pretty bad drop.
-Something had broken loose somewhere and I’d have made money by not
-being so wise and logical. The reason plainly was not physiological but
-psychological.
-
-I want to tell you only about one of them because of what it did for
-me. It happened when I was having that little vacation in Atlantic City
-in the spring of 1906. I had a friend with me who also was a customer
-of Harding Brothers. I had no interest in the market one way or another
-and was enjoying my rest. I can always give up trading to play, unless
-of course it is an exceptionally active market in which my commitments
-are rather heavy. It was a bull market, as I remember it. The outlook
-was favorable for general business and the stock market had slowed down
-but the tone was firm and all indications pointed to higher prices.
-
-One morning after we had breakfasted and had finished reading all the
-New York morning papers, and had got tired of watching the sea gulls
-picking up clams and flying up with them twenty feet in the air and
-dropping them on the hard wet sand to open them for their breakfast, my
-friend and I started up the Boardwalk. That was the most exciting thing
-we did in the daytime.
-
-It was not noon yet, and we walked up slowly to kill time and breathe
-the salt air. Harding Brothers had a branch office on the Boardwalk and
-we used to drop in every morning and see how they’d opened. It was more
-force of habit than anything else, for I wasn’t doing anything.
-
-The market, we found, was strong and active. My friend, who was quite
-bullish, was carrying a moderate line purchased several points lower.
-He began to tell me what an obviously wise thing it was to hold stocks
-for much higher prices. I wasn’t paying enough attention to him to take
-the trouble to agree with him. I was looking over the quotation board,
-noting the changes--they were mostly advances--until I came to Union
-Pacific. I got a feeling that I ought to sell it. I can’t tell you
-more. I just felt like selling it. I asked myself why I should feel
-like that, and I couldn’t find any reason whatever for going short of
-UP.
-
-I stared at the last price on the board until I couldn’t see any
-figures or any board or anything else, for that matter. All I knew
-was that I wanted to sell Union Pacific and I couldn’t find out why I
-wanted to.
-
-I must have looked queer, for my friend, who was standing alongside of
-me, suddenly nudged me and asked, “Hey, what’s the matter?”
-
-“I don’t know,” I answered.
-
-“Going to sleep?” he said.
-
-“No,” I said. “I am not going to sleep. What I am going to do is to
-sell that stock.” I had always made money following my hunches.
-
-I walked over to a table where there were some blank order pads. My
-friend followed me. I wrote out an order to sell a thousand Union
-Pacific at the market and handed it to the manager. He was smiling when
-I wrote it and when he took it. But when he read the order he stopped
-smiling and looked at me.
-
-“Is this right?” he asked me. But I just looked at him and he rushed it
-over to the operator.
-
-“What are you doing?” asked my friend.
-
-“I’m selling it!” I told him.
-
-“Selling what?” he yelled at me. If he was a bull how could I be a
-bear? Something was wrong.
-
-“A thousand UP.,” I said.
-
-“Why?” he asked me in great excitement.
-
-I shook my head, meaning I had no reason. But he must have thought I’d
-got a tip, because he took me by the arm and led me outside into the
-hall, where we could be out of sight and hearing of the other customers
-and rubbering chairwarmers.
-
-“What did you hear?” he asked me.
-
-He was quite excited. UP. was one of his pets and he was bullish on it
-because of its earnings and its prospects. But he was willing to take a
-bear tip on it at second hand.
-
-“Nothing!” I said.
-
-“You didn’t?” He was skeptical and showed it plainly.
-
-“I didn’t hear a thing.”
-
-“Then why in blazes are you selling?”
-
-“I don’t know,” I told him. I spoke gospel truth.
-
-“Oh, come across, Larry,” he said.
-
-He knew it was my habit to know why I traded. I had sold a thousand
-shares of Union Pacific. I must have a very good reason to sell that
-much stock in the face of the strong market.
-
-“I don’t know,” I repeated. “I just feel that something is going to
-happen.”
-
-“What’s going to happen?”
-
-“I don’t know. I can’t give you any reason. All I know is that I want
-to sell that stock. And I’m going to let ’em have another thousand.”
-
-I walked back into the office and gave an order to sell a second
-thousand. If I was right in selling the first thousand I ought to have
-out a little more.
-
-“What could possibly happen?” persisted my friend, who couldn’t make up
-his mind to follow my lead. If I’d told him that I had heard UP. was
-going down he’d have sold it without asking me from whom I’d heard it
-or why. “What could possibly happen?” he asked again.
-
-“A million things could happen. But I can’t promise you that any of
-them will. I can’t give you any reasons and I can’t tell fortunes,” I
-told him.
-
-“Then you’re crazy,” he said. “Stark crazy, selling that stock without
-rime or reason. You don’t know why you want to sell it?”
-
-“I don’t know why I want to sell it. I only know I do want to,” I
-said. “I want to, like everything.” The urge was so strong that I sold
-another thousand.
-
-That was too much for my friend. He grabbed me by the arm and said,
-“Here! Let’s get out of this place before you sell the entire capital
-stock.”
-
-I had sold as much as I needed to satisfy my feeling, so I followed him
-without waiting for a report on the last two thousand shares. It was a
-pretty good jag of stock for me to sell even with the best of reasons.
-It seemed more than enough to be short of without any reason whatever,
-particularly when the entire market was so strong and there was nothing
-in sight to make anybody think of the bear side. But I remembered that
-on previous occasions when I had the same urge to sell and didn’t do it
-I always had reasons to regret it.
-
-I have told some of these stories to friends, and some of them tell me
-it isn’t a hunch but the subconscious mind, which is the creative mind,
-at work. That is the mind which makes artists do things without their
-knowing how they came to do them. Perhaps with me it was the cumulative
-effect of a lot of little things individually insignificant but
-collectively powerful. Possibly my friend’s unintelligent bullishness
-aroused a spirit of contradiction and I picked on UP. because it had
-been touted so much. I can’t tell you what the cause or motive for
-hunches may be. All I know is that I went out of the Atlantic City
-branch office of Harding Brothers short three thousand Union Pacific in
-a rising market, and I wasn’t worried a bit.
-
-I wanted to know what price they’d got for my last two thousand shares.
-So after luncheon we walked up to the office. I had the pleasure of
-seeing that the general market was strong and Union Pacific higher.
-
-“I see your finish,” said my friend. You could see he was glad he
-hadn’t sold any.
-
-The next day the general market went up some more and I heard nothing
-but cheerful remarks from my friend. But I felt sure I had done right
-to sell UP., and I never get impatient when I feel I am right. What’s
-the sense? That afternoon Union Pacific stopped climbing, and toward
-the end of the day began to go off. Pretty soon it got down to a point
-below the level of the average of my three thousand shares. I felt more
-positive than ever that I was on the right side, and since I felt that
-way I naturally had to sell some more. So, toward the close, I sold an
-additional two thousand shares.
-
-There I was, short five thousand shares of UP. on a hunch. That was
-as much as I could sell in Harding’s office with the margin I had
-up. It was too much stock for me to be short of, on a vacation; so
-I gave up the vacation and returned to New York that very night.
-There was no telling what might happen and I thought I’d better be
-Johnny-on-the-spot. There I could move quickly if I had to.
-
-The next day we got the news of the San Francisco earthquake. It was
-an awful disaster. But the market opened down only a couple of points.
-_The bull forces were at work, and the public never is independently
-responsive to news. You see that all the time. If there is a solid
-bull foundation, for instance, whether or not what the papers call
-bull manipulation is going on the same time, certain news items fail
-to have the effect they would have if the Street was bearish._ It is
-all in the state of sentiment at the time. In this case the Street did
-not appraise the extent of the catastrophe because it didn’t wish to.
-Before the day was over prices came back.
-
-I was short five thousand shares. The blow had fallen, but my stock
-hadn’t. My hunch was of the first water, but my bank account wasn’t
-growing; not even on paper. The friend who had been in Atlantic City
-with me when I put out my short line in UP. was glad and sad about it.
-
-He told me: “That was some hunch, kid. But, say, when the talent and
-the money are all on the bull side what’s the use of bucking against
-them? They are bound to win out.”
-
-“Give them time,” I said. I meant prices. I wouldn’t cover because I
-knew the damage was enormous and the Union Pacific would be one of the
-worst sufferers. _But it was exasperating to see the blindness of the
-Street._
-
-“Give ’em time and your skin will be where all the other bear hides are
-stretched out in the sun, drying,” he assured me.
-
-“What would you do?” I asked him. “Buy UP. on the strength of the
-millions of dollars of damage suffered by the Southern Pacific and
-other lines? Where are the earnings for dividends going to come from
-after they pay for all they’ve lost? The best you can say is that the
-trouble may not be as bad as it is painted. But is that a reason for
-buying the stocks of the roads chiefly affected? Answer me that.”
-
-But all my friend said was: “Yes, that listens fine. But I tell you,
-the market doesn’t agree with you. The tape doesn’t lie, does it?”
-
-“_It doesn’t always tell the truth on the instant_,” _I said._
-
-“Listen. A man was talking to Jim Fisk a little before Black Friday,
-giving ten good reasons why gold ought to go down for keeps. He got so
-encouraged by his own words that he ended by telling Fisk that he was
-going to sell a few million. And Jim Fisk just looked at him and said,
-“Go ahead! Do! Sell it short and invite me to your funeral.”
-
-“Yes,” I said; “and if that chap had sold it short, look at the killing
-he would have made! Sell some UP. yourself.”
-
-“Not I! I’m the kind that thrives best on not rowing against wind and
-tide.”
-
-On the following day, when fuller reports came in, the market began to
-slide off, but even then not as violently as it should. Knowing that
-nothing under the sun could stave off a substantial break I doubled up
-and sold five thousand shares. Oh, by that time it was plain to most
-people, and my brokers were willing enough. It wasn’t reckless of them
-or of me, not the way I sized up the market. On the day following, the
-market began to go for fair. There was the dickens to pay. Of course I
-pushed my luck for all it was worth. I doubled up again and sold ten
-thousand shares more. It was the only play possible.
-
-I wasn’t thinking of anything except that I was right--100 per cent
-right--and that this was a heaven-sent opportunity. It was up to me to
-take advantage of it. I sold more. Did I think that with such a big
-line of shorts out, it wouldn’t take much of a rally to wipe out my
-paper profits and possibly my principal? I don’t know whether I thought
-of that or not, but if I did it didn’t carry much weight with me. I
-wasn’t plunging recklessly. I was really playing conservatively. There
-was nothing that anybody could do to undo the earthquake, was there?
-They couldn’t restore the crumpled buildings overnight, free, gratis,
-for nothing, could they? All the money in the world couldn’t help much
-in the next few hours, could it?
-
-I was not betting blindly. I wasn’t a crazy bear. I wasn’t drunk with
-success or thinking that because Frisco was pretty well wiped off the
-map the entire country was headed for the scrap heap. No, indeed! I
-didn’t look for a panic. Well, the next day I cleaned up. I made two
-hundred and fifty thousand dollars. It was my biggest winnings up to
-that time. It was all made in a few days. The Street paid no attention
-to the earthquake the first day or two. They’ll tell you that it was
-because the first despatches were not so alarming, but I think it was
-because it took so long to change the point of view of the public
-toward the securities markets. Even the professional traders for the
-most part were slow and shortsighted.
-
-I have no explanation to give you, either scientific or childish. I am
-telling you what I did, and why, and what came of it. I was much less
-concerned with the mystery of the hunch than with the fact that I got a
-quarter of a million out of it. It meant that I could now swing a much
-bigger line than ever, if or when the time came for it.
-
-That summer I went to Saratoga Springs. It was supposed to be a
-vacation for me, but I kept an eye on the market. To begin with,
-I wasn’t so tired that it bothered me to think about it. And then,
-everybody I knew up there had or had had an active interest in it.
-We naturally talked about it. I have noticed that there is quite a
-difference between talking and trading. Some of these chaps remind you
-of the bold clerk who talks to his cantankerous employer as to a yellow
-dog--when he tells you about it.
-
-Harding Brothers had a branch office in Saratoga. Many of their
-customers were there. But the real reason, I suppose, was the
-advertising value. Having a branch office in a resort is simply
-high-class billboard advertising. I used to drop in and sit around
-with the rest of the crowd. The manager was a very nice chap from the
-New York office who was there to give the glad hand to friends and
-strangers and, if possible, to get business. It was a wonderful place
-for tips--all kinds of tips, horse-race, stock-market, and waiters’.
-The office knew I didn’t take any, so the manager didn’t come and
-whisper confidentially in my ear what he’d just got on the q. t. from
-the New York office. He simply passed over the telegrams, saying, “This
-is what they’re sending out,” or something of the kind.
-
-Of course I watched the market. With me, to look at the quotation board
-and to read the signs is one process. My good friend Union Pacific, I
-noticed, looked like going up. _The price was high, but the stock acted
-as if it were being accumulated._ I watched it a couple of days without
-trading in it, and the more I watched it the more convinced I became
-that it was being bought on balance by somebody who was no piker,
-somebody who not only had a big bank roll but knew what was what. Very
-clever accumulation, I thought.
-
-As soon as I was sure of this I naturally began to buy it, at about
-160. It kept on acting all hunky, and so I kept on buying it, five
-hundred shares at a clip. _The more I bought the stronger it got,
-without any spurt, and I was feeling very comfortable._ I couldn’t see
-any reason why that stock shouldn’t go up a great deal more; not with
-what I read on the tape.
-
-All of a sudden the manager came to me and said they’d got a message
-from New York--they had a direct wire of course--asking if I was in
-the office, and when they answered yes, another came saying: “Keep him
-there. Tell him Mr. Harding wants to speak to him.”
-
-I said I’d wait, and bought five hundred shares more of UP. I couldn’t
-imagine what Harding could have to say to me. I didn’t think it was
-anything about business. My margin was more than ample for what I was
-buying. Pretty soon the manager came and told me that Mr. Harding
-wanted me on the long-distance telephone.
-
-“Hello, Ed,” I said.
-
-But he said, “What the devil’s the matter with you? Are you crazy?”
-
-“Are you?” I said.
-
-“What are you doing?” he asked.
-
-“What do you mean?”
-
-“Buying all that stock.”
-
-“Why, isn’t my margin all right?”
-
-“It isn’t a case of margin, but of being a plain sucker.”
-
-“I don’t get you.”
-
-“Why are you buying all that Union Pacific?”
-
-“It’s going up,” I said.
-
-“Going up, hell! Don’t you know that the insiders are feeding it out to
-you? You’re just about the easiest mark up there. You’d have more fun
-losing it on the ponies. Don’t let them kid you.”
-
-“Nobody is kidding me,” I told him. “I haven’t talked to a soul about
-it.”
-
-But he came back at me: “You can’t expect a miracle to save you every
-time you plunge into that stock. Get out while you’ve still got a
-chance,” he said. “It’s a crime to be long of that stock at this
-level--when these highbinders are shoveling it out by the ton.”
-
-“The tape says they’re buying it,” I insisted.
-
-“Larry, I got heart disease when your orders began to come in. For the
-love of Mike, don’t be a sucker. Get out! Right away. It’s liable to
-bust wide open any minute. I’ve done my duty. Good-by!” And he hung up.
-
-Ed Harding was a very clever chap, unusually well-informed and a real
-friend, disinterested and kind-hearted. And what was even more, I knew
-he was in position to hear things. All I had to go by, in my purchases
-of UP., was my years of studying the behaviour of stocks and my
-perception of certain symptoms which experience had taught me usually
-accompanied a substantial rise. _I don’t know what happened to me,
-but I suppose I must have concluded that my tape reading told me the
-stock was being absorbed simply because very clever manipulation by the
-insiders made the tape tell a story that wasn’t true._ Possibly I was
-impressed by the pains Ed Harding took to stop me from making what he
-was so sure would be a colossal mistake on my part. Neither his brains
-nor his motives were to be questioned. Whatever it was that made me
-decide to follow his advice, I cannot tell you; but follow it, I did.
-
-I sold out all my Union Pacific. _Of course if it was unwise to be long
-of it, it was equally unwise not to be short of it. So after I got rid
-of my long stock I sold four thousand shares short. I put out most of
-it around 162._
-
-The next day the directors of the Union Pacific Company declared a 10
-per cent dividend on the stock. At first nobody in Wall Street believed
-it. It was too much like the desperate manœuvre of cornered gamblers.
-All the newspapers jumped on the directors. But while the Wall Street
-talent hesitated to act the market boiled over. Union Pacific led, and
-on huge transactions made a new high-record price. Some of the room
-traders made fortunes in an hour and I remember later hearing about
-a rather dull-witted specialist who made a mistake that put three
-hundred and fifty thousand dollars in his pocket. He sold his seat the
-following week and became a gentleman farmer the following month.
-
-Of course I realised, the moment I heard the news of the declaration
-of the unprecedented 10 per cent dividend, that I got what I deserved
-for disregarding the voice of experience and listening to the voice of
-a tipster. _My own convictions I had set aside for the suspicions of a
-friend, simply because he was disinterested and as a rule knew what he
-was doing._
-
-As soon as I saw Union Pacific making new high records I said to
-myself, “This is no stock for me to be short of.”
-
-All I had in the world was up as margin in Harding’s office. I was
-neither cheered nor made stubborn by the knowledge of that fact. What
-was plain was that I had read the tape accurately and that I had been a
-ninny to let Ed Harding shake my own resolution. There was no sense in
-recriminations, because I had no time to lose; and besides, what’s done
-is done. So I gave an order to take in my shorts. The stock was around
-165 when I sent in that order to buy in the four thousand UP. at the
-market. I had a three-point loss on it at that figure. Well, my brokers
-paid 172 and 174 for some of it before they were through. I found when
-I got my reports that Ed Harding’s kindly intentioned interference cost
-me forty thousand dollars. _A low price for a man to pay for not having
-the courage of his own convictions! It was a cheap lesson._
-
-I wasn’t worried, because the tape said still higher prices. It was
-an unusual move and there were no precedents for the action of the
-directors, but I did this time what I thought I ought to do. As soon
-as I had given the first order to buy four thousand shares to cover my
-shorts I decided to profit by what the tape indicated and so I went
-along. I bought four thousand shares and held that stock until the next
-morning. Then I got out. I not only made up the forty thousand dollars
-I had lost but about fifteen thousand besides. If Ed Harding hadn’t
-tried to save me money I’d have made a killing. But he did me a very
-great service, for it was the lesson of that episode that, I firmly
-believe, _completed_ my education as a trader.
-
-It was not that all I needed to learn was not to take tips but follow
-my own inclination. _It was that I gained confidence in myself and I
-was able finally to shake off the old method of trading._ That Saratoga
-experience was my last haphazard, hit-or-miss operation. From then on
-I began to think of basic conditions instead of individual stocks. I
-promoted myself to a higher grade in the hard school of speculation. It
-was a long and difficult step to take.
-
-
-
-
-_VII_
-
-
-I never hesitate to tell a man that I am bullish or bearish. But I do
-not tell people to buy or sell any particular stock. In a bear market
-all stocks go down and in a bull market they go up. I don’t mean of
-course that in a bear market caused by a war, ammunition shares do not
-go up. I speak in a general sense. But the average man doesn’t wish to
-be told that it is a bull or a bear market. What he desires is to be
-told specifically which particular stock to buy or sell. He wants to
-get something for nothing. He does not wish to work. He doesn’t even
-wish to have to think. It is too much bother to have to count the money
-that he picks up from the ground.
-
-Well, I wasn’t that lazy, but I found it easier to think of individual
-stocks than of the general market and therefore of individual
-fluctuations rather than of general movements. _I had to change and I
-did._
-
-_People don’t seem to grasp easily the fundamentals of stock trading. I
-have often said that to buy on a rising market is the most comfortable
-way of buying stocks. Now, the point is not so much to buy as cheap as
-possible or go short at top prices, but to buy or sell at the right
-time. When I am bearish and I sell a stock, each sale must be at a
-lower level than the previous sale. When I am buying, the reverse is
-true. I must buy on rising scale. I don’t buy long stock on a scale
-down, I buy on a scale up._
-
-Let us suppose, for example, that I am buying some stock. _I’ll buy
-two thousand shares at 110. If the stock goes up to 111 after I buy
-it I am, at least temporarily, right in my operation, because it is a
-point higher; it shows me a profit. Well, because I am right I go in
-and buy another two thousand shares._ If the market is still rising I
-buy a third lot of two thousand shares. Say the price goes up to 114.
-I think it is enough for the time being. I now have a trading basis to
-work from. I am long six thousand shares at an average of 111¾, and
-the stock is selling at 114. I won’t buy any more just then. I wait
-and see. I figure that at some stage of the rise there is going to be
-a reaction. I want to see how the market takes care of itself after
-that reaction. It will probably react to where I got my third lot. Say
-that after going higher it falls back to 112¼, and then rallies. Well,
-just as it goes back to 113¾ I shoot an order to buy four thousand--at
-the market of course. Well, if I get that four thousand at 113¾ I know
-something is wrong and I’ll give a testing order--that is, I’ll sell
-one thousand shares to see how the market takes it. But suppose that of
-the order to buy the four thousand shares that I put in when the price
-was 113¾ I get two thousand at 114 and five hundred at 114½ and the
-rest on the way up so that for the last five hundred I pay 115½. Then
-I know I am right. It is the way I get the four thousand shares that
-tells me whether I am right in buying that particular stock at that
-particular time--_for of course I am working on the assumption that I
-have checked up general conditions pretty well and they are bullish. I
-never want to buy stocks too cheap or too easily._
-
-I remember a story I heard about Deacon S. V. White when he was one of
-the big operators of the Street. He was a very fine old man, clever as
-they make them, and brave. He did some wonderful things in his day,
-from all I’ve heard.
-
-It was in the old days when Sugar was one of the most continuous
-purveyors of fireworks in the market. H. O. Havemeyer, president of the
-company, was in the heyday of his power. I gather from talks with the
-old-timers that H.O. and his following had all the resources of cash
-and cleverness necessary to put through successfully any deal in their
-own stock. They tell me that Havemeyer trimmed more small professional
-traders in that stock than any other insider in any other stock. As a
-rule, the floor traders are more likely to thwart the insiders’ game
-than help it.
-
-One day a man who knew Deacon White rushed into the office all excited
-and said, “Deacon, you told me if I ever got any good information to
-come to you at once with it and if you used it you’d carry me for a few
-hundred shares.” He paused for breath and for confirmation.
-
-The deacon looked at him in that meditative way he had and said, “I
-don’t know whether I ever told you exactly that or not, but I am
-willing to pay for information that I can use.”
-
-“Well, I’ve got it for you.”
-
-“Now, that’s nice,” said the deacon, so mildly that the man with the
-info swelled up and said, “Yes, sir, deacon.” Then he came closer so
-nobody else would hear and said, “H. O. Havemeyer is buying Sugar.”
-
-“Is he?” asked the deacon quite calmly.
-
-It peeved the informant, who said impressively: “Yes, sir. Buying all
-he can get, deacon.”
-
-“My friend, are you sure?” asked old S.V.
-
-“Deacon, I know it for a positive fact. The old inside gang are buying
-all they can lay their hands on. It’s got something to do with the
-tariff and there’s going to be a killing in the common. It will cross
-the preferred. And that means a sure thirty points for a starter.”
-
-“D’you really think so?” And the old man looked at him over the top of
-the old-fashioned silver-rimmed spectacles that he had put on to look
-at the tape.
-
-“Do I think so? No, I don’t think so; I know so. Absolutely! Why,
-deacon, when H. O. Havemeyer and his friends buy Sugar as they’re doing
-now they’re never satisfied with anything less than forty points net. I
-shouldn’t be surprised to see the market get away from them any minute
-and shoot up before they’ve got their full lines. There ain’t as much
-of it kicking around the brokers’ offices as there was a month ago.”
-
-“He’s buying Sugar, eh?” repeated the deacon absently.
-
-“Buying it? Why, he’s scooping it in as fast as he can without putting
-up the price on himself.”
-
-“So?” said the deacon. That was all.
-
-But it was enough to nettle the tipster, and he said, “Yes, sir-ree!
-And I call that very good information. Why, it’s absolutely straight.”
-
-“Is it?”
-
-“Yes; and it ought to be worth a whole lot. Are you going to use it?”
-
-“Oh, yes. I’m going to use it.”
-
-“When?” asked the information bringer suspiciously.
-
-“Right away.” And the deacon called: “Frank!” It was the first name of
-his shrewdest broker, who was then in the adjoining room.
-
-“Yes, sir,” said Frank.
-
-“I wish you’d go over to the Board and sell ten thousand Sugar.”
-
-“Sell?” yelled the tipster. There was such suffering in his voice that
-Frank, who had started out at a run, halted in his tracks.
-
-“Why, yes,” said the deacon mildly.
-
-“But I told you H. O. Havemeyer was buying it!”
-
-“I know you did, my friend,” said the deacon calmly; and turning to the
-broker: “Make haste, Frank!”
-
-The broker rushed out to execute the order and the tipster turned red.
-
-“I came in here,” he said furiously, “with the best information I ever
-had. I brought it to you because I thought you were my friend, and
-square. I expected you to act on it--”
-
-“I am acting on it,” interrupted the deacon in a tranquillising voice.
-
-“But I told you H.O. and his gang were buying!”
-
-“That’s right. I heard you.”
-
-“Buying! Buying! I said buying!” shrieked the tipster.
-
-“Yes, buying! That is what I understood you to say,” the deacon assured
-him. He was standing by the ticker, looking at the tape.
-
-“But you are selling it.”
-
-“Yes; ten thousand shares.” And the deacon nodded. “Selling it, of
-course.”
-
-He stopped talking to concentrate on the tape and the tipster
-approached to see what the deacon saw, for the old man was very foxy.
-While he was looking over the deacon’s shoulder a clerk came in with a
-slip, obviously the report from Frank. The deacon barely glanced at it.
-He had seen on the tape how his order had been executed.
-
-It made him say to the clerk, “Tell him to sell another ten thousand
-Sugar.”
-
-“Deacon, I swear to you that they really are buying the stock!”
-
-“Did Mr. Havemeyer tell you?” asked the deacon quietly.
-
-“Of course not! He never tells anybody anything. He would not bat an
-eyelid to help his best friend make a nickel. But I know this is true.”
-
-“Do not allow yourself to become excited, my friend.” And the deacon
-held up a hand. He was looking at the tape. The tip-bringer said,
-bitterly:
-
-“If I had known you were going to do the opposite of what I expected
-I’d never have wasted your time or mine. But I am not going to feel
-glad when you cover that stock at an awful loss. I’m sorry for you,
-deacon. Honest! If you’ll excuse me I’ll go elsewhere and act on my own
-information.”
-
-“I’m acting on it. I think I know a little about the market; not as
-much, perhaps, as you and your friend H. O. Havemeyer, but still a
-little. What I am doing is what my experience tells me is the wise
-thing to do with that information you brought me. After a man has been
-in Wall Street as long as I have he is grateful for anybody who feels
-sorry for him. Remain calm, my friend.”
-
-The man just stared at the deacon, for whose judgment and nerve he had
-great respect.
-
-Pretty soon the clerk came in again and handed a report to the deacon,
-who looked at it and said: “Now tell him to buy thirty thousand Sugar.
-Thirty thousand!”
-
-The clerk hurried away and the tipster just grunted and looked at the
-old gray fox.
-
-“My friend,” the deacon explained kindly, “I did not doubt that you
-were telling me the truth as you saw it. But even if I had heard H. O.
-Havemeyer tell you himself, I still would have acted as I did. For
-there was only one way to find out if anybody was buying the stock in
-the way you said H. O. Havemeyer and his friends were buying it, and
-that was to do what I did. The first ten thousand shares went fairly
-easily. It was not quite conclusive. But the second ten thousand was
-absorbed by a market that did not stop rising. The way the twenty
-thousand shares were taken by somebody proved to me that somebody was
-in truth willing to take all the stock that was offered. It doesn’t
-particularly matter at this point who that particular somebody may be.
-So I have covered my shorts and am long ten thousand shares, and I
-think that your information was good as far as it went.”
-
-“And how far does it go?” asked the tipster.
-
-“You have five hundred shares in this office at the average price of
-the ten thousand shares,” said the deacon. “Good day, my friend. Be
-calm the next time.”
-
-“Say, deacon,” said the tipster, “won’t you please sell mine when you
-sell yours? I don’t know as much as I thought I did.”
-
-That’s the theory. _That is why I never buy stocks cheap._ Of course I
-always try to buy effectively--in such a way as to help my side of the
-market. When it comes to selling stocks, it is plain that nobody can
-sell unless somebody wants those stocks.
-
-If you operate on a large scale you will have to bear that in mind all
-the time. A man studies conditions, plans his operations carefully and
-proceeds to act. He swings a pretty fair line and he accumulates a big
-profit--on paper. Well, that man can’t sell at will. You can’t expect
-the market to absorb fifty thousand shares of one stock as easily as
-it does one hundred. He will have to wait until he has a market there
-to take it. There comes the time when he thinks the requisite buying
-power is there. When that opportunity comes he must seize it. As a
-rule he will have been waiting for it. _He has to sell when he can,
-not when he wants to._ To learn the time, he has to watch and test. It
-is no trick to tell when the market can take what you give it. But in
-starting a movement it is unwise to take on your full line unless you
-are convinced that conditions are exactly right. _Remember that stocks
-are never too high for you to begin buying or too low to begin selling.
-But after the initial transaction, don’t make a second unless the first
-shows you a profit. Wait and watch._ That is where your tape reading
-comes in--to enable you to decide as to the proper time for beginning.
-_Much depends upon beginning at exactly the right time._ It took me
-years to realize the importance of this. It also cost me some hundreds
-of thousands of dollars.
-
-I don’t mean to be understood as advising persistent pyramiding. _A
-man can pyramid and make big money that he couldn’t make if he didn’t
-pyramid; of course._ But what I meant to say was this: Suppose a man’s
-line is five hundred shares of stock. I say that he ought not to buy
-it all at once; not if he is speculating. If he is merely gambling the
-only advice I have to give him is, don’t!
-
-Suppose he buys his first hundred, and that promptly shows him a loss.
-Why should he go to work and get more stock? He ought to see at once
-that he is in wrong; at least temporarily.
-
-
-
-
-_VIII_
-
-
-The Union Pacific incident in Saratoga in the summer of 1906 made me
-more independent than ever of tips and talk--that is, of the opinions
-and surmises and suspicions of other people, however friendly or
-however able they might be personally. Events, not vanity, proved
-for me that I could read the tape more accurately than most of the
-people about me. I also was better equipped than the average customer
-of Harding Brothers in that I was utterly free from speculative
-prejudices. The bear side doesn’t appeal to me any more than the bull
-side, or vice versa. My one steadfast prejudice is against being wrong.
-
-Even as a lad I always got my own meanings out of such facts as I
-observed. It is the only way in which the meaning reaches me. I cannot
-get out of facts what somebody tells me to get. They are my facts,
-don’t you see? If I believe something you can be sure it is because
-I simply must. When I am long of stocks it is because my reading of
-conditions has made me bullish. But you find many people, reputed to be
-intelligent, who are bullish because they have stocks. I do not allow
-my possessions--or my prepossessions either--to do any thinking for me.
-That is why I repeat that I never argue with the tape. To be angry at
-the market because it unexpectedly or even illogically goes against you
-is like getting mad at your lungs because you have pneumonia.
-
-I had been gradually approaching the full realization of how much more
-than tape reading there was to stock speculation. Old man Partridge’s
-insistence on the vital importance of being continuously bullish in a
-bull market doubtless made my mind dwell on the need above all other
-things of determining the kind of market a man is trading in. _I began
-to realize that the big money must necessarily be in the big swing.
-Whatever might seem to give a big swing its initial impulse, the fact
-is that its continuance is not the result of manipulations by pools
-or artifice by financiers, but depends upon basic conditions. And no
-matter who opposes it, the swing must inevitably run as far and as fast
-and as long as the impelling forces determine._
-
-After Saratoga I began to see more clearly--perhaps I should say more
-maturely--that since the entire list moves in accordance with the
-main current there was not so much need as I had imagined to study
-individual plays or the behaviour of this or the other stock. Also,
-by thinking of the swing a man was not limited in his trading. He
-could buy or sell the entire list. In certain stocks a short line is
-dangerous after a man sells more than a certain percentage of the
-capital stock, the amount depending on how, where and by whom the stock
-is held. But he could sell a million shares of the general list--if he
-had the price--without the danger of being squeezed. A great deal of
-money used to be made periodically by insiders in the old days out of
-the shorts and their carefully fostered fears of corners and squeezes.
-
-_Obviously the thing to do was to be bullish in a bull market and
-bearish in a bear market._ Sounds silly, doesn’t it? But I had to grasp
-that general principle firmly before I saw that to put it into practice
-really meant to anticipate probabilities. It took me a long time to
-learn to trade on those lines. But in justice to myself I must remind
-you that up to then I had never had a big enough stake to speculate
-that way. A big swing will mean big money if your line is big, and to
-be able to swing a big line you need a big balance at your broker’s.
-
-I always had--or felt that I had--to make my daily bread out of the
-stock market. It interfered with my efforts to increase the stake
-available for the more profitable but slower and therefore more
-immediately expensive method of trading on swings.
-
-But not only did my confidence in myself grow stronger but my brokers
-ceased to think of me as a sporadically lucky Boy Plunger. They had
-made a great deal out of me in commissions, but now I was in a fair way
-to become their star customer and as such to have a value beyond the
-actual volume of my trading. _A customer who makes money is an asset to
-any broker’s office._
-
-The moment I ceased to be satisfied with merely studying the tape I
-ceased to concern myself exclusively with the daily fluctuations in
-specific stocks, and when that happened I simply had to study the game
-from a different angle. I worked back from the quotation to first
-principles; from price-fluctuations to basic conditions.
-
-Of course I had been reading the daily dope regularly for a long time.
-All traders do. But much of it was gossip, some of it deliberately
-false, and the rest merely the personal opinion of the writers. The
-reputable weekly reviews when they touched upon underlying conditions
-were not entirely satisfactory to me. The point of view of the
-financial editors was not mine as a rule. It was not a vital matter for
-them to marshal their facts and draw their conclusions from them, but
-it was for me. Also there was a vast difference in our appraisal of the
-element of time. _The analysis of the week that had passed was less
-important to me than the forecast of the weeks that were to come._
-
-For years I had been the victim of an unfortunate combination of
-inexperience, youth and insufficient capital. But now I felt the
-elation of a discoverer. My new attitude toward the game explained my
-repeated failures to make big money in New York. But now with adequate
-resources, experience and confidence, I was in such a hurry to try
-the new key that I did not notice that there was another lock on the
-door--_a time lock!_ It was a perfectly natural oversight. I had to pay
-the usual tuition--a good whack per each step forward.
-
-I studied the situation in 1906 and I thought that the money outlook
-was particularly serious. Much actual wealth the world over had
-been destroyed. Everybody must sooner or later feel the pinch, and
-therefore nobody would be in position to help anybody. It would not
-be the kind of hard times that comes from the swapping of a house
-worth ten thousand dollars for a carload of race horses worth eight
-thousand dollars. It was the complete destruction of the house by fire
-and of most of the horses by a railroad wreck. It was good hard cash
-that went up in cannon smoke in the Boer War, and the millions spent
-for feeding nonproducing soldiers in South Africa meant no help from
-British investors as in the past. Also, the earthquake and the fire in
-San Francisco and other disasters touched everybody--manufacturers,
-farmers, merchants, labourers and millionaires. The railroads must
-suffer greatly. I figured that nothing could stave off one peach of a
-smash. _Such being the case there was but one thing to do--sell stocks!_
-
-I told you I had already observed that my initial transaction, after I
-made up my mind which way I was going to trade, was apt to show me a
-profit. And now when I decided to sell I plunged. Since we undoubtedly
-were entering upon a genuine bear market I was sure I should make the
-biggest killing of my career.
-
-The market went off. Then it came back. It shaded off and then it began
-to advance steadily. My paper profits vanished and paper losses grew.
-One day it looked as if not a bear would be left to tell the tale
-of the strictly genuine bear market. _I couldn’t stand the gaff. I
-covered. It was just as well. If I hadn’t I wouldn’t have had enough to
-buy a postal card. I lost most of my fur, but it was better to live to
-fight another day._
-
-I had made a mistake. But where? I was bearish in a bear market.
-That was wise. I had sold stocks short. That was proper. _I had sold
-them too soon. That was costly. My position was right but my play was
-wrong._ However, every day brought the market nearer to the inevitable
-smash. So I waited and when the rally began to falter and pause I let
-them have as much stock as my sadly diminished margins permitted. _I
-was right this time--for exactly one whole day_, for on the next there
-was another rally. Another big bite out of yours truly! So I read the
-tape and covered and waited. In due course I sold again--and again they
-went down promisingly and then they rudely rallied.
-
-It looked as if the market were doing its best to make me go back to
-my old and simple ways of bucket-shop trading. _It was the first time
-I had worked with a definite forward-looking plan embracing the entire
-market instead of one or two stocks._ I figured that I must win if
-I held out. Of course at that time I had not developed my system of
-placing my bets or I would have put out my short line on a declining
-market, as I explained to you the last time. I would not then have lost
-so much of my margin. _I would have been wrong but not hurt._ You see,
-I had observed certain facts but had not learned to co-ordinate them.
-My incomplete observation not only did not help but actually hindered.
-
-_I have always found it profitable to study my mistakes._ Thus I
-eventually discovered that it was all very well not to lose your bear
-position in a bear market, but that at all times the tape should be
-read to determine the propitiousness of the time for operating. If
-you begin right you will not see your profitable position seriously
-menaced; and then you will find no trouble in sitting tight.
-
-Of course to-day I have greater confidence in the accuracy of my
-observations--in which neither hopes nor hobbies play any part--and
-also I have greater facilities for verifying my facts as well as
-for variously testing the correctness of my views. But in 1906 the
-succession of rallies dangerously impaired my margins.
-
-I was nearly twenty-seven years old. I had been at the game twelve
-years. _But the first time I traded because of a crisis that was still
-to come I found that I had been using a telescope._ Between my first
-glimpse of the storm cloud and the time for cashing in on the big break
-the stretch was evidently so much greater than I had thought that I
-began to wonder whether I really saw what I thought I saw so clearly.
-_We had had many warnings and sensational ascensions in call-money
-rates._ Still some of the great financiers talked hopefully--at least
-to newspaper reporters--and the ensuing rallies in the stock market
-gave the lie to the calamity howlers. Was I fundamentally wrong in
-being bearish or merely temporarily wrong in having begun to sell short
-too soon?
-
-I decided that I began too soon, but that I really couldn’t help it.
-Then the market began to sell off. That was my opportunity. I sold all
-I could, and then stocks rallied again, to quite a level.
-
-It cleaned me out.
-
-There I was--right and busted!
-
-I tell you it was remarkable. What happened was this: I looked ahead
-and saw a big pile of dollars. Out of it stuck a sign. It had “Help
-yourself,” on it, in huge letters. Beside it stood a cart with
-“Lawrence Livingston Trucking Corporation” painted on its side. I had
-a brand-new shovel in my hand. There was not another soul in sight,
-so I had no competition in the gold-shoveling, which is one beauty of
-seeing the dollar-heap ahead of others. The people who might have seen
-it if they had stopped to look were just then looking at baseball games
-instead, or motoring or buying houses to be paid for with the very
-dollars that I saw. That was the first time that I had seen big money
-ahead, and I naturally started toward it on the run. Before I could
-reach the dollar-pile my wind went back on me and I fell to the ground.
-The pile of dollars was still there, but I had lost the shovel, and the
-wagon was gone. So much for sprinting too soon! I was too eager to
-prove to myself that I had seen real dollars and not a mirage. I saw,
-and knew that I saw. Thinking about the reward for my excellent sight
-kept me from considering the distance to the dollar-heap. I _should
-have walked and not sprinted._
-
-That is what happened. I didn’t wait to determine whether or not the
-time was right for plunging on the bear side. On the one occasion when
-I should have invoked the aid of my tape-reading I didn’t do it. That
-is how I came to learn that even _when one is properly bearish at the
-very beginning of a bear market it is well not to begin selling in bulk
-until there is no danger of the engine back-firing_.
-
-I had traded in a good many thousands of shares at Harding’s office in
-all those years, and, moreover, the firm had confidence in me and our
-relations were of the pleasantest. I think they felt that I was bound
-to be right again very shortly and they knew that with my habit of
-pushing my luck all I needed was a start and I’d more than recover what
-I had lost. They had made a great deal of money out of my trading and
-they would make more. So there was no trouble about my being able to
-trade there again as long as my credit stood high.
-
-The succession of spankings I had received made me less aggressively
-cocksure; perhaps I should say less careless, for of course I knew
-I was just so much nearer to the smash. All I could do was wait
-watchfully, as I should have done before plunging. It wasn’t a case of
-locking the stable after the horse was stolen. I simply had to be sure,
-the next time I tried. _If a man didn’t make mistakes he’d own the
-world in a month. But if he didn’t profit by his mistakes he wouldn’t
-own a blessed thing._
-
-Well, sir, one fine morning I came downtown feeling cocksure once more.
-There wasn’t any doubt this time. I had read an advertisement in the
-financial pages of all the newspapers that was the high sign I hadn’t
-had the sense to wait for before plunging. It was the announcement
-of a new issue of stock by the Northern Pacific and Great Northern
-roads. The payments were to be made on the installment plan for the
-convenience of the stockholders. This consideration was something new
-in Wall Street. It struck me as more than ominous.
-
-For years the unfailing bull item on Great Northern preferred had
-been the announcement that another melon was to be cut, said melon
-consisting of the right of the lucky stockholders to subscribe at par
-to a new issue of Great Northern stock. These rights were valuable,
-since the market price was always way above par. But now _the money
-market_ was such that the most powerful banking houses in the country
-were none too sure the stockholders would be able to pay cash for the
-bargain. And Great Northern preferred was selling at about 330!
-
-As soon as I got to the office I told Ed Harding, “The time to sell is
-right now. This is when I should have begun. Just look at that ad, will
-you?”
-
-He had seen it. I pointed out what the bankers’ confession amounted to
-in my opinion, but he couldn’t quite see the big break right on top of
-us. He thought it better to wait before putting out a very big short
-line by reason of the market’s habit of having big rallies. If I waited
-prices might be lower, but the operation would be safer.
-
-“Ed,” I said to him, “the longer the delay in starting the sharper the
-break will be when it does start. That ad is a signed confession on
-the part of the bankers. What they fear is what I hope. This is a sign
-for us to get aboard the bear wagon. It is all we needed. If I had ten
-million dollars I’d stake every cent of it this minute.”
-
-I had to do some more talking and arguing. He wasn’t content with the
-only inferences a sane man could draw from that amazing advertisement.
-It was enough for me, but not for most of the people in the office. I
-sold a little; too little.
-
-A few days later St. Paul very kindly came out with an announcement of
-an issue of its own; either stocks or notes, I forget which. But that
-doesn’t matter. What mattered then was that I noticed the moment I read
-it that the date of payment was set ahead of the Great Northern and
-Northern Pacific payments, which had been announced earlier. It was as
-plain as though they had used a megaphone that grand old St. Paul was
-trying to beat the other two railroads to what little money there was
-floating around in Wall Street. The St. Paul’s bankers quite obviously
-feared that there wasn’t enough for all three and they were not saying,
-“After you, my dear Alphonse!” If money already was that scarce--and
-you bet the bankers knew--what would it be later? The railroads needed
-it desperately. It wasn’t there. What was the answer?
-
-Sell ’em! Of course! The public, with their eyes fixed on the stock
-market, saw little--that week. The wise stock operators saw much--that
-year. That was the difference.
-
-For me, that was the end of doubt and hesitation. I made up my mind
-for keeps then and there. That same morning I began what really was
-my first campaign along the lines that I have since followed. I told
-Harding what I thought and how I stood, and he made no objections to
-my selling Great Northern preferred at around 330, and other stocks at
-high prices. I profited by my earlier and costly mistakes and sold more
-intelligently.
-
-My reputation and my credit were reestablished in a jiffy. That is the
-beauty of being right in a broker’s office, whether by accident or not.
-But this time I was cold-bloodedly right, not because of a hunch or
-from skillful reading of the tape, but as a result of my analysis of
-conditions affecting the stock market in general. I wasn’t guessing.
-I was anticipating the inevitable. It did not call for any courage to
-sell stocks. I simply could not see anything but lower prices, and I
-had to act on it, didn’t I? What else could I do?
-
-The whole list was soft as mush. Presently there was a rally and people
-came to me to warn me that the end of the decline had been reached.
-The big fellows, knowing the short interest to be enormous, had decided
-to squeeze the stuffing out of the bears, and so forth. It would set
-us pessimists back a few millions. It was a cinch that the big fellows
-would have no mercy. I used to thank these kindly counsellors. I
-wouldn’t even argue, because then they would have thought that I wasn’t
-grateful for the warnings.
-
-The friend who had been in Atlantic City with me was in agony. He could
-understand the hunch that was followed by the earthquake. He couldn’t
-disbelieve in such agencies, since I had made a quarter of a million
-by intelligently obeying my blind impulse to sell Union Pacific. He
-even said it was Providence working in its mysterious way to make me
-sell stocks when he himself was bullish. And he could understand my
-second UP. trade in Saratoga because he could understand any deal that
-involved one stock, on which the tip definitely fixed the movement
-in advance, either up or down. But this thing of predicting that all
-stocks were bound to go down used to exasperate him. What did that kind
-of dope do anybody? How in blazes could a gentleman tell what to do?
-
-I recalled old Partridge’s favourite remark--“Well, this is a bull
-market, you know”--as though that were tip enough for anybody who
-was wise enough; as in truth it was. It was very curious how, after
-suffering tremendous losses from a break of fifteen or twenty points,
-people who were still hanging on, welcomed a three-point rally and were
-certain the bottom had been reached and complete recovery begun.
-
-One day my friend came to me and asked me, “Have you covered?”
-
-“Why should I?” I said.
-
-“For the best reason in the world.”
-
-“What reason is that?”
-
-“To make money. They’ve touched bottom and what goes down must come up.
-Isn’t that so?”
-
-“Yes,” I answered. “First they sink to the bottom. Then they come up;
-but not right away. They’ve got to be good and dead a couple of days.
-It isn’t time for these corpses to rise to the surface. They are not
-quite dead yet.”
-
-An old-timer heard me. He was one of those chaps that are always
-reminded of something. He said that William R. Travers, who was
-bearish, once met a friend who was bullish. They exchanged market
-views and the friend said, “Mr. Travers, how can you be bearish with
-the market so stiff?” and Travers retorted, “Yes! Th-the s-s-stiffness
-of d-death!” It was Travers who went to the office of a company and
-asked to be allowed to see the books. The clerk asked him, “Have you an
-interest in this company?” and Travers answered, “I sh-should s-say I
-had! I’m sh-short t-t-twenty thousand sh-shares of the stock!”
-
-Well, the rallies grew feebler and feebler. I was pushing my luck
-for all I was worth. Every time I sold a few thousand shares of
-Great Northern preferred the price broke several points. I felt out
-weak spots elsewhere and let ’em have a few. All yielded, with one
-impressive exception; and that was Reading.
-
-When everything else hit the toboggan slide Reading stood like the Rock
-of Gibraltar. Everybody said the stock was cornered. It certainly acted
-like it. They used to tell me it was plain suicide to sell Reading
-short. There were people in the office who were now as bearish on
-everything as I was. But when anybody hinted at selling Reading they
-shrieked for help. I myself had sold some short and was standing pat
-on it. At the same time I naturally preferred to seek and hit the soft
-spots instead of attacking the more strongly protected specialties. My
-tape reading found easier money for me in other stocks.
-
-I heard a great deal about the Reading bull pool. It was a mighty
-strong pool. To begin with they had a lot of low-priced stock, so that
-their average was actually below the prevailing level, according to
-friends who told me. Moreover, the principal members of the pool had
-close connections of the friendliest character with the banks whose
-money they were using to carry their huge holdings of Reading. As
-long as the price stayed up the bankers’ friendship was staunch and
-steadfast. One pool member’s paper profit was upward of three millions.
-That allowed for some decline without causing fatalities. No wonder
-the stock stood up and defied the bears. Every now and then the room
-traders looked at the price, smacked their lips and proceeded to test
-it with a thousand shares or two. They could not dislodge a share, so
-they covered and went looking elsewhere for easier money. Whenever
-I looked at it I also sold a little more--just enough to convince
-myself that I was true to my new trading principles and wasn’t playing
-favourites.
-
-In the old days the strength of Reading might have fooled me. The tape
-kept on saying, “Leave it alone!” But my reason told me differently. I
-was anticipating a general break, and there were not going to be any
-exceptions, pool or no pool.
-
-I have always played a lone hand. I began that way in the bucket shops
-and have kept it up. It is the way my mind works. I have to do my
-own seeing and my own thinking. But I can tell you after the market
-began to go my way I felt for the first time in my life that I had
-allies--the strongest and truest in the world: underlying conditions.
-They were helping me with all their might. Perhaps they were a trifle
-slow at times bringing up the reserves, but they were dependable,
-provided I did not get too impatient. I was not pitting my tape-reading
-knack or my hunches against chance. The inexorable logic of events was
-making money for me.
-
-The thing was to be right; to know it and to act accordingly. General
-conditions, my true allies, said “Down!” and Reading disregarded the
-command. It was an insult to us. It began to annoy me to see Reading
-holding firmly, as though everything was serene. It ought to be the
-best short sale in the entire list because it had not gone down and the
-pool was carrying a lot of stock that it would not be able to carry
-when the money stringency grew more pronounced. Some day the bankers’
-friends would fare no better than the friendless public. The stock
-must go with the others. If Reading didn’t decline, then my theory was
-wrong; I was wrong; facts were wrong; logic was wrong.
-
-I figured that the price held because the Street was afraid to sell it.
-So one day I gave to two brokers each an order to sell four thousand
-shares, at the same time.
-
-You ought to have seen that cornered stock, that it was sure suicide
-to go short of, take a headlong dive when those competitive orders
-struck it. I let ’em have a few thousand more. The price was 111 when I
-started selling it. Within a few minutes I took in my entire short line
-at 92.
-
-I had a wonderful time after that, and in _February of 1907 I cleaned
-up_. Great Northern preferred had gone down sixty or seventy points,
-and other stocks in proportion. _I had made a good bit, but the reason
-I cleaned up was that I figured that the decline had discounted the
-immediate future._ I looked for a fair recovery, but I wasn’t bullish
-enough to play for a turn. I wasn’t going to lose my position entirely.
-The market would not be right for me to trade in for a while. The first
-ten thousand I made in the bucket shops _I lost because I traded in
-and out of season, every day, whether or not conditions were right. I
-wasn’t making that mistake twice._ Also, don’t forget that I had gone
-broke a little while before because I had seen this break too soon
-and started selling before it was time. Now when I had a big profit I
-wanted to cash in so that I could feel I had been right. The rallies
-had broken me before. I wasn’t going to let the next rally wipe me out.
-Instead of sitting tight I went to Florida. I love fishing and I needed
-a rest. I could get both down there. And besides, there are direct
-wires between Wall Street and Palm Beach.
-
-
-
-
-_IX_
-
-
-I cruised off the coast of Florida. The fishing was good. I was out of
-stocks. My mind was easy. I was having a fine time. One day off Palm
-Beach some friends came alongside in a motor boat. One of them brought
-a newspaper with him. I hadn’t looked at one in some days and had not
-felt any desire to see one. I was not interested in any news it might
-print. But I glanced over the one my friend brought to the yacht, and I
-saw that the market had had a big rally; ten points and more.
-
-I told my friends that I would go ashore with them. Moderate rallies
-from time to time were reasonable. But the bear market was not over;
-and here was Wall Street or the fool public or desperate bull interests
-disregarding monetary conditions and marking up prices beyond reason or
-letting somebody else do it. It was too much for me. I simply had to
-take a look at the market. I didn’t know what I might or might not do.
-But I knew that my pressing need was the sight of the quotation board.
-
-My brokers, Harding Brothers, had a branch office in Palm Beach. When
-I walked in I found there a lot of chaps I knew. Most of them were
-talking bullish. They were of the type that trade on the tape and want
-quick action. Such traders don’t care to look ahead very far because
-they don’t need to with their style of play. I told you how I’d got to
-be known in the New York office as the Boy Plunger. Of course people
-always magnify a fellow’s winnings and the size of the line he swings.
-The fellows in the office had heard that I had made a killing in New
-York on the bear side and they now expected that I again would plunge
-on the short side. They themselves thought the rally would go to a good
-deal further, but they rather considered it my duty to fight it.
-
-I had come down to Florida on a fishing trip. I had been under a pretty
-severe strain and I needed my holiday. But the moment I saw how far the
-recovery in prices had gone I no longer felt the need of a vacation.
-I had not thought of just what I was going to do when I came ashore.
-But now I knew I must sell stocks. I was right, and I must prove it in
-my old and only way--by saying it with money. To sell the general list
-would be a proper, prudent, profitable and even patriotic action.
-
-The first thing I saw on the quotation board was that Anaconda was on
-the point of crossing 300. It had been going up by leaps and bounds
-and there was apparently an aggressive bull party in it. It was an old
-trading theory of mine that when a stock crosses _100 or 200 or 300
-for the first time the price does not stop at the even figure but goes
-a good deal higher, so that if you buy it as soon as it crosses the
-line it is almost certain to show you a profit_. Timid people don’t
-like to buy a stock at a new high record. But I had the history of such
-movements to guide me.
-
-Anaconda was only quarter stock--that is, the par of the shares was
-only twenty-five dollars. It took four hundred shares of it to equal
-the usual one hundred shares of other stocks, the par value of which
-was one hundred dollars. I figured that when it crossed 300 it ought to
-keep on going and probably touch 340 in a jiffy.
-
-I was bearish, remember, but I was also a tape-reading trader. I knew
-Anaconda, if it went the way I figured, would move very quickly.
-Whatever moves fast always appeals to me. I have learned patience and
-how to sit tight, but my personal preference is for fleet movements,
-and Anaconda certainly was no sluggard. My buying it because it
-crossed 300 was prompted by the desire, always strong in me, of
-confirming my observations.
-
-Just then the tape was saying that the buying was stronger than the
-selling, and therefore the general rally might easily go a bit further.
-It would be prudent to wait before going short. Still I might as well
-pay myself wages for waiting. This would be accomplished by taking a
-quick thirty points out of Anaconda. Bearish on the entire market and
-bullish on that one stock! So I bought thirty-two thousand shares of
-Anaconda--that is, eight thousand full shares. It was a nice little
-flyer but I was sure of my premises and I figured that the profit would
-help to swell the margin available for bear operations later on.
-
-On the next day the telegraph wires were down on account of a storm
-up North or something of the sort. I was in Harding’s office waiting
-for news. The crowd was chewing the rag and wondering all sorts of
-things, as stock traders will when they can’t trade. Then we got a
-quotation--the only one that day: Anaconda, 292.
-
-There was a chap with me, a broker I had met in New York. He knew I
-was long eight thousand full shares and I suspect that he had some of
-his own, for when we got that one quotation he certainly had a fit.
-He couldn’t tell whether the stock at that very moment had gone off
-another ten points or not. The way Anaconda had gone up it wouldn’t
-have been anything unusual for it to break twenty points. But I said to
-him, “Don’t you worry, John. It will be all right to-morrow.” That was
-really the way I felt. But he looked at me and shook his head. He knew
-better. He was that kind. So I laughed, and I waited in the office in
-case some quotation trickled through. But no, sir. That one was all we
-got: Anaconda, 292. It meant a paper loss to me of nearly one hundred
-thousand dollars. I had wanted quick action. Well, I was getting it.
-
-The next day the wires were working and we got the quotations as usual.
-Anaconda opened at 298 and went up to 302¾, but pretty soon it began
-to fade away. Also, the rest of the market was not acting just right
-for a further rally. I made up my mind that if Anaconda went back to
-301 I must consider the whole thing a fake movement. On a legitimate
-advance the price should have gone to 310 without stopping. If instead
-it reacted it meant that precedents had failed me and I was wrong; _and
-the only thing to do when a man is wrong is to be right by ceasing to
-be wrong_. I had bought eight thousand full shares in expectation of a
-thirty or forty point rise. It would not be my first mistake; nor my
-last.
-
-Sure enough, Anaconda fell back to 301. The moment it touched that
-figure I sneaked over to the telegraph operator--they had a direct wire
-to the New York office--and I said to him, “Sell all my Anaconda, eight
-thousand shares.” I said it in a low voice. I didn’t want anybody else
-to know what I was doing.
-
-He looked up at me almost in horror. But I nodded and said, “All I’ve
-got!”
-
-“Surely, Mr. Livingston, you don’t mean at the market?” and he looked
-as if he was going to lose a couple of millions of his own through bum
-execution by a careless broker. But I just told him, “Sell it! Don’t
-argue about it!”
-
-The two Black boys, Jim and Ollie, were in the office, out of hearing
-of the operator and myself. They were big traders who had come
-originally from Chicago, where they had been famous plungers in wheat,
-and were now heavy traders on the New York Stock Exchange. They were
-very wealthy and were high rollers for fair.
-
-As I left the telegraph operator to go back to my seat in front of the
-quotation board Oliver Black nodded to me and smiled.
-
-“You’ll be sorry, Larry,” he said.
-
-I stopped and asked him, “What do you mean?”
-
-“To-morrow you’ll be buying it back.”
-
-“Buying what back?” I said. I hadn’t told a soul except the telegraph
-operator.
-
-“Anaconda,” he said. “You’ll be paying 320 for it. That wasn’t a good
-move of yours, Larry.” And he smiled again.
-
-“What wasn’t?” And I looked innocent.
-
-“Selling your eight thousand Anaconda at the market; in fact, insisting
-on it,” said Ollie Black.
-
-I knew that he was supposed to be very clever and always traded on
-inside news. But how he knew my business so accurately was beyond me. I
-was sure the office hadn’t given me away.
-
-“Ollie, how do you know that?” I asked him.
-
-He laughed and told me: “I got it from Charlie Kratzer.” That was the
-telegraph operator.
-
-“But he never budged from his place,” I said.
-
-“I couldn’t hear you and him whispering,” he chuckled. “But I heard
-every word of the message he sent to the New York office for you. I
-learned telegraphy years ago after I had a big row over a mistake in a
-message. Since then when I do what you did just now--give an order by
-word of mouth to an operator--I want to be sure the operator sends the
-message as I give it to him. I know what he sends in my name. But you
-will be sorry you sold that Anaconda. It’s going to 500.”
-
-“Not this trip, Ollie,” I said.
-
-He stared at me and said, “You’re pretty cocky about it.”
-
-“Not I; the tape,” I said. There wasn’t any ticker there so there
-wasn’t any tape. But he knew what I meant.
-
-“I’ve heard of those birds,” he said, “who look at the tape and instead
-of seeing prices they see a railroad time-table of the arrival and
-departure of stocks. But they were in padded cells where they couldn’t
-hurt themselves.”
-
-I didn’t answer him anything because about that time the boy brought me
-a memorandum. They had sold five thousand shares at 299¾. I knew our
-quotations were a little behind the market. The price on the board at
-Palm Beach when I gave the operator the order to sell was 301. I felt
-so certain that at that very moment the price at which the stock was
-actually selling on the Stock Exchange in New York was less, that if
-anybody had offered to take the stock off my hands at 296 I’d have been
-tickled to death to accept. What happened shows you that I am right in
-never trading at limits. Suppose I had limited my selling price to 300?
-I’d never have got it off. No, sir! _When you want to get out, get out._
-
-Now, my stock cost me about 300. They got off five hundred shares--full
-shares, of course--at 299¾. The next thousand they sold at 299⅝. Then
-a hundred at ½; two hundred at ⅜ and two hundred at ¼. The last of
-my stock went at 298¾. It took Harding’s cleverest floor man fifteen
-minutes to get rid of that last one hundred shares. They didn’t want to
-crack it wide open.
-
-The moment I got the report of the sale of the last of my long stock
-I started to do what I had really come ashore to do--that is, to sell
-stocks. I simply had to. There was the market after its outrageous
-rally, begging to be sold. Why, people were beginning to talk bullish
-again. The course of the market, however, told me that the rally had
-run its course. It was safe to sell them. It did not require reflection.
-
-The next day Anaconda opened below 296. Oliver Black, who was waiting
-for a further rally, had come down early to be Johnny-on-the-spot when
-the stock crossed 320. I don’t know how much of it he was long of or
-whether he was long of it all. But he didn’t laugh when he saw the
-opening prices, nor later in the day when the stock broke still more
-and the report came back to us in Palm Beach that there was no market
-for it at all.
-
-Of course that was all the confirmation any man needed. My growing
-paper profit kept reminding me that I was right, hour by hour.
-Naturally I sold some more stocks. Everything! It was a bear market.
-They were all going down. The next day was Friday, Washington’s
-Birthday. I couldn’t stay in Florida and fish because I had put out a
-very fair short line, for me. I was needed in New York. Who needed me?
-I did! Palm Beach was too far, too remote. Too much valuable time was
-lost telegraphing back and forth.
-
-I left Palm Beach for New York. On Monday I had to lie in St. Augustine
-three hours, waiting for a train. There was a broker’s office there,
-and naturally I had to see how the market was acting while I was
-waiting. Anaconda had broken several points since the last trading day.
-As a matter of fact, it didn’t stop going down until the big break that
-fall.
-
-I got to New York and traded on the bear side for about four months.
-The market had frequent rallies as before, and I kept covering and
-putting them out again. I didn’t, strictly speaking, sit tight.
-Remember, I had lost every cent of the three hundred thousand dollars
-I made out of the San Francisco earthquake break. I had been right,
-and nevertheless had gone broke. I was now playing safe--because after
-being down a man enjoys being up, even if he doesn’t quite make the
-top. _The way to make money is to make it. The way to make big money is
-to be right at exactly the right time._ In this business a man has to
-think of both theory and practice. A speculator must not be merely a
-student, he must be both a student and a speculator.
-
-I did pretty well, even if I can now see where my campaign was
-tactically inadequate. When summer came the market got dull. It was
-a cinch that there would be nothing doing in a big way until well
-along in the fall. Everybody I knew had gone or was going to Europe.
-I thought that would be a good move for me. So I cleaned up. When I
-sailed for Europe I was a trifle more than three-quarters of a million
-to the good. To me that looked like some balance.
-
-I was in Aix-les-Bains enjoying myself. I had earned my vacation. It
-was good to be in a place like that with plenty of money and friends
-and acquaintances and everybody intent upon having a good time. Not
-much trouble about having that, in Aix. Wall Street was so far away
-that I never thought about it, and that is more than I could say of any
-resort in the United States. I didn’t have to listen to talk about the
-stock market. I didn’t need to trade. I had enough to last me quite a
-long time, and besides, when I got back I knew what to do to make much
-more than I could spend in Europe that summer.
-
-One day I saw in the Paris _Herald_ a dispatch from New York that
-Smelters had declared an extra dividend. They had run the price of the
-stock and the entire market had come back quite strong. Of course that
-changed everything for me in Aix. The news simply meant that the bull
-cliques were still fighting desperately against conditions--against
-common sense and against common honesty, for they knew what was coming
-and were resorting to such schemes to put up the market in order to
-unload stocks before the storm struck them. It is possible they really
-did not believe the danger was as serious or as close at hand as I
-thought. _The big men of the Street are as prone to be wishful thinkers
-as the politicians or the plain suckers. I myself can’t work that way._
-In a speculator such an attitude is fatal. Perhaps a manufacturer of
-securities or a promoter of new enterprises can afford to indulge in
-hope-jags.
-
-At all events, I knew that all bull manipulation was foredoomed to
-failure in that bear market. The instant I read the dispatch I knew
-there was only one thing to do to be comfortable, and that was to sell
-Smelters short. Why, the insiders as much as begged me on their knees
-to do it, when they increased the dividend rate on the verge of a money
-panic. It was as infuriating as the old “dares” of your boyhood. They
-dared me to sell that particular stock short.
-
-I cabled some selling orders in Smelter and advised my friends in New
-York to go short of it. When I got my report from the brokers I saw the
-price they got was six points below the quotations I had seen in the
-Paris Herald. It shows you what the situation was.
-
-My plans had been to return to Paris at the end of the month and about
-three weeks later sail for New York, but as soon as I received the
-cabled reports from my brokers I went back to Paris. The same day I
-arrived I called at the steamship offices and found there was a fast
-boat leaving for New York the next day. I took it.
-
-There I was, back in New York, almost a month ahead of my original
-plans, because it was the most comfortable place to be short of the
-market in. I had well over half a million in cash available for
-margins. My return was not due to my being bearish but to my being
-logical.
-
-I sold more stocks. _As money got tighter call-money rates went higher
-and prices of stocks lower._ I had foreseen it. At first, my foresight
-broke me. But now I was right and prospering. However, the real joy was
-in the consciousness that as a trader I was at last on the right track.
-I still had much to learn but I knew what to do. No more floundering,
-no more half-right methods. _Tape reading was an important part of
-the game; so was beginning at the right time; so was sticking to your
-position. But my greatest discovery was that a man must study general
-conditions, to size them so as to be able to anticipate probabilities._
-In short, I had learned that I had to work for my money. I was no
-longer betting blindly or concerned with mastering the technic of the
-game, but with earning my successes by hard study and clear thinking. I
-also found out that nobody was immune from the danger of making sucker
-plays. And for a sucker play a man gets sucker pay; for the paymaster
-is on the job and never loses the pay envelope that is coming to you.
-
-Our office made a great deal of money. My own operations were so
-successful that they began to be talked about and, of course, were
-greatly exaggerated. I was credited with starting the breaks in various
-stocks. People I didn’t know by name used to come and congratulate me.
-They all thought the most wonderful thing was the money I had made.
-They did not say a word about the time when I first talked bearish to
-them and they thought I was a crazy bear with a stock-market loser’s
-vindictive grouch. That I had foreseen the money troubles was nothing.
-That my brokers’ bookkeeper had used a third of a drop of ink on the
-credit side of the ledger under my name was a marvellous achievement to
-them.
-
-Friends used to tell me that in various offices the Boy Plunger in
-Harding Brothers’ office was quoted as making all sorts of threats
-against the bull cliques that had tried to mark up prices of various
-stocks long after it was plain that the market was bound to seek a much
-lower level. To this day they talk of my raids.
-
-From the latter part of September on, the money market was megaphoning
-warnings to the entire world. But a belief in miracles kept people from
-selling what remained of their speculative holdings. Why a broker told
-me a story the first week of October that made me feel almost ashamed
-of my moderation.
-
-You remember that money loans used to be made on the floor of the
-Exchange around the Money Post. Those brokers who had received notice
-from their banks to pay call loans knew in a general way how much
-money they would have to borrow afresh. And of course the banks knew
-their position so far as loanable funds were concerned, and those
-which had money to loan would send it to the Exchange. This bank money
-was handled by a few brokers whose principal business was time loans.
-At about noon the renewal rate for the day was posted. Usually this
-represented a fair average of the loans made up to that time. Business
-was as a rule transacted openly by bids and offers, so that everyone
-knew what was going on. Between noon and about two o’clock there
-was ordinarily not much business done in money, but after delivery
-time--namely, 2:15 P.M.--brokers would know exactly what their cash
-position for the day would be, and they were able either to go to the
-Money Post and lend the balances that they had over or to borrow what
-they required. This business also was done openly.
-
-Well, sometime early in October the broker I was telling you about came
-to me and told me that brokers were getting so they didn’t go to the
-Money Post when they had money to loan. The reason was that members of
-a couple of well-known commission houses were on watch there, ready to
-snap up any offerings of money. Of course no lender who offered money
-publicly could refuse to lend to these firms. They were solvent and the
-collateral was good enough. But the trouble was that once these firms
-borrowed money on call there was no prospect of the lender getting that
-money back. They simply said they couldn’t pay it back and the lender
-would willy-nilly have to renew the loan. So any Stock Exchange house
-that had money to loan to its fellows used to send its men about the
-floor instead of to the Post, and they would whisper to good friends,
-“Want a hundred?” meaning, “Do you wish to borrow a hundred thousand
-dollars?” The money brokers who acted for the banks presently adopted
-the same plan, and it was a dismal sight to watch the Money Post. Think
-of it!
-
-Why, he also told me that it was a matter of Stock Exchange etiquette
-in those October days for the borrower to make his own rate of
-interest. You see, it fluctuated between 100 and 150 per cent per
-annum. I suppose by letting the borrower fix the rate the lender in
-some strange way didn’t feel so much like a usurer. But you bet he got
-as much as the rest. The lender naturally did not dream of not paying
-a high rate. He played fair and paid whatever the others did. What he
-needed was the money and was glad to get it.
-
-Things got worse and worse. _Finally there came the awful day of
-reckoning for the bulls and the optimists and the wishful thinkers
-and those vast hordes that, dreading the pain of a small loss at
-the beginning, were now about to suffer total amputation--without
-anaesthetics._ A day I shall never forget, October 24, 1907.
-
-Reports from the money crowd early indicated that borrowers would have
-to pay whatever the lenders saw fit to ask. There wouldn’t be enough
-to go around. That day the money crowd was much larger than usual.
-When delivery time came that afternoon there must have been a hundred
-brokers around the Money Post, each hoping to borrow the money that his
-firm urgently needed. Without money they must sell what stocks they
-were carrying on margin--sell at any price they could get in a market
-where buyers were as scarce as money--and just then there was not a
-dollar in sight.
-
-My friend’s partner was as bearish as I was. The firm therefore did not
-have to borrow, but my friend, the broker I told you about, fresh from
-seeing the haggard faces around the Money Post, came to me. He knew I
-was heavily short of the entire market.
-
-He said, “My God, Larry! I don’t know what’s going to happen. I never
-saw anything like it. It can’t go on. Something has got to give. It
-looks to me as if everybody is busted right now. You can’t sell stocks,
-and there is absolutely no money in there.”
-
-“How do you mean?” I asked.
-
-But what he answered was, “Did you ever hear of the classroom
-experiment of the mouse in a glass-bell when they begin to pump the air
-out of the bell? You can see the poor mouse breathe faster and faster,
-its sides heaving like over-worked bellows, trying to get enough oxygen
-out of the decreasing supply in the bell. You watch it suffocate till
-its eyes almost pop out of their sockets, gasping, dying. Well, that
-is what I think of when I see the crowd at the Money Post! No money
-anywhere, and you can’t liquidate stocks because there is nobody to buy
-them. The whole Street is broke at this very moment, if you ask me!”
-
-It made me think. I had seen a smash coming, but not, I admit, the
-worst panic in our history. It might not be profitable to anybody--if
-it went much further.
-
-Finally it became plain that there was no use in waiting at the Post
-for money. There wasn’t going to be any. Then hell broke loose.
-
-The president of the Stock Exchange, Mr. R. H. Thomas, so I heard later
-in the day, knowing that every house in the Street was headed for
-disaster, went out in search of succour. He called on James Stillman,
-president of the National City Bank, the richest bank in the United
-States. Its boast was that it never loaned money at a higher rate than
-6 per cent.
-
-Stillman heard what the president of the New York Stock Exchange had
-to say. Then he said, “Mr. Thomas, we’ll have to go and see Mr. Morgan
-about this.”
-
-The two men, hoping to stave off the most disastrous panic in our
-financial history, went together to the office of J. P. Morgan & Co.
-and saw Mr. Morgan, Mr. Thomas laid the case before him. The moment he
-got through speaking Mr. Morgan said, “Go back to the Exchange and tell
-them that there will be money for them.”
-
-“Where?”
-
-“At the banks!”
-
-So strong was the faith of all men in Mr. Morgan in those critical
-times that Thomas didn’t wait for further details but rushed back
-to the floor of the Exchange to announce the reprieve to his
-death-sentenced fellow members.
-
-Then, before half past two in the afternoon, J. P. Morgan sent John
-T. Atterbury, of Van Emburgh & Atterbury, who was known to have close
-relations with J. P. Morgan & Co., into the money crowd. My friend said
-that the old broker walked quickly to the Money Post. He raised his
-hand like an exhorter at a revival meeting. The crowd, that at first
-had been calmed down somewhat by President Thomas’ announcement, was
-beginning to fear that the relief plans had miscarried and the worst
-was still to come. But when they looked at Mr. Atterbury’s face and saw
-him raise his hand they promptly petrified themselves.
-
-In the dead silence that followed, Mr. Atterbury said, “I am authorized
-to lend ten million dollars. Take it easy! There will be enough for
-everybody!”
-
-Then he began. Instead of giving to each borrower the name of the
-lender he simply jotted down the name of the borrower and the amount
-of the loan and told the borrower, “You will be told where your money
-is.” He meant the name of the bank from which the borrower would get
-the money later.
-
-I heard a day or two later that Mr. Morgan simply sent word to the
-frightened bankers of New York that they must provide the money the
-Stock Exchange needed.
-
-“But we haven’t got any. We’re loaned up to the hilt,” the banks
-protested.
-
-“You’ve got your reserves,” snapped J. P.
-
-“But we’re already below the legal limit,” they howled.
-
-“Use them! That’s what reserves are for!” And the banks obeyed and
-invaded the reserves to the extent of about twenty million dollars. It
-saved the stock market. The bank panic didn’t come until the following
-week. He was a man, J. P. Morgan was. They don’t come much bigger.
-
-That was the day I remember most vividly of all the days of my life as
-a stock operator. It was the day when my winnings exceeded one million
-dollars. It marked the successful ending of my first deliberately
-planned trading campaign. What I had foreseen had come to pass. But
-more than all these things was this: a wild dream of mine had been
-realised. I had been king for a day!
-
-I’ll explain, of course. After I had been in New York a couple of years
-I used to cudgel my brains trying to determine the exact reason why I
-couldn’t beat in a Stock Exchange house in New York the game that I
-had beaten as a kid of fifteen in a bucket shop in Boston. I knew that
-some day I would find out what was wrong and I would stop being wrong.
-I would then have not alone the will to be right but the knowledge to
-insure my being right. And that would mean power.
-
-Please do not misunderstand me. It was not a deliberate dream of
-grandeur or a futile desire born of overweening vanity. It was rather
-a sort of feeling that the same old stock market that so baffled me in
-Fullerton’s office and in Harding’s would one day eat out of my hand.
-I just felt that such a day would come. And it did--October 24, 1907.
-
-The reason why I say it is this: That morning a broker who had done
-a lot of business for my brokers and knew that I had been plunging
-on the bear side rode down in the company of one of the partners of
-the foremost banking house in the Street. My friend told the banker
-how heavily I had been trading, for I certainly pushed my luck to the
-limit. What is the use of being right unless you get all the good
-possible out of it.
-
-Perhaps the broker exaggerated to make his story sound important.
-Perhaps I had more of a following than I knew. Perhaps the banker knew
-far better than I how critical the situation was. At all events, my
-friend said to me: “He listened with great interest to what I told him
-you said the market was going to do when the real selling began, after
-another push or two. When I got through he said he might have something
-for me to do later in the day.”
-
-When the commission houses found out there was not a cent to be had at
-any price I knew the time had come. I sent brokers into the various
-crowds. Why, at one time there wasn’t a single bid for Union Pacific.
-Not at any price! Think of it! And in other stocks the same thing. No
-money to hold stocks and nobody to buy them.
-
-I had enormous paper profits and the certainty that all that I had
-to do to smash prices still more was to send in orders to sell ten
-thousand shares each of Union Pacific and of a half dozen other good
-dividend-paying stocks and what would follow would be simply hell. It
-seemed to me that the panic that would be precipitated would be of such
-an intensity and character that the board of governors would deem it
-advisable to close the Exchange, as was done in August, 1914, when the
-World War broke out.
-
-It would mean greatly increased profits on paper. It might also mean
-an inability to convert those profits into actual cash. But there were
-other things to consider, and one was that a further break would
-retard the recovery that I was beginning to figure on, the compensating
-improvement after all that blood-letting. Such a panic would do much
-harm to the country generally.
-
-I made up my mind that since it was unwise and unpleasant to continue
-actively bearish it was illogical for me to stay short. So I turned and
-began to buy.
-
-It wasn’t long after my brokers began to buy in for me--and, by the
-way, I got bottom prices--that the banker sent for my friend.
-
-“I have sent for you,” he said, “because I want you to go instantly to
-your friend Livingston and say to him that we hope he will not sell
-any more stocks to-day. The market can’t stand much more pressure. As
-it is, it will be an immensely difficult task to avert a devastating
-panic. Appeal to your friend’s patriotism. This is a case where a man
-has to work for the benefit of all. Let me know at once what he says.”
-
-My friend came right over and told me. He was very tactful. I suppose
-he thought that having planned to smash the market I would consider his
-request as equivalent to throwing away the chance to make about ten
-million dollars. He knew I was sore on some of the big guns for the way
-they had acted trying to land the public with a lot of stock when they
-knew as well as I did what was coming.
-
-As a matter of fact, the big men were big sufferers and lots of the
-stocks I bought at the very bottom were in famous financial names. I
-didn’t know it at the time, but it did not matter. I had practically
-covered all my shorts and it seemed to me there was a chance to buy
-stocks cheap and help the needed recovery in prices at the same
-time--if nobody hammered the market.
-
-So I told my friend, “Go back and tell Mr. Blank that I agree with them
-and that I fully realised the gravity of the situation even before he
-sent for you. I not only will not sell any more stocks to-day, but I am
-going in and buy as much as I can carry.” And I kept my word. I bought
-one hundred thousand shares that day, for the long account. I did not
-sell another stock short for nine months.
-
-That is why I said to friends that my dream had come true and that
-I had been king for a moment. The stock market at one time that day
-certainly was at the mercy of anybody who wanted to hammer it. I do not
-suffer from delusions of grandeur; in fact you know how I feel about
-being accused of raiding the market and about the way my operations are
-exaggerated by the gossip of the Street.
-
-I came out of it in fine shape. The newspapers said that Larry
-Livingston, the Boy Plunger, had made several millions. Well, I was
-worth over one million after the close of business that day. But my
-biggest winnings were not in dollars but in the intangibles: I had been
-right, I had looked ahead and followed a clear-cut plan. I had learned
-what a man must do in order to make big money; I was permanently out of
-the gambler class; I had at last learned to trade intelligently in a
-big way. It was a day of days for me.
-
-
-
-
-_X_
-
-
-The recognition of our own mistakes should not benefit us any more
-than the study of our successes. But there is a natural tendency in
-all men to avoid punishment. When you associate certain mistakes with
-a licking, you do not hanker for a second dose, and, of course, all
-stock-market mistakes wound you in two tender spots--your pocketbook
-and your vanity. But I will tell you something curious: A stock
-speculator sometimes makes mistakes and knows that he is making them.
-And after he makes them he will ask himself why he made them; and
-after thinking over it cold-bloodedly a long time after the pain of
-punishment is over he may learn how he came to make them, and when, and
-at what particular point of his trade; but not why. And then he simply
-calls himself names and lets it go at that.
-
-Of course, if a man is both wise and lucky, he will not make the same
-mistake twice. But he will make any one of the ten thousand brothers or
-cousins of the original. The Mistake family is so large that there is
-always one of them around when you want to see what you can do in the
-fool-play line.
-
-To tell you about the first of my million-dollar mistakes I shall have
-to go back to this time when I first became a millionaire, right after
-the big break of October, 1907. As far as my trading went, having a
-million merely meant more reserves. Money does not give a trader more
-comfort, because, rich or poor, he can make mistakes and it is never
-comfortable to be wrong. And when a millionaire is right his money
-is merely one of his several servants. Losing money is the least of
-my troubles. _A loss never bothers me after I take it. I forget it
-overnight. But being wrong--not taking the loss--that is what does the
-damage to the pocketbook and to the soul._ You remember Dickson G.
-Watts’ story about the man who was so nervous that a friend asked him
-what was the matter.
-
-“I can’t sleep,” answered the nervous one.
-
-“Why not?” asked the friend.
-
-“I am carrying so much cotton that I can’t sleep thinking about it. It
-is wearing me out. What can I do?”
-
-“Sell down to the sleeping point,” answered the friend.
-
-As a rule a man adapts himself to conditions so quickly that he loses
-the perspective. He does not feel the difference much--that is, he
-does not vividly remember how it felt not to be a millionaire. He only
-remembers that there were things he could not do that he can do now. It
-does not take a reasonably young and normal man very long to lose the
-habit of being poor. It requires a little longer to forget that he used
-to be rich. I suppose that is because money creates needs or encourages
-their multiplication. I mean that after a man makes money in the stock
-market he very quickly loses the habit of not spending. But after he
-loses his money it takes him a long time to lose the habit of spending.
-
-After I took in my shorts and went long in October, 1907, I decided to
-take it easy for a while. I bought a yacht and planned to go off on a
-cruise in Southern waters. I am crazy about fishing and I was due to
-have the time of my life. I looked forward to it and expected to go any
-day. But I did not. The market wouldn’t let me.
-
-_I always have traded in commodities as well as in stocks._ I began as
-a youngster in the bucket shops. I studied those markets for years,
-though perhaps not so assiduously as the stock market. As a matter
-of fact, _I would rather play commodities than stocks_. There is no
-question about their greater legitimacy, as it were. It partakes more
-of the nature of a commercial venture than trading in stocks does.
-A man can approach it as he might any mercantile problem. It may be
-possible to use fictitious arguments for or against a certain trend in
-a commodity market; but success will be only temporary, _for in the
-end the facts are bound to prevail_, so that a trader gets dividends
-on study and observation, as he does in a regular business. He can
-watch and weigh conditions and he knows as much about it as anyone
-else. He need not guard against inside cliques. Dividends are not
-unexpectedly passed or increased overnight in the cotton market or in
-wheat or corn. _In the long run commodity prices are governed but by
-one law--the economic law of demand and supply._ The business of the
-trader in commodities is simply to get facts about the demand and the
-supply, present and prospective. He does not indulge in guesses about a
-dozen things as he does in stocks. It always appealed to me--trading in
-commodities.
-
-Of course the same things happen in all speculative markets. The
-message of the tape is the same. That will be perfectly plain to
-anyone who will take the trouble to think. He will find if he asks
-himself questions and considers conditions, that the answers will
-supply themselves directly. But people never take the trouble to
-ask questions, leave alone seeking answers. The average American is
-from Missouri everywhere and at all times except when he goes to
-the brokers’ offices and looks at the tape, whether it is stocks or
-commodities. The one game of all games that really requires study
-before making a play is the one he goes into without his usual highly
-intelligent preliminary and precautionary doubts. _He will risk half
-his fortune in the stock market with less reflection than he devotes to
-the selection of a medium-priced automobile._
-
-This matter of tape reading is not so complicated as it appears. Of
-course you need experience. But it is even more important to keep
-certain fundamentals in mind. To read the tape is not to have your
-fortune told. The tape does not tell you how much you will surely be
-worth next Thursday at 1:35 P.M. The object of reading the tape is to
-ascertain, first, how and, next, when to trade--that is, whether it is
-wiser to buy than to sell. It works exactly the same for stocks as for
-cotton or wheat or corn or oats.
-
-You watch the market--that is, the course of prices as recorded by the
-tape--with one object: to determine the direction--that is, the price
-tendency. Prices, we know, will move either up or down according to the
-resistance they encounter. For purposes of easy explanation we will
-say that _prices, like everything else, move along the line of least
-resistance_. They will do whatever comes easiest, therefore they will
-go up if there is less resistance to an advance than to a decline; and
-vice versa.
-
-Nobody should be puzzled as to whether a market is a bull market or a
-bear market after it fairly starts. The trend is evident to a man who
-has an open mind and reasonably clear sight, for it is never wise for a
-speculator to fit his facts to his theories. Such a man will, or ought
-to, know whether it is a bull or a bear market, and if he knows that he
-knows whether to buy or to sell. It is therefore at the very inception
-of the movement that a man needs to know whether to buy or to sell.
-
-Let us say, for example, that the market, as it usually does in those
-between-swings times, fluctuates within a range of ten points; up to
-130 and down to 120. It may look very weak at the bottom; or, on the
-way up, after a rise of eight or ten points, it may look as strong as
-anything. A man ought not to be led into trading by tokens. _He should
-wait until the tape tells him that the time is ripe. As a matter of
-fact, millions upon millions of dollars have been lost by men who
-bought stocks because they looked cheap or sold them because they
-looked dear. The speculator is not an investor. His object is not to
-secure a steady return on his money at a good rate of interest, but to
-profit by either a rise or a fall in the price of whatever he may be
-speculating in. Therefore the thing to determine is the speculative
-line of least resistance at the moment of trading; and what he should
-wait for is the moment when that line defines itself, because that is
-his signal to get busy._
-
-Reading the tape merely enables him to see that at 130 the selling had
-been stronger than the buying and a reaction in the price logically
-followed. Up to the point where the selling prevailed over the buying,
-superficial students of the tape may conclude that the price is not
-going to stop short of 150, and they buy. But after the reaction
-begins to hold on, or sell out at a small loss, or they go short and
-talk bearish. But at 120 there is stronger resistance to the decline.
-The buying prevails over the selling, there is a rally and the shorts
-cover. The public is so often whipsawed that one marvels at their
-persistence in not learning their lesson.
-
-Eventually something happens that increases the power of either the
-upward or the downward force and the point of greatest resistance moves
-up or down--that is, the buying at 130 will for the first time be
-stronger than the selling, or the selling at 120 be stronger than the
-buying. The price will break through the old barrier or movement-limit
-and go on. As a rule, there is always a crowd of traders who are short
-at 120 because it looked so weak, or long at 130 because it looked so
-strong, and, when the market goes against them they are forced, after a
-while, either to change their minds and turn or to close out. In either
-event they help to define even more clearly the price line of least
-resistance. Thus the intelligent trader who has patiently waited to
-determine this line will enlist the aid of fundamental trade conditions
-and also of the force of the trading of that part of the community that
-happened to guess wrong and must now rectify mistakes. Such corrections
-tend to push prices along the line of least resistance.
-
-And right here I will say that, though I do not give it as a
-mathematical certainty or as an axiom of speculation, my experience
-has been that accidents--that is, the unexpected or unforeseen--have
-always helped me in my market position whenever the latter has been
-based upon my determination of the line of least resistance. Do you
-remember that Union Pacific episode at Saratoga that I told you about?
-Well, I was long because I found out that the line of least resistance
-was upward. I should have stayed long instead of letting my broker tell
-me that insiders were selling stocks. It didn’t make any difference
-what was going on in the directors’ minds. That was something I
-couldn’t possibly know. But I could and did know that the tape said:
-“Going up!” And then came the unexpected raising of the dividend rate
-and the thirty-point rise in the stock. At 164 prices looked mighty
-high, but as I told you before, _stocks are never too high to buy
-or too low to sell_. _The price_, per se, _has nothing to do with
-establishing my line of least resistance._
-
-You will find in actual practice that if you trade as I have indicated
-any important piece of news given out between the closing of one market
-and the opening of another is usually in harmony with the line of
-least resistance. _The trend has been established before the news is
-published, and in bull markets bear items are ignored and bull news
-exaggerated, and vice versa._ Before the war broke out the market was
-in a very weak condition. There came the proclamation of Germany’s
-submarine policy. I was short one hundred and fifty thousand shares of
-stock, not because I knew the news was coming, but because I was going
-along the line of least resistance. What happened came out of a clear
-sky, as far as my play was concerned. Of course I took advantage of the
-situation and I covered my shorts that day.
-
-It sounds very easy to say that all you have to do is to watch the
-tape, establish your resistance points and be ready to trade along the
-line of least resistance as soon as you have determined it. _But in
-actual practice a man has to guard against many things, and most of all
-against himself_--that is, against human nature. That is the reason
-why I say that the man who is right always has two forces working in
-his favor--_basic conditions and the men who are wrong_. _In a bull
-market bear factors are ignored._ That is human nature, and yet human
-beings profess astonishment at it. People will tell you that the wheat
-crop has gone to pot because there has been bad weather in one or two
-sections and some farmers have been ruined. When the entire crop is
-gathered and all the farmers in all the wheat-growing sections begin
-to take their wheat to the elevators the bulls are surprised at the
-smallness of the damage. They discover that they merely have helped the
-bears.
-
-When a man makes his play in a commodity market he must not permit
-himself set opinions. He must have an open mind and flexibility. _It
-is not wise to disregard the message of the tape, no matter what
-your opinion of crop conditions or of the probable demand may be._
-I recall how I missed a big play just by trying to anticipate the
-starting signal. I felt so sure of conditions that I thought it was not
-necessary to wait for the line of least resistance to define itself. I
-even thought I might help it arrive, because it looked as if it merely
-needed a little assistance.
-
-I was very bullish on cotton. It was hanging around twelve cents,
-running up and down within a moderate range. It was in one of those
-in-between places and I could see it. I knew I really ought to wait.
-But I got to thinking that if I gave it a little push it would go
-beyond the upper resistance point.
-
-I bought fifty thousand bales. Sure enough, it moved up. And sure
-enough, as soon as I stopped buying it stopped going up. Then it began
-to settle back to where it was when I began buying it. I got out and
-it stopped going down. I thought I was now much nearer the starting
-signal, and presently I thought I’d start it myself again. I did.
-The same thing happened. I bid it up, only to see it go down when I
-stopped. I did this four or five times until I finally quit in disgust.
-It cost me about two hundred thousand dollars. I was done with it. It
-wasn’t very long after that when it began to go up and never stopped
-till it got to a price that would have meant a killing for me--if I
-hadn’t been in such a great hurry to start.
-
-This experience has been the experience of so many traders so many
-times that I can give this rule: _In a narrow market, when prices
-are not getting anywhere to speak of but move within a narrow range,
-there is no sense in trying to anticipate what the next big movement
-is going to be--up or down._ The thing to do is to watch the market,
-read the tape to determine the limits of the get-nowhere prices, and
-make up your mind that you will not take an interest until the price
-breaks through the limit in either direction. A speculator must concern
-himself with making money out of the market and not with insisting that
-the tape must agree with him. Never argue with it or ask it for reasons
-or explanations. _Stock-market post-mortems don’t pay dividends._
-
-Not so long ago I was with a party of friends. They got to talking
-wheat. Some of them were bullish and others bearish. Finally they asked
-me what I thought. Well, I had been studying the market for some time.
-I knew they did not want any statistics or analyses of conditions. So I
-said: “If you want to make some money out of wheat I can tell you how
-to do it.”
-
-They all said they did and I told them, “If you are sure you wish to
-make money in wheat just you watch it. Wait. The moment it crosses
-$1.20 buy it and you will get a nice quick play in it!”
-
-“Why not buy it now, at $1,14?” one of the party asked.
-
-“Because I don’t know yet that it is going up at all.”
-
-“Then why buy it at $1.20? It seems a mighty high price.”
-
-“Do you wish to gamble blindly in the hope of getting a great big
-profit or do you wish to speculate intelligently and get a smaller but
-much more probable profit?”
-
-They all said they wanted the smaller but surer profit, so I said,
-“Then do as I tell you. If it crosses $1.20 buy.”
-
-As I told you, I had watched it a long time. For months it sold between
-$1.10 and $1.20, getting nowhere in particular. Well, sir, one day it
-closed at above $1.19. I got ready for it. Sure enough the next day it
-opened at $1.20½, and I bought. It went to $1.21, to $1.22, to $1.23,
-to $1.25, and I went with it.
-
-Now I couldn’t have told you at the time just what was going on. I
-didn’t get any explanations about its behaviour during the course of
-the limited fluctuations. I couldn’t tell whether the breaking through
-the limit would be up through $1.20 or down through $1.10, though I
-suspected it would be up because there was not enough wheat in the
-world for a big break in prices.
-
-As a matter of fact, it seems Europe had been buying quietly and a lot
-of traders had gone short of it at around $1.19. Owing to the European
-purchases and other causes, a lot of wheat had been taken out of the
-market, so that finally the big movement got started. The price went
-beyond the $1.20 mark. That was all the point I had and it was all
-I needed. I knew that when it crossed $1.20 it would be because the
-upward movement at last had gathered force to push it over the limit
-and something had to happen. In other words, by crossing $1.20 the line
-of least resistance of wheat prices was established. It was a different
-story then.
-
-I remember that one day was a holiday with us and all our markets were
-closed. Well, in Winnipeg wheat opened up six cents a bushel. When our
-market opened on the following day, it also was up six cents a bushel.
-The price just went along the line of least resistance.
-
-What I have told you gives you the essence of my trading system as
-based on studying the tape. I merely learn the way prices are most
-probably going to move. I check up my own trading by additional tests,
-to determine the psychological moment. _I do that by watching the way
-the price acts after I begin._
-
-It is surprising how many experienced traders there are who look
-incredulous when I tell them that when I buy stocks for a rise I like
-to pay top prices and when I sell I must sell low or not at all. It
-would not be so difficult to make money if a trader always stuck to his
-speculative guns--that is, waited for the line of least resistance to
-define itself and began buying only when the tape said up or selling
-only when it said down. _He should accumulate his line on the way up._
-Let him buy one-fifth of his full line. If that does not show him a
-profit he must not increase his holdings because he has obviously begun
-wrong; he is wrong temporarily and there is no profit in being wrong
-at any time. The same tape that said UP did not necessarily lie merely
-because it is now saying NOT YET.
-
-In cotton I was very successful in my trading for a long time. I had my
-theory about it and I absolutely lived up to it. Suppose I had decided
-that my line would be forty to fifty thousand bales. Well, I would
-study the tape as I told you, watching for an opportunity either to
-buy or to sell. Suppose the line of least resistance indicated a bull
-movement. Well, I would buy ten thousand bales. After I got through
-buying that, if the market _went up ten points over my initial purchase
-price, I would take on another ten thousand bales_. Same thing. Then,
-if I could get twenty points’ profit, or one dollar a bale, I would
-buy twenty thousand more. That would give me my line--my basis for my
-trading. But if after buying the first ten or twenty thousand bales,
-it showed me a loss, out I’d go. I was wrong. It might be I was only
-temporarily wrong. But as I have said before _it doesn’t pay to start
-wrong in anything_.
-
-What I accomplished by sticking to my system was that I always had a
-line of cotton in every real movement. In the course of accumulating
-my full line I might chip out fifty or sixty thousand dollars in these
-feeling-out plays of mine. This looks like a very expensive testing,
-but it wasn’t. After the real movement started, how long would it take
-me to make up the fifty thousand dollars I had dropped in order to
-make sure that I began to load up at exactly the right time? No time at
-all! _It always pays a man to be right at the right time._
-
-As I think I also said before, this describes what I may call my system
-for placing my bets. It is simple arithmetic to prove that it is a wise
-thing to have the big bet down only when you win, and when you lose to
-lose only a small exploratory bet, as it were. If a man trades in the
-way I have described, he will always be in the profitable position of
-being able to cash in on the big bet.
-
-Professional traders have always had some system or other based
-upon their experience and governed either by their attitude toward
-speculation or by their desires. I remember I met an old gentleman in
-Palm Beach whose name I did not catch or did not at once identify. I
-knew he had been in the Street for years, way back in Civil War times,
-and somebody told me that he was a very wise old codger who had gone
-through so many booms and panics that he was always saying there was
-nothing new under the sun and least of all in the stock market.
-
-The old fellow asked me a lot of questions. When I got through telling
-him about my usual practice in trading he nodded and said, “Yes! Yes!
-You’re right. The way you’re built, the way your mind runs, makes your
-system a good system for you. It comes easy for you to practice what
-you preach, because the money you bet is the least of your cares. I
-recollect Pat Hearne. Ever hear of him? Well, he was a very well-known
-sporting man and he had an account with us. Clever chap and nervy. He
-made money in stocks, and that made people ask him for advice. He would
-never give any. If they asked him point-blank for his opinion about
-the wisdom of their commitments he used a favorite race-track maxim of
-his: ‘You can’t tell till you bet.’ He traded in our office. He would
-buy one hundred shares of some active stock and when, or if, it went up
-1 per cent he would buy another hundred. On another point’s advance,
-another hundred shares; and so on. He used to say he wasn’t playing the
-game to make money for others and therefore he would put in a stop-loss
-order one point below the price of his last purchase. When the price
-kept going up he simply moved up his stop with it. On a 1 per cent
-reaction he was stopped out. He declared he did not see any sense in
-losing more than one point, whether it came out of his original margin
-or out of his paper profits.
-
-“You know, a professional gambler is not looking for long shots,
-but for sure money. Of course long shots are fine when they come
-in. In the stock market Pat wasn’t after tips or playing to catch
-twenty-points-a-week advances, but sure money in sufficient quantity
-to provide him with a good living. Of all the thousands of outsiders
-that I have run across in Wall Street, Pat Hearne was the only one who
-saw in stock speculation merely a game of chance like faro or roulette,
-but, nevertheless, had the sense to stick to a relatively sound betting
-method.
-
-“After Hearne’s death one of our customers who had always traded with
-Pat and used his system made over one hundred thousand dollars in
-Lackawanna. Then he switched over to some other stock and because he
-had made a big stake he thought he need not stick to Pat’s way. When a
-reaction came, instead of cutting short his losses he let them run--as
-though they were profits. Of course every cent went. When he finally
-quit he owed us several thousand dollars.
-
-“He hung around for two or three years. He kept the fever long after
-the cash had gone; but we did not object as long as he behaved himself.
-I remember that he used to admit freely that he had been ten thousand
-kinds of an ass not to stick to Pat Hearne’s style of play. Well, one
-day he came to me greatly excited and asked me to let him sell some
-stock short in our office. He was a nice enough chap who had been a
-good customer in his day and I told him I personally would guarantee
-his account for one hundred shares.
-
-“He sold short one hundred shares of Lake Shore. That was the time Bill
-Travers hammered the market, in 1875. My friend Roberts put out that
-Lake Shore at exactly the right time and kept selling it on the way
-down as he had been wont to do in the old successful days before he
-forsook Pat Hearne’s system and instead listened to hope’s whispers.
-
-“Well, sir, in four days of successful pyramiding, Roberts’ account
-showed him a profit of fifteen thousand dollars. Observing that he had
-not put in a stop-loss order I spoke to him about it and he told me
-that the break hadn’t fairly begun and he wasn’t going to be shaken
-out by any one-point reaction. This was in August. Before the middle
-of September he borrowed ten dollars from me for a baby carriage--his
-fourth. He did not stick to his own proved system. That’s the trouble
-with most of them,” and the old fellow shook his head at me.
-
-And he was right. I sometimes think that speculation must be an
-unnatural sort of business, because I find that the average speculator
-has arrayed against him his own nature. The weaknesses that all men
-are prone to are fatal to success in speculation--usually those very
-weaknesses that make him likable to his fellows or that he himself
-particularly guards against in those other ventures of his where
-they are not nearly so dangerous as when he is trading in stocks or
-commodities.
-
-_The speculator’s chief enemies are always boring from within. It is
-inseparable from human nature to hope and to fear._ In speculation when
-the market goes against you you hope that every day will be the last
-day--and you lose more than you should had you not listened to hope--to
-the same ally that is so potent a success-bringer to empire builders
-and pioneers, big and little. And when the market goes your way you
-become fearful that the next day will take away your profit, and you
-get out--too soon. _Fear keeps you from making as much money as you
-ought to._ The successful trader has to fight these two deep-seated
-instincts. He has to reverse what you might call his natural impulses.
-_Instead of hoping he must fear; instead of fearing he must hope._ He
-must fear that his loss may develop into a much bigger loss, and hope
-that his profit may become a big profit. _It is absolutely wrong to
-gamble in stocks the way the average man does._
-
-I have been in the speculative game ever since I was fourteen. It is
-all I have ever done. I think I know what I am talking about. And the
-conclusion that I have reached after nearly thirty years of constant
-trading, both on a shoestring and with millions of dollars back of
-me, is this: A man may beat a stock or a group at a certain time, but
-no man living can beat the stock market! A man may make money out of
-individual deals in cotton or grain, but no man can beat the cotton
-market or the grain market. It’s like the track. A man may beat a horse
-race, but he cannot beat horse racing.
-
-If I knew how to make these statements stronger or more emphatic I
-certainly would. It does not make any difference what anybody says to
-the contrary. I know I am right in saying these are incontrovertible
-statements.
-
-
-
-
-_XI_
-
-
-And now I’ll get back to October, 1907. I bought a yacht and made all
-preparations to leave New York for a cruise in Southern waters. I am
-really daffy about fishing and this was the time when I was going to
-fish to my heart’s content from my own yacht, going wherever I wished
-whenever I felt like it. Everything was ready. I had made a killing in
-stocks, but at the last moment corn held me back.
-
-I must explain that before the money panic which gave me my first
-million I had been trading in grain at Chicago. I was short ten million
-bushels of wheat and ten million bushels of corn. I had studied the
-grain markets for a long time and was as bearish on corn and wheat as I
-had been on stocks.
-
-Well, they both started down, but while wheat kept on declining the
-biggest of all the Chicago operators--I’ll call him Stratton--took it
-into his head to run a corner in corn. After I cleaned up in stocks
-and was ready to go South on my yacht I found that wheat showed me a
-handsome profit, but in corn Stratton had run up the price and I had
-quite a loss.
-
-I knew there was much more corn in the country than the price
-indicated. The law of demand and supply worked as always. But the
-demand came chiefly from Stratton and the supply was not coming at
-all, because there was an acute congestion in the movement of corn. I
-remember that I used to pray for a cold spell that would freeze the
-impassable roads and enable the farmers to bring their corn into the
-market. But no such luck.
-
-There I was, waiting to go on my joyously planned fishing trip and that
-loss in corn holding me back. I couldn’t go away with the market as it
-was. Of course Stratton kept pretty close tabs on the short interest.
-He knew he had me, and I knew it quite as well as he did. But, as I
-said, I was hoping I might convince the weather that it ought to get
-busy and help me. Perceiving that neither the weather nor any other
-kindly wonder-worker was paying any attention to my needs I studied how
-I might work out of my difficulty by my own efforts.
-
-I closed out my line of wheat at a good profit. But the problem in corn
-was infinitely more difficult. If I could have covered my ten million
-bushels at the prevailing prices I instantly and gladly would have done
-so, large though the loss would have been. But, of course, the moment I
-started to buy in my corn Stratton would be on the job as squeezer in
-chief, and I no more relished running up the price on myself by reason
-of my own purchases than cutting my own throat with my own knife.
-
-Strong though corn was, my desire to go fishing was even stronger, so
-it was up to me to find a way out at once. I must conduct a strategic
-retreat. I must buy back the ten million bushels I was short of and in
-so doing keep down my loss as much as I possibly could.
-
-It so happened that Stratton at that time was also running a deal in
-oats and had the market pretty well sewed up. I had kept track of all
-the grain markets in the way of crop news and pit gossip, and I heard
-that the powerful Armour interests were not friendly, marketwise, to
-Stratton. Of course I knew that Stratton would not let me have the
-corn I needed except at his own price, but the moment I heard the
-rumors about Armour being against Stratton it occurred to me that I
-might look to the Chicago traders for aid. The only way in which they
-could possibly help me was for them to sell me the corn that Stratton
-wouldn’t. The rest was easy.
-
-First, I put in orders to buy five hundred thousand bushels of corn
-every eighth of a cent down. After these orders were in I gave to each
-of four houses an order to sell simultaneously fifty thousand bushels
-of oats at the market. That, I figured, ought to make a quick break in
-oats. Knowing how the traders’ minds worked, it was a cinch that they
-would instantly think that Armour was gunning for Stratton. Seeing the
-attack opened in oats they would logically conclude that the next break
-would be in corn and they would start to sell it. If that corner in
-corn was busted, the pickings would be fabulous.
-
-My dope on the psychology of the Chicago traders was absolutely
-correct. When they saw oats breaking on the scattered selling they
-promptly jumped on corn and sold it with great enthusiasm. I was
-able to buy six million bushels of corn in the next ten minutes. The
-moment I found that their selling of corn ceased I simply bought in
-the other four million bushels at the market. Of course that made
-the price go up again, but the net result of my manœuvre was that I
-covered the entire line of ten million bushels within one-half cent of
-the price prevailing at the time I started to cover on the traders’
-selling. The two hundred thousand bushels of oats that I sold short
-to start the traders’ selling of corn I covered at a loss of only
-three thousand dollars. That was pretty cheap bear bait. The profits I
-had made in wheat offset so much of my deficit in corn that my total
-loss on all my grain trades that time was only twenty-five thousand
-dollars. Afterwards corn went up twenty-five cents a bushel. Stratton
-undoubtedly had me at his mercy. If I had set about buying my ten
-million bushels of corn without bothering to think of the price there
-is no telling what I would have had to pay.
-
-A man can’t spend years at one thing and not acquire a habitual
-attitude towards it quite unlike that of the average beginner. The
-difference distinguishes the professional from the amateur. It is the
-way a man looks at things that makes or loses money for him in the
-speculative markets. The public has the dilettante’s point of view
-toward his own effort. The ego obtrudes itself unduly and the thinking
-therefore is not deep or exhaustive. The professional concerns himself
-with doing the right thing rather than with making money, knowing that
-the profit takes care of itself if the other things are attended to.
-A trader gets to play the game as the professional billiard player
-does--that is, he looks far ahead instead of considering the particular
-shot before him. It gets to be an instinct to play for position.
-
-I remember hearing a story about Addison Cammack that illustrates very
-nicely what I wish to point out. From all I have heard, I am inclined
-to think that _Cammack_ was one of the ablest stock traders the Street
-ever saw. He was not a chronic bear as many believe, but he felt the
-greater appeal of trading on the bear side, of utilizing in his behalf
-the two great human factors of hope and fear. He is credited with
-coining the warning: “Don’t sell stocks when the sap is running up the
-trees!” and the old-timers tell me that his biggest winnings were made
-on the bull side, so that it is plain he did not play prejudices but
-conditions. At all events, he was a consummate trader. It seems that
-once--this was way back at the tag end of a bull market--Cammack was
-bearish, and J. Arthur Joseph, the financial writer and raconteur,
-knew it. The market, however, was not only strong but still rising,
-in response to prodding by the bull leaders and optimistic reports by
-the newspapers. Knowing what use a trader like Cammack could make of
-bearish information, Joseph rushed to Cammack’s office one day with
-glad tidings.
-
-“Mr. Cammack, I have a very good friend who is a transfer clerk in the
-St. Paul office and he has just told me something which I think you
-ought to know.”
-
-“What is it?” asked Cammack listlessly.
-
-“You’ve turned, haven’t you? You are bearish now?” asked Joseph,
-to make sure. If Cammack wasn’t interested he wasn’t going to waste
-precious ammunition.
-
-“Yes. What’s the wonderful information?”
-
-“I went around to the St. Paul office to-day, as I do in my
-news-gathering rounds two or three times a week, and my friend
-there said to me: ‘The Old Man is selling stock.’ He meant William
-Rockefeller. ‘Is he really, Jimmy?’ I said to him, and he answered,
-‘Yes; he is selling fifteen hundred shares every three-eighths of a
-point up. I’ve been transferring the stock for two or three days now.’
-I didn’t lose any time, but came right over to tell you.”
-
-Cammack was not easily excited, and, moreover, was so accustomed to
-having all manner of people rush madly into his office with all manner
-of news, gossip, rumors, tips and lies that he had grown distrustful of
-them all. He merely said now, “Are you sure you heard right, Joseph?”
-
-“Am I sure? Certainly I am sure! Do you think I am deaf?” said Joseph.
-
-“Are you sure of your man?”
-
-“Absolutely!” declared Joseph. “I’ve known him for years. He has never
-lied to me. He wouldn’t! No object! I know he is absolutely reliable
-and I’d stake my life on what he tells me. I know him as well as I know
-anybody in this world--a great deal better than you seem to know me,
-after all these years.”
-
-“Sure of him, eh?” And Cammack again looked at Joseph. Then he said,
-“Well, you ought to know.” He called his broker, W. B. Wheeler. Joseph
-expected to hear him give an order to sell at least fifty thousand
-shares of St. Paul. William Rockefeller was disposing of his holdings
-in St. Paul, taking advantage of the strength of the market. Whether it
-was investment stock or speculative holdings was irrelevant. The one
-important fact was that the best stock trader of the Standard Oil crowd
-was getting out of St. Paul. What would the average man have done if he
-had received the news from a trustworthy source? No need to ask.
-
-But Cammack, the ablest bear operator of his day, who was bearish on
-the market just then, said to his broker, “Billy, go over to the board
-and buy fifteen hundred St. Paul every three-eighths up.” The stock was
-then in the nineties.
-
-“Don’t you mean sell?” interjected Joseph hastily. He was no novice in
-Wall Street, but he was thinking of the market from the point of view
-of the newspaper man and, incidentally, of the general public. The
-price certainly ought to go down on the news of inside selling. And
-there was no better inside selling than Mr. William Rockefeller’s. The
-Standard Oil getting out and Cammack buying! It couldn’t be!
-
-“No,” said Cammack; “I mean buy!”
-
-“Don’t you believe me?”
-
-“Yes!”
-
-“Don’t you believe my information?”
-
-“Yes.”
-
-“Aren’t you bearish?”
-
-“Yes.”
-
-“Well, then?”
-
-“That’s why I’m buying. Listen to me now: You keep in touch with that
-reliable friend of yours and the moment the scaled selling stops, let
-me know. Instantly! Do you understand?”
-
-“Yes,” said Joseph, and went away, not quite sure he could fathom
-Cammack’s motives in buying William Rockefeller’s stock. It was the
-knowledge that Cammack was bearish on the entire market that made his
-manœuvre so difficult to explain. However, Joseph saw his friend the
-transfer clerk and told him he wanted to be tipped off when the Old Man
-got through selling. Regularly twice a day Joseph called on his friend
-to inquire.
-
-One day the transfer clerk told him, “There isn’t any more stock coming
-from the Old Man.” Joseph thanked him and ran to Cammack’s office with
-the information.
-
-Cammack listened attentively, turned to Wheeler and asked, “Billy,
-how much St. Paul have we got in the office?” Wheeler looked it up and
-reported that they had accumulated about sixty thousand shares.
-
-Cammack, being bearish, had been putting out short lines in the other
-Grangers as well as in various other stocks, even before he began to
-buy St. Paul. He was now heavily short of the market. He promptly
-ordered Wheeler to sell the sixty thousand shares of St. Paul that
-they were long of, and more besides. He used his long holdings of St.
-Paul as a lever to depress the general list and greatly benefit his
-operations for a decline.
-
-St. Paul didn’t stop on that move until it reached forty-four and
-Cammack made a killing in it. He played his cards with consummate
-skill and profited accordingly. The point I would make is his habitual
-attitude toward trading. He didn’t have to reflect. He saw instantly
-what was far more important to him than his profit on that one stock.
-He saw that he had providentially been offered an opportunity to begin
-his big bear operations not only at the proper time but with a proper
-initial push. The St. Paul tip made him buy instead of sell because he
-saw at once that it gave him a vast supply of the best ammunition for
-his bear campaign.
-
-To get back to myself. After I closed my trade in wheat and corn I went
-South in my yacht. I cruised about in Florida waters, having a grand
-old time. The fishing was great. Everything was lovely. I didn’t have a
-care in the world and I wasn’t looking for any.
-
-One day I went ashore at Palm Beach. I met a lot of Wall Street friends
-and others. They were all talking about the most picturesque cotton
-speculator of the day. A report from New York had it that Percy Thomas
-had lost every cent. It wasn’t a commercial bankruptcy; merely the
-rumor of the world-famous operator’s second Waterloo in the cotton
-market.
-
-I had always felt a great admiration for him. The first I ever heard of
-him was through the newspapers at the time of the failure of the Stock
-Exchange house of Sheldon & Thomas, when Thomas tried to corner cotton.
-Sheldon, who did not have the vision or the courage of his partner, got
-cold feet on the very verge of success. At least, so the Street said
-at the time. At all events, instead of making a killing they made one
-of the most sensational failures in years. I forget how many millions.
-The firm was wound up and Thomas went to work alone. He devoted himself
-exclusively to cotton and it was not long before he was on his feet
-again. He paid off his creditors in full with interest--debts he was
-not legally obliged to discharge--and withal had a million dollars
-left to himself. His comeback in the cotton market was in its way as
-remarkable as Deacon S. V. White’s famous stock-market exploit of
-paying off one million dollars in one year. Thomas’ pluck and brains
-made me admire him immensely.
-
-Everybody in Palm Beach was talking about the collapse of Thomas’ deal
-in March cotton. You know how the talk goes--and grows; the amount of
-misinformation and exaggeration and improvements that you hear. Why,
-I’ve seen a rumor about myself grow so that the fellow who started it
-did not recognize it when it came back to him in less than twenty-four
-hours, swollen with new and picturesque details.
-
-The news of Percy Thomas’ latest misadventure turned my mind from the
-fishing to the cotton market. I got files of the trade papers and read
-them to get a line on conditions. When I got back to New York I gave
-myself up to studying the market. Everybody was bearish and everybody
-was selling July cotton. You know how people are. I suppose it is the
-contagion of example that makes a man do something because everybody
-around him is doing the same thing. Perhaps it is some phase or variety
-in the herd instinct. In any case it was, in the opinion of hundreds
-of traders, the wise and proper thing to sell July cotton--and so safe
-too! You couldn’t call that general selling reckless; the word is too
-conservative. The traders simply saw one side to the market and a great
-big profit. They certainly expected a collapse in prices.
-
-I saw all this, of course, and it struck me that the chaps who were
-short didn’t have a terrible lot of time to cover in. The more I
-studied the situation the clearer I saw this, until I finally decided
-to buy July cotton. I went to work and quickly bought one hundred
-thousand bales. I experienced no trouble in getting it because it
-came from so many sellers. It seemed to me that I could have offered
-a reward of one million dollars for the capture, dead or alive, of a
-single trader who was not selling July cotton and nobody would have
-claimed it.
-
-I should say this was in the latter part of May. I kept buying more
-and they kept on selling it to me until I had picked up all the
-floating contracts and I had one hundred and twenty thousand bales. A
-couple of days after I had bought the last of it it began to go up.
-Once it started the market was kind enough to keep on doing very well
-indeed--that is, it went up from forty to fifty points a day.
-
-One Saturday--this was about ten days after I began operations--the
-price began to creep up. I did not know whether there was any more July
-cotton for sale. It was up to me to find out, so I waited until the
-last ten minutes. At that time, I knew, it was usual for those fellows
-to be short and if the market closed up for the day they would be
-safely hooked. So I sent in four different orders to buy five thousand
-bales each, at the market, at the same time. That ran the price up
-thirty points and the shorts were doing their best to wriggle away. The
-market closed at the top. All I did, remember, was to buy that last
-twenty thousand bales.
-
-The next day was Sunday. But on Monday, Liverpool was due to open up
-twenty points to be on a parity with the advance in New York. Instead,
-it came fifty points higher. That meant that Liverpool had exceeded
-our advance by 100 per cent. I had nothing to do with the rise in that
-market. This showed me that my deductions had been sound and that I
-was trading along the line of least resistance. At the same time I was
-not losing sight of the fact that I had a whopping big line to dispose
-of. A market may advance sharply or rise gradually and yet not possess
-the power to absorb more than a certain amount of selling.
-
-Of course the Liverpool cables made our own market wild. But I noticed
-the higher it went the scarcer July cotton seemed to be. I wasn’t
-letting go any of mine. Altogether that Monday was an exciting and not
-very cheerful day for the bears; but for all that, I could detect no
-signs of impending bear panic; no beginnings of a blind stampede to
-cover. And I had one hundred and forty thousand bales for which I must
-find a market.
-
-On Tuesday morning as I was walking to my office I met a friend at the
-entrance of the building.
-
-“That was quite a story in the _World_ this morning,” he said with a
-smile.
-
-“What story?” I asked.
-
-“What? Do you mean to tell me you haven’t seen it?”
-
-“I never see the _World_,” I said. “What is the story?”
-
-“Why, it’s all about you. It says you’ve got July cotton cornered.”
-
-“I haven’t seen it,” I told him and left him. I don’t know whether he
-believed me or not. He probably thought it was highly inconsiderate of
-me not to tell him whether it was true or not.
-
-When I got to the office I sent out for a copy of the paper. Sure
-enough, there it was, on the front page, in big headlines:
-
- JULY COTTON CORNERED BY LARRY LIVINGSTON
-
-Of course I knew at once that the article would play the dickens with
-the market. If I had deliberately studied ways and means of disposing
-of my one hundred and forty thousand bales to the best advantage I
-couldn’t have hit upon a better plan. It would not have been possible
-to find one. That article at that very moment was being read all over
-the country either in the _World_ or in other papers quoting it. It had
-been cabled to Europe. That was plain from the Liverpool prices. That
-market was simply wild. No wonder, with such news.
-
-Of course I knew what New York would do, and what I ought to do. The
-market here opened at ten o’clock. At ten minutes after ten I did not
-own any cotton. I let them have every one of my one hundred and forty
-thousand bales. For most of my line I received what proved to be the
-top prices of the day. The traders made the market for me. All I really
-did was to see a heaven-sent opportunity to get rid of my cotton. I
-grasped it because I couldn’t help it. What else could I do?
-
-The problem that I knew would take a great deal of hard thinking to
-solve was thus solved for me by an accident. If the _World_ had not
-published that article I never would have been able to dispose of my
-line without sacrificing the greater portion of my paper profits.
-Selling one hundred and forty thousand bales of cotton without sending
-the price down was a trick beyond my powers. But the _World_ story
-turned it for me very nicely.
-
-Why the _World_ published it I cannot tell you. I never knew. I suppose
-the writer was tipped off by some friend in the cotton market and he
-thought he was printing a scoop. I didn’t see him or anybody from the
-_World_. I didn’t know it was printed that morning until after nine
-o’clock; and if it had not been for my friend calling my attention to
-it I would not have know it then.
-
-Without it I wouldn’t have had a market _big_ enough to unload in. That
-is one trouble about trading on a large scale. You cannot sneak out as
-you can when you pike along. You cannot always sell out when you wish
-or when you think it wise. You have to get out when you can; when you
-have a market that will absorb your entire line. Failure to grasp the
-opportunity to get out may cost you millions. You cannot hesitate. If
-you do you are lost. Neither can you try stunts like running up the
-price on the bears by means of competitive buying, for you may thereby
-reduce the absorbing capacity. And I want to tell you that perceiving
-your opportunity is not as easy as it sounds. A man must be on the
-lookout so alertly that when his chance sticks in its head at his door
-he must grab it.
-
-Of course not everybody knew about my fortunate accident. In Wall
-Street, and, for that matter, everywhere else, any accident that makes
-big money for a man is regarded with suspicion. When the accident is
-unprofitable it is never considered an accident but the logical outcome
-of your hoggishness or of the swelled head. But when there is a profit
-they call it loot and talk about how well unscrupulousness fares, and
-how ill conservatism and decency.
-
-It was not only the _evil-minded shorts_ smarting under punishment
-brought about by their own recklessness who accused me of having
-deliberately planned the coup. Other people thought the same thing.
-
-One of the biggest men in cotton in the entire world met me a day or
-two later and said, “That was certainly the slickest deal you ever put
-over, Livingston. I was wondering how much you were going to lose when
-you came to market that line of yours. You knew this market was not big
-enough to take more than fifty or sixty thousand bales without selling
-off, and how you were going to work off the rest and not lose all your
-paper profits was beginning to interest me. I didn’t think of your
-scheme. It certainly was slick.”
-
-“I had nothing to do with it,” I assured him as earnestly as I could.
-
-But all he did was to repeat: “Mighty slick, my boy. Mighty slick!
-Don’t be so modest!”
-
-It was after that deal that some of the papers referred to me as the
-Cotton King. But, as I said, I really was not entitled to that crown.
-It is not necessary to tell you that there is not enough money in the
-United States to buy the columns of the New York _World_ or enough
-personal pull to secure the publication of a story like that. It gave
-me an utterly unearned reputation that time.
-
-But I have not told this story to moralize on the crowns that are
-sometimes pressed down upon the brows of undeserving traders or to
-emphasize the need of seizing the opportunity, no matter where or
-how it comes. My object merely was to account for the vast amount of
-newspaper notoriety that came to me as a result of my deal in July
-cotton. If it hadn’t been for the newspapers I never would have met
-that remarkable man, Percy Thomas.
-
-
-
-
-_XII_
-
-
-Not long after I closed my July cotton deal more successfully than I
-had expected I received by mail a request for an interview. The letter
-was signed by Percy Thomas. Of course I immediately answered that I’d
-be glad to see him at my office at any time he cared to call. The next
-day he came.
-
-I had long admired him. His name was a household word wherever men took
-an interest in growing or buying or selling cotton. In Europe as well
-as all over this country people quoted _Percy Thomas’_ opinions to me.
-I remember once at a Swiss resort talking to a Cairo banker who was
-interested in cotton growing in Egypt in association with the late Sir
-Ernest Cassel. When he heard I was from New York he immediately asked
-me about Percy Thomas, whose market reports he received and read with
-unfailing regularity.
-
-Thomas, I always thought, went about his business scientifically. He
-was a true speculator, a thinker with the vision of a dreamer and the
-courage of a fighting man--an unusually well-informed man, who knew
-both the theory and the practice of trading in cotton. He loved to hear
-and to express ideas and theories and abstractions, and at the same
-time there was mighty little about the practical side of the cotton
-market or the psychology of cotton traders that he did not know, for he
-had been trading for years and had made and lost vast sums.
-
-After the failure of his old Stock Exchange firm of Sheldon &
-Thomas he went it alone. Inside of two years he came back, almost
-spectacularly. I remember reading in the _Sun_ that the first thing he
-did when he got back on his feet financially was to pay off his old
-creditors in full, and the next was to hire an expert to study and
-determine for him how he had best invest a million dollars. This expert
-examined the properties and analysed the reports of several companies
-and then recommended the purchase of Delaware & Hudson stock.
-
-Well, after having failed for millions and having come back with more
-millions, Thomas was cleaned out as the result of his deal in March
-Cotton. There wasn’t much time wasted after he came to see me. He
-proposed that we form a working alliance. Whatever information he
-got he would immediately turn over to me before passing it on to the
-public. My part would be to do the actual trading, for which he said I
-had a special genius and he hadn’t.
-
-That did not appeal to me for a number of reasons. I told him frankly
-that I did not think I could run in double harness and wasn’t keen
-about trying to learn. But he insisted that it would be an ideal
-combination until I said flatly that I did not want to have anything to
-do with influencing other people to trade.
-
-“If I fool myself,” I told him, “I alone suffer and I pay the bill at
-once. There are no drawn-out payments or unexpected annoyances. I play
-a lone hand by choice and also because it is the wisest and cheapest
-way to trade. I get my pleasure out of matching my brains against the
-brains of other traders--men whom I have never seen and never talked
-to and never advised to buy or sell and never expect to meet or know.
-When I make money I make it backing my own opinions. I don’t sell them
-or capitalise them. If I made money in any other way I would imagine I
-had not earned it. Your proposition does not interest me because I am
-interested in the game only as I play it for myself and in my own way.”
-
-He said he was sorry I felt the way I did, and tried to convince me
-that I was wrong in rejecting his plan. But I stuck to my views. The
-rest was a pleasant talk. I told him I knew he would “come back” and
-that I would consider it a privilege if he would allow me to be of
-financial assistance to him. But he said he could not accept any loans
-from me. Then he asked me about my July deal and I told him all about
-it; how I had gone into it and how much cotton I bought and the price
-and other details. We chatted a little more and then he went away.
-
-When I said to you some time ago that a speculator has a host of
-enemies, many of whom successfully bore from within, I had in mind my
-many mistakes. I have learned that a man may possess an original mind
-and a lifelong habit of independent thinking and withal be vulnerable
-to attacks by a persuasive personality. I am fairly immune from the
-commoner speculative ailments, such as greed and fear and hope. But
-being an ordinary man I find I can err with great ease.
-
-I ought to have been on my guard at this particular time because not
-long before that I had had an experience that proved how easily a
-man may be talked into doing something against his judgment and even
-against his wishes. It happened in Harding’s office. I had a sort of
-private office--a room that they let me occupy by myself--and nobody
-was supposed to get to me during market hours without my consent. I
-didn’t wish to be bothered and, as I was trading on a very large scale
-and my account was fairly profitable, I was pretty well guarded.
-
-One day just after the market closed I heard somebody say, “Good
-afternoon, Mr. Livingston.”
-
-I turned and saw an utter stranger--a chap of about thirty-five. I
-could not understand how he’d got in, but there he was. I concluded
-his business with me had passed him. But I didn’t say anything. I just
-looked at him and pretty soon he said, “I came to see you about that
-Walter Scott,” and he was off.
-
-He was a book agent. Now, he was not particularly pleasing of manner or
-skillful of speech. Neither was he especially attractive to look at.
-But he certainly had personality. He talked and I thought I listened.
-But I do not know what he said. I don’t think I ever knew, not even
-at the time. When he finished his monologue he handed me first his
-fountain pen and then a blank form, which I signed. It was a contract
-to take a set of Scott’s works for five hundred dollars.
-
-The moment I signed I came to. But he had the contract safe in his
-pocket. I did not want the books. I had no place for them. They weren’t
-of any use whatever to me. I had nobody to give them to. Yet I had
-agreed to buy them for five hundred dollars.
-
-I am so accustomed to losing money that I never think first of that
-phase of my mistakes. It is always the play itself, the reason why.
-In the first place I wish to know my own limitations and habits of
-thought. Another reason is that I do not wish to make the same mistake
-a second time. _A man can excuse his mistakes only by capitalising them
-to his subsequent profit._
-
-Well, having made a five-hundred dollar mistake but not yet having
-localised the trouble, I just looked at the fellow to size him up as
-a first step. I’ll be hanged if he didn’t actually smile at me--an
-understanding little smile! He seemed to read my thoughts. I somehow
-knew that I did not have to explain anything to him; he knew it without
-my telling him. So I skipped the explanations and the preliminaries
-and asked him, “How much commission will you get on that five hundred
-dollar order?”
-
-He promptly shook his head and said, “I can’t do it! Sorry!”
-
-“How much do you get?” I persisted.
-
-“A third. But I can’t do it!” he said.
-
-“A third of five hundred dollars is one hundred and sixty-six dollars
-and sixty-six cents. I’ll give you two hundred dollars cash if you
-give me back that signed contract.” And to prove it I took the money
-out of my pocket.
-
-“I told you I couldn’t do it,” he said.
-
-“Do all of your customers make the same offer to you?” I asked.
-
-“No,” he answered.
-
-“Then why were you so sure that I was going to make it?”
-
-“It is what your type of sport would do. You are a first-class loser
-and that makes you a first-class business man. I am much obliged to
-you, but I can’t do it.”
-
-“Now tell me why you do not wish to make more than your commission?”
-
-“It isn’t that exactly,” he said. “I am not working just for the
-commission.”
-
-“What are you working for then?”
-
-“For the commission and the record,” he answered.
-
-“What record?”
-
-“Mine.”
-
-“What are you driving at?”
-
-“Do you work for money alone?” he asked me.
-
-“Yes,” I said.
-
-“No.” And he shook his head. “No, you don’t. You wouldn’t get enough
-fun out of it. You certainly do not work merely to add a few more
-dollars to your bank account and you are not in Wall Street because you
-like easy money. You get your fun some other way. Well, same here.”
-
-I did not argue but asked him, “And how do you get your fun?”
-
-“Well,” he confessed, “we’ve all got a weak spot.”
-
-“And what’s yours?”
-
-“Vanity,” he said.
-
-“Well,” I told him, “you’ve succeeded in getting me to sign on. Now
-I want to sign off, and I am paying you two hundred dollars for ten
-minutes’ work. Isn’t that enough for your pride?”
-
-“No,” he answered. “You see, all the rest of the bunch have been
-working Wall Street for months and failed to make expenses. They said
-it was the fault of the goods and the territory. So the office sent for
-me to prove that the fault was with their salesmanship and not with
-the books or the place. They were working on a 25 per cent commission.
-I was in Cleveland, where I sold eighty-two sets in two weeks. I am
-here to sell a certain number of sets not only to people who did not
-buy from the other agents but to people they couldn’t even get to see.
-That’s why they give me 33⅓ per cent.”
-
-“I can’t quite figure out how you sold me that set.”
-
-“Why,” he said consolingly, “I sold J. P. Morgan a set.”
-
-“No, you didn’t,” I said.
-
-He wasn’t angry. He simply said, “Honest, I did.”
-
-“A set of Walter Scott to J. P. Morgan, who not only has some fine
-editions but probably the original manuscripts of some of the novels as
-well?”
-
-“Well, here’s his John Hancock.” And he promptly flashed on me a
-contract signed by J. P. Morgan himself. It might not have been Mr.
-Morgan’s signature, but it did not occur to me to doubt it at the time.
-Didn’t he have mine in his pocket? All I felt was curiosity. So I asked
-him, “How did you get past the librarian?”
-
-“I didn’t see any librarian. I saw the Old Man himself. In the office.”
-
-“That’s too much!” I said. Everybody knew that it was much harder to
-get into Mr. Morgan’s private office empty handed than into the White
-House with a parcel that ticked like an alarm clock.
-
-But he declared, “I did.”
-
-“But how did you get into his office?”
-
-“How did I get into yours?” he retorted.
-
-“I don’t know. You tell me,” I said.
-
-“Well, the way I got into Morgan’s office and the way I got into yours
-are the same. I just talked to the fellow at the door whose business it
-was not to let me in. And the way I got Morgan to sign was the same
-way I got you to sign. You weren’t signing a contract for a set of
-books. You just took the fountain pen I gave you and did what I asked
-you to do with it. No difference. Same as you.”
-
-“And is that really Morgan’s signature?” I asked him, about three
-minutes late with my skepticism.
-
-“Sure! He learned how to write his name when he was a boy.”
-
-“And that’s all there is to it?”
-
-“That’s all,” he answered. “I know exactly what I am doing. That’s
-all the secret there is. I am much obliged to you. Good day, Mr.
-Livingston.” And he started to go out.
-
-“Hold on,” I said. “I’m bound to have you make an even two hundred
-dollars out of me.” And I handed him thirty-five dollars.
-
-He shook his head. Then: “No,” he said. “I can’t do that. But I can do
-this!” And he took the contract from his pocket, tore it in two and
-gave me the pieces.
-
-I counted two hundred dollars and held the money before him, but he
-again shook his head.
-
-“Isn’t that what you meant?” I said.
-
-“No.”
-
-“Then, why did you tear up the contract?”
-
-“Because you did not whine, but took it as I would have taken it myself
-had I been in your place.”
-
-“But I offered you the two hundred dollars of my own accord,” I said.
-
-“I know; but money isn’t everything.”
-
-Something in his voice made me say, “You’re right; it isn’t. And now
-what do you really want me to do for you?”
-
-“You’re quick, aren’t you?” he said. “Do you really want to do
-something for me?”
-
-“Yes,” I told him, “I do. But whether I will or not depends what it is
-you have in mind.”
-
-“Take me with you into Mr. Ed Harding’s office and tell him to let me
-talk to him three minutes by the clock. Then leave me alone with him.”
-
-I shook my head and said, “He is a good friend of mine.”
-
-“He’s fifty years old and a stock broker,” said the book agent.
-
-That was perfectly true, so I took him into Ed’s office. I did not hear
-anything more from or about that book agent. But one evening some weeks
-later when I was going uptown I ran across him in a Sixth Avenue L
-train. He raised his hat very politely and I nodded back. He came over
-and asked me, “How do you do, Mr. Livingston? And how is Mr. Harding?”
-
-“He’s well. Why do you ask?” I felt he was holding back a story.
-
-“I sold him two thousand dollars’ worth of books that day you took me
-in to see him.”
-
-“He never said a word to me about it,” I said.
-
-“No; that kind doesn’t talk about it.”
-
-“What kind doesn’t talk?”
-
-“The kind that never makes mistakes on account of its being bad
-business to make them. That kind always knows what he wants and
-nobody can tell him different. That is the kind that’s educating my
-children and keeps my wife in good humor. You did me a good turn, Mr.
-Livingston. I expected it when I gave up the two hundred dollars you
-were so anxious to present to me.”
-
-“And if Mr. Harding hadn’t given you an order?”
-
-“Oh, but I knew he would. I had found out what kind of man he was. He
-was a cinch.”
-
-“Yes. But if he hadn’t bought any books?” I persisted.
-
-“I’d have come back to you and sold you something. Good day, Mr.
-Livingston. I am going to see the mayor.” And he got up as we pulled up
-at Park Place.
-
-“I hope you sell him ten sets,” I said. His Honor was a Tammany man.
-
-“I’m a Republican, too,” he said, and went out, not hastily, but
-leisurely, confident that the train would wait. And it did.
-
-I have told you this story in such detail because it concerned a
-remarkable man who made me buy what I did not wish to buy. He was the
-first man who did that to me. There never should have been a second,
-but there was. You can never bank on there being but one remarkable
-salesman in the world or on complete immunization from the influence of
-personality.
-
-When Percy Thomas left my office, after I had pleasantly but definitely
-declined to enter into a working alliance with him, I would have sworn
-that our business paths would never cross. I was not sure I’d ever see
-him again. But on the very next day he wrote me a letter thanking me
-for my offers of help and inviting me to come and see him. I answered
-that I would. He wrote again. I called.
-
-I got to see a great deal of him. It was always a pleasure for me
-to listen to him, he knew so much and he expressed his knowledge so
-interestingly. I think he is the most magnetic man I ever met.
-
-We talked of many things, for he is a widely read man with an
-amazing grasp of many subjects and a remarkable gift for interesting
-generalization. The wisdom of his speech is impressive; and as for
-plausibility, he hasn’t an equal. I have heard many people accuse Percy
-Thomas of many things, including insincerity, but I sometimes wonder
-if his remarkable plausibility does not come from the fact that he
-first convinces himself so thoroughly as to acquire thereby a greatly
-increased power to convince others.
-
-Of course we talked about market matters at great length. I was not
-bullish on cotton, but he was. I could not see the bull side at all,
-but he did. He brought up so many facts and figures that I ought to
-have been overwhelmed, but I wasn’t. I couldn’t disprove them because
-I could not deny their authenticity, but they did not shake my belief
-in what I read for myself. But he kept at it until I no longer felt
-sure of my own information as gathered from the trade papers and the
-dailies. That meant I couldn’t set the market with my own eyes. A man
-cannot be convinced against his own convictions, but he can be talked
-into a state of uncertainty and indecision, which is even worse, for
-that means that he cannot trade with confidence and comfort.
-
-I cannot say that I got all mixed up, exactly, but I lost my poise; or
-rather, I ceased to do my own thinking. I cannot give you in detail
-the various steps by which I reached the state of mind that was to
-prove so costly to me. I think it was his assurances of the accuracy
-of his figures, which were exclusively his, and the undependability of
-mine, which were not exclusively mine, but public property. He harped
-on the utter reliability, as proved time and again, of all his ten
-thousand correspondents throughout the South. In the end I came to read
-conditions as he himself read them--because we were both reading from
-the same page of the same book, held by him before my eyes. He has a
-logical mind. Once I accepted his facts it was a cinch that my own
-conclusions, derived from his facts, would agree with his own.
-
-When he began his talks with me about the cotton situation I not only
-was bearish but I was short of the market. Gradually, as I began
-to accept his facts and figures, I began to fear I had been basing
-my previous position on misinformation. Of course I could not feel
-that way and not cover. And once I had covered because Thomas made
-me think I was wrong, I simply had to go long. It is the way my mind
-works. You know, I have done nothing in my life but trade in stocks
-and commodities. I naturally think that if it is wrong to be bearish
-it must be right to be a bull. And if it is right to be a bull it is
-imperative to buy. As my old Palm Beach friend said Pat Hearne used to
-say, “You can’t tell till you bet!” I must prove whether I am right on
-the market or not; and the proofs are to be read only in my brokers’
-statements at the end of the month.
-
-I started in to buy cotton and in a jiffy I had my usual line, about
-sixty thousand bales. It was the most asinine play of my career.
-Instead of standing or falling by my own observation and deductions I
-was merely playing another man’s game. It was eminently fitting that my
-silly plays should not end with that. I not only bought when I had no
-business to be bullish but I didn’t accumulate my line in accordance
-with the promptings of experience. I wasn’t trading right. Having
-listened, I was lost.
-
-The market was not going my way. I am never afraid or impatient when
-I am sure of my position. But the market didn’t act the way it should
-have acted had Thomas been right. Having taken the first wrong step I
-took the second and the third, and of course it muddled me all up. I
-allowed myself to be persuaded not only into not taking my loss but
-into holding up the market. That is a style of play foreign to my
-nature and contrary to my trading principles and theories. Even as a
-boy in the bucket shops I had known better. But I was not myself. I was
-another man--a Thomasized person.
-
-I not only was long of cotton but I was carrying a heavy line of
-wheat. That was doing famously and showed me a handsome profit. My
-fool efforts to bolster up cotton had increased my line to about one
-hundred and fifty thousand bales. I may tell you that about this time
-I was not feeling very well. I don’t say this to furnish an excuse for
-my blunders, but merely to state a pertinent fact. I remember I went to
-Bayshore for a rest.
-
-While there I did some thinking. It seemed to me that my speculative
-commitments were overlarge. I am not timid as a rule, but I got to
-feeling nervous and that made me decide to lighten my load. To do this
-I must clean up either the cotton or the wheat.
-
-It seems incredible that knowing the game as well as I did and with
-an experience of twelve or fourteen years of speculating in stocks
-and commodities _I did precisely the wrong thing_. _The cotton showed
-me a loss and I kept it. The wheat showed me a profit and I sold it
-out._ It was an utterly foolish play, but all I can say in extenuation
-is that it wasn’t really my deal, but Thomas’. _Of all speculative
-blunders there are few greater than trying to average a losing game._
-My cotton deal proved it to the hilt a little later. _Always sell
-what shows you a loss and keep what shows you a profit._ That was so
-obviously the wise thing to do and was so well known to me that even
-now I marvel at myself for doing the reverse.
-
-And so I sold my wheat, deliberately cut short my profit in it. After I
-got out of it the price went up twenty cents a bushel without stopping.
-If I had kept it I might have taken a profit of about eight million
-dollars. And having decided to keep on with the losing proposition I
-bought more cotton!
-
-I remember very clearly how every day I would buy cotton, more cotton.
-And why do you think I bought it? To keep the price from going down!
-If that isn’t a supersucker play, what is? I simply kept putting up
-more and more money--more money to lose eventually. My brokers and my
-intimate friends couldn’t understand it; and they don’t to this day.
-Of course if the deal had turned out differently I would have been a
-wonder. More than once I was warned against placing too much reliance
-on Percy Thomas’ brilliant analyses. To this I paid no heed, but kept
-on buying cotton to keep it from going down. I was even buying it in
-Liverpool. I accumulated four hundred and forty thousand bales before I
-realized what I was doing. And then it was too late. So I sold out my
-line.
-
-I lost nearly all that I had made out of all my other deals in stocks
-and commodities. I was not completely cleaned out, but I had left fewer
-hundreds of thousands than I had millions before I met my brilliant
-friend Percy Thomas. For me of all men to violate all the laws that
-experience had taught me to observe in order to prosper was more than
-asinine.
-
-_To learn that a man can make foolish plays for no reason whatever was
-a valuable lesson._ It cost me millions to learn that another dangerous
-enemy to a trader is his susceptibility to the urgings of a magnetic
-personality when plausibly expressed by a brilliant mind. It has always
-seemed to me, however, that I might have learned my lesson quite as
-well if the cost had been only one million. But Fate does not always
-let you fix the tuition fee. She delivers the educational wallop and
-presents her own bill, knowing you have to pay it, no matter what the
-amount may be. Having learned what folly I was capable of I closed that
-particular incident. Percy Thomas went out of my life.
-
-There I was, with more than nine-tenths of my stake, as Jim Fisk used
-to say, gone where the woodbine twineth--up the spout. I had been a
-millionaire rather less than a year. My millions I had made by using
-brains, helped by luck. I had lost them by reversing the process. I
-sold my two yachts and was decidedly less extravagant in my manner of
-living.
-
-But that one blow wasn’t enough. Luck was against me. I ran up first
-against illness and then against the urgent need of two hundred
-thousand dollars in cash. A few months before that sum would have
-been nothing at all; but now it meant almost the entire remnant of my
-fleet-winged fortune. I had to supply the money and the question was:
-Where would I get it? I didn’t want to take it out of the balance I
-kept at my brokers’ because if I did I wouldn’t have much of a margin
-left for my own trading; and I needed trading facilities more than
-ever if I was to win back my millions quickly. There was only one
-alternative that I could see, and that was to take it out of the stock
-market!
-
-Just think of it! If you know much about the average customer of the
-average commission house you will agree with me that the hope of making
-the stock market pay your bill is one of the most prolific sources of
-loss in Wall Street. You will chip out all you have if you adhere to
-your determination.
-
-Why, in Harding’s office one winter a little bunch of high flyers
-spent thirty or forty thousand dollars for an overcoat--and not one
-of them lived to wear it. It so happened that a prominent floor
-trader--who since has become world-famous as one of the dollar-a-year
-men--came down to the Exchange wearing a fur overcoat lined with
-sea otter. In those days, before furs went up sky high, that coat
-was valued at only ten thousand dollars. Well, one of the chaps in
-Harding’s office, Bob Keown, decided to get a coat lined with Russian
-sable. He priced one uptown. The cost was about the same, ten thousand
-dollars.
-
-“That’s the devil of a lot of money,” objected one of the fellows.
-
-“Oh, fair! Fair!” admitted Bob Keown amiably. “About a week’s
-wages--unless you guys promise to present it to me as a slight but
-sincere token of the esteem in which you hold the nicest man in the
-office. Do I hear the presentation speech? No? Very well. I shall let
-the stock market buy it for me!”
-
-“Why do you want a sable coat?” asked Ed Harding.
-
-“It would look particularly well on a man of my inches,” replied Bob,
-drawing himself up.
-
-“And how did you say you were going to pay for it?” asked Jim Murphy,
-who was the star tip-chaser of the office.
-
-“By a judicious investment of a temporary character, James. That’s
-how,” answered Bob, who knew that Murphy merely wanted a tip.
-
-Sure enough, Jimmy asked, “What stock are you going to buy?”
-
-“Wrong as usual, friend. This is no time to buy anything. I propose to
-sell five thousand Steel. It ought to go down ten points at the least.
-I’ll just take two and a half points net. That is conservative, isn’t
-it?”
-
-“What do you hear about it?” asked Murphy eagerly. He was a tall thin
-man with black hair and a hungry look, due to his never going out to
-lunch for fear of missing something on the tape.
-
-“I hear that coat’s the most becoming I ever planned to get.” He turned
-to Harding and said, “Ed, sell five thousand U.S. Steel common at the
-market. To-day, darling!”
-
-He was a plunger, Bob was, and liked to indulge in humorous talk. It
-was his way of letting the world know that he had an iron nerve. He
-sold five thousand Steel, and the stock promptly went up. Not being
-half as big an ass as he seemed when he talked, Bob stopped his loss
-at one and a half points and confided to the office that the New
-York climate was too benign for fur coats. They were unhealthy and
-ostentatious. The rest of the fellows jeered. But it was not long
-before one of them bought some Union Pacific to pay for the coat. He
-lost eighteen hundred dollars and said sables were all right for the
-outside of a woman’s wrap, but not for the inside of a garment intended
-to be worn by a modest and intelligent man.
-
-After that, one after another of the fellows tried to coax the market
-to pay for that coat. One day I said I would buy it to keep the office
-from going broke. But they all said that it wasn’t a sporting thing to
-do; that if I wanted the coat for myself I ought to let the market give
-it to me. But Ed Harding strongly approved of my intention and that
-same afternoon I went to the furrier’s to buy it. I found out that a
-man from Chicago had bought it the week before.
-
-That was only one case. There isn’t a man in Wall Street who has
-not lost money trying to make the market pay for an automobile or a
-bracelet or a motor boat or a painting. I could build a huge hospital
-with the birthday presents that the tight-fisted stock market has
-refused to pay for. In fact, of all hoodoos in Wall Street I think the
-resolve to induce the stock market to act as a fairy godmother is the
-busiest and most persistent.
-
-Like all well-authenticated hoodoos this has its reason for being.
-What does a man do when he sets out to make the stock market pay for
-a sudden need? Why, he merely hopes. He gambles. He therefore runs
-much greater risks than he would if he were speculating intelligently,
-in accordance with opinions or beliefs logically arrived at after a
-dispassionate study of underlying conditions. To begin with, he is
-after an immediate profit. He cannot afford to wait. The market must
-be nice to him at once if at all. He flatters himself that he is not
-asking more than to place an even-money bet. Because he is prepared
-to run quick--say, stop his loss at two points when all he hopes to
-make is two points--he hugs the fallacy that he is merely taking a
-fifty-fifty chance. Why, I’ve known men to lose thousands of dollars
-on such trades, particularly on purchases made at the height of a bull
-market just before a moderate reaction. It certainly is no way to trade.
-
-Well, that crowning folly of my career as a stock operator was the
-last straw. It beat me. I lost what little my cotton deal had left me.
-It did even more harm, for I kept on trading--and losing. I persisted
-in thinking that the stock market must perforce make money for me in
-the end. But the only end in sight was the end of my resources. I went
-into debt, not only to my principal brokers but to other houses that
-accepted business from me without my putting up an adequate margin. I
-not only got in debt but I stayed in debt from then on.
-
-
-
-
-_XIII_
-
-
-There I was, once more broke, which was bad, and dead wrong in my
-trading, which was a sight worse. I was sick, nervous, upset and unable
-to reason calmly. That is, I was in the frame of mind in which no
-speculator should be when he is trading. Everything went wrong with me.
-Indeed, I began to think that I could not recover my departed sense of
-proportion. Having grown accustomed to swinging a big line--say, more
-than a hundred thousand shares of stock--I feared I would not show good
-judgment trading in a small way. It scarcely seemed worthwhile being
-right when all you carried was a hundred shares of stock. After the
-habit of taking a big profit on a big line I wasn’t sure I would know
-when to take my profit on a small line. I can’t describe to you how
-weaponless I felt.
-
-Broke again and incapable of assuming the offensive vigorously. In
-debt and wrong! After all those long years of successes, tempered by
-mistakes that really served to pave the way for greater successes, I
-was now worse off than when I began in the bucket shops. I had learned
-a great deal about the game of stock speculation, but I had not learned
-quite so much about the play of human weaknesses. There is no mind
-so machinelike that you can depend upon it to function with equal
-efficiency at all times. I now learned that I could not trust myself to
-remain equally unaffected by men and misfortunes at all times.
-
-Money losses have never worried me in the slightest. But other
-troubles could and did. I studied my disaster in detail and of course
-found no difficulty in seeing just where I had been silly. I spotted
-the exact time and place. A man must know himself thoroughly if he is
-going to make a good job out of trading in the speculative markets. To
-know what I was capable of in the line of folly was a long educational
-step. I sometimes think that no price is too high for a speculator
-to pay to learn that which will keep him from getting the swelled
-head. A great many smashes by brilliant men can be traced directly to
-the swelled head--an expensive disease everywhere to everybody, but
-particularly in Wall Street to a speculator.
-
-I was not happy in New York, feeling the way I did. I didn’t want to
-trade, because I wasn’t in good trading trim. I decided to go away
-and seek a stake elsewhere. The change of scene could help me to find
-myself again, I thought. So once more I left New York, beaten by the
-game of speculation. I was worse than broke, since I owed over one
-hundred thousand dollars spread among various brokers.
-
-I went to Chicago and there found a stake. It was not a very
-substantial stake, but that merely meant that I would need a little
-more time to win back my fortune. A house that I once had done business
-with had faith in my ability as a trader and they were willing to prove
-it by allowing me to trade in their office in a small way.
-
-I began very conservatively. I don’t know how I might have fared had I
-stayed there. But one of the most remarkable experiences in my career
-cut short my stay in Chicago. It is an almost incredible story.
-
-One day I got a telegram from Lucius Tucker. I had known him when he
-was the office manager of a Stock Exchange firm that I had at times
-given some business to, but I had lost track of him. The telegram read:
-
- Come to New York at once.
- L. TUCKER.
-
-I knew that he knew from mutual friends how I was fixed and therefore
-it was certain he had something up his sleeve. At the same time I had
-no money to throw away on an unnecessary trip to New York; so instead
-of doing what he asked me to do I got him on the long distance.
-
-“I got your telegram,” I said. “What does it mean?”
-
-“It means that a big banker in New York wants to see you,” he answered.
-
-“Who is it?” I asked. I couldn’t imagine who it could be.
-
-“I’ll tell you when you come to New York. No use otherwise.”
-
-“You say he wants to see me?”
-
-“He does.”
-
-“What about?”
-
-“He’ll tell you in person if you give him a chance,” said Lucius.
-
-“Can’t you write me?”
-
-“No.”
-
-“Then tell me more plainly,” I said.
-
-“I don’t want to.”
-
-“Look here, Lucius,” I said, “just tell me this much: Is this a fool
-trip?”
-
-“Certainly not. It will be to your advantage to come.”
-
-“Can’t you give me an inkling?”
-
-“No,” he said. “It wouldn’t be fair to him. And besides, I don’t know
-just how much he wants to do for you. But take my advice: Come, and
-come quick.”
-
-“Are you sure it is I that he wishes to see?”
-
-“Nobody else but you will do. Better come, I tell you. Telegraph me
-what train you take and I’ll meet you at the station.”
-
-“Very well,” I said, and hung up.
-
-I didn’t like quite so much mystery, but I knew that Lucius was
-friendly and that he must have a good reason for talking the way he
-did. I wasn’t faring so sumptuously in Chicago that it would break my
-heart to leave it. At the rate I was trading it would be a long time
-before I could get together enough money to operate on the old scale.
-
-I came back to New York, not knowing what would happen. Indeed, more
-than once during the trip I feared nothing at all would happen and that
-I’d be out my railroad fare and my time. I could not guess that I was
-about to have the most curious experience of my entire life.
-
-Lucius met me at the station and did not waste any time in telling me
-that he had sent for me at the urgent request of Mr. Daniel Williamson,
-of the well-known Stock Exchange house of Williamson & Brown. Mr.
-Williamson told Lucius to tell me that he had a business proposition
-to make to me that he was sure I would accept since it would be very
-profitable for me. Lucius swore he didn’t know what the proposition
-was. The character of the firm was a guaranty that nothing improper
-would be demanded of me.
-
-Dan Williamson was the senior member of the firm, which was founded by
-Egbert Williamson way back in the ’70’s. There was no Brown and hadn’t
-been one in the firm for years. The house had been, very prominent
-in Dan’s father’s time and Dan had inherited a considerable fortune
-and didn’t go after much outside business. They had one customer who
-was worth a hundred average customers and that was Alvin Marquand,
-Williamson’s brother-in-law, who in addition to being a director in
-a dozen banks and trust companies was the president of the great
-Chesapeake and Atlantic Railroad system. He was the most picturesque
-personality in the railroad world after James J. Hill, and was the
-spokesman and dominant member of the powerful banking coterie known as
-the Fort Dawson gang. He was worth from fifty million to five hundred
-million dollars, the estimate depending upon the state of the speaker’s
-liver. When he died they found out that he was worth two hundred and
-fifty million dollars, all made in Wall Street. So you see he was some
-customer.
-
-Lucius told me he had just accepted a position with Williamson &
-Brown--one that was made for him. He was supposed to be a sort of
-circulating general business getter. The firm was after a general
-commission business and Lucius had induced Mr. Williamson to open a
-couple of branch offices, one in one of the big hotels uptown and the
-other in Chicago. I rather gathered that I was going to be offered a
-position in the latter place, possibly as office manager, which was
-something I would not accept. I didn’t jump on Lucius because I thought
-I’d better wait until the offer was made before I refused it.
-
-Lucius took me into Mr. Williamson’s private office, introduced me to
-his chief and left the room in a hurry, as though he wished to avoid
-being called as witness in a case in which he knew both parties. I
-prepared to listen and then to say no.
-
-Mr. Williamson was very pleasant. He was a thorough gentleman,
-with polished manners and a kindly smile. I could see that he made
-friends easily and kept them. Why not? He was healthy and therefore
-good-humored. He had slathers of money and therefore could not be
-suspected of sordid motives. These things, together with his education
-and social training, made it easy for him to be not only polite but
-friendly, and not only friendly but helpful.
-
-I said nothing. I had nothing to say and, besides, I always let the
-other man have his say in full before I do any talking. Somebody
-told me that the late James Stillman, president of the National City
-Bank--who, by the way, was an intimate friend of Williamson’s--made
-it his practice to listen in silence, with an impassive face, to
-anybody who brought a proposition to him. After the man got through Mr.
-Stillman continued to look at him, as though the man had not finished.
-So the man, feeling urged to say something more, did so. Simply by
-looking and listening Stillman often made the man offer terms much more
-advantageous to the bank than he had meant to offer when he began to
-speak.
-
-I don’t keep silent just to induce people to offer a better bargain,
-but because I like to know all the facts of the case. By letting a man
-have his say in full you are able to decide at once. It is a great
-time-saver. It averts debates and prolonged discussions that get
-nowhere. Nearly every business proposition that is brought to me can be
-settled, as far as my participation in it is concerned, by my saying
-yes or no. But I cannot say yes or no right off unless I have the
-complete proposition before me.
-
-Dan Williamson did the talking and I did the listening. He told me he
-had heard a great deal about my operations in the stock market and how
-he regretted that I had gone outside of my bailiwick and come a cropper
-in cotton. Still it was to my bad luck that he owed the pleasure of
-that interview with me. He thought my forte was the stock market, that
-I was born for it and that I should not stray from it.
-
-“And that is the reason, Mr. Livingston,” he concluded pleasantly, “why
-we wish to do business with you.”
-
-“Do business how?” I asked him.
-
-“Be your brokers,” he said. “My firm would like to do your stock
-business.”
-
-“I’d like to give it to you,” I said, “but I can’t.”
-
-“Why not?” he asked.
-
-“I haven’t any money,” I answered.
-
-“That part is all right,” he said with a friendly smile. “I’ll furnish
-it.” He took out a pocket checkbook, wrote out a check for twenty-five
-thousand dollars to my order, and gave it to me.
-
-“What’s this for?” I asked.
-
-“For you to deposit in your own bank. You will draw your own checks. I
-want you to do your trading in our office. I don’t care whether you win
-or lose. If that money goes I will give you another personal check. So
-you don’t have to be so very careful with this one. See?”
-
-I knew that the firm was too rich and prosperous to need anybody’s
-business, much less to give a fellow the money to put up as margin.
-And then he was so nice about it! Instead of giving me a credit with
-the house he gave me the actual cash, so that he alone knew where
-it came from, the only string being that if I traded I should do so
-through his firm. And then the promise that there would be more if that
-went! Still, there must be a reason.
-
-“What’s the idea?” I asked him.
-
-“The idea is simply that we want to have a customer in this office who
-is known as a big active trader. Everybody knows that you swing a big
-line on the short side, which is what I particularly like about you.
-You are known as a plunger.”
-
-“I still don’t get it,” I said.
-
-“I’ll be frank with you, Mr. Livingston. We have two or three very
-wealthy customers who buy and sell stocks in a big way. I don’t want
-the Street to suspect them of selling long stock every time we sell
-ten or twenty thousand shares of any stock. If the Street knows that
-you are trading in our office it will not know whether it is your
-short selling or the other customers’ long stock that is coming on the
-market.”
-
-I understood at once. He wanted to cover up his brother-in-law’s
-operations with my reputation as a plunger! It so happened that I had
-made my biggest killing on the bear side a year and a half before, and,
-of course, the Street gossips and the stupid rumor-mongers had acquired
-the habit of blaming me for every decline in prices. To this day when
-the market is very weak they say I am raiding it.
-
-I didn’t have to reflect. I saw at a glance that Dan Williamson was
-offering me a chance to come back and come back quickly. I took the
-check, banked it, opened an account with his firm and began trading. It
-was a good active market, broad enough for a man not to have to stick
-to one or two specialties. I had begun to fear, as I told you, that I
-had lost the knack of hitting it right. But it seems I hadn’t. In three
-weeks’ time I had made a profit of one hundred and twelve thousand
-dollars out of the twenty-five thousand that Dan Williamson lent me.
-
-I went to him and said, “I’ve come to pay you back that twenty-five
-thousand dollars.”
-
-“No, no!” he said and waved me away exactly as if I had offered him a
-castor-oil cocktail. “No, no, my boy. Wait until your account amounts
-to something. Don’t think about it yet. You’ve only got chicken feed
-there.”
-
-There is where I made the mistake that I have regretted more than any
-other I ever made in my Wall Street career. It was responsible for long
-and dreary years of suffering. I should have insisted on his taking the
-money. I was on my way to a bigger fortune than I had lost and walking
-pretty fast. For three weeks my average profit was 150 per cent per
-week. From then on my trading would be on a steadily increasing scale.
-But instead of freeing myself from all obligation I let him have his
-way and did not compel him to accept the twenty-five thousand dollars.
-Of course, since he didn’t draw out the twenty-five thousand dollars he
-had advanced me I felt I could not very well draw out my profit. I was
-very grateful to him, but I am so constituted that I don’t like to owe
-money or favours. I can pay the money back with money, but the favours
-and kindnesses I must pay back in kind--and you are apt to find these
-moral obligations mighty high priced at times. Moreover there is no
-statute of limitations.
-
-I left the money undisturbed and resumed my trading. I was getting on
-very nicely. I was recovering my poise and I was sure it would not be
-very long before I should get back into my 1907 stride. Once I did
-that, all I’d ask for would be for the market to hold out a little
-while and I’d more than make up my losses. But making or not making
-the money was not bothering me much. What made me happy was that I was
-losing the habit of being wrong, of not being myself. It had played
-havoc with me for months but I had learned my lesson.
-
-Just about that time I turned bear and I began to sell short several
-railroad stocks. Among them was Chesapeake & Atlantic. I think I put
-out a short line in it; about eight thousand shares.
-
-One morning when I got downtown Dan Williamson called me into his
-private office before the market opened and said to me: “Larry, don’t
-do anything in Chesapeake & Atlantic just now. That was a bad play of
-yours, selling eight thousand short. I covered it for you this morning
-in London and went long.”
-
-I was sure Chesapeake & Atlantic was going down. The tape told it to
-me quite plainly; and besides I was bearish on the whole market, not
-violently or insanely bearish, but enough to feel comfortable with a
-moderate short line out. I said to Williamson, “What did you do that
-for? I am bearish on the whole market and they are all going lower.”
-
-But he just shook his head and said, “I did it because I happen to know
-something about Chesapeake & Atlantic that you couldn’t know. My advice
-to you is not to sell that stock short until I tell you it is safe to
-do so.”
-
-What could I do? That wasn’t an asinine tip. It was advice that came
-from the brother-in-law of the chairman of the board of directors. Dan
-was not only Alvin Marquand’s closest friend but he had been kind and
-generous to me. He had shown his faith in me and confidence in my word.
-I couldn’t do less than to thank him. And so my feelings again won over
-my judgment and I gave in. To subordinate my judgment to his desires
-was the undoing of me. Gratitude is something a decent man can’t help
-feeling, but it is for a fellow to keep it from completely tying him
-up. The first thing I knew I not only had lost all my profit but I owed
-the firm one hundred and fifty thousand dollars besides. I felt pretty
-badly about it, but Dan told me not to worry.
-
-“I’ll get you out of this hole,” he promised. “I know I will. But I
-can only do it if you let me. You will have to stop doing business on
-your own hook. I can’t be working for you and then have you completely
-undo all my work in your behalf. Just lay off the market and give me a
-chance to make some money for you. Won’t you, Larry?”
-
-Again I ask you: What could I do? I thought of his kindliness and
-I could not do anything that might be construed as lacking in
-appreciation. I had grown to like him. He was very pleasant and
-friendly. I remember that all I got from him was encouragement. He kept
-on assuring me that everything would come out O.K. One day, perhaps
-six months later, he came to me with a pleased smile and gave me some
-credit slips.
-
-“I told you I would pull you out of that hole,” he said, “and I have.”
-And then I discovered that not only had he wiped out the debt entirely
-but I had a small credit balance besides.
-
-I think I could have run that up without much trouble, for the market
-was right, but he said to me, “I have bought you ten thousand shares
-of Southern Atlantic.” That was another road controlled by his
-brother-in-law, Alvin Marquand, who also ruled the market destinies of
-the stock.
-
-When a man does for you what Dan Williamson did for me you can’t say
-anything but “Thank you”--no matter what your market views may be. You
-may be sure you’re right, but as Pat Hearne used to say: “You can’t
-tell till you bet!” and Dan Williamson had bet for me--with his money.
-
-Well, Southern Atlantic went down and stayed down and I lost, I forget
-how much, on my ten thousand shares before Dan sold me out. I owed him
-more than ever. But you never saw a nicer or less importunate creditor
-in your life. Never a whimper from him. Instead, encouraging words and
-admonitions not to worry about it. In the end the loss was made up for
-me in the same generous but mysterious way.
-
-He gave no details whatever. They were all numbered accounts. Dan
-Williamson would just say to me, “We made up your Southern Atlantic
-loss with profits on this other deal,” and he’d tell me how he had sold
-seventy-five hundred shares of some other stock and made a nice thing
-out of it. I can truthfully say that I never knew a blessed thing about
-those trades of mine until I was told that the indebtedness was wiped
-out.
-
-After that happened several times I began to think, and I got to look
-at my case from a different angle. Finally I tumbled. It was plain that
-I had been used by Dan Williamson. It made me angry to think it, but
-still angrier that I had not tumbled to it quicker. As soon as I had
-gone over the whole thing in my mind I went to Dan Williamson, told
-him I was through with the firm, and I quit the office of Williamson &
-Brown. I had no words with him or any of his partners. What good would
-that have done me? But I will admit that I was sore--at myself quite as
-much as at Williamson & Brown.
-
-The loss of the money didn’t bother me. Whenever I have lost money
-in the stock market I have always considered that I have learned
-something; that if I have lost money I have gained experience, so that
-the money really went for a tuition fee. A man has to have experience
-and he has to pay for it. But there was something that hurt a whole lot
-in that experience of mine in Dan Williamson’s office, and that was the
-loss of a great opportunity. The money a man loses is nothing; he can
-make it up. But opportunities such as I had then do not come every day.
-
-The market, you see, had been a fine trading market. I was right; I
-mean, I was reading it accurately. The opportunity to make millions was
-there. But I allowed my gratitude to interfere with my play. I tied
-my own hands. I had to do what Dan Williamson in his kindness wished
-done. Altogether it was more unsatisfactory than doing business with a
-relative. Bad business!
-
-And that wasn’t the worst thing about it. It was that after that there
-was practically no opportunity for me to make big money. The market
-flattened out. Things drifted from bad to worse. I not only lost all I
-had but got into debt again--more heavily than ever. Those were long
-lean years, 1911, 1912, 1913 and 1914. There was no money to be made.
-The opportunity simply wasn’t there and so I was worse off than ever.
-
-It isn’t uncomfortable to lose when the loss is not accompanied by a
-poignant vision of what might have been. That was precisely what I
-could not keep my mind from dwelling on, and of course it unsettled me
-further. I learned that the weaknesses to which a speculator is prone
-are almost numberless. It was proper for me as a man to act the way I
-did in Dan Williamson’s office, but it was improper and unwise for me
-as a speculator to allow myself to be influenced by any consideration
-to act against my own judgment. _Noblesse oblige_--but not in the stock
-market, because the tape is not chivalrous and moreover does not reward
-loyalty. I realise that I couldn’t have acted differently. I couldn’t
-make myself over just because I wished to trade in the stock market.
-But business is business always, and my business as a speculator is to
-back my own judgment always.
-
-It was a very curious experience. I’ll tell you what I think happened.
-Dan Williamson was perfectly sincere in what he told me when he first
-saw me. Every time his firm did a few thousand shares in any one stock
-the Street jumped at the conclusion that Alvin Marquand was buying or
-selling. He was the big trader of the office, to be sure, and he gave
-this firm all his business; and he was one of the best and biggest
-traders they have ever had in Wall Street. Well, I was to be used as a
-smoke screen, particularly for Marquand’s selling.
-
-Alvin Marquand fell sick shortly after I went in. His ailment was early
-diagnosed as incurable, and Dan Williamson of course knew it long
-before Marquand himself did. That is why Dan covered my Chesapeake &
-Atlantic stock. He had begun to liquidate some of his brother-in-law’s
-speculative holdings of that and other stocks.
-
-Of course when Marquand died the estate had to liquidate his
-speculative and semispeculative lines, and by that time we had run
-into a bear market. By tying me up the way he did, Dan was helping the
-estate a whole lot. I do not speak boastfully when I say that I was a
-very heavy trader and that I was dead right in my views on the stock
-market. I know that Williamson remembered my successful operations
-in the bear market of 1907 and he couldn’t afford to run the risk of
-having me at large. Why, if I had kept on the way I was going I’d have
-made so much money that by the time he was trying to liquidate part
-of Alvin Marquand’s estate I would have been trading in hundreds of
-thousands of shares. As an active bear I would have done damage running
-into the millions of dollars to the Marquand heirs, for Alvin left only
-a little over a couple of hundred millions.
-
-It was much cheaper for them to let me get into debt and then to pay
-off the debt than to have me in some other office operating actively on
-the bear side. That is precisely what I would have been doing but for
-my feeling that I must not be outdone in decency by Dan Williamson.
-
-I have always considered this the most interesting and most unfortunate
-of all my experiences as a stock operator. As a lesson it cost me a
-disproportionately high price. It put off the time of my recovery
-several years. I was young enough to wait with patience for the strayed
-millions to come back. But five years is a long time for a man to be
-poor. Young or old, it is not to be relished. I could do without the
-yachts a great deal easier than I could without a market to come back
-on. The greatest opportunity of a lifetime was holding before my very
-nose the purse I had lost. I could not put out my hand and reach for
-it. A very shrewd boy, that Dan Williamson; as slick as they make
-them; farsighted, ingenious, daring. He is a thinker, has imagination,
-detects the vulnerable spot in any man and can plan cold-bloodedly to
-hit it. He did his own sizing up and soon doped out just what to do to
-me in order to reduce me to complete inoffensiveness in the market.
-He did not actually do me out of any money. On the contrary, he was
-to all appearances extremely nice about it. He loved his sister, Mrs.
-Marquand, and he did his duty toward her as he saw it.
-
-
-
-
-_XIV_
-
-
-It has always rankled in my mind that after I left Williamson & Brown’s
-office the cream was off the market. We ran smack into a long moneyless
-period; four mighty lean years. There was not a penny to be made. As
-Billy Henriquez once said, “It was the kind of market in which not even
-a skunk could make a scent.”
-
-It looked to me as though I was in Dutch with destiny. It might have
-been the plan of Providence to chasten me, but really I had not been
-filled with such pride as called for a fall. I had not committed any of
-those speculative sins which a trader must expiate on the debtor side
-of the account. I was not guilty of a typical sucker play. What I had
-done, or, rather, what I had left undone, was something for which I
-would have received praise and not blame--north of Forty-second Street.
-In Wall Street it was absurd and costly. But by far the worst thing
-about it was the tendency it had to make a man a little less inclined
-to permit himself human feelings in the ticker district.
-
-I left Williamson’s and tried other brokers’ offices. In every one
-of them I lost money. It served me right, because I was trying to
-force the market into giving me what it didn’t have to give--to wit,
-opportunities for making money. I did not find any trouble in getting
-credit, because those who knew me had faith in me. You can get an idea
-of how strong their confidence was when I tell you that when I finally
-stopped trading on credit I owed well over one million dollars.
-
-The trouble was not that I had lost my grip but that during those
-four wretched years the opportunities for making money simply didn’t
-exist. Still I plugged along, trying to make a stake and succeeding
-only in increasing my indebtedness. After I ceased trading on my
-own hook because I wouldn’t owe my friends any more money I made a
-living handling accounts for people who believed I knew the game well
-enough to beat it even in a dull market. For my services I received a
-percentage of the profits--when there were any. That is how I lived.
-Well, say that is how I sustained life.
-
-Of course, I didn’t always lose, but I never made enough to allow me
-materially to reduce what I owed. Finally, as things got worse, I felt
-the beginnings of discouragement for the first time in my life.
-
-Everything seemed to have gone wrong with me. I did not go about
-bewailing the descent from millions and yachts to debts and the
-simple life. I didn’t enjoy the situation, but I did not fill up with
-self-pity. I did not propose to wait patiently for time and Providence
-to bring about the cessation of my discomforts. I therefore studied
-my problem. It was plain that the only way out of my troubles was by
-making money. To make money I needed merely to trade successfully. I
-had so traded before and I must do so once more. More than once in the
-past I had run up a shoestring into hundreds of thousands. Sooner or
-later the market would offer me an opportunity.
-
-I convinced myself that whatever was wrong was wrong with me and not
-with the market. Now what could be the trouble with me? I asked myself
-that question in the same spirit in which I always study the various
-phases of my trading problems. I thought about it calmly and came to
-the conclusion that my main trouble came from worrying over the money
-I owed. I was never free from the mental discomfort of it. I must
-explain to you that it was not mere consciousness of my indebtedness.
-Any business man contracts debts in the course of his regular business.
-Most of my debts were really nothing but business debts, due to
-what were unfavourable business conditions for me, and no worse than
-a merchant suffers from, for instance, when there is an unusually
-prolonged spell of unseasonable weather.
-
-Of course as time went on and I could not pay I began to feel less
-philosophical about my debts. I’ll explain: I owed over a million
-dollars--all of it stock-market losses, remember. Most of my creditors
-were very nice and didn’t bother me; but there were two who did bedevil
-me. They used to follow me around. Every time I made a winning each of
-them was Johnny-on-the-spot, wanting to know all about it and insisting
-on getting theirs right off. One of them, to whom I owed eight hundred
-dollars, threatened to sue me, seize my furniture, and so forth. I
-can’t conceive why he thought I was concealing assets, unless it was
-that I didn’t quite look like a stage hobo about to die of destitution.
-
-As I studied the problem I saw that it wasn’t a case that called for
-reading the tape but for reading my own self. I quite cold-bloodedly
-reached the conclusion that I would never be able to accomplish
-anything useful so long as I was worried, and it was equally plain that
-I should be worried so long as I owed money. I mean, as long as any
-creditor had the power to vex me or to interfere with my coming back by
-insisting upon being paid before I could get a decent stake together.
-This was all so obviously true that I said to myself, “I must go
-through bankruptcy.” What else could relieve my mind?
-
-It sounds both easy and sensible, doesn’t it? But it was more than
-unpleasant, I can tell you. I hated to do it. I hated to put myself
-in a position to be misunderstood or misjudged. I myself never cared
-much for money. I never thought enough of it to consider it worthwhile
-lying for. But I knew that everybody didn’t feel that way. Of course I
-also knew that if I got on my feet again I’d pay everybody off, for the
-obligation remained. But unless I was able to trade in the old way I’d
-never be able to pay back that million.
-
-I nerved myself and went to see my creditors. It was a mighty difficult
-thing for me to do, for all that most of them were personal friends or
-old acquaintances.
-
-I explained the situation quite frankly to them. I said: “I am not
-going to take this step because I don’t wish to pay you but because,
-in justice to both myself and you, I must put myself in a position to
-make money. I have been thinking of this solution off and on for over
-two years, but I simply didn’t have the nerve to come out and say so
-frankly to you. It would have been infinitely better for all of us if
-I had. It all simmers down to this: I positively cannot be my old self
-while I am harassed or upset by these debts. I have decided to do now
-what I should have done a year ago. I have no other reason than the one
-I have just given you.”
-
-What the first man said was to all intents and purposes what all of
-them said. He spoke for his firm.
-
-“Livingston,” he said, “we understand. We realise your position
-perfectly. I’ll tell you what we’ll do: we’ll just give you a release.
-Have your lawyer prepare any kind of paper you wish, and we’ll sign it.”
-
-That was in substance what all my big creditors said. That is one
-side of Wall Street for you. It wasn’t merely careless good nature
-or sportsmanship. It was also a mighty intelligent decision, for it
-was clearly good business. I appreciated both the good will and the
-business gumption.
-
-These creditors gave me a release on debts amounting to over a million
-dollars. But there were the two minor creditors who wouldn’t sign off.
-One of them was the eight-hundred-dollar man I told you about. I also
-owed sixty thousand dollars to a brokerage firm which had gone into
-bankruptcy, and the receivers, who didn’t know me from Adam, were on
-my neck early and late. Even if they had been disposed to follow the
-example set by my largest creditors I don’t suppose the court would
-have let them sign off. At all events my schedule of bankruptcy
-amounted to only about one hundred thousand dollars; though, as I said,
-I owed well over a million.
-
-It was extremely disagreeable to see the story in the newspapers. I
-had always paid my debts in full and this new experience was most
-mortifying to me. I knew I’d pay off everybody some day if I lived,
-but everybody who read the article wouldn’t know it. I was ashamed to
-go out after I saw the report in the newspapers. But it all wore off
-presently and I cannot tell you how intense was my feeling of relief to
-know that I wasn’t going to be harried any more by people who didn’t
-understand how a man must give his entire mind to his business--if he
-wishes to succeed in stock speculation.
-
-My mind now being free to take up trading with some prospect of
-success, unvexed by debts, the next step was to get another stake. The
-Stock Exchange had been closed from July thirty-first to the middle of
-December, 1914, and Wall Street was in the dumps. There hadn’t been any
-business whatever in a long time. I owed all my friends. I couldn’t
-very well ask them to help me again just because they had been so
-pleasant and friendly to me, when I knew that nobody was in a position
-to do much for anybody.
-
-It was a mighty difficult task, getting a decent stake, for with the
-closing of the Stock Exchange there was nothing that I could ask any
-broker to do for me. I tried in a couple of places. No use.
-
-Finally I went to see Dan Williamson. This was in February, 1915. I
-told him that I had rid myself of the mental incubus of debt and I was
-ready to trade as of old. You will recall that when he needed me he
-offered me the use of twenty-five thousand dollars without my asking
-him.
-
-Now that I needed him he said, “When you see something that looks good
-to you and you want to buy five hundred shares go ahead and it will be
-all right.”
-
-I thanked him and went away. He had kept me from making a great deal of
-money and the office had made a lot in commissions from me. I admit
-I was a little sore to think that Williamson & Brown didn’t give me a
-decent stake. I intended to trade conservatively at first. It would
-make my financial recovery easier and quicker if I could begin with a
-line a little better than five hundred shares. But, anyhow, I realised
-that, such as it was, there was my chance to come back.
-
-I left Dan Williamson’s office and studied the situation in general
-and my own problem in particular. It was a bull market. That was as
-plain to me as it was to thousands of traders. But my stake consisted
-merely of an offer to carry five hundred shares for me. That is, I had
-no leeway, limited as I was. I couldn’t afford even a slight setback at
-the beginning. I must build up my stake with my very first play. That
-initial purchase of mine of five hundred shares must be profitable. I
-had to make real money. I knew unless I had sufficient trading capital
-I would not be able to use good judgment. Without adequate margins it
-would be impossible to take the cold-blooded, dispassionate attitude
-toward the game that comes from the ability to afford a few minor
-losses such as I often incurred in testing the market before putting
-down the big bet.
-
-I think now that I found myself then at the most critical period of
-my career as a speculator. If I failed this time there was no telling
-where or when, if ever, I might get another stake for another try. It
-was very clear that I simply must wait for the exact psychological
-moment.
-
-I didn’t go near Williamson & Brown’s. I mean, I purposely kept away
-from them for six long weeks of steady tape reading. I was afraid
-that if I went to the office, knowing that I could buy five hundred
-shares, I might be tempted into trading at the wrong time or in the
-wrong stock. A trader, in addition to studying basic conditions,
-remembering market precedents and keeping in mind the psychology of
-the outside public as well as the limitations of his brokers, must
-also know himself and provide against his own weaknesses. There is no
-need to feel anger over being human. I have come to feel that it is as
-necessary to know how to read myself as to know how to read the tape. I
-have studied and reckoned on my own reactions to given impulses or to
-the inevitable temptations of an active market, quite in the same mood
-and spirit as I have considered crop conditions or analysed reports of
-earnings.
-
-So day after day, broke and anxious to resume trading, I sat in front
-of a quotation-board in another broker’s office where I couldn’t buy or
-sell as much as one share of stock, studying the market, not missing a
-single transaction on the tape, watching for the psychological moment
-to ring the full-speed-ahead bell.
-
-By reason of conditions known to the whole world the stock I was most
-bullish on in those critical days of early 1915 was Bethlehem Steel. I
-was morally certain it was going way up, but in order to make sure that
-I would win on my very first play, as I must, I decided to wait until
-it crossed par.
-
-I think I have told you it has been my experience that _whenever a
-stock crosses 100 or 200 or 300 for the first time, it nearly always
-keeps going up for 30 to 50 points--and after 300 faster than after
-100 or 200_. One of my first big coups was in Anaconda, which I bought
-when it crossed 200 and sold a day later at 260. My practice of buying
-a stock just after it crossed par dated back to my early bucket-shop
-days. It is an old trading principle.
-
-You can imagine how keen I was to get back to trading on my old scale.
-I was so eager to begin that I could not think of anything else; but I
-held myself in leash. I saw Bethlehem Steel climb, every day, higher
-and higher, as I was sure it would, and yet there I was checking my
-impulse to run over to Williamson & Brown’s office and buy five hundred
-shares. I knew I simply had to make my initial operation as nearly a
-cinch as was humanly possible.
-
-Every point that stock went up meant five hundred dollars I had not
-made. The first ten points’ advance meant that I would have been able
-to pyramid, and instead of five hundred shares I might now be carrying
-one thousand shares that would be earning for me one thousand dollars
-a point. But I sat tight and instead of listening to my loud-mouthed
-hopes or to my clamorous beliefs I heeded only the level voice of my
-experience and the counsel of common sense. Once I got a decent stake
-together I could afford to take chances. But without a stake, taking
-chances, even slight chances, was a luxury utterly beyond my reach. Six
-weeks of patience--but, in the end, a victory for common sense over
-greed and hope!
-
-I really began to waver and sweat blood when the stock got up to 90.
-Think of what I had not made by not buying, when I was so bullish.
-Well, when it got to 98 I said to myself, “Bethlehem is going through
-100, and when it does the roof is going to blow clean off!” The tape
-said the same thing more than plainly. In fact, it used a megaphone.
-I tell you, I saw _100_ on the tape when the ticker was only printing
-_98_. And I knew that wasn’t the voice of my hope or the sight of my
-desire, but the assertion of my tape-reading instinct. So I said to
-myself, “I can’t wait until it gets through 100. I have to get it now.
-It is as good as gone through par.”
-
-I rushed to Williamson & Brown’s office and put in an order to buy five
-hundred shares of Bethlehem Steel. The market was then 98. I got five
-hundred shares at 98 to 99. After that she shot right up, and closed
-that night, I think, at 114 or 115. I bought five hundred shares more.
-
-The next day Bethlehem Steel was 145 and I had my stake. But I earned
-it. Those six weeks of waiting for the right moment were the most
-strenuous and wearing six weeks I ever put in. But it paid me, for I
-now had enough capital to trade in fair-sized lots. I never would have
-got anywhere just on five hundred shares of stock.
-
-There is a great deal in starting right, whatever the enterprise may
-be, and I did very well after my Bethlehem deal--so well, indeed,
-that you would not have believed it was the selfsame man trading. As a
-matter of fact I wasn’t the same man, for where I had been harassed and
-wrong I was now at ease and right. There were no creditors to annoy and
-no lack of funds to interfere with my thinking or with my listening to
-the truthful voice of experience, and so I was winning right along.
-
-All of a sudden, as I was on my way to a sure fortune, we had the
-_Lusitania_ break. Every once in a while a man gets a crack like that
-in the solar plexus, probably that he may be reminded of the sad fact
-that no human being can be so uniformly right on the market as to be
-beyond the reach of unprofitable accidents. I have heard people say
-that no professional speculator need have been hit very hard by the
-news of the torpedoing of the _Lusitania_, and they go on to tell how
-they had it long before the Street did. I was not clever enough to
-escape by means of advance information, and all I can tell you is that
-on account of what I lost through the _Lusitania_ break and one or two
-other reverses that I wasn’t wise enough to foresee, I found myself
-at the end of 1915 with a balance at my brokers’ of about one hundred
-and forty thousand dollars. That was all I actually made, though I was
-consistently right on the market throughout the greater part of the
-year.
-
-I did much better during the following year. I was very lucky. I was
-rampantly bullish in a wild bull market. Things were certainly coming
-my way so that there wasn’t anything to do but to make money. It
-made me remember a saying of the late H. H. Rogers, of the Standard
-Oil Company, to the effect that there were times when a man could no
-more help making money than he could help getting wet if he went out
-in a rainstorm without an umbrella. It was the most clearly defined
-bull market we ever had. It was plain to everybody that the Allied
-purchases of all kinds of supplies here made the United States the most
-prosperous nation in the world. We had all the things that no one else
-had for sale, and we were fast getting all the cash in the world.
-I mean that the wide world’s gold was pouring into this country in
-torrents. Inflation was inevitable, and, of course, that meant rising
-prices for everything.
-
-All this was so evident from the first that little or no manipulation
-for the rise was needed. That was the reason why the preliminary
-work was so much less than in other bull markets. And not only was
-the war-bride boom more naturally developed than all others but it
-proved unprecedentedly profitable for the general public. That is, the
-stock-market winnings during 1915 were more widely distributed than in
-any other boom in the history of Wall Street. That the public did not
-turn all their paper profits into good hard cash or that they did not
-long keep what profits they actually took was merely history repeating
-itself. Nowhere does history indulge in repetitions so often or so
-uniformly as in Wall Street. When you read contemporary accounts of
-booms or panics the one thing that strikes you most forcibly is how
-little either stock speculation or stock speculators to-day differ from
-yesterday. The game does not change and neither does human nature.
-
-I went along with the rise in 1916. I was as bullish as the next man,
-but of course I kept my eyes open. I knew, as everybody did, that there
-must be an end, and I was on the watch for warning signals. I wasn’t
-particularly interested in guessing from which quarter the tip would
-come and so I didn’t stare at just one spot. I was not, and I never
-have felt that I was, wedded indissolubly to one or the other side of
-the market. That a bull market has added to my bank account or a bear
-market has been particularly generous I do not consider sufficient
-reason for sticking to the bull or the bear side after I receive the
-get-out warning. _A man does not swear eternal allegiance to either the
-bull or the bear side. His concern lies with being right._
-
-_And there is another thing to remember, and that is that a market
-does not culminate in one grand blaze of glory. Neither does it end
-with a sudden reversal of form. A market can and does often cease to
-be a bull market long before prices generally begin to break._ My long
-expected warning came to me when I noticed that, one after another,
-_those stocks which had been the leaders of the market reacted several
-points from the top and--for the first time in many months--did not
-come back_. Their race evidently was run, and that clearly necessitated
-a change in my trading tactics.
-
-It was simple enough. In a bull market the trend of prices, of course,
-is decidedly and definitely upward. Therefore whenever a stock goes
-against the general trend you are justified in assuming that there
-is something wrong with that particular stock. It is enough for the
-experienced trader to perceive that something is wrong. He must not
-expect the tape to become a lecturer. His job is to listen for it to
-say “Get out!” and not wait for it to submit a legal brief for approval.
-
-As I said before, _I noticed that stocks which had been the leaders
-of the wonderful advance had ceased to advance. They dropped six or
-seven points and stayed there. At the same time the rest of the market
-kept on advancing under new standard bearers._ Since nothing wrong had
-developed with the companies themselves, the reason had to be sought
-elsewhere. Those stocks had gone with the current for months. When they
-ceased to do so, though the bull tide was still running strong, it
-meant that for those particular stocks the bull market was over. For
-the rest of the list the tendency was still decidedly upward.
-
-There was no need to be perplexed into inactivity, for there were
-really no cross currents. I did not turn bearish on the market then,
-because the tape didn’t tell me to do so. The end of the bull market
-had not come, though it was within hailing distance. Pending its
-arrival there was still bull money to be made. _Such being the case,
-I merely turned bearish on the stocks which had stopped advancing and
-as the rest of the market had rising power behind it I both bought and
-sold._
-
-The leaders that had ceased to lead I sold. I put out a short line of
-five thousand shares in each of them; and then I went long of the new
-leaders. The stocks I was short of didn’t do much, but my long stocks
-kept on rising. When finally these in turn ceased to advance I sold
-them out and went short--five thousand shares of each. By this time I
-was more bearish than bullish, because obviously the next big money was
-going to be made on the down side. While I felt certain that the bear
-market had really begun before the bull market had really ended, I knew
-the time for being a rampant bear was not yet. There was no sense in
-being more royalist than the king; especially in being so too soon. The
-tape merely said that patrolling parties from the main bear army had
-dashed by. Time to get ready.
-
-I kept on both buying and selling until after about a month’s trading
-I had out a short line of sixty thousand shares--five thousand shares
-each in a dozen different stocks which earlier in the year had been the
-public’s favourites because they had been the leaders of the great bull
-market. It was not a very heavy line; but don’t forget that neither was
-the market definitely bearish.
-
-Then one day the entire market became quite weak and prices of all
-stocks began to fall. When I had a profit of at least four points in
-each and every one of the twelve stocks that I was short of, I knew
-that I was right. The tape told me it was now safe to be bearish, so I
-promptly doubled up.
-
-I had my position. I was short of stocks in a market that now was
-plainly a bear market. There wasn’t any need for me to push things
-along. The market was bound to go my way, and, knowing that, I could
-afford to wait. After I doubled up I didn’t make another trade for a
-long time. About seven weeks after I put out my full line, we had the
-famous “leak,” and stocks broke badly. It was said that somebody had
-advance news from Washington that President Wilson was going to issue
-a message that would bring back the dove of peace to Europe in a hurry.
-Of course the war-bride boom was started and kept up by the World War,
-and peace was a bear item. When one of the cleverest traders on the
-floor was accused of profiting by advance information he simply said he
-had sold stocks not on any news but because he considered that the bull
-market was overripe. I myself had doubled my line of shorts seven weeks
-before.
-
-On the news the market broke badly and I naturally covered. It was the
-only play possible. _When something happens on which you did not count
-when you made your plans it behooves you to utilise the opportunity
-that a kindly fate offers you._ For one thing, on a bad break like
-that you have a big market, one that you can turn around in, and that
-is the time to turn your paper profits into real money. Even in a bear
-market a man cannot always cover one hundred and twenty thousand shares
-of stock without putting up the price on himself. He must wait for the
-market that will allow him to buy that much at no damage to his profit
-as it stands him on paper.
-
-I should like to point out that I was not counting on that particular
-break at that particular time for that particular reason. But, as I
-have told you before, my experience of thirty years as a trader is that
-such _accidents are usually along the line of least resistance on_
-which I base my position in the market. Another thing to bear in mind
-is this: _Never try to sell at the top._ It isn’t wise. _Sell after a
-reaction if there is no rally._
-
-I cleared about three million dollars in 1916 by being bullish as long
-as the bull market lasted and then by being bearish when the bear
-market started. As I said before, a man does not have to marry one side
-of the market till death do them part.
-
-That winter I went South, to Palm Beach, as I usually do for a
-vacation, because I am very fond of salt-water fishing. I was short
-of stocks and wheat, and both lines showed me a handsome profit. There
-wasn’t anything to annoy me and I was having a good time. Of course
-unless I go to Europe I cannot really be out of touch with the stock or
-commodities markets. For instance, in the Adirondacks I have a direct
-wire from my broker’s office to my house.
-
-In Palm Beach I used to go to my broker’s branch office regularly.
-I noticed that cotton, in which I had no interest, was strong and
-rising. About that time--this was in 1917--I heard a great deal about
-the efforts that President Wilson was making to bring about peace. The
-reports came from Washington, both in the shape of press dispatches and
-private advice to friends in Palm Beach. That is the reason why one
-day I got the notion that the course of the various markets reflected
-confidence in Mr. Wilson’s success. With peace supposedly close at
-hand, stocks and wheat ought to go down and cotton up. I was all set as
-far as stocks and wheat went, but I had not done anything in cotton in
-some time.
-
-At 2:20 that afternoon I did not own a single bale, but at 2:25 my
-belief that peace was impending made me buy fifteen thousand bales as
-a starter. I proposed to follow my old system of trading--that is, of
-buying my full line--which I have already described to you.
-
-That very afternoon, after the market closed, we got the Unrestricted
-Warfare note. There wasn’t anything to do except to wait for the market
-to open the next day. I recall that at Gridley’s that night one of the
-greatest captains of industry in the country was offering to sell any
-amount of United States Steel at five points below the closing price
-that afternoon. There were several Pittsburgh millionaires within
-hearing. Nobody took the big man’s offer. They knew there was bound to
-be a whopping big break at the opening.
-
-Sure enough, the next morning the stock and commodity markets were in
-an uproar, as you can imagine. Some stocks opened eight points below
-the previous night’s close. To me that meant a heaven-sent opportunity
-to cover all my shorts profitably. As I said before, _in a bear
-market it is always wise to cover if complete demoralisation suddenly
-develops_. That is the only way, if you swing a good-sized line, of
-turning a big paper profit into real money both quickly and without
-regrettable reductions. For instance, I was short fifty thousand shares
-of United States Steel alone. Of course I was short of other stocks,
-and when I saw I had the market to cover in, I did. My profits amounted
-to about one and a half million dollars. It was not a chance to
-disregard.
-
-Cotton, of which I was long fifteen thousand bales, bought in the last
-half hour of the trading the previous afternoon, opened down five
-hundred points. Some break! It meant an overnight loss of three hundred
-and seventy-five thousand dollars. While it was perfectly clear that
-the only wise play in stocks and wheat was to cover on the break I was
-not so clear as to what I ought to do in cotton. There were various
-things to consider, and while I always take my loss the moment I am
-convinced I am wrong, I did not like to take that loss that morning.
-Then I reflected that I had gone South to have a good time fishing
-instead of perplexing myself over the course of the cotton market. And,
-moreover, I had taken such big profits in my wheat and in stocks that
-I decided to take my loss in cotton. I would figure that my profit had
-been a little more than one million instead of over a million and a
-half. It was all a matter of bookkeeping, as promoters are apt to tell
-you when you ask too many questions.
-
-If I hadn’t bought that cotton just before the market closed the day
-before, I would have saved that four hundred thousand dollars. It shows
-you how quickly a man may lose big money on a moderate line. My main
-position was absolutely correct and I benefited by an accident of a
-nature diametrically opposite to the considerations that led me to
-take the position I did in stocks and wheat. Observe, please, that the
-speculative line of least resistance again demonstrated its value to
-a trader. Prices went as I expected, notwithstanding the unexpected
-market factor introduced by the German note. If things had turned out
-as I had figured I would have been 100 per cent right in all three of
-my lines, for with peace stocks and wheat would have gone down and
-cotton would have gone kiting up. I would have cleaned up in all three.
-Irrespective of peace or war, I was right in my position on the stock
-market and in wheat and that is why the unlooked-for event helped.
-In cotton I based my play on something that might happen outside
-of the market--that is, I bet on Mr. Wilson’s success in his peace
-negotiations. It was the German military leaders who made me lose the
-cotton bet.
-
-When I returned to New York early in 1917 I paid back all the money
-I owed, which was over a million dollars. It was a great pleasure to
-me to pay my debts. I might have paid it back a few months earlier,
-but I didn’t for a very simple reason. I was trading actively and
-successfully and I needed all the capital I had. I owed it to myself as
-well as to the men I considered my creditors to take every advantage of
-the wonderful markets we had in 1915 and 1916. I knew that I would make
-a great deal of money and I wasn’t worrying because I was letting them
-wait a few months longer for money many of them never expected to get
-back. I did not wish to pay off my obligations in driblets or to one
-man at a time, but in full to all at once. So as long as the market was
-doing all it could for me I just kept on trading on as big a scale as
-my resources permitted.
-
-I wished to pay interest, but all those creditors who had signed
-releases positively refused to accept it. The man I paid off the last
-of all was the chap I owed the eight hundred dollars to, who had made
-my life a burden and had upset me until I couldn’t trade. I let him
-wait until he heard that I had paid off all the others. Then he got his
-money. I wanted to teach him to be considerate the next time somebody
-owed him a few hundreds.
-
-And that is how I came back.
-
-After I paid off my debts in full I put a pretty fair amount into
-annuities. I made up my mind I wasn’t going to be strapped and
-uncomfortable and minus a stake ever again. Of course, after I married
-I put some money in trust for my wife. And after the boy came I put
-some in trust for him.
-
-The reason I did this was not alone the fear that the stock market
-might take it away from me, but because I knew that a man will spend
-anything he can lay his hands on. By doing what I did my wife and child
-are safe from me.
-
-More than one man I know has done the same thing, but has coaxed his
-wife to sign off when he needed the money, and he has lost it. But I
-have fixed it up so that no matter what I want or what my wife wants,
-that trust holds. It is absolutely safe from all attacks by either of
-us; safe from my market needs; safe even from a devoted wife’s love.
-I’m taking no chances!
-
-
-
-
-_XV_
-
-
-Among the hazards of speculation the happening of the unexpected--I
-might even say of the unexpectable--ranks high. _There are certain
-chances that the most prudent man is justified in taking--chances
-that he must take if he wishes to be more than a mercantile mollusk._
-Normal business hazards are no worse than the risks a man runs when
-he goes out of his house into the street or sets out on a railroad
-journey. When I lose money by reason of some development which nobody
-could foresee I think no more vindictively of it than I do of an
-inconveniently timed storm. Life itself from the cradle to the grave is
-a gamble and what happens to me because I do not possess the gift of
-second sight I can bear undisturbed. But there have been times in my
-career as a speculator when I have both been right and played square
-and nevertheless I have been cheated out of my earnings by the sordid
-unfairness of unsportsmanlike opponents.
-
-Against misdeeds by crooks, cowards and crowds a quick-thinking or
-far-sighted businessman can protect himself. I have never gone up
-against downright dishonesty except in a bucket shop or two because
-even there honesty was the best policy; the big money was in being
-square and not in welshing. I have never thought it good business to
-play any game in any place where it was necessary to keep an eye on
-the dealer because he was likely to cheat if unwatched. But against
-the whining welsher the decent man is powerless. Fair play is fair
-play. I could tell you a dozen instances where I have been the victim
-of my own belief in the sacredness of the pledged word or of the
-inviolability of a gentlemen’s agreement. I shall not do so because no
-useful purpose can be served thereby.
-
-Fiction writers, clergymen and women are fond of alluding to the floor
-of the Stock Exchange as a boodlers’ battlefield and to Wall Street’s
-daily business as a fight. It is quite dramatic but utterly misleading.
-I do not think that my business is strife and contest. I never
-fight either individuals or speculative cliques. I merely differ in
-opinion--that is, in my reading of basic conditions. What playwrights
-call battles of business are not fights between human beings. They are
-merely tests of business vision. _I try to stick to facts and facts
-only, and govern my actions accordingly. That is Bernard M. Baruch’s
-recipe for success in wealth-winning._ Sometimes I do not see the
-facts--all the facts--clearly enough or early enough; or else I do not
-reason logically. Whenever any of these things happen I lose. I am
-wrong. And it always costs me money to be wrong.
-
-No reasonable man objects to paying for his mistakes. There are no
-preferred creditors in mistake-making and no exceptions or exemptions.
-But I object to losing money when I am right. I do not mean, either,
-those deals that have cost me money because of sudden changes in the
-rules of some particular exchange. I have in mind certain hazards of
-speculation that from time to time remind a man that no profit should
-be counted safe until it is deposited in your bank to your credit.
-
-After the Great War broke out in Europe there began the rise in the
-prices of commodities that was to be expected. It was as easy to
-foresee that as to foresee war inflation. Of course the general advance
-continued as the war prolonged itself. As you may remember, I was busy
-“coming back” in 1915. The boom in stocks was there and it was my duty
-to utilise it. My safest, easiest and quickest big play was in the
-stock market, and I was lucky, as you know.
-
-By July, 1917, I not only had been able to pay off all my debts but was
-quite a little to the good besides. This meant that I now had the time,
-the money and the inclination to consider trading in commodities as
-well as in stocks. For many years I have made it my practice to study
-all the markets. The advance in commodity prices over the pre-war level
-ranged from 100 to 400 per cent. There was only one exception, and that
-was coffee. Of course there was a reason for this. The breaking out
-of the war meant the closing up of European markets and huge cargoes
-were sent to this country, which was the one big market. That led in
-time to an enormous surplus of raw coffee here, and that, in turn, kept
-the price low. Why, when I first began to consider its speculative
-possibilities coffee was actually selling below pre-war prices. If the
-reasons for this anomaly were plain, no less plain was it that the
-active and increasingly efficient operation by the German and Austrian
-submarines must mean an appalling reduction in the number of ships
-available for commercial purposes. This eventually in turn must lead
-to dwindling imports of coffee. With reduced receipts and an unchanged
-consumption the surplus stocks must be absorbed, and when that happened
-the price of coffee must do what the prices of all other commodities
-had done, which was, go way up.
-
-It didn’t require a Sherlock Holmes to size up the situation. Why
-everybody did not buy coffee I cannot tell you. When I decided to
-buy it I did not consider it a speculation. It was much more of an
-investment. I knew it would take time to cash in, but I knew also
-that it was bound to yield a good profit. That made it a conservative
-investment operation--a banker’s act rather than a gambler’s play.
-
-I started my buying operations in the winter of 1917. I took quite
-a lot of coffee. The market, however, did nothing to speak of. It
-continued inactive and as for the price, it did not go up as I had
-expected. The outcome of it all was that I simply carried my line to
-no purpose for nine long months. My contracts expired then and I sold
-out all my options. I took a whopping big loss on that deal and yet I
-was sure my views were sound. I had been clearly wrong in the matter of
-time, but I was confident that coffee must advance as all commodities
-had done, so that no sooner had I sold out my line than I started in to
-buy again. I bought three times as much coffee as I had so unprofitably
-carried during those nine disappointing months. Of course I bought
-deferred options--for as long a time as I could get.
-
-I was not so wrong now. As soon as I had taken on my trebled line the
-market began to go up. People everywhere seemed to realise all of a
-sudden what was bound to happen in the coffee market. It began to
-look as if my investment was going to return me a mighty good rate of
-interest.
-
-The sellers of the contracts I held were roasters, mostly of German
-names and affiliations, who had bought the coffee in Brazil confidently
-expecting to bring it to this country. But there were no ships to bring
-it, and presently they found themselves in the uncomfortable position
-of having no end of coffee down there and being heavily short of it to
-me up here.
-
-Please bear in mind that I first became bullish on coffee while the
-price was practically at a pre-war level, and don’t forget that after I
-bought it I carried it the greater part of a year and then took a big
-loss on it. The punishment for being wrong is to lose money. The reward
-for being right is to make money. Being clearly right and carrying a
-big line, I was justified in expecting to make a killing. It would not
-take much of an advance to make my profit satisfactory to me, for I was
-carrying several hundred thousand bags. I don’t like to talk about my
-operations in figures because sometimes they sound rather formidable
-and people might think I was boasting. As a matter of fact I trade
-in accordance to my means and always leave myself an ample margin
-of safety. In this instance I was conservative enough. The reason I
-bought options so freely was because I couldn’t see how I could lose.
-Conditions were in my favour. I had been made to wait a year, but now I
-was going to be paid both for my waiting and for being right. I could
-see the profit coming--fast. There wasn’t any cleverness about it. It
-was simply that I wasn’t blind.
-
-Coming sure and fast, that profit of millions! But it never reached
-me. No; it wasn’t side-tracked by a sudden change in conditions. The
-market did not experience an abrupt reversal of form. Coffee did not
-pour into the country. What happened? The unexpectable! What had never
-happened in anybody’s experience; what I therefore had no reason
-to guard against. I added a new one to the long list of hazards of
-speculation that I must always keep before me. It was simply that the
-fellows who had sold me the coffee, the shorts, knew what was in store
-for them, and in their efforts to squirm out of the position into which
-they had sold themselves, devised a new way of welshing. They rushed to
-Washington for help, and got it.
-
-Perhaps you remember that the Government had evolved various plans
-for preventing further profiteering in necessities. You know how
-most of them worked. Well, the philanthropic coffee shorts appeared
-before the Price Fixing Committee of the War Industries Board--I
-think that was the official designation--and made a patriotic appeal
-to that body to protect the American breakfaster. They asserted that
-a professional speculator, one Lawrence Livingston, had cornered,
-or was about to corner, coffee. If his speculative plans were not
-brought to naught he would take advantage of the conditions created
-by the war and the American people would be forced to pay exorbitant
-prices for their daily coffee. It was unthinkable to the patriots who
-had sold me cargoes of coffee they couldn’t find ships for, that one
-hundred millions of Americans, more or less, should pay tribute to
-conscienceless speculators. They represented the coffee trade, not the
-coffee gamblers, and they were willing to help the Government curb
-profiteering actual or prospective.
-
-Now I have a horror of whiners and I do not mean to intimate that
-the Price Fixing Committee was not doing its honest best to curb
-profiteering and wastefulness. But that need not stop me from
-expressing the opinion that the committee could not have gone very
-deeply into the particular problem of the coffee market. They fixed
-on a maximum price for raw coffee and also fixed a time limit for
-closing out all existing contracts. This decision meant, of course,
-that the Coffee Exchange would have to go out of business. There was
-only one thing for me to do and I did it, and that was to sell out my
-contracts. Those profits of millions that I had deemed as certain to
-come my way as any I ever made failed completely to materialise. I was
-and am as keen as anybody against the profiteer in the necessaries of
-life, but at the time the Price Fixing Committee made their ruling on
-coffee, all other commodities were selling at from 250 to 400 per cent
-above pre-war prices while raw coffee was actually below the average
-prevailing for some years before the war. I can’t see that it made any
-real difference who held the coffee. The price was bound to advance;
-and the reason for that was not the operations of conscienceless
-speculators, but the dwindling surplus for which the diminishing
-importations were responsible, and they in turn were affected
-exclusively by the appalling destruction of the world’s ships by the
-German submarines. The committee did not wait for coffee to start; they
-clamped on the brakes.
-
-As a matter of policy and of expediency it was a mistake to force the
-Coffee Exchange to close just then. If the committee had let coffee
-alone the price undoubtedly would have risen for the reasons I have
-already stated, which had nothing to do with any alleged corner.
-But the high price--which need not have been exorbitant--would have
-been an incentive to attract supplies to this market. I have heard
-Mr. Bernard M. Baruch say that the War Industries Board took into
-consideration this factor--the insuring of a supply--in fixing prices,
-and for that reason some of the complaints about the high limit on
-certain commodities were unjust. When the Coffee Exchange resumed
-business, later on, coffee sold at twenty-three cents. The American
-people paid that price because of the small supply, and the supply
-was small because the price had been fixed too low, at the suggestion
-of philanthropic shorts, to make it possible to pay the high ocean
-freights and thus insure continued importations.
-
-I have always thought that my coffee deal was the most legitimate of
-all my trades in commodities. I considered it more of an investment
-than a speculation. I was in it over a year. If there was any gambling
-it was done by the patriotic roasters with German names and ancestry.
-They had coffee in Brazil and they sold it to me in New York. The Price
-Fixing Committee fixed the price of the only commodity that had not
-advanced. They protected the public against profiteering before it
-started, but not against the inevitable higher prices that followed.
-Not only that, but even when green coffee hung around nine cents a
-pound, roasted coffee went up with everything else. It was only the
-roasters who benefited. If the price of green coffee had gone up two or
-three cents a pound it would have meant several millions for me. And it
-wouldn’t have cost the public as much as the later advance did.
-
-Post-mortems in speculation are a waste of time. They get you nowhere.
-But this particular deal has a certain educational value. It was as
-pretty as any I ever went into. The rise was so sure, so logical,
-that I figured that I simply couldn’t help making several millions of
-dollars. But I didn’t.
-
-On two other occasions I have suffered from the action of exchange
-committees making rulings that changed trading rules without warning.
-But in those cases my own position, while technically right, was not
-quite so sound commercially as in my coffee trade. You cannot be dead
-sure of anything in a speculative operation. It was the experience I
-have just told you that made me add the unexpectable to the unexpected
-in my list of hazards.
-
-After the coffee episode I was so successful in other commodities
-and on the short side of the stock market, that I began to suffer
-from silly gossip. The professionals in Wall Street and the
-newspaper writers got the habit of blaming me and my alleged raids
-for the inevitable breaks in prices. At times my selling was called
-unpatriotic--whether I was really selling or not. The reason for
-exaggerating the magnitude and the effect of my operations, I suppose,
-was the need to satisfy the public’s insatiable demand for reasons for
-each and every price movement.
-
-As I have said a thousand times, no manipulation can put stocks down
-and keep them down. There is nothing mysterious about this. The reason
-is plain to everybody who will take the trouble to think about it
-half a minute. Suppose an operator raided a stock--that is, put the
-price down to a level below its real value--what would inevitably
-happen? Why, the raider would at once be up against the best kind of
-inside buying. The people who know what a stock is worth will always
-buy it when it is selling at bargain prices. _If the insiders are not
-able to buy, it will be because general conditions are against their
-free command of their own resources, and such conditions are not bull
-conditions._ When people speak about raids the inference is that the
-raids are unjustified; almost criminal. But selling a stock down to
-a price much below what it is worth is mighty dangerous business. It
-is well to bear in mind that a raided stock that fails to rally is
-not getting much inside buying and where there is a raid--that is,
-unjustified short selling--there is usually apt to be inside buying;
-and when there is that, the price does not stay down. I should say
-that in ninety-nine cases out of a hundred, so-called raids are really
-legitimate declines, accelerated at times but not primarily caused by
-the operations of a professional trader, however big a line he may be
-able to swing.
-
-The theory that most of the sudden declines or particular sharp breaks
-are the results of some plunger’s operations probably was invented
-as an easy way of supplying reasons to those speculators who, being
-nothing but blind gamblers, will believe anything that is told them
-rather than do a little thinking. The raid excuse for losses that
-unfortunate speculators so often receive from brokers and financial
-gossipers is really an inverted tip. The difference lies in this: A
-bear tip is distinct, positive advice to sell short. But the inverted
-tip--that is, the explanation that does not explain--serves merely to
-keep you from wisely selling short. _The natural tendency when a stock
-breaks badly is to sell it. There is a reason--an unknown reason but a
-good reason; therefore, get out._ But it is not wise to get out when
-the break is the result of a raid by an operator, because the moment he
-stops the price must rebound. Inverted tips!
-
-
-
-
-_XVI_
-
-
-Tips! How people want tips! They crave not only to get them but to
-give them. There is greed involved, and vanity. It is very amusing,
-at times, to watch really intelligent people fish for them. And the
-tip-giver need not hesitate about the quality, for the tip-seeker
-is not really after good tips, but after any tip. If it makes good,
-fine! If it doesn’t, better luck with the next. I am thinking of the
-average customer of the average commission house. There is a type of
-promoter or manipulator that believes in tips first, last and all the
-time. A good flow of tips is considered by him as a sort of sublimated
-publicity work, the best merchandising dope in the world, for, since
-tip-seekers and tip-takers are invariably tip-passers, tip-broadcasting
-becomes a sort of endless-chain advertising. The tipster-promoter
-labours under the delusion that no human being breathes who can resist
-a tip if properly delivered. He studies the art of handing them out
-artistically.
-
-I get tips by the hundreds every day from all sorts of people. I’ll
-tell you a story about Borneo Tin. You remember when the stock was
-brought out? It was at the height of the boom. The promoter’s pool had
-taken the advice of a very clever banker and decided to float the new
-company in the open market at once instead of letting an underwriting
-syndicate take its time about it. It was good advice. The only mistake
-the members of the pool made came from inexperience. They did not know
-what the stock market was capable of doing during a crazy boom and at
-the same time they were not intelligently liberal. They were agreed
-on the need of marking up the price in order to market the stock, but
-they started the trading at a figure at which the traders and the
-speculative pioneers could not buy it without misgivings.
-
-By rights the promoters ought to have got stuck with it, but in the
-wild bull market their hoggishness turned out to be rank conservatism.
-The public was buying anything that was adequately tipped. Investments
-were not wanted. The demand was for easy money; for the sure gambling
-profit. Gold was pouring into this country through the huge purchases
-of war material. They tell me that the promoters, while making their
-plans for bringing out Borneo stock, marked up the opening price three
-different times before their first transaction was officially recorded
-for the benefit of the public.
-
-I had been approached to join the pool and I had looked into it but I
-didn’t accept the offer because if there is any market manoeuvring to
-do, I like to do it myself. I trade on my own information and follow my
-own methods. When Borneo Tin was brought out, knowing what the pool’s
-resources were and what they had planned to do, and also knowing what
-the public was capable of, I bought ten thousand shares during the
-first hour of the first day. Its market début was successful at least
-to that extent. As a matter of fact the promoters found the demand so
-active that they decided it would be a mistake to lose so much stock
-so soon. They found out that I had acquired my ten thousand shares
-about at the same time that they found out that they would probably
-be able to sell every share they owned if they merely marked up the
-price twenty-five or thirty points. They therefore concluded that the
-profit on my ten thousand shares would take too big a chunk out of the
-millions they felt were already as good as banked. So they actually
-ceased their bull operations and tried to shake me out. But I simply
-sat tight. They gave me up as a bad job because they didn’t want the
-market to get away from them, and then they began to put up the price,
-without losing any more stock than they could help.
-
-They saw the crazy height that other stocks rose to and they began to
-think in billions. Well, when Borneo Tin got up to 120 I let them have
-my ten thousand shares. It checked the rise and the pool managers let
-up on their jacking-up process. On the next general rally they again
-tried to make an active market for it and disposed of quite a little,
-but the merchandising proved to be rather expensive. Finally they
-marked it up to 150. But the bloom was off the bull market for keeps,
-so the pool was compelled to market what stock it could on the way down
-to those people who love to buy after a good reaction, on the fallacy
-that a stock that has once sold at 150 must be cheap at 130 and a great
-bargain at 120. Also, they passed the tip to the floor traders, who
-often are able to make a temporary market, and later to the commission
-houses. Every little helped and the pool was using every device known.
-The trouble was that the time for bulling stocks had passed. The
-suckers had swallowed other hooks. The Borneo bunch didn’t or wouldn’t
-see it.
-
-I was down in Palm Beach with my wife. One day I made a little
-money at Gridley’s and when I got home I gave Mrs. Livingston a
-five-hundred-dollar bill out of it. It was a curious coincidence, but
-that same night she met at a dinner the president of the Borneo Tin
-Company, a Mr. Wisenstein, who had become the manager of the stock
-pool. We didn’t learn until some time afterward that this Wisenstein
-deliberately manœuvred so that he sat next to Mrs. Livingston at
-dinner.
-
-He laid himself out to be particularly nice to her and talked most
-entertainingly. In the end he told her, very confidentially, “Mrs.
-Livingston, I’m going to do something I’ve never done before. I am very
-glad to do it because you know exactly what it means.” He stopped and
-looked at Mrs. Livingston anxiously, to make sure she was not only
-wise but discreet. She could read it on his face, plain as print. But
-all she said was, “Yes.”
-
-“Yes, Mrs. Livingston. It has been a very great pleasure to meet you
-and your husband, and I want to prove that I am sincere in saying this
-because I hope to see a great deal of both of you. I am sure I don’t
-have to tell you that what I am going to say is strictly confidential!”
-Then he whispered, “If you will buy some Borneo Tin you will make a
-great deal of money.”
-
-“Do you think so?” she asked.
-
-“Just before I left the hotel,” he said, “I received some cables with
-news that won’t be known to the public for several days at least. I am
-going to gather in as much of the stock as I can. If you get some at
-the opening to-morrow you will be buying it at the same time and at
-the same price as I. I give you my word that Borneo Tin will surely
-advance. You are the only person that I have told this to. Absolutely
-the only one!”
-
-She thanked him and then she told him that she didn’t know anything
-about speculating in stocks. But he assured her it wasn’t necessary for
-her to know any more than he had told her. To make sure she heard it
-correctly he repeated his advice to her:
-
-“All you have to do is to buy as much Borneo Tin as you wish. I can
-give you my word that if you do you will not lose a cent. I’ve never
-before told a woman--or a man, for that matter--to buy anything in my
-life. But I am so sure the stock won’t stop this side of 200 that I’d
-like you to make some money. I can’t buy all the stock myself, you
-know, and if somebody besides myself is going to benefit by the rise
-I’d rather it was you than some stranger. Much rather! I’ve told you in
-confidence because I know you won’t talk about it. Take my word for it,
-Mrs. Livingston, and buy Borneo Tin!”
-
-He was very earnest about it and succeeded in so impressing her that
-she began to think she had found an excellent use for the five hundred
-dollars I had given her that afternoon. That money hadn’t cost me
-anything and was outside of her allowance. In other words, it was easy
-money to lose if the luck went against her. But he had said she would
-surely win. It would be nice to make money on her own hook--and tell me
-all about it afterwards.
-
-Well, sir, the very next morning before the market opened she went into
-Harding’s office and said to the manager:
-
-“Mr. Haley, I want to buy some stock, but I don’t want it to go in my
-regular account because I don’t wish my husband to know anything about
-it until I’ve made some money. Can you fix it for me?”
-
-Haley, the manager, said, “Oh, yes. We can make it a special account.
-What’s the stock and how much of it do you want to buy?”
-
-She gave him the five hundred dollars and told him, “Listen, please.
-I do not wish to lose more than this money. If that goes I don’t want
-to owe you anything; and remember, I don’t want Mr. Livingston to know
-anything about this. Buy me as much Borneo Tin as you can for the
-money, at the opening.”
-
-Haley took the money and told her he’d never say a word to a soul, and
-bought her a hundred shares at the opening. I think she got it at 108.
-The stock was very active that day and closed at an advance of three
-points. Mrs. Livingston was so delighted with her exploit that it was
-all she could do to keep from telling me all about it.
-
-It so happened that I had been getting more and more bearish on the
-general market. The unusual activity in Borneo Tin drew my attention to
-it. I didn’t think the time was right for any stock to advance, much
-less one like that. I had decided to begin my bear operations that very
-day, and I started by selling about ten thousand shares of Borneo. If I
-had not I rather think the stock would have gone up five or six points
-instead of three.
-
-On the very next day I sold two thousand shares at the opening and two
-thousand shares just before the close, and the stock broke to 102.
-
-Haley, the manager of Harding Brothers’ Palm Beach Branch, was waiting
-for Mrs. Livingston to call there on the third morning. She usually
-strolled in about eleven to see how things were, if I was doing
-anything.
-
-Haley took her aside and said, “Mrs. Livingston, if you want me to
-carry that hundred shares of Borneo Tin for you you will have to give
-me more margin.”
-
-“But I haven’t any more,” she told him.
-
-“I can transfer it to your regular account,” he said.
-
-“No,” she objected, “because that way L.L. would learn about it.”
-
-“But the account already shows a loss of--” he began.
-
-“But I told you distinctly I didn’t want to lose more than the five
-hundred dollars. I didn’t even want to lose that,” she said.
-
-“I know, Mrs. Livingston, but I didn’t want to sell it without
-consulting you, and now unless you authorise me to hold it I’ll have to
-let it go.”
-
-“But it did so nicely the day I bought it,” she said, “that I didn’t
-believe it would act this way so soon. Did you?”
-
-“No,” answered Haley, “I didn’t.” They have to be diplomatic in
-brokers’ offices.
-
-“What’s gone wrong with it, Mr. Haley?”
-
-Haley knew, but he could not tell her without giving me away, and a
-customer’s business is sacred. So he said, “I don’t hear anything
-special about it, one way or the other. There she goes! That’s low for
-the move!” and he pointed to the quotation board.
-
-Mrs. Livingston gazed at the sinking stock and cried: “Oh, Mr. Haley! I
-don’t want to lose my five hundred dollars! What shall I do?”
-
-“I don’t know, Mrs. Livingston, but if I were you I’d ask Mr.
-Livingston.”
-
-“Oh, no! He doesn’t want me to speculate on my own hook. He told me
-so. He’ll buy or sell stock for me, if I ask him, but I’ve never before
-done trading that he did not know all about. I wouldn’t dare tell him.”
-
-“That’s all right,” said Haley soothingly. “He is a wonderful trader
-and he’ll know just what to do.” Seeing her shake her head violently he
-added devilishly: “Or else you put up a thousand or two to take care of
-your Borneo.”
-
-The alternative decided her then and there. She hung about the office,
-but as the market got weaker and weaker she came over to where I sat
-watching the board and told me she wanted to speak to me. We went into
-the private office and she told me the whole story. So I just said to
-her: “You foolish little girl, you keep your hands off this deal.”
-
-She promised that she would, and so I gave her back her five hundred
-dollars and she went away happy. The stock was par by that time.
-
-I saw what had happened. Wisenstein was an astute person. He figured
-that Mrs. Livingston would tell me what he had told her and I’d study
-the stock. He knew that activity always attracted me and I was known to
-swing a pretty fair line. I suppose he thought I’d buy ten or twenty
-thousand shares.
-
-It was one of the most cleverly planned and artistically propelled
-tips I’ve ever heard of. But it went wrong. It had to. In the first
-place, the lady had that very day received an unearned five hundred
-dollars and was therefore in a much more venturesome mood than usual.
-She wished to make some money all by herself, and womanlike dramatised
-the temptation so attractively that it was irresistible. She knew how I
-felt about stock speculation as practised by outsiders, and she didn’t
-dare mention the matter to me. Wisenstein didn’t size up her psychology
-right.
-
-He also was utterly wrong in his guess about the kind of trader I
-was. I never take tips and I was bearish on the entire market. The
-tactics that he thought would prove effective in inducing me to buy
-Borneo--that is, the activity and the three-point rise--were precisely
-what made me pick Borneo as a starter when I decided to sell the entire
-market.
-
-After I heard Mrs. Livingston’s story I was keener than ever to sell
-Borneo. Every morning at the opening and every afternoon just before
-closing I let him have some stock regularly, until I saw a chance to
-take in my shorts at a handsome profit.
-
-It has always seemed to me the height of damfoolishness to trade on
-tips. I suppose I am not built the way a tip-taker is. I sometimes
-think that tip-takers are like drunkards. There are some who can’t
-resist the craving and always look forward to those jags which they
-consider indispensable to their happiness. It is so easy to open your
-ears and let the tip in. To be told precisely what to do to be happy
-in such a manner that you can easily obey is the next nicest thing to
-being happy--which is a mighty long first step toward the fulfilment of
-your heart’s desire. It is not so much greed made blind by eagerness as
-it is hope bandaged by the unwillingness to do any thinking.
-
-And it is not only among the outside public that you find inveterate
-tip-takers. The professional trader on the floor of the New York Stock
-Exchange is quite as bad. I am definitely aware that no end of them
-cherish mistaken notions of me because I never give anybody tips. If
-I told the average man, “Sell yourself five thousand Steel!” he would
-do it on the spot. But if I tell him I am quite bearish on the entire
-market and give him my reasons in detail, he finds trouble in listening
-and after I’m done talking he will glare at me for wasting his time
-expressing my views on general conditions instead of giving him a
-direct and specific tip, like a real philanthropist of the type that is
-so abundant in Wall Street--the sort who loves to put millions into the
-pockets of friends, acquaintances and utter strangers alike.
-
-The belief in miracles that all men cherish is born of immoderate
-indulgence in hope. There are people who go on hope sprees periodically
-and we all know the chronic hope drunkard that is held up before us as
-an exemplary optimist. Tip-takers are all they really are.
-
-I have an acquaintance, a member of the New York Stock Exchange, who
-was one of those who thought I was a selfish, cold-blooded pig because
-I never gave tips or put friends into things. One day--this was some
-years ago--he was talking to a newspaper man who casually mentioned
-that he had had it from a good source that G.O.H. was going up. My
-broker friend promptly bought a thousand shares and saw the price
-decline so quickly that he was out thirty-five hundred dollars before
-he could stop his loss. He met the newspaper man a day or two later,
-while he was still sore.
-
-“That was a hell of a tip you gave me,” he complained.
-
-“What tip was that?” asked the reporter, who did not remember.
-
-“About G.O.H. You said you had it from a good source.”
-
-“So I did. A director of the company who is a member of the finance
-committee told me.”
-
-“Which of them was it?” asked the broker vindictively.
-
-“If you must know,” answered the newspaper man, “it was your own
-father-in-law, Mr. Westlake.”
-
-“Why in Hades didn’t you tell me you meant him!” yelled the broker.
-“You cost me thirty-five hundred dollars!” He didn’t believe in family
-tips. The farther away the source the purer the tip.
-
-Old Westlake was a rich and successful banker and promoter. He ran
-across John W. Gates one day. Gates asked him what he knew. “If you
-will act on it I’ll give you a tip. If you won’t I’ll save my breath,”
-answered old Westlake grumpily.
-
-“Of course I’ll act on it,” promised Gates cheerfully.
-
-“Sell Reading! There is a sure twenty-five points in it, and possibly
-more. But twenty-five absolutely certain,” said Westlake impressively.
-
-“I’m much obliged to you,” and Bet-you-a-million Gates shook hands
-warmly and went away in the direction of his broker’s office.
-
-Westlake had specialized on Reading. He knew all about the company and
-stood in with the insiders so that the market for the stock was an open
-book to him and everybody knew it. Now he was advising the Western
-plunger to go short of it.
-
-Well, Reading never stopped going up. It rose something like one
-hundred points in a few weeks. One day old Westlake ran smack up
-against John W. in the Street, but he made out he hadn’t seen him and
-was walking on. John W. Gates caught up with him, his face all smiles
-and held out his hand. Old Westlake shook it dazedly.
-
-“I want to thank you for that tip you gave me on Reading,” said Gates.
-
-“I didn’t give you any tip,” said Westlake, frowning.
-
-“Sure you did. And it was a Jim Hickey of a tip too. I made sixty
-thousand dollars.”
-
-“Made sixty thousand dollars?”
-
-“Sure! Don’t you remember? You told me to sell Reading; so I bought it!
-I’ve always made money coppering your tips, Westlake,” said John W.
-Gates pleasantly. “Always!”
-
-Old Westlake looked at the bluff Westerner and presently remarked
-admiringly, “Gates, what a rich man I’d be if I had your brains!”
-
-The other day I met Mr. W. A. Rogers, the famous cartoonist, whose
-Wall Street drawings brokers so greatly admire. His daily cartoons in
-the New York _Herald_ for years gave pleasure to thousands. Well, he
-told me a story. It was just before we went to war with Spain. He was
-spending an evening with a broker friend. When he left he picked up his
-derby hat from the rack, at least he thought it was his hat, for it was
-the same shape and fitted him perfectly.
-
-The Street at that time was thinking and talking of nothing but war
-with Spain. Was there to be one or not? If it was to be war the market
-would go down; not so much on our own selling as on pressure from
-European holders of our securities. If peace, it would be a cinch to
-buy stocks, as there had been considerable declines prompted by the
-sensational clamorings of the yellow papers. Mr. Rogers told me the
-rest of the story as follows:
-
-“My friend, the broker, at whose house I had been the night before,
-stood in the Exchange the next day anxiously debating in his mind which
-side of the market to play. He went over the pros and cons, but it
-was impossible to distinguish which were rumors and which were facts.
-There was no authentic news to guide him. At one moment he thought war
-was inevitable, and on the next he almost convinced himself that it
-was utterly unlikely. His perplexity must have caused a rise in his
-temperature, for he took off his derby to wipe his fevered brow. He
-couldn’t tell whether he should buy or sell.
-
-“He happened to look inside of his hat. There in gold letters was
-the word WAR. That was all the hunch he needed. Was it not a tip
-from Providence via my hat? So he sold a raft of stock, war was duly
-declared, he covered on the break and made a killing.” And then W. A.
-Rogers finished, “I never got back that hat!”
-
-But the prize tip story of my collection concerns one of the most
-popular members of the New York Stock Exchange, J. T. Hood. One day
-another floor trader, Bert Walker, told him that he had done a good
-turn to a prominent director of the Atlantic & Southern. In return the
-grateful insider told him to buy all the A. & S. he could carry. The
-directors were going to do something that would put the stock up at
-least twenty-five points. All the directors were not in the deal, but
-the majority would be sure to vote as wanted.
-
-Bert Walker concluded that the dividend rate was going to be raised. He
-told his friend Hood and they each bought a couple of thousand shares
-of A. & S. The stock was very weak, before and after they bought, but
-Hood said that was obviously intended to facilitate accumulation by
-the inside clique, headed by Bert’s grateful friend.
-
-On the following Thursday, after the market closed, the directors of
-the Atlantic & Southern met and passed the dividend. The stock broke
-six points in the first six minutes of trading Friday morning.
-
-Bert Walker was sore as a pup. He called on the grateful director, who
-was broken-hearted about it and very penitent. He said that he had
-forgotten that he had told Walker to buy. That was the reason he had
-neglected to call him up to tell him of a change in the plans of the
-dominant faction in the board. The remorseful director was so anxious
-to make up that he gave Bert another tip. He kindly explained that a
-couple of his colleagues wanted to get cheap stock and against his
-judgment resorted to coarse work. He had to yield to win their votes.
-But now that they all had accumulated their full lines there was
-nothing to stop the advance. It was a double-riveted, lead-pipe cinch
-to buy A. & S. now.
-
-Bert not only forgave him but shook hands warmly with the high
-financier. Naturally he hastened to find his friend and fellow-victim,
-Hood, to impart the glad tidings to him. They were going to make a
-killing. The stock had been tipped for a rise before and they bought.
-But now it was fifteen points lower. That made it a cinch. So they
-bought five thousand shares, joint account.
-
-As if they had rung a bell to start it, the stock broke badly on
-what quite obviously was inside selling. Two specialists cheerfully
-confirmed the suspicion. Hood sold out their five thousand shares. When
-he got through Bert Walker said to him, “If that blankety-blank blanker
-hadn’t gone to Florida day before yesterday I’d lick the stuffing out
-of him. Yes, I would. But you come with me.”
-
-“Where to?” asked Hood.
-
-“To the telegraph office. I want to send that skunk a telegram that
-he’ll never forget. Come on.”
-
-Hood went on. Bert led the way to the telegraph office. There, carried
-away by his feelings--they had taken quite a loss on the five thousand
-shares--he composed a masterpiece of vituperation. He read it to Hood
-and finished, “That will come pretty near to showing him what I think
-of him.”
-
-He was about to slide it toward the waiting clerk when Hood said, “Hold
-on, Bert!”
-
-“What’s the matter?”
-
-“I wouldn’t send it,” advised Hood earnestly.
-
-“Why not?” snapped Bert.
-
-“It will make him sore as the dickens.”
-
-“That’s what we want, isn’t it?” said Bert, looking at Hood in surprise.
-
-But Hood shook his head disapprovingly and said in all seriousness,
-“We’ll never get another tip from him if you send that telegram!”
-
-A professional trader actually said that. Now what’s the use of talking
-about sucker tip-takers? Men do not take tips because they are bally
-asses but because they like those hope cocktails I spoke of. Old Baron
-Rothschild’s recipe for wealth winning applies with greater force than
-ever to speculation. Somebody asked him if making money in the Bourse
-was not a very difficult matter, and he replied that, on the contrary,
-he thought it was very easy.
-
-“That is because you are so rich,” objected the interviewer.
-
-“Not at all. I have found an easy way and I stick to it. I simply
-cannot help making money. I will tell you my secret if you wish. It is
-this: _I never buy at the bottom and I always sell too soon_.”
-
-Investors are a different breed of cats. Most of them go in strong for
-inventories and statistics of earnings and all sorts of mathematical
-data, as though that meant facts and certainties. _The human factor
-is minimised as a rule._ Very few people like to buy into a one-man
-business. But the wisest investor I ever knew was a man who began by
-being a Pennsylvania Dutchman and followed it up by coming to Wall
-Street and seeing a great deal of Russell Sage.
-
-He was a great investigator, an indefatigable Missourian. He believed
-in asking his own questions and in doing his seeing with his own eyes.
-He had no use for another man’s spectacles. This was years ago. It
-seems he held quite a little Atchison. Presently he began to hear
-disquieting reports about the company and its management. He was told
-that Mr. Reinhart, the president, instead of being the marvel he was
-credited with being, in reality was a most extravagant manager whose
-recklessness was fast pushing the company into a mess. There would be
-the deuce to pay on the inevitable day of reckoning.
-
-This was precisely the kind of news that was as the breath of life
-to the Pennsylvania Dutchman. He hurried over to Boston to interview
-Mr. Reinhart and ask him a few questions. The questions consisted of
-repeating the accusations he had heard and then asking the president of
-the Atchison, Topeka & Santa Fe Railroad if they were true.
-
-Mr. Reinhart not only denied the allegations emphatically but said
-even more: He proceeded to prove by figures that the allegators
-were malicious liars. The Pennsylvania Dutchman had asked for exact
-information and the president gave it to him, showing him what the
-company was doing and how it stood financially, to a cent.
-
-The Pennsylvania Dutchman thanked President Reinhart, returned to New
-York and promptly sold all his Atchison holdings. A week or so later he
-used his idle funds to buy a big lot of Delaware, Lackawanna & Western.
-
-Years afterward we were talking of lucky swaps and he cited his own
-case. He explained what prompted him to make it.
-
-“You see,” he said, “I noticed that President Reinhart, when he wrote
-down figures, took sheets of letter paper from a pigeonhole in his
-mahogany roll-top desk. It was fine heavy linen paper with beautifully
-engraved letterheads in two colors. It was not only very expensive
-but worse--it was unnecessarily expensive. He would write a few
-figures on a sheet to show me exactly what the company was earning on
-certain divisions or to prove how they were cutting down expenses or
-reducing operating costs, and then he would crumple up the sheet of
-the expensive paper and throw it in the waste-basket. Pretty soon he
-would want to impress me with the economies they were introducing and
-he would reach for a fresh sheet of the beautiful notepaper with the
-engraved letterheads in two colors. A few figures--and bingo, into the
-waste-basket! More money wasted without a thought. It struck me that
-if the president was that kind of a man he would scarcely be likely
-to insist upon having or rewarding economical assistants. I therefore
-decided to believe the people who had told me the management was
-extravagant instead of accepting the president’s version and I sold
-what Atchison stock I held.
-
-“It so happened that I had occasion to go to the offices of the
-Delaware, Lackawanna & Western a few days later. Old Sam Sloan was the
-president. His office was the nearest to the entrance and his door
-was wide open. It was always open. Nobody could walk into the general
-offices of the D.L.&W. in those days and not see the president of the
-company seated at his desk. Any man could walk in and do business with
-him right off, if he had any business to do. The financial reporters
-used to tell me that they never had to beat around the bush with old
-Sam Sloan, but would ask their questions and get a straight yes or
-no from him, no matter what the stock-market exigencies of the other
-directors might be.
-
-“When I walked in I saw the old man was busy. I thought at first that
-he was opening his mail, but after I got inside close to the desk I saw
-what he was doing. I learned afterwards that it was his daily custom to
-do it. After the mail was sorted and open, instead of throwing away the
-empty envelopes he had them gathered up and taken to his office. In
-his leisure moments he would rip the envelope all around. That gave him
-two bits of paper, each with one clean blank side. He would pile these
-up and then he would have them distributed about, to be used in lieu of
-scratch pads for such figuring as Reinhart had done for me on engraved
-notepaper. No waste of empty envelopes and no waste of the president’s
-idle moments. Everything utilised.
-
-“It struck me that if that was the kind of man the D.L.&W. had for
-president, the company was managed economically in all departments. The
-president would see to that! Of course I knew the company was paying
-regular dividends and had a good property. I bought all the D.L.&W.
-stock I could. Since that time the capital stock has been doubled
-and quadrupled. My annual dividends amount to as much as my original
-investment. I still have my D.L.&W. And Atchison went into the hands of
-a receiver a few months after I saw the president throwing sheet after
-sheet of linen paper with engraved letterheads in two colors into the
-waste-basket to prove to me with figures that he was not extravagant.”
-
-And the beauty of that story is that it is true and that no other stock
-that the Pennsylvania Dutchman could have bought would have proved to
-be so good an investment as D.L.&W.
-
-
-
-
-_XVII_
-
-
-One of my most intimate friends is very fond of telling stories about
-what he calls my hunches. He is forever ascribing to me powers that
-defy analysis. He declares I merely follow blindly certain mysterious
-impulses and thereby get out of the stock market at precisely the
-right time. His pet yarn is about a black cat that told me, at his
-breakfast-table, to sell a lot of stock I was carrying, and that after
-I got the pussy’s message I was grouchy and nervous until I sold every
-share I was long of. I got practically the top prices of the movement,
-which of course strengthened the hunch theory of my hard-headed friend.
-
-I had gone to Washington to endeavor to convince a few Congressmen that
-there was no wisdom in taxing us to death and I wasn’t paying much
-attention to the stock market. My decision to sell out my line came
-suddenly, hence my friend’s yarn.
-
-I admit that I do get irresistible impulses at times to do certain
-things in the market. It doesn’t matter whether I am long or short of
-stocks. I must get out. I am uncomfortable until I do. I myself think
-that what happens is that I see a lot of warning-signals. Perhaps not
-a single one may be sufficiently clear or powerful to afford me a
-positive, definite reason for doing what I suddenly feel like doing.
-Probably that is all there is to what they call “ticker-sense” that
-old traders say James R. Keene had so strongly developed and other
-operators before him. Usually, I confess, the warning turns out to be
-not only sound but timed to the minute. But in this particular instance
-there was no hunch. The black cat had nothing to do with it. What he
-tells everybody about my getting up so grumpy that morning I suppose
-can be explained--if I in truth was grouchy--by my disappointment. I
-knew I was not convincing the Congressman I talked to and the Committee
-did not view the problem of taxing Wall Street as I did. I wasn’t
-trying to arrest or evade taxation on stock transactions but to suggest
-a tax that I as an experienced stock operator felt was neither unfair
-nor unintelligent. I didn’t want Uncle Sam to kill the goose that
-could lay so many golden eggs with fair treatment. Possibly my lack of
-success not only irritated me but made me pessimistic over the future
-of an unfairly taxed business. But I’ll tell you exactly what happened.
-
-At the beginning of the bull market I thought well of the outlook in
-both the Steel trade and the Copper market and I therefore felt bullish
-on stocks of both groups. So I started to accumulate some of them.
-I began by buying 5000 shares of Utah Copper and stopped because it
-didn’t act right. That is, it did not behave as it should have behaved
-to make me feel I was wise in buying it. I think the price was around
-114. I also started to buy United States Steel at almost the same
-price. I bought in all 20,000 shares the first day because it did act
-right. I followed the method I have described before.
-
-Steel continued to act right and I therefore continued to accumulate
-it until I was carrying 72,000 shares of it in all. But my holdings of
-Utah Copper consisted of my initial purchase. I never got above the
-5000 shares. Its behaviour did not encourage me to do more with it.
-
-Everybody knows what happened. We had a big bull movement. I knew
-the market was going up. General conditions were favourable. Even
-after stocks had gone up extensively and my paper profit was not to
-be sneezed at, the tape kept trumpeting: _Not yet! Not yet!_ When I
-arrived in Washington the tape was still saying that to me. Of course,
-I had no intention of increasing my line at that late day, even though
-I was still bullish. At the same time, the market was plainly going my
-way and there was no occasion for me to sit in front of a quotation
-board all day, in hourly expectation of getting a tip to get out.
-Before the clarion call to retreat came--barring an utterly unexpected
-catastrophe, of course--the market would hesitate or otherwise prepare
-me for a reversal of the speculative situation. That was the reason why
-I went blithely about my business with my Congressman.
-
-At the same time, prices kept going up and that meant that the end of
-the bull market was drawing nearer. I did not look for the end on any
-fixed date. That was something quite beyond my power to determine. But
-I needn’t tell you that I was on the watch for the tip-off. I always
-am, anyhow. It has become a matter of business habit with me.
-
-I cannot swear to it but I rather suspect that the day before I sold
-out, seeing the high prices made me think of the magnitude of my
-paper profit as well as of the line I was carrying and, later on, of my
-vain efforts to induce our legislators to deal fairly and intelligently
-by Wall Street. That was probably the way and the time the seed was
-sown within me. The subconscious mind worked on it all night. In the
-morning I thought of the market and began to wonder how it would act
-that day. When I went down to the office I saw not so much that prices
-were still higher and that I had a satisfying profit but that there
-was a great big market with a tremendous power of absorption. I could
-sell any amount of stock in that market; and, of course, when a man
-is carrying his full line of stocks, he must be on the watch for an
-opportunity to change his paper profit into actual cash. He should try
-to lose as little of the profit as possible in the swapping. Experience
-has taught me that a man can always find an opportunity to make his
-profits real and that this opportunity usually comes at the end of the
-move. That isn’t tape-reading or a hunch.
-
-Of course, when I found that morning a market in which I could sell
-out all my stocks without any trouble I did so. When you are selling
-out it is no wiser or braver to sell fifty shares than fifty thousand;
-but fifty shares you can sell in the dullest market without breaking
-the price and fifty thousand shares of a single stock is a different
-proposition. I had seventy-two thousand shares of U.S. Steel. This may
-not seem a colossal line, but you can’t always sell that much without
-losing some of that profit that looks so nice on paper when you figure
-it out and that hurts as much to lose as if you actually had it safe in
-the bank.
-
-I had a total profit of about $1,500,000 and I grabbed it while the
-grabbing was good. But that wasn’t the principal reason for thinking
-that I did the right thing in selling out when I did. The market proved
-it for me and that was indeed a source of satisfaction for me. It was
-this way: I succeeded in selling my entire line of seventy-two thousand
-shares of U.S. Steel at a price which averaged me just one point from
-the top of the day and of the movement. It proved that I was right, to
-the minute. But when, on the very same hour of the very same day I came
-to sell my 5000 shares of Utah Copper, the price broke five points.
-Please recall that I began buying both stocks at the same time and that
-I acted wisely in increasing my line of U.S. Steel from twenty thousand
-shares to seventy-two thousand, and equally wisely in not increasing
-my line of Utah from the original 5000 shares. The reason why I didn’t
-sell out my Utah Copper before was that I was bullish on the copper
-trade and it was a bull market in stocks and I didn’t think that Utah
-would hurt me much even if I didn’t make a killing in it. But as for
-hunches, there weren’t any.
-
-The training of a stock trader is like a medical education. The
-physician has to spend long years learning anatomy, physiology, materia
-medica and collateral subjects by the dozen. He learns the theory
-and then proceeds to devote his life to the practice. He observes and
-classifies all sorts of pathological phenomena. He learns to diagnose.
-If his diagnosis is correct--and that depends upon the accuracy of
-his observation--he ought to do pretty well in his prognosis, always
-keeping in mind, of course, that human fallibility and the utterly
-unforeseen will keep him from scoring 100 per cent of bull’s-eyes.
-And then, as he gains in experience, he learns not only to do the
-right thing but to do it instantly, so that many people will think he
-does it instinctively. It really isn’t automatism. It is that he has
-diagnosed the case according to his observations of such cases during
-a period of many years; and, naturally, after he has diagnosed it, he
-can only treat it in the way that experience has taught him is the
-proper treatment. You can transmit knowledge--that is, your particular
-collection of card-indexed facts--but not your experience. _A man may
-know what to do and lose money--if he doesn’t do it quickly enough._
-
-Observation, experience, memory and mathematics--these are what the
-successful trader must depend on. He must not only observe accurately
-but remember at all times what he has observed. He cannot bet on
-the unreasonable or on the unexpected, however strong his personal
-convictions may be about man’s unreasonableness or however certain
-he may feel that the unexpected happens very frequently. He must bet
-always on probabilities--that is, try to anticipate them. Years of
-practice at the game, of constant study, of always remembering, enable
-the trader to act on the instant when the unexpected happens as well as
-when the expected comes to pass.
-
-A man can have great mathematical ability and an unusual power of
-accurate observation and yet fail in speculation unless he also
-possesses _the experience and the memory_. And then, like the physician
-who keeps up with the advances of science, _the wise trader never
-ceases to study general conditions, to keep track of developments
-everywhere that are likely to affect or influence the course of the
-various markets_. After years at the game it becomes a habit to keep
-posted. He acts almost automatically. He requires the invaluable
-professional attitude and that enables him to beat the game--at times!
-This difference between the professional and the amateur or occasional
-trader cannot be overemphasised. I find, for instance, that memory
-and mathematics help me very much. Wall Street makes its money on a
-mathematical basis. I mean, _it makes its money by dealing with facts
-and figures_.
-
-When I said that a trader has to keep posted to the minute and that he
-must take a purely professional attitude toward all markets and all
-developments, I merely meant to emphasise again that hunches and the
-mysterious ticker-sense haven’t so much to do with success. Of course,
-it often happens that an experienced trader acts so quickly that he
-hasn’t time to give all his reasons in advance--but nevertheless they
-are good and sufficient reasons, because they are based on facts
-collected by him in his years of working and thinking and seeing things
-from the angle of the professional, to whom everything that comes
-to his mill is grist. Let me illustrate what I mean by professional
-attitude.
-
-I keep track of the commodities markets, always. It is a habit of
-years. As you know, the Government reports indicated a winter wheat
-crop about the same as last year and a bigger spring wheat crop than
-in 1921. The condition was much better and we probably would have an
-earlier harvest than usual. When I got the figures of condition and
-I saw what we might expect in the way of yield--mathematics--I also
-thought at once of the coal miner’s strike and the railroad shopmen’s
-strike. I couldn’t help thinking of them because my mind always thinks
-of all developments that have a bearing on the markets. It instantly
-struck me that the strike which had already affected the movement of
-freight everywhere must affect wheat prices adversely. I figured this
-way: There was bound to be considerable delay in moving winter wheat
-to market by reason of the strike-crippled transportation facilities,
-and by the time those improved the spring wheat crop would be ready to
-move. That meant that when the railroads were able to move wheat in
-quantity they would be bringing in both crops together--the delayed
-winter and the early spring wheat--and that would mean a vast quantity
-of wheat pouring into the market at one fell swoop. Such being the
-facts of the case--the obvious probabilities--the traders, who would
-know and figure as I did, would not bull wheat for a while. They would
-not feel like buying it unless the price declined to such figures as
-made the purchase of wheat a good investment. With no buying power in
-the market, the price ought to go down. Thinking the way I did I must
-find whether I was right or not. As old Pat Hearne used to remark, “You
-can’t tell till you bet.” Between being bearish and selling there is no
-need to waste time.
-
-_Experience has taught me that the way a market behaves is an excellent
-guide for an operator to follow. It is like taking a patient’s
-temperature and pulse or noting the colour of the eyeballs and the
-coating of the tongue._
-
-Now, ordinarily a man ought to be able to buy or sell a million bushels
-of wheat within a range of ¼ cent. On this day when I sold the 250,000
-bushels to test the market for timeliness, the price went down ¼ cent.
-Then, since the reaction did not definitely tell me all I wished to
-know, I sold another quarter of a million bushels. I noticed that it
-was taken in driblets; that is, the buying was in lots of 10,000 or
-15,000 bushels instead of being taken in two or three transactions
-which would have been the normal way. In addition to the homeopathic
-buying the price went down 1¼ cents on my selling. Now, I need not
-waste my time pointing out that the way in which the market took my
-wheat and the disproportionate decline on my selling told me that there
-was no buying power there. Such being the case, what was the only
-thing to do? Of course, to sell a lot more. Following the dictates
-of experience may possibly fool you, now and then. But not following
-them invariably makes an ass of you. So I sold 2,000,000 bushels and
-the price went down some more. A few days later the market’s behaviour
-practically compelled me to sell an additional 2,000,000 bushels and
-the price declined further still; a few days later wheat started to
-break badly and slumped off 6 cents a bushel. And it didn’t stop there.
-It has been going down, with short-lived rallies.
-
-Now, I didn’t follow a hunch. Nobody gave me a tip. It was my habitual
-or professional mental attitude toward the commodities markets that
-gave me the profit and that attitude came from my years at this
-business. I study because my business is to trade. The moment the tape
-told me that I was on the right track my business duty was to increase
-my line. I did. That is all there is to it.
-
-I have found that experience is apt to be a steady dividend payer in
-this game and that observation gives you the best tips of all. The
-behaviour of a certain stock is all you need at times. You observe it.
-Then experience shows you how to profit by variations from the usual,
-that is, from the probable. For example, we know _that all stocks do
-not move one way together but that all the stocks of a group will move
-up in a bull market and down in a bear market_. This is a common-place
-of speculation. It is the commonest of all self-given tips and the
-commission houses are well aware of it and pass it on to any customer
-who has not thought of it himself; I mean, the advice to trade in those
-stocks which have lagged behind other stocks of the same group. Thus,
-if U.S. Steel goes up, it is logically assumed that it is only a matter
-of time when Crucible or Republic or Bethlehem will follow suit. Trade
-conditions and prospects should work alike with all stocks of a group
-and the prosperity should be shared by all. On the theory, corroborated
-by experience times without number, that every dog has his day in the
-market, the public will buy A.B. Steel because it has not advanced
-while C.D. Steel and X.Y. Steel have gone up.
-
-I never buy a stock even in a bull market, if it doesn’t act as it
-ought to act in that kind of market. I have sometimes bought a stock
-during an undoubted bull market and found out that other stocks in the
-same group were not acting bullishly and I have sold out my stock. Why?
-_Experience tells me that it is not wise to buck against what I may
-call the manifest group-tendency._ I cannot expect to play certainties
-only. I must reckon on probabilities--and anticipate them. An old
-broker once said to me: “If I am walking along a railroad track and
-I see a train coming toward me at sixty miles an hour, do I keep on
-walking on the ties? Friend, I sidestep. And I don’t even pat myself on
-the back for being so wise and prudent.”
-
-Last year, after the general bull movement was well under way, I
-noticed that one stock in a certain group was not going with the rest
-of the group, though the group with that one exception was going with
-the rest of the market. I was long a very fair amount of Blackwood
-Motors. Everybody knew that the company was doing a very big business.
-The price was rising from one to three points a day and the public
-was coming in more and more. This naturally centered attention on the
-group and all the various motor stocks began to go up. One of them,
-however, persistently held back and that was Chester. It lagged behind
-the others so that it was not long before it made people talk. The low
-price of Chester and its apathy was contrasted with the strength and
-activity in Blackwood and other motor stocks and the public logically
-enough listened to the touts and tipsters and wise-acres and began to
-buy Chester on the theory that it must presently move up with the rest
-of the group.
-
-Instead of going on this moderate public buying, Chester actually
-declined. Now, it would have been no job to put it up in that bull
-market, considering that Blackwood, a stock of the same group, was one
-of the sensational leaders of the general advance and we were hearing
-nothing but the wonderful improvement in the demand for automobiles of
-all kinds and the record output.
-
-It was thus plain that the inside clique in Chester were not doing any
-of the things that inside cliques invariably do in a bull market. For
-this failure to do the usual thing there might be two reasons. Perhaps
-the insiders did not put it up because they wished to accumulate more
-stock before advancing the price. But this was an untenable theory if
-you analysed the volume and character of the trading in Chester. The
-other reason was that they did not put it up because they were afraid
-of getting stock if they tried to.
-
-When the men who ought to want a stock don’t want it, why should I want
-it? I figured that no matter how prosperous other automobile companies
-might be, it was a cinch to sell Chester short. _Experiences had taught
-me to beware of buying a stock that refuses to follow the group-leader._
-
-I easily established the fact that not only there was no inside
-buying but that there was actually inside selling. There were other
-symptomatic warnings against buying Chester, though all I required was
-its inconsistent market behaviour. It was again the tape that tipped
-me off and that was why I sold Chester short. One day, not very long
-afterward, the stock broke wide open. Later on we learned--officially,
-as it were--that insiders had indeed been selling it, knowing full
-well that the condition of the company was not good. The reason, as
-usual, was disclosed after the break. But the warning came before the
-break. _I don’t look out for the breaks; I look out for the warnings._
-I didn’t know what was the trouble with Chester; neither did I follow a
-hunch. I merely knew that something must be wrong.
-
-Only the other day we had what the newspapers called a sensational
-movement in Guiana Gold. After selling on the Curb at 50 or close to
-it, it was listed on the Stock Exchange. It started there at around 35,
-began to go down and finally broke 20.
-
-Now, I’d never have called that break sensational because it was fully
-to be expected. If you had asked you could have learned the history of
-the company. No end of people knew it. It was told to me as follows: A
-syndicate was formed consisting of a half dozen extremely well-known
-capitalists and a prominent banking house. One of the members was the
-head of the Belle Isle Exploration Company, which advanced Guiana over
-$10,000,000 cash and received in return bonds and 250,000 shares out
-of a total of one million shares of the Guiana Gold Mining Company.
-The stock went on a dividend basis and it was mighty well advertised.
-The Belle Isle people thought it well to cash in and they gave a call
-on their 250,000 shares to the bankers, who arranged to try to market
-that stock and some of their own holdings as well. They thought of
-entrusting the market manipulation to a professional whose fee was to
-be one third of the profits from the sale of the 250,000 shares above
-36. I understand that the agreement was drawn up and ready to be signed
-but at the last moment the bankers decided to undertake the marketing
-themselves and save the fee. So they organized an inside pool. The
-bankers had a call on the Belle Isle holdings of 250,000 at 36. They
-put this in at 41. That is, insiders paid their own banking colleagues
-a 5-point profit to start with. I don’t know whether they knew it or
-not.
-
-It is perfectly plain that to the bankers the operation had every
-semblance of a cinch. We had run into a bull market and the stocks of
-the group to which Guiana Gold belonged were among the market leaders.
-The company was making big profits and paying regular dividends. This
-together with the high character of the sponsors made the public regard
-Guiana almost as an investment stock. I was told that about 400,000
-shares were sold to the public all the way up to 47.
-
-The gold group was very strong. But presently Guiana began to sag.
-It declined ten points. That was all right if the pool was marketing
-stock. But pretty soon the Street began to hear that things were not
-altogether satisfactory and the property was not bearing out the high
-expectations of the promoters. Then, of course, the reason for the
-decline became plain. But before the reason was known I had the warning
-and had taken steps to test the market for Guiana. The stock was acting
-pretty much as Chester Motors did. I sold Guiana. The price went down.
-I sold more. The price went still lower. The stock was repeating the
-performance of Chester and of a dozen other stocks whose clinical
-history I remembered. The tape plainly told me that there was something
-wrong--something that kept insiders from buying it--insiders who knew
-exactly why they should not buy their own stock in a bull market. On
-the other hand, outsiders, who did not know, were now buying because
-having sold at 45 and higher the stock looked cheap at 35 and lower.
-The dividend was still being paid. The stock was a bargain.
-
-Then the news came. It reached me, as important market news often does,
-before it reached the public. But the confirmation of the reports of
-striking barren rock instead of rich ore merely gave me the reason for
-the earlier inside selling. I myself didn’t sell on the news. I had
-sold long before, on the stock’s behaviour. My concern with it was
-not philosophical. I am a trader and therefore looked for one sign:
-Inside buying. There wasn’t any. I didn’t have to know why the insiders
-did not think enough of their own stock to buy it on the decline. It
-was enough that their market plans plainly did not include further
-manipulation for the rise. That made it a cinch to sell the stock
-short. The public had bought almost a half million shares and the only
-change in ownership possible was from one set of ignorant outsiders who
-would sell in the hope of stopping losses to another set of ignorant
-outsiders who might buy in the hope of making money.
-
-I am not telling you this to moralise on the public’s losses through
-their buying of Guiana or on my profit through my selling of it, but
-to emphasise how important the study of group-behaviourism is and how
-its lessons are disregarded by inadequately equipped traders, big and
-little. And it is not only in the stock market that the tape warns you.
-It blows the whistle quite as loudly in commodities.
-
-I had an interesting experience in cotton. I was bearish on stocks and
-put out a moderate short line. At the same time I sold cotton short;
-50,000 bales. My stock deal proved profitable and I neglected my
-cotton. The first thing I knew I had a loss of $250,000 on my 50,000
-bales. As I said, my stock deal was so interesting and I was doing
-so well in it that I did not wish to take my mind off it. Whenever I
-thought of cotton I just said to myself: “I’ll wait for a reaction and
-cover.” The price would react a little but before I could decide to
-take my loss and cover, the price would rally again, and go higher than
-ever. So I’d decide again to wait a little and I’d go back to my stock
-deal and confine my attention to that. Finally I closed out my stocks
-at a very handsome profit and went away to Hot Springs for a rest and a
-holiday.
-
-That really was the first time that I had my mind free to deal with the
-problem of my losing deal in cotton. The trade had gone against me.
-There were times when it almost looked as if I might win out. I noticed
-that whenever anybody sold heavily there was a good reaction. But
-almost instantly the price would rally and make a new high for the move.
-
-Finally, by the time I had been in Hot Springs a few days, I was a
-million to the bad and no let up in the rising tendency. I thought
-over all I had done and had not done and I said to myself: “I must be
-wrong!” With me to feel that I am wrong and to decide to get out are
-practically one process. So I covered, at a loss of about one million.
-
-The next morning I was playing golf and not thinking of anything else.
-I had made my play in cotton. I had been wrong. I had paid for being
-wrong and the receipted bill was in my pocket. I had no more concern
-with the cotton market than I have at this moment. When I went back
-to the hotel for luncheon I stopped at the broker’s office and took a
-look at the quotations. I saw that cotton had gone off 50 points. That
-wasn’t anything. But I also noticed that it had not rallied as it had
-been in the habit of doing for weeks, as soon as the pressure of the
-particular selling that had depressed it eased up. This had indicated
-that the line of least resistance was upward and it had cost me a
-million to shut my eyes to it.
-
-Now, however, the reason that had made me cover at a big loss was no
-longer a good reason since there had not been the usual prompt and
-vigorous rally. So I sold 10,000 bales and waited. Pretty soon the
-market went off 50 points. I waited a little while longer. There was no
-rally. I had got pretty hungry by now, so I went into the dining-room
-and ordered my luncheon. Before the waiter could serve it, I jumped up,
-went to the broker’s office, I saw that there had been no rally and so
-I sold 10,000 bales more. I waited a little and had the pleasure of
-seeing the price decline 40 points more. That showed me I was trading
-correctly so I returned to the dining-room ate my luncheon and went
-back to the broker’s. There was no rally in cotton that day. That very
-night I left Hot Springs.
-
-It was all very well to play golf but I had been wrong in cotton in
-selling when I did and in covering when I did. So I simply had to get
-back on the job and be where I could trade in comfort. The way the
-market took my first ten thousand bales made me sell the second ten
-thousand, and the way the market took the second made me certain the
-turn had come. It was the difference in behaviour.
-
-Well, I reached Washington and went to my brokers’ office there, which
-was in charge of my old friend Tucker. While I was there the market
-went down some more. I was more confident of being right now than I had
-been of being wrong before. So I sold 40,000 bales and the market went
-off 75 points. It showed that there was no support there. That night
-the market closed still lower. The old buying power was plainly gone.
-There was no telling at what level that power would again develop, but
-I felt confident of the wisdom of my position. The next morning I left
-Washington for New York by motor. There was no need to hurry.
-
-When we got to Philadelphia I drove to a broker’s office. I saw that
-there was the very dickens to pay in the cotton market. Prices had
-broken badly and there was a small-sized panic on. I didn’t wait to get
-to New York. I called up my brokers on the long distance and I covered
-my shorts. As soon as I got my reports and found that I had practically
-made up my previous loss, I motored on to New York without having to
-stop en route to see any more quotations.
-
-Some friends who were with me in Hot Springs talk to this day of
-the way I jumped up from the luncheon table to sell that second lot
-of 10,000 bales. But again that clearly was not a hunch. It was an
-impulse that came from the conviction that the time to sell cotton
-had now come, however great my previous mistake had been. I had to
-take advantage of it. It was my chance. The subconscious mind probably
-went on working, reaching conclusions for me. The decision to sell in
-Washington was the result of my observation. My years of experience in
-trading told me that the line of least resistance had changed from up
-to down.
-
-I bore the cotton market no grudge for taking a million dollars out of
-me and I did not hate myself for making a mistake of that calibre any
-more than I felt proud for covering in Philadelphia and making up my
-loss. My trading mind concerns itself with trading problems and I think
-I am justified in asserting that I made up my first loss because I had
-the experience and the memory.
-
-
-
-
-_XVIII_
-
-
-History repeats itself all the time in Wall Street. Do you remember a
-story I told you about covering my shorts at the time Stratton had corn
-cornered? Well, another time I used practically the same tactics in the
-stock market. The stock was Tropical Trading. I have made money bulling
-it and also bearing it. It always was an active stock and a favourite
-with adventurous traders. The inside coterie has been accused time and
-again by the newspapers of being more concerned over the fluctuations
-in the stock than with encouraging permanent investment in it. The
-other day one of the ablest brokers I know asserted that not even
-Daniel Drew in Erie or H. O. Havemeyer in Sugar developed so perfect a
-method for milking the market for a stock as President Mulligan and his
-friends have done in Tropical Trading. Many times they have encouraged
-the bears to sell TT short and then have proceeded to squeeze them with
-business-like thoroughness. There was no more vindictiveness about the
-process than is felt by a hydraulic press--or no more squeamishness,
-either.
-
-Of course, there have been people who have spoken about certain
-“unsavory incidents” in the market career of TT stock. But I dare
-say these critics were suffering from the squeezing. Why do the room
-traders, who have suffered so often from the loaded dice of the
-insiders, continue to go up against the game? Well, for one thing they
-like action and they certainly get it in Tropical Trading. No prolonged
-spells of dullness. No reasons asked or given. No time wasted. No
-patience strained by waiting for the tipped movement to begin. Always
-enough stock to go around--except when the short interest is big enough
-to make the scarcity worthwhile. One born every minute!
-
-It so happened some time ago that I was in Florida on my usual winter
-vacation. I was fishing and enjoying myself without any thought of the
-markets excepting when we received a batch of newspapers. One morning
-when the semi-weekly mail came in I looked at the stock quotations and
-saw that Tropical Trading was selling at 155. The last time I’d seen a
-quotation in it, I think, was around 140. My opinion was that we were
-going into a bear market and I was biding my time before going short of
-stocks. But there was no mad rush. That was why I was fishing and out
-of hearing of the ticker. I knew that I’d be back home when the real
-call came. In the meanwhile nothing that I did or failed to do would
-hurry matters a bit.
-
-The behaviour of Tropical Trading was the outstanding feature of the
-market, according to the newspapers I got that morning. It served to
-crystallise my general bearishness because I thought it particularly
-asinine for the insiders to run up the price of TT in the face of the
-heaviness of the general list. There are times when the milking process
-must be suspended. What is abnormal is seldom a desirable factor in
-a trader’s calculations and it looked to me as if the marking up of
-that stock were a capital blunder. Nobody can make blunders of that
-magnitude with impunity; not in the stock market.
-
-After I got through reading the newspapers I went back to my fishing
-but I kept thinking of what the insiders in Tropical Trading were
-trying to do. That they were bound to fail was as certain as that a man
-is bound to smash himself if he jumps from the roof of a twenty-story
-building without a parachute. I couldn’t think of anything else and
-finally I gave up trying to fish and sent off a telegram to my brokers
-to sell 2000 shares of TT at the market. After that I was able to go
-back to my fishing. I did pretty well.
-
-That afternoon I received the reply to my telegram by special courier.
-My brokers reported that they had sold the 2000 shares of Tropical
-Trading at 153. So far so good. I was selling short on a declining
-market, which was as it should be. But I could not fish any more. I was
-too far away from a quotation board. I discovered this after I began
-to think of all the reasons why Tropical Trading should go down with
-the rest of the market instead of going up on inside manipulation. I
-therefore left my fishing camp and returned to Palm Beach; or, rather,
-to the direct wire to New York.
-
-The moment I got to Palm Beach and saw what the misguided insiders
-were still trying to do, I let them have a second lot of 2000 TT. Back
-came the report and I sold another 2000 shares. The market behaved
-excellently. That is, it declined on my selling. Everything being
-satisfactory I went out and had a chair ride. But I wasn’t happy. The
-more I thought the unhappier it made me to think that I hadn’t sold
-more. So back I went to the broker’s office and sold another 2000
-shares.
-
-I was happy only when I was selling that stock. Presently I was short
-10,000 shares. Then I decided to return to New York. I had business to
-do now. My fishing I would do some other time.
-
-When I arrived in New York I made it a point to get a line on the
-company’s business, actual and prospective. What I learned strengthened
-my conviction that the insiders had been worse than reckless in jacking
-up the price at a time when such an advance was not justified either by
-the tone of the general market or by the company’s earnings.
-
-The rise, illogical and ill-timed though it was, had developed some
-public following and this doubtless encouraged the insiders to pursue
-their unwise tactics. Therefore I sold more stock. The insiders ceased
-their folly. So I tested the market again and again, in accordance with
-my trading methods, until finally I was short 30,000 shares of the
-stock of the Tropical Trading Company. By then the price was 133.
-
-I had been warned that the TT insiders knew the exact whereabouts of
-every stock certificate in the Street and the precise dimensions and
-identity of the short interest as well as other facts of tactical
-importance. They were able men and shrewd traders. Altogether it was
-a dangerous combination to go up against. But facts are facts and the
-strongest of all allies are conditions.
-
-Of course, on the way down from 153 to 133 the short interest had grown
-and the public that buys on reactions began to argue as usual: That
-stock had been considered a good purchase at 153 and higher. Now 20
-points lower, it was necessarily a much better purchase. Same stock;
-same dividend rate; same officers; same business. Great bargain!
-
-The public’s purchases reduced the floating supply and the insiders,
-knowing that a lot of room traders were short, thought the time
-propitious for a squeezing. The price was duly run up to 150. I daresay
-there was plenty of covering but I stayed pat. Why shouldn’t I? The
-insiders might know that a short line of 30,000 shares had not been
-taken in but why should that frighten me? The reasons that had impelled
-me to begin selling at 153 and keep at it on the way down to 133, not
-only still existed but were stronger than ever. The insiders might
-desire to force me to cover but they adduced no convincing arguments.
-Fundamental conditions were fighting for me. It was not difficult to
-be both fearless and patient. A speculator must have faith in himself
-and in his judgment. The late Dickson G. Watts, ex-President of the
-New York Cotton Exchange and famous author of “Speculation as a Fine
-Art,” says that courage in a speculator is merely confidence to act on
-the decision of his mind. With me, I cannot fear to be wrong because
-I never think I am wrong until I am proven wrong. In fact, I am
-uncomfortable unless I am capitalising my experience. The course of
-the market at a given time does not necessarily prove me wrong. It is
-the character of the advance--or of the decline--that determines for me
-the correctness or the fallacy of my market position. I can only rise
-by knowledge. If I fall it must be by my own blunders.
-
-There was nothing in the character of the rally from 133 to 150 to
-frighten me into covering and presently the stock, as was to be
-expected, started down again. It broke 140 before the inside clique
-began to give it support. Their buying was coincident with a flood
-of bull rumors about the stock. The company, we heard, was making
-perfectly fabulous profits, and the earnings justified an increase in
-the regular dividend rate. Also, the short interest was said to be
-perfectly huge and the squeeze of the century was about to be inflicted
-on the bear party in general and in particular on a certain operator
-who was more than over-extended. I couldn’t begin to tell you all I
-heard as they ran the price up ten points.
-
-The manipulation did not seem particularly dangerous to me but when
-the price touched 149 I decided that it was not wise to let the Street
-accept as true all the bull statements that were floating around. Of
-course, there was nothing that I or any other rank outsider could say
-that would carry conviction either to the frightened shorts or to
-those credulous customers of commission houses that trade on hearsay
-tips. The most effective retort courteous is that which the tape alone
-can print. People will believe that when they will not believe an
-affidavit from any living man, much less one from a chap who is short
-30,000 shares. So I used the same tactics that I did at the time of the
-Stratton corner in corn, when I sold oats to make the traders bearish
-on corn. Experience and memory again.
-
-When the insiders jacked up the price of Tropical Trading with a view
-to frightening the shorts I didn’t try to check the rise by selling
-that stock. I was already short 30,000 shares of it which was as big
-a percentage of the floating supply as I thought wise to be short of.
-I did not propose to put my head into the noose so obligingly held
-open for me--the second rally was really an urgent invitation. What I
-did when TT touched 149 was to sell about 10,000 shares of Equatorial
-Commercial Corporation. This company owned a large block of Tropical
-Trading.
-
-Equatorial Commercial, which was not as active a stock as TT, broke
-badly on my selling, as I had foreseen; and, of course, my purpose was
-achieved. When the traders--and the customers of the commission houses
-who had listened to the uncontradicted bull dope on TT--saw that the
-rise in Tropical synchronised with heavy selling and a sharp break in
-Equatorial, they naturally concluded that the strength of TT was merely
-a smoke-screen--a manipulated advance obviously designed to facilitate
-inside liquidation in Equatorial Commercial, which was largest holder
-of TT stock. It must be both long stock and inside stock in Equatorial,
-because no outsider would dream of selling so much short stock at the
-very moment when Tropical Trading was so very strong. So they sold
-Tropical Trading and checked the rise in that stock, the insiders
-very properly not wishing to take all the stock that was pressed for
-sale. The moment the insiders took away their support the price of TT
-declined. The traders and principal commission houses now sold some
-Equatorial also and I took in my short line in that at a small profit.
-I hadn’t sold it to make money out of the operation but to check the
-rise in TT.
-
-Time and again the Tropical Trading insiders and their hard-working
-publicity man flooded the Street with all manner of bull items and
-tried to put up the price. And every time they did I sold Equatorial
-Commercial short and covered it with TT reacted and carried EC with
-it. It took the wind out of the manipulators’ sails. The price of TT
-finally went down to 125 and the short interest really grew so big that
-the insiders were enabled to run it up 20 or 25 points. This time it
-was a legitimate enough drive against an over-extended short interest;
-but while I foresaw the rally I did not cover, not wishing to lose my
-position. Before Equatorial Commercial could advance in sympathy with
-the rise in TT I sold a raft of it short--with the usual results. This
-gave the lie to the bull talk in TT which had got quite boisterous
-after the latest sensational rise.
-
-By this time the general market had grown quite weak. As I told you,
-it was the conviction that we were in a bear market that started me
-selling TT short in the fishing-camp in Florida. I was short of quite a
-few other stocks but TT was my pet. Finally, general conditions proved
-too much for the inside clique to defy and TT hit the toboggan slide.
-It went below 120 for the first time in years; then below 110; below
-par; and still I did not cover. One day when the entire market was
-extremely weak Tropical Trading broke 90 and on the demoralisation I
-covered. Same old reason! I had the opportunity--the big market and the
-weakness and the excess of sellers over buyers. I may tell you, even
-at the risk of appearing to be monotonously bragging of my cleverness,
-that I took in my 30,000 shares of TT at practically the lowest prices
-of the movement. But I wasn’t thinking of covering at the bottom. I was
-intent on turning my paper profits into cash without losing much of the
-profit in the changing.
-
-I stood pat throughout because I knew my position was sound. I wasn’t
-bucking the trend of the market or going against basic conditions but
-the reverse, and that was what made me so sure of the failure of an
-over-confident inside clique. What they tried to do others had tried
-before and it had always failed. The frequent rallies, even when I knew
-as well as anybody that they were due, could not frighten me. I knew
-I’d do much better in the end by staying pat than by trying to cover to
-put out a new short line at a higher price. By sticking to the position
-that I felt was right I made over a million dollars. I was not indebted
-to hunches or to skillful tape reading or to stubborn courage. It was a
-dividend declared by my faith in my judgment and not by my cleverness
-or by my vanity. Knowledge is power and power need not fear lies--not
-even when the tape prints them. The retraction follows pretty quickly.
-
-A year later, TT was jacked up again to 150 and hung around there for
-a couple of weeks. The entire market was entitled to a good reaction
-for it had risen uninterruptedly and it did not bull any longer. I
-know because I tested it. Now, the group to which TT belonged had been
-suffering from very poor business and I couldn’t see anything to bull
-those stocks on anyhow, even if the rest of the market were due for a
-rise, which it wasn’t. So I began to sell Tropical Trading. I intended
-to put out 10,000 shares in all. The price broke on my selling. I
-couldn’t see that there was any support whatever. Then suddenly, the
-character of the buying changed.
-
-I am not trying to make myself out a wizard when I assure you that I
-could tell the moment support came in. It instantly struck me that if
-the insiders in that stock, who never felt a moral obligation to keep
-the price up, were now buying the stock in the face of a declining
-general market there must be a reason. They were not ignorant asses nor
-philanthropists nor yet bankers concerned with keeping the price up to
-sell more securities over the counter. The price rose notwithstanding
-my selling and the selling of others. At 153 I covered my 10,000 shares
-and at 156 I actually went long because by that time the tape told me
-the line of least resistance was upward. I was bearish on the general
-market but I was confronted by a trading condition in a certain stock
-and not by a speculative theory in general. The price went out of
-sight, above 200. It was the sensation of the year. I was flattered by
-reports spoken and printed that I had been squeezed out of eight or
-nine millions of dollars. As a matter of fact, instead of being short
-I was long of TT all the way up. In fact, I held on a little too long
-and let some of my paper profits get away. Do you wish to know why I
-did? Because I thought the TT insiders would naturally do what I would
-have done had I been in their place. But that was something I had no
-business to think because my business is to trade--that is, to stick to
-the facts before me and not to what I think other people ought to do.
-
-
-
-
-_XIX_
-
-
-I do not know when or by whom the word “manipulation” was first used
-in connection with what really are no more than common merchandising
-processes applied to the sale in bulk of securities on the Stock
-Exchange. Rigging the market to facilitate cheap purchases of a stock
-which it is desired to accumulate is also manipulation. But it is
-different. It may not be necessary to stoop to illegal practices,
-but it would be difficult to avoid doing what some would think
-illegitimate. How are you going to buy a big block of a stock in a
-bull market without putting up the price on yourself? That would be
-the problem. How can it be solved? It depends upon so many things that
-you can’t give a general solution unless you say: possibly by means
-of very adroit manipulation. For instance? Well, it would depend upon
-conditions. You can’t give any closer answer than that.
-
-I am profoundly interested in all phases of my business, and of course
-I learn from the experience of others as well as from my own. But it
-is very difficult to learn how to manipulate stocks to-day from such
-yarns as are told of an afternoon in the brokers’ offices after the
-close. Most of the tricks, devices and expedients of bygone days are
-obsolete and futile; or illegal and impracticable. Stock Exchange
-rules and conditions have changed, and the story--even the accurately
-detailed story--of what Daniel Drew or Jacob Little or Jay Gould could
-do fifty or seventy-five years ago is scarcely worth listening to.
-The manipulator to-day has no more need to consider what they did
-and how they did it than a cadet at West Point need study archery as
-practiced by the ancients in order to increase his working knowledge of
-ballistics.
-
-On the other hand there is profit in studying the human factors--the
-ease with which human beings believe what it pleases them to believe;
-and how they allow themselves--indeed, urge themselves--to be
-influenced by their cupidity or by the dollar-cost of the average man’s
-carelessness. Fear and hope remain the same; therefore the study of
-the psychology of speculators is as valuable as it ever was. Weapons
-change, but strategy remains strategy, on the New York Stock Exchange
-as on the battlefield. I think the clearest summing up of the whole
-thing was expressed by Thomas F. Woodlock when he declared: “The
-principles of successful stock speculation are based on the supposition
-that people will continue in the future to make the mistakes that they
-have made in the past.”
-
-In booms, which is when the public is in the market in the greatest
-numbers, there is never any need of subtlety, so there is no sense of
-wasting time discussing either manipulation or speculation during such
-times; it would be like trying to find the difference in raindrops
-that are falling synchronously on the same roof across the street. The
-sucker has always tried to get something for nothing, and the appeal
-in all booms is always frankly to the gambling instinct aroused by
-cupidity and spurred by a pervasive prosperity. People who look for
-easy money invariably pay for the privilege of proving conclusively
-that it cannot be found on this sordid earth. At first, when I listened
-to the accounts of old-time deals and devices I used to think that
-people were more gullible in the 1860’s and ’70’s than in the 1900’s.
-But I was sure to read in the newspapers that very day or the next
-something about the latest Ponzi or the bust-up of some bucketing
-broker and about the millions of sucker money gone to join the silent
-majority of vanished savings.
-
-When I first came to New York there was a great fuss made about wash
-sales and matched orders, for all that such practices were forbidden
-by the Stock Exchange. At times the washing was too crude to deceive
-anyone. The brokers had no hesitation in saying that “the laundry
-was active” whenever anybody tried to wash up some stock or other,
-and, as I have said before, more than once they had what were frankly
-referred to as “bucket-shop drives,” when a stock was offered down two
-or three points in a jiffy just to establish the decline on the tape
-and wipe up the myriad shoe-string traders who were long of the stock
-in the bucket shops. As for matched orders, they were always used
-with some misgivings by reason of the difficulty of coordinating and
-synchronising operations by brokers, all such business being against
-Stock Exchange rules. A few years ago a famous operator canceled the
-selling but not the buying part of his matched orders, and the result
-was that an innocent broker ran up the price twenty-five points or so
-in a few minutes, only to see it break with equal celerity as soon as
-his buying ceased. The original intention was to create an appearance
-of activity. Bad business, playing with such unreliable weapons. You
-see, you can’t take your best brokers into your confidence--not if you
-want them to remain members of the New York Stock Exchange. Then also,
-the taxes have made all practices involving fictitious transactions
-much more expensive than they used to be in the old times.
-
-The dictionary definition of manipulation includes corners. Now, a
-corner might be the result of manipulation or it might be the result of
-competitive buying, as, for instance, the Northern Pacific corner on
-May 9, 1901, which certainly was not manipulation. The Stutz corner was
-expensive to everybody concerned, both in money and in prestige. And it
-was not a deliberately engineered corner, at that.
-
-As a matter of fact very few of the great corners were profitable to
-the engineers of them. Both Commodore Vanderbilt’s Harlem corners
-paid big, but the old chap deserved the millions he made out of a
-lot of short sports, crooked legislators and aldermen who tried to
-double-cross him. On the other hand, Jay Gould lost in his Northwestern
-corner. Deacon S. V. White made a million in his Lackawanna corner,
-but Jim Keene dropped a million in the Hannibal & St. Joe deal. The
-financial success of a corner of course depends upon the marketing of
-the accumulated holdings at higher than cost, and the short interest
-has to be of some magnitude for that to happen easily.
-
-I used to wonder why corners were so popular among the big operators of
-a half-century ago. They were men of ability and experience, wide-awake
-and not prone to childlike trust in the philanthropy of their fellow
-traders. Yet they used to get stung with an astonishing frequency. A
-wise old broker told me that all the big operators of the ’60’s and
-’70’s had one ambition, and that was to work a corner. In many cases
-this was the offspring of vanity; in others, of the desire for revenge.
-At all events, to be pointed out as the man who had successfully
-cornered this or the other stock was in reality recognition of brains,
-boldness and boodle. It gave the cornerer the right to be haughty. He
-accepted the plaudits of his fellows as fully earned. It was more than
-the prospective money profit that prompted the engineers of corners to
-do their damnedest. It was the vanity complex asserting itself among
-cold-blooded operators.
-
-Dog certainly ate dog in those days with relish and ease. I think I
-told you before that I have managed to escape being squeezed more than
-once, not because of the possession of a mysterious ticker-sense but
-because I can generally tell the moment the character of the buying in
-the stock makes it imprudent for me to be short of it. This I do by
-common-sense tests, which must have been tried in the old times also.
-Old Daniel Drew used to squeeze the boys with some frequency and make
-them pay high prices for the Erie “sheers” they had sold short to him.
-He was himself squeezed by Commodore Vanderbilt in Erie, and when old
-Drew begged for mercy the Commodore grimly quoted the Great Bear’s own
-deathless distich:
-
- _He that sells what isn’t hisn
- Must buy it back or go to prisn._
-
-Wall Street remembers very little of an operator who for more than a
-generation was one of its Titans. His chief claim to immortality seems
-to be the phrase “watering stock.”
-
-Addison G. Jerome was the acknowledged king of the Public Board in
-the spring of 1863. His market tips, they tell me, were considered as
-good as cash in bank. From all accounts he was a great trader and made
-millions. He was liberal, to the point of extravagance and had a great
-following in the Street--until Henry Keep, known as William the Silent,
-squeezed him out of all his millions in the Old Southern corner. Keep,
-by the way, was the brother-in-law of Gov. Roswell P. Flower.
-
-In most of the old corners the manipulation consisted chiefly of not
-letting the other man know that you were cornering the stock which he
-was variously invited to sell short. It therefore was aimed chiefly
-at fellow professionals, for the general public does not take kindly
-to the short side of the account. The reasons that prompted these
-wise professionals to put out short lines in such stocks were pretty
-much the same as prompts them to do the same thing to-day. Apart from
-the selling by faith-breaking politicians in the Harlem corner of the
-Commodore, I gather from the stories I have read that the professional
-traders sold the stock because it was too high. And the reason they
-thought it was too high was that it never before had sold so high; and
-that made it too high to buy; and if it was too high to buy it was
-just right to sell. That sounds pretty modern, doesn’t it? They were
-thinking of the price, and the Commodore was thinking of the value!
-And so, for years afterwards, old-timers tell me that people used to
-say, “He went short of Harlem!” whenever they wished to describe abject
-poverty.
-
-Many years ago I happened to be speaking to one of Jay Gould’s old
-brokers. He assured me earnestly that Mr. Gould not only was a most
-unusual man--it was of him that old Daniel Drew shiveringly remarked,
-“His touch is Death!”--but that he was head and shoulders above all
-other manipulators past and present. He must have been a financial
-wizard indeed to have done what he did; there can be no question of
-that. Even at this distance I can see that he had an amazing knack for
-adapting himself to new conditions, and that is valuable in a trader.
-He varied his methods of attack and defense without a pang because he
-was more concerned with the manipulation of properties than with stock
-speculation. He manipulated for investment rather than for a market
-turn. He early saw that the big money was in owning the railroads
-instead of rigging their securities on the floor of the Stock Exchange.
-He utilised the stock market of course. But I suspect it was because
-that was the quickest and easiest way to quick and easy money and he
-needed many millions, just as old Collis P. Huntington was always
-hard up because he always needed twenty or thirty millions more than
-the bankers were willing to lend him. Vision without money means
-heartaches; with money, it means achievement; and that means power; and
-that means money; and that means achievement; and so on, over and over
-and over.
-
-Of course manipulation was not confined to the great figures of those
-days. There were scores of minor manipulators. I remember a story an
-old broker told me about the manners and morals of the early ’60’s. He
-said:
-
-“The earliest recollection I have of Wall Street is of my first visit
-to the financial district. My father had some business to attend to
-there and for some reason or other took me with him. We came down
-Broadway and I remember turning off at Wall Street. We walked down
-Wall and just as we came to Broad or, rather, Nassau Street, to the
-corner where the Bankers’ Trust Company’s building now stands, I saw
-a crowd following two men. The first was walking eastward, trying to
-look unconcerned. He was followed by the other, a red-faced man who
-was wildly waving his hat with one hand and shaking the other fist in
-the air. He was yelling to beat the band: ‘Shylock! Shylock! What’s
-the price of money? Shylock! Shylock!’ I could see heads sticking out
-of windows. They didn’t have skyscrapers in those days, but I was sure
-the second- and third-story rubbernecks would tumble out. My father
-asked what was the matter, and somebody answered something I didn’t
-hear. I was too busy keeping a death clutch on my father’s hand so
-that the jostling wouldn’t separate us. The crowd was growing, as
-street crowds do, and I wasn’t comfortable. Wild-eyed men came running
-down from Nassau Street and up from Broad as well as east and west on
-Wall Street. After we finally got out of the jam my father explained
-to me that the man who was shouting ‘Shylock’ was So-and-So. I have
-forgotten the name, but he was the biggest operator in clique stocks
-in the city and was understood to have made--and lost--more money than
-any other man in Wall Street with the exception of Jacob Little. I
-remember Jacob Little’s name because I thought it was a funny name for
-a man to have. The other man, the Shylock, was a notorious locker-up
-of money. His name has also gone from me. But I remember he was tall
-and thin and pale. In those days the cliques used to lock up money by
-borrowing it or, rather, by reducing the amount available to Stock
-Exchange borrowers. They would borrow it and get a certified check.
-They wouldn’t actually take the money out and use it. Of course that
-was rigging. It was a form of manipulation, I think.”
-
-I agree with the old chap. It was a phase of manipulation that we don’t
-have nowadays.
-
-
-
-
-_XX_
-
-
-I myself never spoke to any of the great stock manipulators that the
-Street still talks about. I don’t mean leaders; I mean manipulators.
-They were all before my time, although when I first came to New York,
-_James R. Keene, greatest of them all_, was in his prime. But I was
-a mere youngster then, exclusively concerned with duplicating, in a
-reputable broker’s office, the success I had enjoyed in the bucket
-shops of my native city. And, then, too, at the time Keene was busy
-with the U.S. Steel stocks--his manipulative masterpiece--I had no
-experience with manipulation, no real knowledge of it or of its value
-or meaning, and, for that matter, no great need of such knowledge.
-If I thought about it at all I suppose I must have regarded it as a
-well-dressed form of thimble-rigging, of which the lowbrow form was
-such tricks as had been tried on me in the bucket shops. Such talk as I
-since have heard on the subject has consisted in great part of surmises
-and suspicions; of guesses rather than intelligent analyses.
-
-More than one man who knew him well has told me that Keene was the
-boldest and most brilliant operator that ever worked in Wall Street.
-That is saying a great deal, for there have been some great traders.
-Their names are now all but forgotten, but nevertheless they were kings
-in their day--for a day! They were pulled up out of obscurity into the
-sunlight of financial fame by the ticker tape--and the little paper
-ribbon didn’t prove strong enough to keep them suspended there long
-enough for them to become historical fixtures. At all events Keene was
-by all odds the best manipulator of his day--and it was a long and
-exciting day.
-
-He capitalized his knowledge of the game, his experience as an operator
-and his talents when he sold his services to the Havemeyer brothers,
-who wanted him to develop a market for the Sugar stocks. He was broke
-at the time or he would have continued to trade on his own hook; and
-he was some plunger! He was successful with Sugar; made the shares
-trading favourites, and that made them easily vendible. After that, he
-was asked time and again to take charge of pools. I am told that in
-these pool operations he never asked nor accepted a fee, but paid for
-his share like the other members of the pool. The market conduct of
-the stock, of course, was exclusively in his charge. Often there was
-talk of treachery--on both sides. His feud with the Whitney-Ryan clique
-arose from such accusations. It is not difficult for a manipulator to
-be misunderstood by his associates. They don’t see his needs as he
-himself does. I know this from my own experience.
-
-It is a matter of regret that Keene did not leave an accurate record
-of his greatest exploit--the successful manipulation of the U.S.
-Steel shares in the spring of 1901. As I understand it, Keene never
-had an interview with J. P. Morgan about it. Morgan’s firm dealt with
-or through Talbot J. Taylor & Co., at whose office Keene made his
-headquarters. Talbot Taylor was Keene’s son-in-law. I am assured that
-Keene’s fee for his work consisted of the pleasure he derived from the
-work. That he made millions trading in the market he helped to put
-up that spring is well known. He told a friend of mine that in the
-course of a few weeks he sold in the open market for the underwriters’
-syndicate more than seven hundred and fifty thousand shares. Not bad
-when you consider two things: That they were new and untried stocks of
-a corporation whose capitalization was greater than the entire debt of
-the United States at that time; and second, that men like D. G. Reid,
-W. B. Leeds, the Moore brothers, Henry Phipps, H. C. Frick and the
-other Steel magnates also sold hundreds of thousands of shares to the
-public at the same time in the same market that Keene helped to create.
-
-Of course, general conditions favoured him. Not only actual business
-but sentiment and his unlimited financial backing made possible his
-success. What we had was not merely a big bull market but a boom and a
-state of mind not likely to be seen again. The undigested-securities
-panic came later, when Steel common, which Keene had marked up to 55 in
-1901, sold at 10 in 1903 and at 8⅞ in 1904.
-
-We can’t analyse Keene’s manipulative campaigns. His books are not
-available; the adequately detailed record is nonexistent. For example,
-it would be interesting to see how he worked in Amalgamated Copper.
-H. H. Rogers and William Rockefeller had tried to dispose of their
-surplus stock in the market and had failed. Finally they asked Keene
-to market their line, and he agreed. Bear in mind that H. H. Rogers
-was one of the ablest business men of his day in Wall Street and that
-William Rockefeller was the boldest speculator of the entire Standard
-Oil coterie. They had practically unlimited resources and vast prestige
-as well as years of experience in the stock-market game. And yet they
-had to go to Keene. I mention this to show you that there are some
-tasks which it requires a specialist to perform. Here was a widely
-touted stock, sponsored by America’s greatest capitalists, that could
-not be sold except at a great sacrifice of money and prestige. Rogers
-and Rockefeller were intelligent enough to decide that Keene alone
-might help them.
-
-Keene began to work at once. He had a bull market to work in and sold
-two hundred and twenty thousand shares of Amalgamated at around par.
-After he disposed of the insiders’ line the public kept on buying and
-the price went ten points higher. Indeed the insiders got bullish on
-the stock they had sold when they saw how eagerly the public was taking
-it. There was a story that Rogers actually advised Keene to go long
-of Amalgamated. It is scarcely credible that Rogers meant to unload on
-Keene. He was too shrewd a man not to know that Keene was no bleating
-lamb. Keene worked as he always did--that is, _doing his big selling
-on the way down after the big rise_. Of course his tactical moves were
-directed by his needs and by the minor currents that changed from day
-to day. In the stock market, as in warfare, it is well to keep in mind
-the difference between strategy and tactics.
-
-One of Keene’s confidential men--he is the best fly fisherman I
-know--told me only the other day that during the Amalgamated campaign
-Keene would find himself almost out of stock one day--that is, out
-of the stock he had been forced to take in marking up the price; and
-on the next day he would buy back thousands of shares. On the day
-after that, he would sell on balance. Then he would leave the market
-absolutely alone, to see how it would take care of itself and also to
-accustom it to do so. When it came to the actual marketing of the line
-he did what I told you: he sold it on the way down. The trading public
-is always looking for a rally, and, besides, there is the covering by
-the shorts.
-
-The man who was closest to Keene during that deal told me that after
-Keene sold the Rogers-Rockefeller line for something like twenty or
-twenty-five million dollars in cash Rogers sent him a check for two
-hundred thousand. This reminds you of the millionaire’s wife who gave
-the Metropolitan Opera House scrub-woman fifty cents reward for finding
-the one-hundred-thousand-dollar pearl necklace. Keene sent the check
-back with a polite note saying he was not a stock broker and that he
-was glad to have been of some service to them. They kept the check
-and wrote him that they would be glad to work with him again. Shortly
-after that it was that H. H. Rogers gave Keene the friendly tip to buy
-Amalgamated at around 130!
-
-A brilliant operator, James R. Keene! His private secretary told me
-that when the market was going his way Mr. Keene was irascible; and
-those who knew him say his irascibility was expressed in sardonic
-phrases that lingered long in the memory of his hearers. But when he
-was losing he was in the best of humour, a polished man of the world,
-agreeable, epigrammatic, interesting.
-
-He had in superlative degree the qualities of mind that are associated
-with successful speculators anywhere. That he did not argue with the
-tape is plain. He was utterly fearless but never reckless. He could and
-did turn in a twinkling, if he found he was wrong.
-
-Since his day there have been so many changes in Stock Exchange rules
-and so much more rigorous enforcement of old rules, so many new taxes
-on stock sales and profits, and so on, that the game seems different.
-Devices that Keene could use with skill and profit can no longer be
-utilised. Also, we are assured, the business morality of Wall Street is
-on a higher plane. Nevertheless it is fair to say that in any period
-of our financial history Keene would have been a great manipulator
-because he was a great stock operator and knew the game of speculation
-from the ground up. He achieved what he did because conditions at the
-time permitted him to do so. He would have been as successful in his
-undertakings in 1922 as he was in 1901 or in 1876, when he first came
-to New York from California and made nine million dollars in two years.
-There are men whose gait is far quicker than the mob’s. They are bound
-to lead--no matter how much the mob changes.
-
-As a matter of fact, the change is by no means as radical as you’d
-imagine. The rewards are not so great, for it is no longer pioneer
-work and therefore it is not pioneer’s pay. But in certain respects
-manipulation is easier than it was; in other ways much harder than in
-Keene’s day.
-
-There is no question that advertising is an art, and manipulation
-is the art of advertising through the medium of the tape. The tape
-should tell the story the manipulator wishes its readers to see. The
-truer the story the more convincing it is bound to be, and the more
-convincing it is the better the advertising is. A manipulator to-day,
-for instance, has not only to make a stock look strong but also to make
-it be strong. Manipulation therefore must be based on sound trading
-principles. That is what made Keene such a marvellous manipulator; he
-was a consummate trader to begin with.
-
-The word “manipulation” has come to have an ugly sound. It needs an
-alias. I do not think there is anything so very mysterious or crooked
-about the process itself when it has for an object the selling of
-a stock in bulk, provided, of course, that such operations are not
-accompanied by misrepresentation. There is little question that a
-manipulator necessarily seeks his buyers among speculators. He turns to
-men who are looking for big returns on their capital and are therefore
-willing to run a greater than normal business risk. I can’t have much
-sympathy for the man who, knowing this, nevertheless blames others for
-his own failure to make easy money. He is a devil of a clever fellow
-when he wins. But when he loses money the other fellow was a crook; a
-manipulator! In such moments and from such lips the word connotes the
-use of marked cards. But this is not so.
-
-Usually the object of manipulation is to develop marketability--that
-is, the ability to dispose of fair-sized blocks at some price at any
-time. Of course a pool, by reason of a reversal of general market
-conditions, may find itself unable to sell except at a sacrifice too
-great to be pleasing. They then may decide to employ a professional,
-believing that his skill and experience will enable him to conduct an
-orderly retreat instead of suffering an appalling rout.
-
-You will notice that I do not speak of manipulation designed to permit
-considerable accumulation of a stock as cheaply as possible, as, for
-instance, in buying for control, because this does not happen often
-nowadays.
-
-When Jay Gould wished to cinch his control of Western Union and decided
-to buy a big block of the stock, Washington E. Connor, who had not been
-seen on the floor of the Stock Exchange for years, suddenly showed
-up in person at the Western Union Post. He began to bid for Western
-Union. The traders to a man laughed--at his stupidity in thinking them
-so simple--and they cheerfully sold him all the stock he wanted to buy.
-It was too raw a trick, to think he could put up the price by acting as
-though Mr. Gould wanted to buy Western Union. Was that manipulation? I
-think I can only answer that by saying “No; and yes!”
-
-In the majority of cases the object of manipulation is, as I said, to
-sell stock to the public at the best possible price. It is not alone
-a question of selling but of distributing. It is obviously better in
-every way for a stock to be held by a thousand people than by one
-man--better for the market in it. So it is not alone the sale at a good
-price but the character of the distribution that a manipulator must
-consider.
-
-There is no sense in marking up the price to a very high level if you
-cannot induce the public to take it off your hands later. Whenever
-inexperienced manipulators try to unload at the top and fail,
-old-timers look mighty wise and tell you that you can lead a horse
-to water but you cannot make him drink. Original devils! As a matter
-of fact, it is well to remember a rule of manipulation, a rule that
-Keene and his able predecessors well knew. It is this: _Stocks are
-manipulated to the highest point possible and then sold to the public
-on the way down_.
-
-Let me begin at the beginning. Assume that there is some one--an
-underwriting syndicate or a pool or an individual--that has a block
-of stock which it is desired to sell at the best price possible. It
-is a stock duly listed on the New York Stock Exchange. The best place
-for selling it ought to be the open market, and the best buyer ought
-to be the general public. The negotiations for the sale are in charge
-of a man. He--or some present or former associate--has tried to sell
-the stock on the Stock Exchange and has not succeeded. He is--or soon
-becomes--sufficiently familiar with stock-market operations to realise
-that more experience and greater aptitude for the work are needed than
-he possesses. He knows personally or by hearsay several men who have
-been successful in their handling of similar deals, and he decides to
-avail himself of their professional skill. He seeks one of them as he
-would seek a physician if he were ill or an engineer if he needed that
-kind of expert.
-
-Suppose he has heard of me as a man who knows the game. Well, I take it
-that he tries to find out all he can about me. He then arranges for an
-interview, and in due time calls at my office.
-
-Of course, the chances are that I know about the stock and what it
-represents. It is my business to know. That is how I make my living. My
-visitor tells me what he and his associates wish to do, and asks me to
-undertake the deal.
-
-It is then my turn to talk. I ask for whatever information I deem
-necessary to give me a clear understanding of what I am asked to
-undertake. I determine the value and estimate the market possibilities
-of that stock. That and my reading of current conditions in turn help
-me to gauge the likelihood of success for the proposed operation.
-
-If my information inclines me to a favourable view I accept the
-proposition and tell him then and there what my terms will be for
-my services. If he in turn accepts my terms--the honorarium and the
-conditions--I begin my work at once.
-
-I generally ask and receive calls on a block of stock. I insist upon
-graduated calls as the fairest to all concerned. The price of the call
-begins at a little below the prevailing market price and goes up; say,
-for example, that I get calls on one hundred thousand shares and the
-stock is quoted at 40. I begin with a call for some thousands of shares
-at 35, another at 37, another at 40, and at 45 and 50, and so on up to
-75 or 80.
-
-If as the result of my professional work--my manipulation--the price
-goes up, and if at the highest level there is a good demand for the
-stock so that I can sell fair-sized blocks of it I of course call the
-stock. I am making money; but so are my clients making money. This is
-as it should be. If my skill is what they are paying for they ought to
-get value. Of course, there are times when a pool may be wound up at a
-loss, but that is seldom, for I do not undertake the work unless I see
-my way clear to a profit. This year I was not so fortunate in one or
-two deals, and I did not make a profit. There are reasons, but that is
-another story, to be told later--perhaps.
-
-The first step in a bull movement in a stock is to advertise the fact
-that there is a bull movement on. Sounds silly, doesn’t it? Well, think
-a moment. It isn’t as silly as it sounded, is it? The most effective
-way to advertise what, in effect, are your honourable intentions is
-to make the stock active and strong. After all is said and done, _the
-greatest publicity agent in the wide world is the ticker, and by far
-the best advertising medium is the tape_. I do not need to put out any
-literature for my clients. I do not have to inform the daily press as
-to the value of the stock or to work the financial reviews for notices
-about the company’s prospects. Neither do I have to get a following.
-I accomplish all these highly desirable things by merely making the
-stock active. _When there is activity there is a synchronous demand
-for explanations_; and that means, of course, that the necessary
-reasons--for publication--supply themselves without the slightest aid
-from me.
-
-Activity is all that the floor traders ask. They will buy or sell any
-stock at any level if only there is a free market for it. They will
-deal in thousands of shares wherever they see activity, and their
-aggregate capacity is considerable. It necessarily happens that they
-constitute the manipulator’s first crop of buyers. They will follow
-you all the way up and they thus are a great help at all the stages
-of the operation. I understand that James R. Keene used habitually to
-employ the most active of the room traders, both to conceal the source
-of the manipulation and also because he knew that they were by far
-the best business-spreaders and tip-distributors. He often gave calls
-to them--verbal calls--above the market, so that they might do some
-helpful work before they could cash in. He made them earn their profit.
-To get a professional following I myself have never had to do more
-than to make a stock active. Traders don’t ask for more. It is well,
-of course, to remember that these professionals on the floor of the
-Exchange buy stocks with the intention of selling them at a profit.
-They do not insist on its being a big profit; but it must be a quick
-profit.
-
-I make the stock active in order to draw the attention of speculators
-to it, for the reasons I have given. I buy it and I sell it and the
-traders follow suit. The selling pressure is not apt to be strong where
-a man has as much speculatively held stock sewed up--in calls--as I
-insist on having. The buying, therefore, prevails over the selling, and
-the public follows the lead not so much of the manipulator as of the
-room traders. It comes in as a buyer. This highly desirable demand I
-fill--that is, I sell stock on balance. If the demand is what it ought
-to be it will absorb more than the amount of stock I was compelled to
-accumulate in the earlier stages of the manipulation; and when this
-happens I sell the stock short--that is, technically. In other words,
-I sell more stock than I actually hold. It is perfectly safe for me to
-do so since I am really selling against my calls. Of course, when the
-demand from the public slackens, the stock ceases to advance. Then I
-wait.
-
-Say, then, that the stock has ceased to advance. There comes a weak
-day. The entire market may develop a reactionary tendency or some
-sharp-eyed trader may perceive that there are no buying orders to speak
-of in my stock, and he sells it, and his fellows follow. Whatever
-the reason may be, my stock starts to go down. Well, I begin to buy
-it. I give it the support that a stock ought to have if it is in
-good odour with its own sponsors. And more: I am able to support it
-without accumulating it--that is, without increasing the amount I
-shall have to sell later on. Observe that I do this without decreasing
-my financial resources. Of course what I am really doing is covering
-stock I sold short at higher prices when the demand from the public
-or from the traders or from both enabled me to do it. It is always
-well to make it plain to the traders--and to the public, also--that
-there is a demand for the stock on the way down. That tends to check
-both reckless short selling by the professionals and liquidation by
-frightened holders--which is the selling you usually see when a stock
-gets weaker and weaker, which in turn is what a stock does when it is
-not supported. These covering purchases of mine constitute what I call
-the stabilising process.
-
-As the market broadens I of course sell stock on the way up, but
-never enough to check the rise. This is in strict accordance with
-my stabilising plans. It is obvious that the more stock I sell on a
-reasonable and orderly advance the more I encourage the conservative
-speculators, who are more numerous than the reckless room traders;
-and in addition the more support I shall be able to give to the stock
-on the inevitable weak days. By always being short I always am in a
-position to support the stock without danger to myself. As a rule I
-begin my selling at a price that will show me a profit. But I often
-sell without having a profit, simply to create or to increase what I
-may call my riskless buying power. My business is not alone to put up
-the price or to sell a big block of stock for a client but to make
-money for myself. That is why I do not ask my clients to finance my
-operations. My fee is contingent upon my success.
-
-Of course what I have described is not my invariable practice. I
-neither have nor adhere to an inflexible system. I modify my terms and
-conditions according to circumstances.
-
-A stock which it is desired to distribute should be manipulated to the
-highest possible point and then sold. I repeat this both because it is
-fundamental and because the public apparently believes that the selling
-is all done at the top. Sometimes a stock gets waterlogged, as it
-were; it doesn’t go up. That is the time to sell. The price naturally
-will go down on your selling rather further than you wish, but you can
-generally nurse it back. As long as a stock that I am manipulating
-goes up on my buying I know I am hunky, and if need be I buy it with
-confidence and use my own money without fear--precisely as I would any
-other stock that acts the same way. It is the line of least resistance.
-You remember my trading theories about that line, don’t you? Well,
-when the price line of least resistance is established I follow it,
-not because I am manipulating that particular stock at that particular
-moment but because I am a stock operator at all times.
-
-When my buying does not put the stock up I stop buying and then proceed
-to sell it down; and that also is exactly what I would do with that
-same stock if I did not happen to be manipulating it. The principal
-marketing of the stock, as you know, is done on the way down. _It is
-perfectly astonishing how much stock a man can get rid of on a decline._
-
-I repeat that at no time during the manipulation do I forget to be a
-stock trader. My problems as a manipulator, after all, are the same
-that confront me as an operator. All manipulation comes to an end when
-the manipulator cannot make a stock do what he wants it to do. _When
-the stock you are manipulating doesn’t act as it should, quit. Don’t
-argue with the tape. Do not seek to lure the profit back. Quit while
-the quitting is good--and cheap._
-
-
-
-
-_XXI_
-
-
-I am well aware that all these generalities do not sound especially
-impressive. Generalities seldom do. Possibly I may succeed better if I
-give a concrete example. I’ll tell you how I marked up the price of a
-stock 30 points, and in so doing accumulated only seven thousand shares
-and developed a market that would absorb almost any amount of stock.
-
-It was Imperial Steel. The stock had been brought out by reputable
-people and it had been fairly well tipped as a property of value. About
-30 per cent of the capital stock was placed with the general public
-through various Wall Street houses, but there had been no significant
-activity in the shares after they were listed. From time to time
-somebody would ask about it and one or another insider--members of the
-original underwriting syndicate--would say that the company’s earnings
-were better than expected and the prospects more than encouraging.
-This was true enough and very good as far as it went, but not exactly
-thrilling. The speculative appeal was absent, and from the investor’s
-point of view the price stability and dividend permanency of the
-stock were not yet demonstrated. It was a stock that never behaved
-sensationally. It was so gentlemanly that no corroborative rise ever
-followed the insiders’ eminently truthful reports. On the other hand,
-neither did the price decline.
-
-Imperial Steel remained unhonoured and unsung and untipped, content to
-be one of those stocks that don’t go down because nobody sells and that
-nobody sells because nobody likes to go short of a stock that is not
-well distributed; the seller is too much at the mercy of the loaded-up
-inside clique. Similarly, there is no inducement to buy such a stock.
-To the investor Imperial Steel therefore remained a speculation. To the
-speculator it was a dead one--the kind that makes an investor of you
-against your will by the simple expedient of falling into a trance the
-moment you go long of it. The chap who is compelled to lug a corpse a
-year or two always loses more than the original cost of the deceased;
-he is sure to find himself tied up with it when some really good things
-come his way.
-
-One day the foremost member of the Imperial Steel syndicate, acting for
-himself and associates, came to see me. They wished to create a market
-for the stock, of which they controlled the undistributed 70 per cent.
-They wanted me to dispose of their holdings at better prices than they
-thought they would obtain if they tried to sell in the open market.
-They wanted to know on what terms I would undertake the job.
-
-I told him that I would let him know in a few days. Then I looked into
-the property. I had experts go over the various departments of the
-company--industrial, commercial and financial. They made reports to me
-which were unbiased. I wasn’t looking for the good or the bad points,
-but for the facts, such as they were.
-
-The reports showed that it was a valuable property. The prospects
-justified purchases of the stock at the prevailing market price--if
-the investor were willing to wait a little. Under the circumstances
-an advance in the price would in reality be the commonest and most
-legitimate of all market movements--to wit, the process of discounting
-the future. There was therefore no reason that I could see why I should
-not conscientiously and confidently undertake the bull manipulation of
-Imperial Steel.
-
-I let my man know my mind and he called at my office to talk the deal
-over in detail. I told him what my terms were. For my services I asked
-no cash, but calls on one hundred thousand shares of the Imperial Steel
-stock. The price of the calls ran up from 70 to 100. That may seem like
-a big fee to some. But they should consider that the insiders were
-certain they themselves could not sell one hundred thousand shares, or
-even fifty thousand shares, at 70. There was no market for the stock.
-All the talk about wonderful earnings and excellent prospects had not
-brought in buyers, not to any great extent. In addition, I could not
-get my fee in cash without my clients first making some millions of
-dollars. What I stood to make was not an exorbitant selling commission.
-It was a fair contingent fee.
-
-Knowing that the stock had real value and that general market
-conditions were bullish and therefore favourable for an advance in all
-good stocks, I figured that I ought to do pretty well. My clients were
-encouraged by the opinions I expressed, agreed to my terms at once, and
-the deal began with pleasant feelings all around.
-
-I proceeded to protect myself as thoroughly as I could. The syndicate
-owned or controlled about 70 per cent of the outstanding stock. I
-had them deposit their 70 per cent under a trust agreement. I didn’t
-propose to be used as a dumping ground for the big holders. With the
-majority holdings thus securely tied up, I still had 30 per cent of
-scattered holdings to consider, but that was a risk I had to take.
-Experienced speculators do not expect ever to engage in utterly
-riskless ventures. As a matter of fact, it was not much more likely
-that all the untrusteed stock would be thrown on the market at one
-fell swoop than that all the policyholders of a life-insurance company
-would die at the same hour, the same day. There are unprinted actuarial
-tables of stock-market risks as well as of human mortality.
-
-Having protected myself from some of the avoidable dangers of a
-stock-market deal of that sort, I was ready to begin my campaign. Its
-objective was to make my calls valuable. To do this I must put up the
-price and develop a market in which I could sell one hundred thousand
-shares--the stock in which I held options.
-
-The first thing I did was to find out how much stock was likely to come
-on the market on an advance. This was easily done through my brokers,
-who had no trouble in ascertaining what stock was for sale at or a
-little above the market. I don’t know whether the specialists told them
-what orders they had on their books or not. The price was nominally 70,
-but I could not have sold one thousand shares at that price. I had no
-evidence of even a moderate demand at that figure or even a few points
-lower. I had to go by what my brokers found out. But it was enough to
-show me how much stock there was for sale and how little was wanted.
-
-As soon as I had a line on these points I quietly took all the stock
-that was for sale at 70 and higher. When I say “I” you will understand
-that I mean my brokers. The sales were for account of some of the
-minority holders because my clients naturally had cancelled whatever
-selling orders they might have given out before they tied up their
-stock.
-
-I didn’t have to buy very much stock. Moreover, I knew that the right
-kind of advance would bring in other buying orders--and, of course,
-selling orders also.
-
-I didn’t give bull tips on Imperial Steel to anybody. I didn’t have
-to. My job was to seek directly to influence sentiment by the best
-possible kind of publicity. I do not say that there should never
-be bull propaganda. It is as legitimate and indeed as desirable to
-advertise the value of a new stock as to advertise the value of woolens
-or shoes or automobiles. Accurate and reliable information should be
-given by the public. But what I meant was that the tape did all that
-was needed for my purpose. As I said before, the reputable newspapers
-always try to print explanations for market movements. It is news.
-Their readers demand to know not only what happens in the stock market
-but why it happens. Therefore without the manipulator lifting a finger
-the financial writers will print all the available information and
-gossip, and also analyse the reports of earnings, trade condition and
-outlook; in short, whatever may throw light on the advance. Whenever a
-newspaperman or an acquaintance asks my opinion of a stock and I have
-one I do not hesitate to express it. I do not volunteer advice and
-I never give tips, but I have nothing to gain in my operations from
-secrecy. At the same time I realise that the best of all tipsters, the
-most persuasive of all salesmen, is the tape.
-
-When I had absorbed all the stock that was for sale at 70 and a little
-higher I relieved the market of that pressure, and naturally that made
-clear for trading purposes the line of least resistance in Imperial
-Steel. It was manifestly upward. The moment that fact was perceived
-by the observant traders on the floor they logically assumed that
-the stock was in for an advance the extent of which they could not
-know; but they knew enough to begin buying. Their demand for Imperial
-Steel, created exclusively by the obviousness of the stock’s rising
-tendency--the tape’s infallible bull tip!--I promptly filled. I sold to
-the traders the stock that I had bought from the tired-out holders at
-the beginning. Of course this selling was judiciously done; I contented
-myself with supplying the demand. I was not forcing my stock on the
-market and I did not want too rapid an advance. It wouldn’t have been
-good business to sell out the half of my one hundred thousand shares at
-that stage of the proceedings. My job was to make a market on which I
-might sell my entire line.
-
-But even though I sold only as much as the traders were anxious to buy,
-the market was temporarily deprived of my own buying power, which I had
-hitherto exerted steadily. In due course the traders’ purchases ceased
-and the price stopped rising. As soon as that happened there began the
-selling by disappointed bulls or by those traders whose reasons for
-buying disappeared the instant the rising tendency was checked. But I
-was ready for this selling, and on the way down I bought back the stock
-I had sold to the traders a couple of points higher. This buying of
-stock I knew was bound to be sold in turn checked the downward course;
-and when the price stopped going down the selling orders stopped coming
-in.
-
-I then began all over again. I took all the stock that was for sale on
-the way up--it wasn’t very much--and the price began to rise a second
-time; from a higher starting point than 70. _Don’t_ forget that on the
-way down there are many holders who wish to heaven they had sold theirs
-but won’t do it three or four points from the top. Such speculators
-always vow they will surely sell out if there is a rally. They put in
-their orders to sell on the way up, and then they change their minds
-with the change in the stock’s price-trend. Of course there is always
-profit taking from safe-playing quick runners to whom a profit is
-always a profit to be taken.
-
-All I had to do after that was to repeat the process; alternately
-buying and selling; but always working higher.
-
-Sometimes, after you have taken all the stock that is for sale, it
-pays to rush up the price sharply, to have what might be called little
-bull flurries in the stock you are manipulating. It is excellent
-advertising, because it makes talk and also brings in both the
-professional traders and that portion of the speculating public that
-likes action. It is, I think, a large portion. I did that in Imperial
-Steel, and whatever demand was created by those spurts I supplied.
-My selling always kept the upward movement within bounds both as to
-extent and as to speed. In buying on the way down and selling on the
-way up I was doing more than marking up the price: I was developing the
-marketability of Imperial Steel.
-
-After I began my operations in it there never was a time when a
-man could not buy or sell the stock freely; I mean by this, buy or
-sell a reasonable amount without causing over-violent fluctuations
-in the price. The fear of being left high and dry if he bought, or
-squeezed to death if he sold, was gone. The gradual spread among the
-professionals and the public of a belief in the permanence of the
-market for Imperial Steel had much to do with creating confidence in
-the movement; and, of course, the activity also put an end to a lot of
-other objections. The result was that after buying and selling a good
-many thousands of shares I succeeded in making the stocks sell at par.
-At one hundred dollars a share everybody wanted to buy Imperial Steel.
-Why not? Everybody now knew that it was a good stock; that it had been
-and still was a bargain. The proof was the rise. A stock that could go
-thirty points from 70 could go up thirty more from par. That is the way
-a good many argued.
-
-In the course of marking up the price those thirty points I accumulated
-only seven thousand shares. The price on this line averaged me almost
-exactly 85. That meant a profit of fifteen points on it; but, of
-course, my entire profit, still on paper, was much more. It was a safe
-enough profit, for I had a market for all I wanted to sell. The stock
-would sell higher on judicious manipulation and I had graduated calls
-on one hundred thousand shares beginning at 70 and ending at 100.
-
-Circumstances prevented me from carrying out certain plans of mine for
-converting my paper profits into good hard cash. It had been, if I do
-say so myself, a beautiful piece of manipulation, strictly legitimate
-and deservedly successful. The property of the company was valuable
-and the stock was not dear at the higher price. One of the members of
-the original syndicate developed a desire to secure the control of the
-property--a prominent banking house with ample resources. The control
-of a prosperous and growing concern like the Imperial Steel Corporation
-is possibly more valuable to a banking firm than to individual
-investors. At all events, this firm made me an offer for all my options
-on the stock. It meant an enormous profit for me, and I instantly took
-it. I am always willing to sell out when I can do so in a lump at a
-good profit. I was quite content with what I made out of it.
-
-Before I disposed of my calls on the hundred thousand shares I learned
-that these bankers had employed more experts to make a still more
-thorough examination of the property. Their reports showed enough to
-bring me in the offer I got. I kept several thousand shares of the
-stock for investment. I believe in it.
-
-There wasn’t anything about my manipulation of Imperial Steel that
-wasn’t normal and sound. As long as the price went up on my buying I
-knew I was O.K. The stock never got waterlogged, as a stock sometimes
-does. When you find that it fails to respond adequately to your buying
-you don’t need any better tip to sell. You know that if there is any
-value to a stock and general market conditions are right you can always
-nurse it back after a decline, no matter if it’s twenty points. But I
-never had to do anything like that in Imperial Steel.
-
-In my manipulation of stocks I never lose sight of basic trading
-principles. Perhaps you wonder why I repeat this or why I keep on
-harping on the fact that I never argue with the tape or lose my temper
-at the market because of its behaviour. You would think--wouldn’t
-you?--that shrewd men who have made millions in their own business and
-in addition have successfully operated in Wall Street at times would
-realise the wisdom of playing the game dispassionately. Well, you would
-be surprised at the frequency with which some of our most successful
-promoters behave like peevish women because the market does not act the
-way they wish it to act. They seem to take it as a personal slight, and
-they proceed to lose money by first losing their temper.
-
-There has been much gossip about a disagreement between John Prentiss
-and myself. People have been led to expect a dramatic narrative of a
-stock-market deal that went wrong or some double-crossing that cost
-me--or him--millions; or something of that sort. Well, it wasn’t.
-
-Prentiss and I had been friendly for years. He had given me at various
-times information that I was able to utilise profitably, and I had
-given him advice which he may or may not have followed. If he did he
-saved money.
-
-He was largely instrumental in the organisation and promotion of the
-Petroleum Products Company. After a more or less successful market
-début general conditions changed for the worse and the new stock did
-not fare as well as Prentiss and his associates had hoped. When basic
-conditions took a turn for the better Prentiss formed a pool and began
-operations in Pete Products.
-
-I cannot tell you anything about his technique. He didn’t tell me how
-he worked and I didn’t ask him. But it was plain that notwithstanding
-his Wall Street experience and his undoubted cleverness, whatever it
-was he did proved of little value and it didn’t take the pool long
-to find out that they couldn’t get rid of much stock. He must have
-tried everything he knew, because a pool manager does not ask to be
-superseded by an outsider unless he feels unequal to the task, and that
-is the last thing the average man likes to admit. At all events he came
-to me and after some friendly preliminaries he said he wanted me to
-take charge of the market for Pete Products and dispose of the pool’s
-holdings, which amounted to a little over one hundred thousand shares.
-The stock was selling at 102 to 103.
-
-The thing looked dubious to me and I declined his proposition with
-thanks. But he insisted that I accept. He put it on personal grounds,
-so that in the end I consented. I constitutionally dislike to identify
-myself with enterprises in the success of which I cannot feel
-confidence, but I also think a man owes something to his friends and
-acquaintances. I said I would do my best, but I told him I did not feel
-very cocky about it and I enumerated the adverse factors that I would
-have to contend with. But all Prentiss said to that was that he wasn’t
-asking me to guarantee millions in profits to the pool. He was sure
-that if I took hold I’d make out well enough to satisfy any reasonable
-being.
-
-Well, there I was, engaged in doing something against my own judgment.
-I found, as I feared, a pretty tough state of affairs, due in great
-measure to Prentiss’ own mistakes while he was manipulating the stock
-for account of the pool. But the chief factor against me was time.
-I was convinced that we were rapidly approaching the end of a bull
-swing and therefore that the improvement in the market, which had so
-encouraged Prentiss, would prove to be merely a short-lived rally. I
-feared that the market would turn definitely bearish before I could
-accomplish much with Pete Products. However, I had given my promise and
-I decided to work as hard as I knew how.
-
-I started to put up the price. I had moderate success. I think I ran it
-up to 107 or thereabouts, which was pretty fair, and I was even able to
-sell a little stock on balance. It wasn’t much, but I was glad not to
-have increased the pool’s holdings. There were a lot of people not in
-the pool who were just waiting for a small rise to dump their stock,
-and I was a godsend to them. Had general conditions been better I also
-would have done better. It was too bad that I wasn’t called in earlier.
-All I could do now, I felt, was to get out with as little loss as
-possible to the pool.
-
-I sent for Prentiss and told him my views. But he started to object. I
-then explained to him why I took the position I did. I said: “Prentiss,
-I can feel very plainly the pulse of the market. There is no follow-up
-in your stock. It is no trick to see just what the public’s reaction is
-to my manipulation. Listen: When Pete Products is made as attractive to
-traders as possible and you give it all the support needed at all times
-and notwithstanding all that you find that the public leaves it alone
-you may be sure that there is something wrong, not with the stock but
-with the market. There is absolutely no use in trying to force matters.
-You are bound to lose if you do. A pool manager should be willing to
-buy his own stock when he has company. But when he is the only buyer in
-the market he’d be an ass to buy it. For every five thousand shares I
-buy the public ought to be willing or able to buy five thousand more.
-But I certainly am not going to do all the buying. If I did, all I
-would succeed in doing would be to get soaked with a lot of long stock
-that I don’t want. There is only one thing to do, and that is to sell.
-And the only way to sell is to sell.”
-
-“You mean, sell for what you can get?” asked Prentiss.
-
-“Right!” I said. I could see he was getting ready to object. “If I am
-to sell the pool’s stock at all you can make up your mind that the
-price is going to break through par and----”
-
-“Oh, no! Never!” he yelled. You’d have imagined I was asking him to
-join a suicide club.
-
-“Prentiss,” I said to him, “it is a cardinal principle of stock
-manipulation to put up a stock in order to sell it. But you don’t sell
-in bulk on the advance. You can’t. The big selling is done on the way
-down from the top. I cannot put up your stock to 125 or 130. I’d like
-to, but it can’t be done. So you will have to begin your selling from
-this level. In my opinion all stocks are going down, and Petroleum
-Products isn’t going to be the one exception. It is better for it to
-go down now on the pool’s selling than for it to break next month on
-selling by some one else. It will go down anyhow.”
-
-I can’t see that I said anything harrowing, but you could have heard
-his howls in China. He simply wouldn’t listen to such a thing. It would
-never do. It would play the dickens with the stock’s record, to say
-nothing of inconvenient possibilities at the banks where the stock was
-held as collateral on loans, and so on.
-
-I told him again that in my judgment nothing in the world could prevent
-Pete Products from breaking fifteen or twenty points, because the
-entire market was headed that way, and I once more said it was absurd
-to expect his stock to be a dazzling exception. But again my talk went
-for nothing. He insisted that I support the stock.
-
-Here was a shrewd business man, one of the most successful promoters of
-the day, who had made millions in Wall Street deals and knew much more
-than the average man about the game of speculation, actually insisting
-on supporting a stock in an incipient bear market. It was his stock,
-to be sure, but it was nevertheless bad business. So much so that it
-went against the grain and I again began to argue with him. But it was
-no use. He insisted on putting in supporting orders.
-
-Of course when the general market got weak and the decline began in
-earnest Pete Products went with the rest. Instead of selling I actually
-bought stock for the insiders’ pool--by Prentiss’ orders.
-
-The only explanation is that Prentiss did not believe the bear market
-was right on top of us. I myself was confident that the bull market
-was over. I had verified my first surmise by tests not alone in Pete
-Products but in other stocks as well. I didn’t wait for the bear market
-to announce its safe arrival before I started selling. Of course I
-didn’t sell a share of Pete Products, though I was short of other
-stocks.
-
-The Pete Products pool, as I expected, was hung up with all they held
-to begin with and with all they had to take in their futile effort to
-hold up the price. In the end they did liquidate; but at much lower
-figures than they would have got if Prentiss had let me sell when and
-as I wished. It could not be otherwise. But Prentiss still thinks he
-was right--or says he does. I understand he says the reason I gave him
-the advice I did was that I was short of other stocks and the general
-market was going up. It implies, of course, that the break in Pete
-Products that would have resulted from selling out the pool’s holdings
-at any price would have helped my bear position in other stocks.
-
-That is all tommyrot. I was not bearish because I was short of stocks.
-I was bearish because that was the way I sized up the situation, and
-I sold stocks short only after I turned bearish. There never is much
-money in doing things wrong end to; not in the stock market. My plan
-for selling the pool’s stock was based on what the experience of twenty
-years told me alone was feasible and therefore wise. Prentiss ought to
-have been enough of a trader to see it as plainly as I did. It was too
-late to try to do anything else.
-
-I suppose Prentiss shares the delusion of thousands of outsiders who
-think a manipulator can do anything. He can’t. The biggest thing Keene
-did was his manipulation of U.S. Steel common and preferred in the
-spring of 1901. He succeeded not because he was clever and resourceful
-and not because he had a syndicate of the richest men in the country
-back of him. He succeeded partly because of those reasons but chiefly
-because the general market was right and the public’s state of mind was
-right.
-
-It isn’t good business for a man to act against the teachings of
-experience and against common sense. But the suckers in Wall Street are
-not all outsiders. Prentiss’ grievance against me is what I have just
-told you. He feels sore because I did my manipulation not as I wanted
-to but as he asked me to.
-
-There isn’t anything mysterious or underhanded or crooked about
-manipulation designed to sell a stock in bulk provided such
-operations are not accompanied by deliberate misrepresentations.
-Sound manipulation must be based on sound trading principles. People
-lay great stress on old-time practices, such as wash sales. But I
-can assure you that the mere mechanics of deception count for very
-little. The difference between stock-market manipulation and the
-over-the-counter sale of stocks and bonds is in the character of the
-clientele rather than in the character of the appeal. J. P. Morgan
-& Co. sell an issue of bonds to the public--that is, to investors.
-A manipulator disposes of a block of stock to the public--that is,
-to speculators. An investor looks for safety, for permanence of the
-interest return on the capital he invests. The speculator looks for a
-quick profit.
-
-The manipulator necessarily finds his primary market among
-speculators--who are willing to run a greater than normal business risk
-so long as they have a reasonable chance to get a big return on their
-capital. I myself never have believed in blind gambling. I may plunge
-or I may buy one hundred shares. But in either case I must have a
-reason for what I do.
-
-I distinctly remember how I got into the game of manipulation--that
-is, in the marketing of stocks for others. It gives me pleasure to
-recall it because it shows so beautifully the professional Wall Street
-attitude toward stock-market operations. It happened after I had “come
-back”--that is, after my Bethlehem Steel trade in 1915 started me on
-the road to financial recovery.
-
-I traded pretty steadily and had very good luck. I have never sought
-newspaper publicity, but neither have I gone out of my way to hide
-myself. At the same time, you know that professional Wall Street
-exaggerates both the successes and the failures of whichever operator
-happens to be active; and, of course, the newspapers hear about him
-and print rumors. I have been broke so many times, according to
-the gossips, or have made so many millions, according to the same
-authorities, that my only reaction to such reports is to wonder how and
-where they are born. And how they grow! I have had broker friend after
-broker friend bring the same story to me, a little changed each time,
-improved, more circumstantial.
-
-All this preface is to tell you how I first came to undertake the
-manipulation of a stock for someone else. The stories the newspapers
-printed of how I had paid back in full the millions I owed did the
-trick. My plungings and my winnings were so magnified by the newspapers
-that I was talked about in Wall Street. The day was past when an
-operator swinging a line of two hundred thousand shares of stock could
-dominate the market. But, as you know, the public always desires to
-find successors to the old leaders. It was Mr. Keene’s reputation
-as a skillful stock operator, a winner of millions on his own hook,
-that made promoters and banking houses apply to him for selling large
-blocks of securities. In short, his services as manipulator were in
-demand because of the stories the Street had heard about his previous
-successes as a trader.
-
-But Keene was gone--passed on to that heaven where he once said he
-wouldn’t stay a moment unless he found Sysonby there waiting for
-him. Two or three other men who made stock-market history for a few
-months had relapsed into the obscurity of prolonged inactivity. I
-refer particularly to certain of those plunging Westerners who came to
-Wall Street in 1901 and after making many millions out of their Steel
-holdings remained in Wall Street. They were in reality superpromoters
-rather than operators of the Keene type. But they were extremely able,
-extremely rich and extremely successful in the securities of the
-companies which they and their friends controlled. They were not really
-great manipulators, like Keene or Governor Flower. Still, the Street
-found in them plenty to gossip about and they certainly had a following
-among the professionals and the sportier commission houses. After they
-ceased to trade actively the Street found itself without manipulators;
-at least, it couldn’t read about them in the newspapers.
-
-You remember the big bull market that began when the Stock Exchange
-resumed business in 1915. As the market broadened and the Allies’
-purchases in this country mounted into billions we ran into a boom.
-As far as manipulation went, it wasn’t necessary for anybody to lift
-a finger to create an unlimited market for a war bride. Scores of men
-made millions by capitalizing contracts or even promises of contracts.
-They became successful promoters, either with the aid of friendly
-bankers or by bringing out their companies on the Curb market. The
-public bought anything that was adequately touted.
-
-When the bloom wore off the boom, some of these promoters found
-themselves in need of help from experts in stock salesmanship. When the
-public is hung up with all kinds of securities, some of them purchased
-at higher prices, it is not an easy task to dispose of untried stocks.
-_After a boom the public is positive that nothing is going up. It
-isn’t that buyers become more discriminating, but that the blind buying
-is over. It is the state of mind that has changed. Prices don’t even
-have to go down to make people pessimistic. It is enough if the market
-gets dull and stays dull for a time._
-
-In every boom companies are formed primarily if not exclusively to take
-advantage of the public’s appetite for all kinds of stocks. Also there
-are belated promotions. The reason why promoters make that mistake
-is that being human they are unwilling to see the end of the boom.
-Moreover, it is good business to take chances when the possible profit
-is big enough. _The top is never in sight when the vision is vitiated
-by hope._ The average man sees a stock that nobody wanted at twelve
-dollars or fourteen dollars a share suddenly advance to thirty--which
-surely is the top--until it rises to fifty. That is absolutely the
-end of the rise. Then it goes to sixty; to seventy; to seventy-five.
-It then becomes a certainty that this stock, which a few weeks ago
-was selling for less than fifteen, can’t go any higher. But it goes
-to eighty; and to eighty-five. Whereupon the average man, who never
-thinks of values but of prices, and is not governed in his actions by
-conditions but by fears, takes the easiest way--he stops thinking that
-there must be a limit to the advances. That is why those outsiders who
-are wise enough not to buy at the top make up for it by not taking
-profits. The big money in booms is always made first by the public--on
-paper. And it remains on paper.
-
-
-
-
-_XXII_
-
-
-One day Jim Barnes, who not only was one of my principal brokers but
-an intimate friend as well, called on me. He said he wanted me to do
-him a great favour. He never before had talked that way, and so I asked
-him to tell me what the favour was, hoping it was something I could do,
-for I certainly wished to oblige him. He then told me that his firm was
-interested in a certain stock; in fact, they had been the principal
-promoters of the company and had placed the greater part of the stock.
-Circumstances had arisen that made it imperative for them to market a
-rather large block. Jim wanted me to undertake to do the marketing for
-him. The stock was Consolidated Stove.
-
-I did not wish to have anything to do with it for various reasons.
-But Barnes, to whom I was under some obligations, insisted on the
-personal-favour phase of the matter, which alone could overcome my
-objections. He was a good fellow, a friend, and his firm, I gathered,
-was pretty heavily involved, so in the end I consented to do what I
-could.
-
-It has always seemed to me that the most picturesque point of
-difference between the war boom and other booms was the part that was
-played by a type new in stock-market affairs--the boy banker.
-
-The boom was stupendous and its origins and causes were plainly to
-be grasped by all. But at the same time the greatest banks and trust
-companies in the country certainly did all they could to help make
-millionaires overnight of all sorts and conditions of promoters and
-munition makers. It got so that all a man had to do was to say that
-he had a friend who was a friend of a member of one of the Allied
-commissions and he would be offered all the capital needed to carry out
-the contracts he had not yet secured. I used to hear incredible stories
-of clerks becoming presidents of companies doing a business of millions
-of dollars on money borrowed from trusting trust companies, and of
-contracts that left a trail of profits as they passed from man to man.
-A flood of gold was pouring into this country from Europe and the banks
-had to find ways of impounding it.
-
-The way business was done might have been regarded with misgivings by
-the old, but there didn’t seem to be so many of them about. The fashion
-for gray-haired presidents of banks was all very well in tranquil
-times, but youth was the chief qualification in these strenuous times.
-The banks certainly did make enormous profits.
-
-Jim Barnes and his associates, enjoying the friendship and confidence
-of the youthful president of the Marshall National Bank, decided to
-consolidate three well-known stove companies and sell the stock of the
-new company to the public that for months had been buying any old thing
-in the way of engraved stock certificates.
-
-One trouble was that the stove business was so prosperous that all
-three companies were actually earning dividends on their common stock
-for the first time in their history. Their principal stockholders did
-not wish to part with the control. There was a good market for their
-stocks on the Curb; and they had sold as much as they cared to part
-with and they were content with things as they were. Their individual
-capitalisation was too small to justify big market movements, and that
-is where Jim Barnes’ firm came in. It pointed out that the consolidated
-company must be big enough to list on the Stock Exchange, where the
-new shares could be made more valuable than the old ones. It is an
-old device in Wall Street--to change the colour of the certificates
-in order to make them more valuable. Say a stock ceases to be easily
-vendible at war. Well, sometimes by quadrupling the stock you may make
-the new shares sell at 30 or 35. This is equivalent to 120 or 140 for
-the old stock--a figure it never could have reached.
-
-It seems that Barnes and his associates succeeded in inducing some
-of their friends who held speculatively some blocks of Gray Stove
-Company--a large concern--to come into the consolidation on the basis
-of four shares of Consolidated for each share of Gray. Then the Midland
-and the Western followed their big sister and came in on the basis of
-share for share. Theirs had been quoted on the Curb at around 25 to 30,
-and the Gray, which was better known and paid dividends, hung around
-125.
-
-In order to raise the money to buy out those holders who insisted upon
-selling for cash, and also to provide additional working capital for
-improvements and promotion expenses, it became necessary to raise a few
-millions. So Barnes saw the president of his bank, who kindly lent his
-syndicate three million five hundred thousand dollars. The collateral
-was one hundred thousand shares of the newly organised corporation. The
-syndicate assured the president, or so I was told, that the price would
-not go below 50. It would be a very profitable deal as there was big
-value there.
-
-The promoters’ first mistake was in the matter of timeliness. The
-saturation point for new stock issues had been reached by the market,
-and they should have seen it. But even then they might have made a fair
-profit after all if they had not tried to duplicate the unreasonable
-killings which other promoters had made at the very height of the boom.
-
-Now you must not run away with the notion that Jim Barnes and his
-associates were fools or inexperienced kids. They were shrewd men. All
-of them were familiar with Wall Street methods and some of them were
-exceptionally successful stock traders. But they did rather more than
-merely overestimate the public’s buying capacity. After all, that
-capacity was something that they could determine only by actual tests.
-Where they erred more expensively was in expecting the bull market
-to last longer than it did. I suppose the reason was that these same
-men had met with such great and particularly with such quick success
-that they didn’t doubt they’d be all through with the deal before the
-bull market turned. They were all well known and had a considerable
-following among the professional traders and the wire houses.
-
-The deal was extremely well advertised. The newspapers certainly were
-generous with their space. The older concerns were identified with the
-stove industry of America and their product was known the world over.
-It was a patriotic amalgamation and there was a heap of literature in
-the daily papers about the world conquests. The markets of Asia, Africa
-and South America were as good as cinched.
-
-The directors of the company were all men whose names were familiar
-to all readers of the financial pages. The publicity work was so well
-handled and the promises of unnamed insiders as to what the price was
-going to do were so definite and convincing that a great demand for the
-new stock was created. The result was that when the books were closed
-it was found that the stock which was offered to the public at fifty
-dollars a share had been oversubscribed by 25 per cent.
-
-Think of it! The best the promoters should have expected was to
-succeed in selling the new stock at that price after weeks of work and
-after putting up the price to 75 or higher in order to average 50.
-At that, it meant an advance of about 100 per cent in the old prices
-of the stocks of the constituent companies. That was the crisis and
-they did not meet it as it should have been met. It shows you that
-every business has its own needs. General wisdom is less valuable
-than specific savvy. The promoters, delighted by the unexpected
-oversubscription, concluded that the public was ready to pay any price
-for any quantity of that stock. And they actually were stupid enough
-to underallot the stock. After the promoters made up their minds to be
-hoggish they should have tried to be intelligently hoggish.
-
-What they should have done, of course, was to allot the stock in full.
-That would have made them short to the extent of 25 per cent of the
-total amount offered for subscription to the public, and that, of
-course, would have enabled them to support the stock when necessary
-and at no cost to themselves. Without any effort on their part they
-would have been in the strong strategic position that I always try to
-find myself in when I am manipulating a stock. They could have kept the
-price from sagging, thereby inspiring confidence in the new stock’s
-stability and in the underwriting syndicate back of it. They should
-have remembered that their work was not over when they sold the stock
-offered to the public. That was only a part of what they had to market.
-
-They thought they had been very successful, but it was not long before
-the consequences of their two capital blunders became apparent. The
-public did not buy any more of the new stock, because the entire market
-developed reactionary tendencies. The insiders got cold feet and did
-not support Consolidated Stove; and if insiders don’t buy their own
-stock on recessions, who should? The absence of inside support is
-generally accepted as a pretty good bear tip.
-
-There is no need to go into statistical details. The price of
-Consolidated Stove fluctuated with the rest of the market, but it never
-went above the initial market quotations, which were only a fraction
-above 50. Barnes and his friends in the end had to come in as buyers
-in order to keep it above 40. Not to have supported that stock at the
-outset of its market career was regrettable. But not to have sold all
-the stock the public subscribed for was much worse.
-
-At all events, the stock was duly listed on the New York Stock Exchange
-and the price of it duly kept sagging until it nominally stood at 37.
-And it stood there because Jim Barnes and his associates had to keep it
-there because their bank had loaned them thirty-five dollars a share
-on one hundred thousand shares. If the bank ever tried to liquidate
-that loan there was no telling what the price would break to. The
-public that had been eager to buy it at 50, now didn’t care for it at
-37, and probably wouldn’t want it at 27.
-
-As time went on the banks’ excesses in the matter of extensions
-of credits made people think. The day of the boy banker was over.
-The banking business appeared to be on the ragged edge of suddenly
-relapsing into conservatism. Intimate friends were now asked to pay off
-loans, for all the world as though they had never played golf with the
-president.
-
-There was no need to threaten on the lender’s part or to plead for
-more time on the borrower’s. The situation was highly uncomfortable
-for both. The bank, for example, with which my friend Jim Barnes did
-business, was still kindly disposed. But it was a case of “For heaven’s
-sake take up that loan or we’ll all be in a dickens of a mess!”
-
-The character of the mess and its explosive possibilities were
-enough to make Jim Barnes come to me to ask me to sell the
-one hundred thousand shares for enough to pay off the bank’s
-three-million-five-hundred-thousand-dollar loan. Jim did not now expect
-to make a profit on that stock. If the syndicate only made a small loss
-on it they would be more than grateful.
-
-It seemed a hopeless task. The general market was neither active nor
-strong, though at times there were rallies, when everybody perked up
-and tried to believe the bull swing was about to resume.
-
-The answer I gave Barnes was that I’d look into the matter and let him
-know under what conditions I’d undertake the work. Well, I did look
-into it. I didn’t analyse the company’s last annual report. My studies
-were confined to the stock-market phases of the problem. I was not
-going to tout the stock for a rise on its earnings or its prospects,
-but to dispose of that block in the open market. All I considered was
-what should, could or might help or hinder me in that task.
-
-I discovered for one thing that there was too much stock held by too
-few people--that is, too much for safety and far too much for comfort.
-Clifton P. Kane & Co., bankers and brokers, members of the New York
-Stock Exchange, were carrying seventy thousand shares. They were
-intimate friends of Barnes and had been influential in effecting the
-consolidation, as they had made a specialty of stove stocks for years.
-Their customers had been let into the good thing. Ex-Senator Samuel
-Gordon, who was the special partner in his nephews’ firm, Gordon Bros.,
-was the owner of a second block of seventy thousand shares; and the
-famous Joshua Wolff had sixty thousand shares. This made a total of
-two hundred thousand shares of Consolidated Stove held by this handful
-of veteran Wall Street professionals. They did not need any kind
-person to tell them when to sell their stock. If I did anything in the
-manipulating line calculated to bring in public buying--that is to say,
-if I made the stock strong and active--I could see Kane and Gordon
-and Wolff unloading, and not in homeopathic doses either. The vision
-of their two hundred thousand shares Niagaraing into the market was
-not exactly entrancing. Don’t forget that the cream was off the bull
-movement and that no overwhelming demand was going to be manufactured
-by my operations, however skillfully conducted they might be. Jim
-Barnes had no illusions about the job he was modestly sidestepping in
-my favour. He had given me a waterlogged stock to sell on a bull market
-that was about to breathe its last. Of course there was no talk in the
-newspapers about the ending of the bull market, but I knew it, and Jim
-Barnes knew it, and you bet the bank knew it.
-
-Still, I had given Jim my word, so I sent for Kane, Gordon and Wolff.
-Their two hundred thousand shares was the sword of Damocles. I thought
-I’d like to substitute a steel chain for the hair. The easiest way,
-it seemed to me, was by some sort of reciprocity agreement. If they
-helped me passively by holding off while I sold the bank’s one hundred
-thousand shares, I would help them actively by trying to make a
-market for all of us to unload on. As things were, they couldn’t sell
-one-tenth of their holdings without having Consolidated Stove break
-wide open, and they knew it so well that they had never dreamed of
-trying. All I asked of them was judgment in timing the selling and an
-intelligent unselfishness in order not to be unintelligently selfish.
-It never pays to be a dog in the manger in Wall Street or anywhere
-else. I desired to convince them that premature or ill-considered
-unloading would prevent complete unloading. Time urged.
-
-I hoped my proposition would appeal to them because they were
-experienced Wall Street men and had no illusions about the actual
-demand for Consolidated Stove. Clifton P. Kane was the head of a
-prosperous commission house with branches in eleven cities and
-customers by the hundreds. His firm had acted as managers for more than
-one pool in the past.
-
-Senator Gordon, who held seventy thousand shares, was an exceedingly
-wealthy man. His name was as familiar to the readers of the
-metropolitan press as though he had been sued for breach of promise by
-a sixteen-year-old manicurist possessing a five-thousand-dollar mink
-coat and one hundred and thirty-two letters from the defendant. He had
-started his nephews in business as brokers and he was a special partner
-in their firm. He had been in dozens of pools. He had inherited a large
-interest in the Midland Stove Company and he got one hundred thousand
-shares of Consolidated Stove for it. He had been carrying enough to
-disregard Jim Barnes’ wild bull tips and had cashed in on thirty
-thousand shares before the market petered out on him. He told a friend
-later that he would have sold more only the other big holders, who were
-old and intimate friends, pleaded with him not to sell any more, and
-out of regard for them he stopped. Besides which, as I said, he had no
-market to unload on.
-
-The third man was Joshua Wolff. He was probably the best know of all
-the traders. For twenty years everybody had know him as one of the
-plungers on the floor. In bidding up stocks or offering them down he
-had few equals, for ten or twenty thousand shares meant no more to him
-than two or three hundred. Before I came to New York I had heard of him
-as a plunger. He was then trailing with a sporting coterie that played
-a no limit game, whether on the race track or in the stock market.
-
-They used to accuse him of being nothing but a gambler, but he had real
-ability and a strongly developed aptitude for the speculative game. At
-the same time his reputed indifference to highbrow pursuits made him
-the hero of numberless anecdotes. One of the most highly circulated of
-the yarns was that Joshua was a guest at what he called a swell dinner
-and by some oversight of the hostess several of the other guests began
-to discuss literature before they could be stopped.
-
-A girl who sat next to Josh and had not heard him use his mouth except
-for masticating purposes, turned to him and looking anxious to hear the
-great financier’s opinion asked him, “Oh, Mr. Wolff, what do you think
-of Balzac?”
-
-Josh politely ceased to masticate, swallowed and answered, “I never
-trade in them Curb stocks!”
-
-Such were the three largest individual holders of Consolidated Stove.
-When they came over to see me I told them that if they formed a
-syndicate to put up some cash and gave me a call on their stock at a
-little above the market I would do what I could to make a market. They
-promptly asked me how much money would be required.
-
-I answered, “You’ve had that stock a long time and you can’t do a thing
-with it. Between the three of you you’ve got two hundred thousand
-shares, and you know very well that you haven’t the slightest chance
-of getting rid of it unless you make a market for it. It’s got be some
-market to absorb what you’ve got to give it, and it will be wise to
-have enough cash to pay for whatever stock it may be necessary to buy
-at first. It’s no use to begin and then have to stop because there
-isn’t enough money. I suggest that you form a syndicate and raise six
-millions in cash. Then give the syndicate a call on your two hundred
-thousand shares at 40 and put all your stock in escrow. If everything
-goes well you chaps will get rid of your dead pet and the syndicate
-will make some money.”
-
-As I told you before, there had been all sorts of rumours about my
-stock-market winnings. I suppose that helped, for nothing succeeds like
-success. At all events, I didn’t have to do much explaining to these
-chaps. They knew exactly how far they’d get if they tried to play a
-lone hand. They thought mine was a good plan. When they went away they
-said they would form the syndicate at once.
-
-They didn’t have much trouble in inducing a lot of their friends to
-join them. I suppose they spoke with more assurance than I had of the
-syndicate’s profits. From all I heard they really believed it, so
-theirs were no conscienceless tips. At all events the syndicate was
-formed in a couple of days. Kane, Gordon and Wolff gave calls on the
-two hundred thousand shares at 40 and I saw to it that the stock itself
-was put in escrow, so that none of it would come out on the market
-if I should put up the price. I had to protect myself. More than one
-promising deal has failed to pan out as expected because the members
-of the pool or clique failed to keep faith with one another. Dog has
-no foolish prejudices against eating dog in Wall Street. At the time
-the second American Steel and Wire Company was brought out the insiders
-accused one another of breach of faith and trying to unload. There had
-been a gentlemen’s agreement between John W. Gates and his pals and
-the Seligmans and their banking associates. Well, I heard somebody in
-a broker’s office reciting this quatrain, which was said to have been
-composed by John W. Gates:
-
- _The tarantula jumped on the centipede’s back
- And chortled with ghoulish glee:
- “I’ll poison this murderous son of a gun.
- If I don’t he’ll poison me!”_
-
-Mind you, I do not mean for one moment to imply that any of my friends
-in Wall Street would even dream of double-crossing me in a stock deal.
-But on general principles it is just as well to provide for any and all
-contingencies. It’s plain sense.
-
-After Wolff and Kane and Gordon told me that they had formed their
-syndicate to put up six millions in cash there was nothing for me to do
-but wait for the money to come in. I had urged the vital need of haste.
-Nevertheless the money came in driblets. I think it took four or five
-installments. I don’t know what the reason was, but I remember that I
-had to send out an S O S call to Wolff and Kane and Gordon.
-
-That afternoon I got some big checks that brought the cash in my
-possession to about four million dollars and the promise of the rest
-in a day or two. It began to look as though the syndicate might do
-something before the bull market passed away. At best it would be no
-cinch, and the sooner I began work the better. The public had not been
-particularly keen about new market movements in inactive stocks. But
-a man could do a great deal to arouse interest in any stock with four
-millions in cash. It was enough to absorb all the probable offerings.
-If time urged, as I had said, there was no sense in waiting for the
-other two millions. The sooner the stock got up to 50 the better for
-the syndicate. That was obvious.
-
-The next morning at the opening I was surprised to see that there were
-unusually heavy dealings in Consolidated Stove. As I told you before,
-the stock had been waterlogged for months. The price had been pegged at
-37, Jim Barnes taking good care not to let it go any lower on account
-of the big bank loan at 35. But as for going any higher, he’d as soon
-expect to see the Rock of Gibraltar shimmying across the Strait as to
-see Consolidated Stove do any climbing on the tape.
-
-Well, sir, this morning there was quite a demand for the stock, and the
-price went up to 39. In the first hour of the trading the transactions
-were heavier than for the whole previous half year. It was the
-sensation of the day and affected bullishly the entire market. I heard
-afterwards that nothing else was talked about in the customers’ rooms
-of the commission houses.
-
-I didn’t know what it meant, but it didn’t hurt my feelings any to see
-Consolidated Stove perk up. As a rule I do not have to ask about any
-unusual movement in any stock because my friends on the floor--brokers
-who do business for me, as well as personal friends among the room
-traders--keep me posted. They assume I’d like to know and they
-telephone me any news or gossip they pick up. On this day all I heard
-was that there was unmistakable inside buying in Consolidated Stove.
-There wasn’t any washing. It was all genuine. The purchasers took all
-the offerings from 37 to 39 and when importuned for reasons or begged
-for a tip, flatly refused to give any. This made the wily and watchful
-traders conclude that there was something doing; something big. When a
-stock goes up on buying by insiders who refuse to encourage the world
-at large to follow suit the ticker hounds begin to wonder aloud when
-the official notice will be given out.
-
-I didn’t do anything myself. I watched and wondered and kept track of
-the transactions. But on the next day the buying was not only greater
-in volume but more aggressive in character. The selling orders that had
-been on the specialists’ books for months at above the pegged price of
-37 were absorbed without any trouble, and not enough new selling orders
-came in to check the rise. Naturally, up went the price. It crossed 40.
-Presently it touched 42.
-
-The moment it touched that figure I felt that I was justified in
-starting to sell the stock the bank held as collateral. Of course I
-figured that the price would go down on my selling, but if my average
-on the entire line was 37 I’d have no fault to find. I knew what the
-stock was worth and I had gathered some idea of the vendibility from
-the months of inactivity. Well, sir, I let them have stock carefully
-until I had got rid of thirty thousand shares. And the advance was not
-checked!
-
-That afternoon I was told the reason for that opportune but mystifying
-rise. It seems that the floor traders had been tipped off after the
-close the night before and also the next morning before the opening,
-that I was bullish as blazes on Consolidated Stove and was going to
-rush the price right up fifteen or twenty points without a reaction, as
-was my custom--that is, my custom according to people who never kept my
-books. The tipster in chief was no less a personage than Joshua Wolff.
-It was his own inside buying that started the rise of the day before.
-His cronies among the floor traders were only too willing to follow his
-tip, for he knew too much to give wrong steers to his fellows.
-
-As a matter of fact, there was not so much stock pressing on the market
-as had been feared. Consider that I had tied up three hundred thousand
-shares and you will realize that the old fears had been well founded.
-It now proved less of a job than I had anticipated to put up the stock.
-After all, Governor Flower was right. Whenever he was accused of
-manipulating his firm’s specialties, like Chicago Gas, Federal Steel or
-B. R. T., he used to say: “The only way I know of making a stock go up
-is to buy it.” That also was the floor traders’ only way, and the price
-responded.
-
-On the next day, before breakfast, I read in the morning papers what
-was read by thousands and what undoubtedly was sent over the wires to
-hundreds of branches and out-of-town offices, and that was that Larry
-Livingston was about to begin active bull operations in Consolidated
-Stove. The additional details differed. One version had it that I had
-formed an insiders’ pool and was going to punish the over-extended
-short interest. Another hinted at dividend announcements in the near
-future. Another reminded the world that what I usually did to a stock
-I was bullish on was something to remember. Still another accused the
-company of concealing its assets in order to permit accumulation by
-insiders. And all of them agreed that the rise hadn’t fairly started.
-
-By the time I reached my office and read my mail before the market
-opened I was made aware that the Street was flooded with red-hot tips
-to buy Consolidated Stove at once. My telephone bell kept ringing and
-the clerk who answered the calls heard the same question asked in
-one form or another a hundred times that morning: Was it true that
-Consolidated Stove was going up? I must say that Joshua Wolff and Kane
-and Gordon--and possibly Jim Barnes--handled that little tipping job
-mighty well.
-
-I had no idea that I had such a following. Why, that morning the buying
-orders came in from all over the country--orders to buy thousands of
-shares of a stock that nobody wanted at any price three days before.
-And don’t forget that, as a matter of fact, all that the public had to
-go by was my newspaper reputation as a successful plunger; something
-for which I had to thank an imaginative reporter or two.
-
-Well, sir, on that, the third day of the rise, I sold Consolidated
-Stove; and on the fourth day and the fifth; and the first thing I
-knew I had sold for Jim Barnes the one hundred thousand shares of
-stock which the Marshall National Bank held as collateral on the
-three-million-five-hundred-thousand-dollar loan that needed paying
-off. If the most successful manipulation consists of that in which the
-desired end is gained at the least possible cost to the manipulator,
-the Consolidated Stove deal is by all means the most successful of my
-Wall Street career. Why, at no time did I have to take any stock. I
-didn’t have to buy first in order to sell the more easily later on.
-I did not put up the price to the highest possible point and then
-begin my real selling. I didn’t even do my principal selling on
-the way down, but on the way up. It was like a dream of Paradise to
-find an adequate buying power created for you without your stirring
-a finger to bring it about, particularly when you were in a hurry. I
-once heard a friend of Governor Flower’s say that in one of the great
-bull-leader’s operations for the account of a pool in B. R. T. the pool
-sold fifty thousand shares of the stock at a profit, but Flower & Co.
-got commissions on more than two hundred and fifty thousand shares and
-W. P. Hamilton says that to distribute two hundred and twenty thousand
-shares of Amalgamated Copper, James R. Keene must have traded in at
-least seven hundred thousand shares of the stock during the necessary
-manipulation. Some commission bill! Think of that and then consider
-that the only commissions that I had to pay were the commissions on the
-one hundred thousand shares I actually sold for Jim Barnes. I call that
-some saving.
-
-Having sold what I had engaged to sell for my friend Jim, and all the
-money the syndicate had agreed to raise not having been sent in, and
-feeling no desire to buy back any of the stock I had sold, I rather
-think I went away somewhere for a short vacation. I do not remember
-exactly. But I do remember very well that I let the stock alone and
-that it was not long before the price began to sag. One day, when the
-entire market was weak, some disappointed bull wanted to get rid of his
-Consolidated Stove in a hurry, and on his offerings the stock broke
-below the call price, which was 40. Nobody seemed to want any of it. As
-I told you before, I wasn’t bullish on the general situation and that
-made me more grateful than ever for the miracle that had enabled me to
-dispose of the one hundred thousand shares without having to put the
-price up twenty or thirty points in a week, as the kindly tipsters had
-prophesied.
-
-Finding no support, the price developed a habit of declining regularly
-until one day it broke rather badly and touched 32. That was the lowest
-that had ever been recorded for it, for, as you will remember, Jim
-Barnes and the original syndicate had pegged it at 37 in order not to
-have their one hundred thousand shares dumped on the market by the bank.
-
-I was in my office that day peacefully studying the tape when Joshua
-Wolff was announced. I said I would see him. He rushed in. He is not a
-very large man, but he certainly seemed all swelled up--with anger, as
-I instantly discovered.
-
-He ran to where I stood by the ticker and yelled, “Hey? What the
-devil’s the matter?”
-
-“Have a chair, Mr. Wolff,” I said politely and sat down myself to
-encourage him to talk calmly.
-
-“I don’t want any chair! I want to know what it means!” he cried at the
-top of his voice.
-
-“What does what mean?”
-
-“What in hell are you doing to it?”
-
-“What am I doing to what?”
-
-“That stock! That stock!”
-
-“What stock?” I asked him.
-
-But that only made him see red, for he shouted, “Consolidated Stove!
-What are you doing to it?”
-
-“Nothing! Absolutely nothing. What’s wrong?” I said.
-
-He stared at me fully five seconds before he exploded: “Look at the
-price! Look at it!”
-
-He certainly was angry. So I got up and looked at the tape.
-
-I said, “The price of it is now 31¼.”
-
-“Yeh! Thirty-one and a quarter, and I’ve got a raft of it.”
-
-“I know you have sixty thousand shares. You have had it a long time,
-because when you originally bought your Gray Stove----”
-
-But he didn’t let me finish. He said, “But I bought a lot more. Some of
-it cost me as high as 40! And I’ve got it yet!”
-
-He was glaring at me so hostilely that I said, “I didn’t tell you to
-buy it.”
-
-“You didn’t what?”
-
-“I didn’t tell you to load up with it.”
-
-“I didn’t say you did. But you were going to put it up----”
-
-“Why was I?” I interrupted.
-
-He looked at me, unable to speak for anger. When he found his voice
-again, he said, “You were going to put it up. You had the money to buy
-it.”
-
-“Yes. But I didn’t buy a share,” I told him.
-
-That was the last straw.
-
-“You didn’t buy a share, and you had over four millions in cash to buy
-with? You didn’t buy any?”
-
-“Not a share!” I repeated.
-
-He was so mad by now that he couldn’t talk plainly. Finally he managed
-to say, “What kind of a game do you call that?”
-
-He was inwardly accusing me of all sorts of unspeakable crimes. I sure
-could see a long list of them in his eyes. It made me say to him: “What
-you really mean to ask me, Wolff, is, why I didn’t buy from you above
-50 the stock you bought below 40. Isn’t that it?”
-
-“No, it isn’t. You had a call at 40 and four millions in cash to put up
-the price with.”
-
-“Yes, but I didn’t touch the money and the syndicate has not lost a
-cent by my operations.”
-
-“Look here, Livingston--” he began.
-
-But I didn’t let him say any more.
-
-“You listen to me, Wolff. You knew that the two hundred thousand shares
-you and Gordon and Kane held were tied up, and that there wouldn’t be
-an awful lot of floating stock to come on the market if I put up the
-price, as I’d have to do for two reasons: The first to make a market
-for the stock; and the second to make a profit out of the call at 40.
-But you weren’t satisfied to get 40 for the sixty thousand shares you’d
-been lugging for months or with your share of the syndicate profits, if
-any; so you decided to take on a lot of stock under 40 to unload on me
-when I put the price up with the syndicate’s money, as you were sure
-I meant to do. You’d buy before I did and you’d unload before I did;
-in all probability I’d be the one to unload on. I suspect you figured
-on my having to put the price up to 60. It was such a cinch that you
-probably bought ten thousand shares strictly for unloading purposes,
-and to make sure somebody held the bag if I didn’t, you tipped off
-everybody in the United States, Canada and Mexico without thinking
-of my added difficulties. All your friends knew what I was supposed
-to do. Between their buying and mine you were going to be all hunky.
-Well, your intimate friends to whom you gave the tip passed it on to
-their friends after they had bought their lines, and the third stratum
-of tip-takers planned to supply the fourth, fifth and possibly sixth
-strata of suckers, so that when I finally came to do some selling I’d
-find myself anticipated by a few thousands of wise speculators. It was
-a friendly thought, that notion of yours, Wolff. You can’t imagine
-how surprised I was when Consolidated Stove began to go up before I
-even thought of buying a single share; or how grateful, either, when
-the underwriting syndicate sold one hundred thousand shares around 40
-to the people who were going to sell those same shares to me at 50 or
-60. I sure was a sucker not to use the four millions to make money for
-them, wasn’t I? The cash was supplied to buy stock with, but only if I
-thought it necessary to do so. Well, I didn’t.”
-
-Joshua had been in Wall Street long enough not to let anger interfere
-with business. He cooled off as he heard me, and when I was through
-talking he said in a friendly tone of voice, “Look here, Larry, old
-chap, what shall we do?”
-
-“Do whatever you please.”
-
-“Aw, be a sport. What would you do if you were in our place?”
-
-“If I were in your place,” I said solemnly, “do you know what I’d do?”
-
-“What?”
-
-“I’d sell out!” I told him.
-
-He looked at me a moment, and without another word turned on his heel
-and walked out of my office. He’s never been in it since.
-
-Not long after that, Senator Gordon also called. He, too, was quite
-peevish and blamed me for their troubles. Then Kane joined the anvil
-chorus. They forgot that their stock had been unsalable in bulk when
-they formed the syndicate. All they could remember was that I didn’t
-sell their holdings when I had the syndicate’s millions and the stock
-was active at 44, and that now it was 30 and dull as dishwater. To
-their way of thinking I should have sold out at a good fat profit.
-
-Of course they also cooled down in due time. The syndicate wasn’t out
-a cent and the main problem remained unchanged: to sell their stock. A
-day or two later they came back and asked me to help them out. Gordon
-was particularly insistent, and in the end I made them put in their
-pooled stock at 25½. My fee for my services was to be one-half of
-whatever I got above that figure. The last sale had been at about 30.
-
-There I was with their stock to liquidate. Given general market
-conditions and specifically the behaviour of Consolidated Stove, there
-was only one way to do it, and that was, of course, to sell on the way
-down and without first trying to put up the price, and I certainly
-would have got stock by the ream on the way up. But on the way down
-I could reach those buyers who always argue that a stock is cheap
-when it sells fifteen or twenty points below the top of the movement,
-particularly when that top is a matter of recent history. A rally is
-due, in their opinion. After seeing Consolidated Stove sell up to close
-to 44 it sure looked like a good thing below 30.
-
-It worked out as always. Bargain hunters bought it in sufficient volume
-to enable me to liquidate the pool’s holdings. But do you think that
-Gordon or Wolff or Kane felt any gratitude? Not a bit of it. They are
-still sore at me, or so their friends tell me. They often tell people
-how I did them. They cannot forgive me for not putting up the price on
-myself, as they expected.
-
-As a matter of fact I never would have been able to sell the bank’s
-hundred thousand shares if Wolff and the rest had not passed around
-those red-hot bull tips of theirs. If I had worked as I usually
-do--that is, in a logical natural way--I would have had to take
-whatever price I could get. I told you we ran into a declining market.
-The only way to sell on such a market is to sell not necessarily
-recklessly but really regardless of price. No other way was possible,
-but I suppose they do not believe this. They are still angry. I am not.
-Getting angry doesn’t get a man anywhere. More than once it has been
-borne in on me that a speculator who loses his temper is a goner. In
-this case there was no aftermath to the grouches. But I’ll tell you
-something curious. One day Mrs. Livingston went to a dressmaker who had
-been warmly recommended to her. The woman was competent and obliging
-and had a very pleasing personality. At the third or fourth visit, when
-the dressmaker felt less like a stranger, she said to Mrs. Livingston:
-“I hope Mr. Livingston puts up Consolidated Stove soon. We have some
-that we bought because we were told he was going to put it up, and we’d
-always heard that he was very successful in all his deals.”
-
-I tell you it isn’t pleasant to think that innocent people may have
-lost money following a tip of that sort. Perhaps you understand why I
-never give any myself. That dressmaker made me feel that in the matter
-of grievances I had a real one against Wolff.
-
-
-
-
-_XXIII_
-
-
-Speculation in stocks will never disappear. It isn’t desirable that
-it should. It cannot be checked by warnings as to its dangers. You
-cannot prevent people from guessing wrong no matter how able or how
-experienced they may be. Carefully laid plans will miscarry because the
-unexpected and even the unexpectable will happen. Disaster may come
-from a convulsion of nature or from the weather, from your own greed
-or from some man’s vanity; from fear or from uncontrolled hope. But
-apart from what one might call his natural foes, a speculator in stocks
-has to contend with certain practices or abuses that are indefensible
-normally as well as commercially.
-
-As I look back and consider what were the common practices twenty-five
-years ago when I first came to Wall Street, I have to admit that there
-have been many changes for the better. The old-fashioned bucket shops
-are gone, though bucketeering “brokerage” houses still prosper at the
-expense of men and women who persist in playing the game of getting
-rich quick. The Stock Exchange is doing excellent work not only in
-getting after these out-and-out swindlers but in insisting upon strict
-adherence to its rules by its own members. Many wholesome regulations
-and restrictions are now strictly enforced but there is still room for
-improvement. The ingrained conservatism of Wall Street rather than
-ethical callousness is to blame for the persistence of certain abuses.
-
-Difficult as profitable stock speculation always has been it is
-becoming even more difficult every day. It was not so long ago when a
-real trader could have a good working knowledge of practically every
-stock on the list. In 1901, when J. P. Morgan brought out the United
-States Steel Corporation, which was merely a consolidation of lesser
-consolidations most of which were less than two years old, the Stock
-Exchange had 275 stocks on its list and about 100 in its “unlisted
-department”; and this included a lot that a chap didn’t have to know
-anything about because they were small issues, or inactive by reason
-of being minority or guaranteed stocks and therefore lacking in
-speculative attractions. In fact, an overwhelming majority were stocks
-in which there had not been a sale in years. Today there are about 900
-stocks on the regular list and in our recent active markets about 600
-separate issues were traded in. Moreover, the old groups or classes
-of stocks were easier to keep track of. They not only were fewer but
-the capitalization was smaller and the news a trader had to be on the
-lookout for did not cover so wide a field. But today, a man is trading
-in everything; almost every industry in the world is represented. It
-requires more time and more work to keep posted and to that extent
-speculation has become much more difficult for those who operate
-intelligently.
-
-There are many thousands of people who buy and sell stocks
-speculatively but the number of those who speculate profitably is
-small. As the public always is “in” the market to some extent,
-it follows that there are losses by the public all the time. The
-speculator’s deadly enemies are: Ignorance, greed, fear and hope. All
-the statute books in the world and all the rules of all the Exchanges
-on earth cannot eliminate these from the human animal. Accidents which
-knock carefully conceived plans skyhigh also are beyond regulation by
-bodies of cold-blooded economists or warm-hearted philanthropists.
-There remains another source of loss and that is, deliberate
-misinformation as distinguished from straight tips. And because it is
-apt to come to a stock trader variously disguised and camouflaged, it
-is the more insidious and dangerous.
-
-The average outsider, of course, trades either on tips or on rumours,
-spoken or printed, direct or implied. Against ordinary tips you cannot
-guard. For instance, a lifelong friend sincerely desires to make you
-rich by telling you what he has done, that is, to buy or sell some
-stock. His intent is good. If the tip goes wrong what can you do? Also
-against the professional or crooked tipster the public is protected to
-about the same extent that he is against gold-bricks or wood-alcohol.
-But against the typical Wall Street rumours, the speculating public
-has neither protection nor redress. Wholesale dealers in securities,
-manipulators, pools and individuals resort to various devices to aid
-them in disposing of their surplus holdings at the best possible
-prices. The circulation of bullish items by the newspapers and the
-tickers is the most pernicious of all.
-
-Get the slips of the financial news-agencies any day and it will
-surprise you to see how many statements of an implied semi-official
-nature they print. The authority is some “leading insider” or “a
-prominent director” or “a high official” or someone “in authority” who
-presumably knows what he is talking about. Here are today’s slips. I
-pick an item at random. Listen to this: “A leading banker says it is
-too early yet to expect a declining market.”
-
-Did a leading banker really say that and if he said it why did he say
-it? Why does he not allow his name to be printed? Is he afraid that
-people will believe him if he does?
-
-Here is another one about a company the stock of which has been active
-this week. This time the man who makes the statement is a “prominent
-director.” Now which--if any--of the company’s dozen directors is doing
-the talking? It is plain that by remaining anonymous nobody can be
-blamed for any damage that may be done by the statement.
-
-Quite apart from the intelligent study of speculation everywhere the
-trader in stocks must consider certain facts in connection with the
-game in Wall Street. In addition to trying to determine how to make
-money one must also try to keep from losing money. It is almost as
-important to know what not to do as to know what should be done. It
-is therefore well to remember that manipulation of some sort enters
-into practically all advances in individual stocks and that such
-advances are engineered by insiders with one object in view and one
-only and that is to sell at the best profit possible. However, the
-average broker’s customer believes himself to be a business man from
-Missouri if he insists upon being told why a certain stock goes up.
-Naturally, the manipulators “explain” the advance in a way calculated
-to facilitate distribution. I am firmly convinced that the public’s
-losses would be greatly reduced if no anonymous statements of a bullish
-nature were allowed to be printed. I mean statements calculated to make
-the public buy or hold stocks.
-
-The overwhelming majority of the bullish articles printed on the
-authority of unnamed directors or insiders convey unreliable and
-misleading impressions to the public. The public loses many millions of
-dollars every year by accepting such statements as semi-official and
-therefore trustworthy.
-
-Say for example that a company has gone through a period of depression
-in its particular line of business. The stock is inactive. The
-quotation represents the general and presumably accurate belief of its
-actual value. If the stock were too cheap at that level somebody would
-know it and buy it and it would advance. If too dear somebody would
-know enough to sell it and the price would decline. As nothing happens
-one way or another nobody talks about it or does anything.
-
-The turn comes in the line of business the company is engaged in. Who
-are the first to know it, the insiders or the public? You can bet it
-isn’t the public. What happens next? Why, if the improvement continues
-the earnings will increase and the company will be in position to
-resume dividends on the stock; or, if dividends were not discontinued,
-to pay a higher rate. That is, the value of the stock will increase.
-
-Say that the improvement keeps up. Does the management make public
-that glad fact? Does the president tell the stockholders? Does a
-philanthropic director come out with a signed statement for the benefit
-of that part of the public that reads the financial page in the
-newspapers and the slips of the news agencies? Does some modest insider
-pursuing his usual policy of anonymity come out with an unsigned
-statement to the effect that the company’s future is most promising?
-Not this time. Not a word is said by anyone and no statement whatever
-is printed by newspapers or tickers.
-
-The value-making information is carefully kept from the public while
-the now taciturn “prominent insiders” go into the market and buy all
-the cheap stock they can lay their hands on. As this well-informed
-but unostentatious buying keeps on, the stock rises. The financial
-reporters, knowing that the insiders ought to know the reason for the
-rise, ask questions. The unanimously anonymous insiders unanimously
-declare that they have no news to give out. They do not know that there
-is any warrant for the rise. Sometimes they even state that they are
-not particularly concerned with the vagaries of the stock market or the
-actions of stock speculators.
-
-The rise continues and there comes a happy day when those who know have
-all the stock they want or can carry. The Street at once begins to hear
-all kinds of bullish rumours. The tickers tell the traders “on good
-authority” that the company has definitely turned the corner. The same
-modest director who did not wish his name used when he said he knew
-no warrant for the rise in the stock is now quoted--of course not by
-name--as saying that the stockholders have every reason to feel greatly
-encouraged over the outlook.
-
-Urged by the deluge of bullish news items the public begins to buy
-the stock. These purchases help to put the price still higher. In due
-course the predictions of the uniformly unnamed directors come true
-and the company resumes dividend payments; or increases the rate, as
-the case may be. With that the bullish items multiply. They not only
-are more numerous than ever but much more enthusiastic. A “leading
-director,” asked point blank for a statement of conditions, informs
-the world that the improvement is more than keeping up. A “prominent
-insider,” after much coaxing, is finally induced by a news-agency
-to confess that the earnings are nothing short of phenomenal. A
-“well-known banker,” who is affiliated in a business way with the
-company, is made to say that the expansion in the volume of sales
-is simply unprecedented in the history of the trade. If not another
-order came in the company would run night and day for heaven knows how
-many months. A “member of the finance committee,” in a double-leaded
-manifesto, expresses his astonishment at the public’s astonishment over
-the stock’s rise. The only astonishing thing is the stock’s moderation
-in the climbing line. Anybody who will analyse the forthcoming annual
-report can easily figure how much more than the market-price the
-book-value of the stock is. But in no instance is the name of the
-communicative philanthropist given.
-
-As long as the earnings continue good and the insiders do not discern
-any sign of a let up in the company’s prosperity they sit on the stock
-they bought at the low prices. There is nothing to put the price
-down, so why should they sell? But the moment there is a turn for the
-worse in the company’s business, what happens? Do they come out with
-statements or warnings or the faintest of hints? Not much. The trend
-is now downward. Just as they bought without any flourish of trumpets
-when the company’s business turned for the better, they now silently
-sell. On this inside selling the stock naturally declines. Then the
-public begins to get the familiar “explanations.” A “leading insider”
-asserts that everything is O.K. and the decline is merely the result of
-selling by bears who are trying to affect the general market. If on
-one fine day, after the stock has been declining for some time, there
-should be a sharp break, the demand for “reasons” or “explanations”
-becomes clamorous. Unless somebody says something the public will fear
-the worst. So the news-tickers now print something like this: “When
-we asked a prominent director of the company to explain the weakness
-in the stock, he replied that the only conclusion he could arrive at
-was that the decline today was caused by a bear drive. Underlying
-conditions are unchanged. The business of the company was never better
-than at present and the probabilities are that unless something
-entirely unforeseen happens in the meanwhile, there will be an increase
-in the rate at the next dividend meeting. The bear party in the market
-has become aggressive and the weakness in the stock was clearly a raid
-intended to dislodge weakly held stock.” The news-tickers, wishing to
-give good measure, as likely as not will go on to state that they are
-“reliably informed” that most of the stock bought on the day’s decline
-was taken by inside interests and that the bears will find that they
-have sold themselves into a trap. There will be a day of reckoning.
-
-In addition to the losses sustained by the public through believing
-bullish statements and buying stocks, there are the losses that come
-through being dissuaded from selling out. The next best thing to
-having people buy the stock the “prominent insider” wishes to sell
-is to prevent people from selling the same stock when he does not
-wish to support or accumulate it. What is the public to believe after
-reading the statement of the “prominent director?” What can the average
-outsider think? Of course, that the stock should never have gone down;
-that it was forced down by bear-selling and that as soon as the bears
-stop the insiders will engineer a punitive advance during which the
-shorts will be driven to cover at high prices. The public properly
-believes this because it is exactly what would happen if the decline
-had in truth been caused by a bear raid.
-
-The stock in question, notwithstanding all the threats or promises of a
-tremendous squeeze of the over-extended short interest, does not rally.
-It keeps on going down. It can’t help it. There has been too much stock
-fed to the market from the inside to be digested.
-
-And this inside stock that has been sold by the “prominent directors”
-and “leading insiders” becomes a football among the professional
-traders. It keeps on going down. There seems to be no bottom for it.
-The insiders knowing that trade conditions will adversely affect the
-company’s future earnings do not dare to support that stock until the
-next turn for the better in the company’s business. Then there will be
-inside buying and inside silence.
-
-I have done my share of trading and have kept fairly well posted on
-the stock market for many years and I can say that I do not recall
-an instance when a bear raid caused a stock to decline extensively.
-What was called bear raiding was nothing but selling based on accurate
-knowledge of real conditions. But it would not do to say that the stock
-declined on inside selling or on inside non-buying. Everybody would
-hasten to sell and when everybody sells and nobody buys there is the
-dickens to pay.
-
-The public ought to grasp firmly this one point: That the real reason
-for a protracted decline is never bear raiding. When a stock keeps on
-going down you can bet there is something wrong with it, either with
-the market for it or with the company. If the decline were unjustified
-the stock would soon sell below its real value and that would bring in
-buying that would check the decline. As a matter of fact, the only time
-a bear can make big money selling a stock is when that stock is too
-high. And you can gamble your last cent on the certainty that insiders
-will not proclaim that fact to the world.
-
-Of course, the classic example is the New Haven. Everybody knows today
-what only a few knew at the time. The stock sold at 255 in 1902 and
-was the premier railroad investment of New England. A man in that
-part of the country measured his respectability and standing in the
-community by his holdings of it. If somebody had said that the company
-was on the road to insolvency he would not have been sent to jail
-for saying it. They would have clapped him in an insane asylum with
-other lunatics. But when a new and aggressive president was placed in
-charge by Mr. Morgan and the débâcle began, it was not clear from the
-first that the new policies would land the road where it did. But as
-property after property began to be saddled in the Consolidated Road
-at inflated prices, a few clear sighted observers began to doubt the
-wisdom of the _Mellen_ policies. A trolley system was bought for two
-million and sold to the New Haven for $10,000,000; whereupon a reckless
-man or two committed lèse majesté by saying that the management was
-acting recklessly. Hinting that not even the New Haven could stand such
-extravagance was like impugning the strength of Gibraltar.
-
-Of course, the first to see breakers ahead were the insiders. They
-became aware of the real condition of the company and they reduced
-their holdings of the stock. On their selling as well as on their
-non-support, the price of New England’s gilt-edged railroad stock began
-to yield. Questions were asked, and explanations were demanded as
-usual; and the usual explanations were promptly forthcoming. “Prominent
-insiders” declared that there was nothing wrong that they knew of and
-that the decline was due to reckless bear selling. So the “investors”
-of New England kept their holdings of New York, New Haven & Hartford
-stock. Why shouldn’t they? Didn’t insiders say there was nothing wrong
-and cry bear selling? Didn’t dividends continue to be declared and paid?
-
-In the meantime the promised squeeze of the bears did not come but
-new low records did. The insider selling became more urgent and less
-disguised. Nevertheless public spirited men in Boston were denounced as
-stock-jobbers and demagogues for demanding a genuine explanation for
-the stock’s deplorable decline that meant appalling losses to everybody
-in New England who had wanted a safe investment and a steady dividend
-payer.
-
-That historic break from $255 to $12 a share never was and never
-could have been a bear drive. It was not started and it was not kept
-up by bear operations. The insiders sold right along and always at
-higher prices than they could have done if they had told the truth or
-allowed the truth to be told. It did not matter whether the price was
-250 or 200 or 150 or 100 or 50 or 25, it still was too high for that
-stock, and the insiders knew it and the public did not. The public
-might profitably consider the disadvantages under which it labours
-when it tries to make money buying and selling the stock of a company
-concerning whose affairs only a few men are in position to know the
-whole truth.
-
-The stocks which have had the worst breaks in the past 20 years did
-not decline on bear raiding. But the easy acceptance of that form of
-explanation has been responsible for losses by the public amounting to
-millions upon millions of dollars. It has kept people from selling who
-did not like the way his stock was acting and would have liquidated
-if they had not expected the price to go right back after the bears
-stopped their raiding. I used to hear Keene blamed in the old days.
-Before him they used to accuse Charley Woerishoffer or Addison Cammack.
-Later on I became the stock excuse.
-
-I recall the case of Intervale Oil. There was a pool in it that put the
-stock up and found some buyers on the advance. The manipulators ran the
-price to 50. There the pool sold and there was a quick break. The usual
-demand for explanations followed. Why was Intervale so weak? Enough
-people asked this question to make the answer important news. One of
-the financial news tickers called up the brokers who knew the most
-about Intervale Oil’s advance and ought to be equally well posted as
-to the decline. What did these brokers, members of the bull pool, say
-when the news agency asked them for a reason that could be printed and
-sent broadcast over the country? Why, that Larry Livingston was raiding
-the market! And that wasn’t enough. They added that they were going to
-“get” him. But of course, the Intervale pool continued to sell. The
-stock only stood then about $12 a share and they could sell it down to
-10 or lower and their average selling price would still be above cost.
-
-It was wise and proper for insiders to sell on the decline. But for
-outsiders who had paid 35 or 40, it was a different matter. Reading
-what the tickers printed there outsiders held on and waited for Larry
-Livingston to get what was coming to him at the hands of the indignant
-inside pool.
-
-In a bull market and particularly in booms the public at first makes
-money which it later loses simply by overstaying the bull market. This
-talk of “bear raids” helps them to overstay. The public should beware
-of explanations that explain only what unnamed insiders wish the public
-to believe.
-
-
-
-
-_XXIV_
-
-
-The public always wants to be told. That is what makes tip-giving and
-tip-taking universal practices. It is proper that brokers should give
-their customers trading advice through the medium of their market
-letters as well as by word of mouth. But brokers should not dwell too
-strongly on actual conditions because the course of the market is
-always from six to nine months ahead of actual conditions. Today’s
-earnings do not justify brokers in advising their customers to buy
-stocks unless there is some assurance that six or nine months from
-today the business outlook will warrant the belief that the same rate
-of earnings will be maintained. If on looking that far ahead you can
-see, reasonably clearly, that conditions are developing which will
-change the present actual power, the argument about stocks being cheap
-today will disappear. The trader must look far ahead, but the broker
-is concerned with getting commissions now; hence the inescapable
-fallacy of the average market letter. Brokers make their living out
-of commissions from the public and yet they will try to induce the
-public through their market letters or by word of mouth to buy the same
-stocks in which they have received selling orders from insiders or
-manipulators.
-
-It often happens that an insider goes to the head of a brokerage
-concern and says: “I wish you’d make a market in which to dispose of
-50,000 shares of my stock.”
-
-The broker asks for further details. Let us say that the quoted price
-of that stock is 50. The insider tells him: “I will give you calls on
-5000 shares at 45 and 5000 shares every point up for the entire fifty
-thousand shares. I also will give you a put on 50,000 shares at the
-market.”
-
-Now, this is pretty easy money for the broker, if he has a large
-following and of course this is precisely the kind of broker the
-insider seeks. A house with direct wires to branches and connections
-in various parts of the country can usually get a large following in
-a deal of that kind. Remember that in any event the broker is playing
-absolutely safe by reason of the put. If he can get his public to
-follow he will be able to dispose of his entire line at a big profit in
-addition to his regular commissions.
-
-I have in mind the exploits of an “insider” who is well-known in Wall
-Street.
-
-He will call up the head customers’ man of a large brokerage house. At
-times he goes even further and calls up one of the junior partners of
-the firm. He will say something like this:
-
-“Say, old man, I want to show you that I appreciate what you have done
-for me at various times. I am going to give you a chance to make some
-real money. We are forming a new company to absorb the assets of one
-of our companies and we’ll take over that stock at a big advance over
-present quotations. I’m going to send in to you 500 shares of Bantam
-Shops at $65. The stock is now quoted at 72.”
-
-The grateful insider tells the thing to a dozen of the headmen in
-various big brokerage houses. Now since these recipients of the
-insider’s bounty are in Wall Street what are they going to do when they
-get that stock that already shows them a profit? Of course, advise
-every man and woman they can reach to buy that stock. The kind donor
-knew this. They will help to create a market in which the kind insider
-can sell his good things at high prices to the poor public.
-
-There are other devices of stock-selling promoters that should be
-barred. The Exchanges should not allow trading in listed stocks that
-are offered outside to the public on the partial payment plan. To have
-the price officially quoted gives a sort of sanction to any stock.
-Moreover, the official evidence of a free market, and at times the
-difference in prices, is all the inducement needed.
-
-Another common selling device that costs the unthinking public many
-millions of dollars and sends nobody to jail because it is perfectly
-legal, is that of increasing the capital stock exclusively by reason of
-market exigencies. The process does not really amount to much more than
-changing the color of the stock certificates.
-
-The juggling whereby 2 or 4 or even 10 shares of new stock are given in
-exchange for one of the old, is usually prompted by a desire to make
-the old merchandise easily vendible. The old price was $1 per pound
-package and hard to move. At 25 cents for a quarter-pound box it might
-go better; and perhaps at 27 or 30 cents.
-
-Why does not the public ask why the stock is made easy to buy? It is a
-case of the Wall Street philanthropist operating again, but the wise
-trader bewares of the Greeks bearing gifts. It is all the warning
-needed. The public disregards it and loses millions of dollars annually.
-
-The law punishes whoever originates or circulates rumors calculated to
-affect adversely the credit or business of individuals or corporations,
-that is, that tend to depress the values of securities by influencing
-the public to sell. Originally, the chief intention may have been to
-reduce the danger of panic by punishing anyone who doubted aloud the
-solvency of banks in times of stress. But of course, it serves also to
-protect the public against selling stocks below their real value. In
-other words the law of the land punishes the disseminator of bearish
-items of that nature.
-
-How is the public protected against the danger of buying stocks above
-their real value? Who punishes the distributor of unjustified bullish
-news items? Nobody; and yet, the public loses more money buying stocks
-on anonymous inside advice when they are too high than it does selling
-out stocks below their value as a consequence of bearish advice during
-so-called “raids.”
-
-If a law were passed that would punish bull liars as the law now
-punishes bear liars, I believe the public would save millions.
-
-Naturally, promoters, manipulators and other beneficiaries of anonymous
-optimism will tell you that anyone who trades on rumors and unsigned
-statements has only himself to blame for his losses. One might as well
-argue that any one who is silly enough to be a drug addict is not
-entitled to protection.
-
-The Stock Exchange should help. It is vitally interested in protecting
-the public against unfair practices. If a man in position to know
-wishes to make the public accept his statements of fact or even his
-opinions, let him sign his name. Signing bullish items would not
-necessarily make them true. But it would make the “insiders” and
-“directors” more careful.
-
-The public ought always to keep in mind the elementals of stock
-trading. When a stock is going up no elaborate explanation is needed
-as to why it is going up. It takes continuous buying to make a stock
-keep on going up. As long as it does so, with only small and natural
-reactions from time to time, it is a pretty safe proposition to trail
-along with it. But if after a long steady rise a stock turns and
-gradually begins to go down, with only occasional small rallies, it is
-obvious that the line of least resistance has changed from upward to
-downward. Such being the case why should any one ask for explanations?
-There are probably very good reasons why it should go down, but these
-reasons are known only to a few people who either keep those reasons to
-themselves, or else actually tell the public that the stock is cheap.
-The nature of the game as it is played is such that the public should
-realise that the truth cannot be told by the few who know.
-
-Many of the so-called statements attributed to “insiders” or officials
-have no basis in fact. Sometimes the insiders are not even asked to
-make a statement, anonymous or signed. These stories are invented by
-somebody or other who has a large interest in the market. At a certain
-stage of an advance in the market-price of a security the big insiders
-are not averse to getting the help of the professional element to trade
-in that stock. But while the insider might tell the big plunger the
-right time to buy, you can bet he will never tell when is the time
-to sell. That puts the big professional in the same position as the
-public, only he has to have a market big enough for him to get out on.
-Then is when you get the most misleading “information.” Of course,
-there are certain insiders who cannot be trusted at any stage of the
-game. As a rule the men who are the head of big corporations may act in
-the market upon their inside knowledge, but they don’t actually tell
-lies. They merely say nothing, for they have discovered that there are
-times when silence is golden.
-
-I have said many times and cannot say it too often that the experience
-of years as a stock operator has convinced me that no man can
-consistently and continuously beat the stock market though he may
-make money in individual stocks on certain occasions. No matter how
-experienced a trader is the possibility of his making losing plays is
-always present because speculation cannot be made 100 per cent safe.
-Wall Street professionals know that acting on “inside” tips will break
-a man more quickly than famine, pestilence, crop failures, political
-readjustments or what might be called normal accidents. There is no
-asphalt boulevard to success in Wall Street or anywhere else. Why
-additionally block traffic?
-
-
-
-
-Transcriber’s Notes
-
-
-Punctuation and spelling were made consistent when a predominant
-preference was found in the original book; otherwise they were not
-changed. Inconsistent hyphenation was not changed.
-
-Simple typographical errors were corrected; unbalanced quotation
-marks were remedied when the change was obvious, and otherwise left
-unbalanced.
-
-The illustration on the title page is the publisher’s logo.
-
-Page 224: “they were afraid of getting stock if they tried to” was
-printed that way; “stock” may be a typographic error for “stuck”.
-
-
-
-
-
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-Project Gutenberg's Reminscences of a Stock Operator, by Edwin Lefevre
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-Title: Reminscences of a Stock Operator
-
-Author: Edwin Lefevre
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-Release Date: December 20, 2019 [EBook #60979]
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-Language: English
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-*** START OF THIS PROJECT GUTENBERG EBOOK REMINSCENCES OF A STOCK OPERATOR ***
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-
-<div class="transnote"><p class="center large">Transcriber’s Note</p>
-<p class="center">Table of Contents created by Transcriber and
-placed in the Public Domain.</p>
-
-<p class="covernote">Cover created by Transcriber and placed in the Public Domain.</p>
-</div>
-
-<h1>REMINISCENCES<br />
-OF A<br />
-STOCK OPERATOR</h1>
-
-<hr />
-
-<div class="newpage p4 center vspace wspace">
-<p class="xxlarge bold">
-REMINISCENCES<br />
-OF A<br />
-STOCK OPERATOR</p>
-
-<p class="p2 large">By Edwin Lefevre</p>
-
-<p class="p1 larger"><i>with a new Introduction by</i><br />
-Benton W. Davis</p>
-
-<div class="figcenter" style="max-width: 5.5em;">
-<img src="images/logo.png" width="88" height="79" alt="Publisher's logo" />
-</div>
-
-<p class="p1">American Research Council · Larchmont, New York</p>
-</div>
-
-<hr />
-
-<div class="newpage p4 center smaller">
-<p class="wspace">Copyright © 1923 by George H. Doran Company</p>
-
-<p class="wspace">All Rights Reserved</p>
-
-<p class="wspace">Reprinted by arrangement with Doubleday &amp; Company, Inc.</p>
-
-<p>Library of Congress Catalog Card Number: 64-23364<br />
-Printed in the United States of America</p>
-</div>
-
-<hr />
-
-<p class="newpage p4 center">
-To<br />
-Jesse Lauriston Livermore
-</p>
-
-<hr />
-
-<div class="chapter">
-<h2 id="CONTENTS">CONTENTS</h2>
-</div>
-
-<table id="toc" summary="Contents">
-<tr><td class="tdr1">I</td><td class="tdr"><a href="#I">1</a></td></tr>
-<tr><td class="tdr1">II</td><td class="tdr"><a href="#II">14</a></td></tr>
-<tr><td class="tdr1">III</td><td class="tdr"><a href="#III">30</a></td></tr>
-<tr><td class="tdr1">IV</td><td class="tdr"><a href="#IV">39</a></td></tr>
-<tr><td class="tdr1">V</td><td class="tdr"><a href="#V">55</a></td></tr>
-<tr><td class="tdr1">VI</td><td class="tdr"><a href="#VI">67</a></td></tr>
-<tr><td class="tdr1">VII</td><td class="tdr"><a href="#VII">80</a></td></tr>
-<tr><td class="tdr1">VIII</td><td class="tdr"><a href="#VIII">87</a></td></tr>
-<tr><td class="tdr1">IX</td><td class="tdr"><a href="#IX">100</a></td></tr>
-<tr><td class="tdr1">X</td><td class="tdr"><a href="#X">117</a></td></tr>
-<tr><td class="tdr1">XI</td><td class="tdr"><a href="#XI">131</a></td></tr>
-<tr><td class="tdr1">XII</td><td class="tdr"><a href="#XII">144</a></td></tr>
-<tr><td class="tdr1">XIII</td><td class="tdr"><a href="#XIII">160</a></td></tr>
-<tr><td class="tdr1">XIV</td><td class="tdr"><a href="#XIV">173</a></td></tr>
-<tr><td class="tdr1">XV</td><td class="tdr"><a href="#XV">190</a></td></tr>
-<tr><td class="tdr1">XVI</td><td class="tdr"><a href="#XVI">199</a></td></tr>
-<tr><td class="tdr1">XVII</td><td class="tdr"><a href="#XVII">215</a></td></tr>
-<tr><td class="tdr1">XVIII</td><td class="tdr"><a href="#XVIII">230</a></td></tr>
-<tr><td class="tdr1">XIX</td><td class="tdr"><a href="#XIX">238</a></td></tr>
-<tr><td class="tdr1">XX</td><td class="tdr"><a href="#XX">245</a></td></tr>
-<tr><td class="tdr1">XXI</td><td class="tdr"><a href="#XXI">257</a></td></tr>
-<tr><td class="tdr1">XXII</td><td class="tdr"><a href="#XXII">273</a></td></tr>
-<tr><td class="tdr1">XXIII</td><td class="tdr"><a href="#XXIII">293</a></td></tr>
-<tr><td class="tdr1">XXIV</td><td class="tdr"><a href="#XXIV">304</a></td></tr>
-</table>
-
-<hr />
-
-<div class="chapter">
-<h2 id="I"><i>I</i><span class="pagenum" id="Page_1">1</span></h2>
-</div>
-
-<p class="in0"><span class="firstword">I went to work</span> when I was just out of grammar school. I
-got a job as quotation-board boy in a stock-brokerage office.
-I was quick at figures. At school I did three years of arithmetic
-in one. I was particularly good at mental arithmetic.
-As quotation-board boy I posted the numbers on the big
-board in the customers’ room. One of the customers usually
-sat by the ticker and called out the prices. They couldn’t
-come too fast for me. I have always remembered figures. No
-trouble at all.</p>
-
-<p>There were plenty of other employes in that office. Of
-course I made friends with the other fellows, but the work I
-did, if the market was active, kept me too busy from ten
-<span class="smcap smaller">A.M.</span> to three <span class="smcap smaller">P.M.</span> to let me do much talking. I don’t care for
-it, anyhow, during business hours.</p>
-
-<p>But a busy market did not keep me from thinking about
-the work. Those quotations did not represent prices of stocks
-to me, so many dollars per share. They were numbers. Of
-course, they meant something. They were always changing.
-It was all I had to be interested in—the changes. Why did
-they change? I didn’t know. I didn’t care. I didn’t think
-about that. I simply saw that they changed. That was all I
-had to think about five hours every day and two on Saturdays:
-that they were always changing.</p>
-
-<p>That is how I first came to be interested in the behaviour
-of prices. I had a very good memory for figures. I could remember
-in detail how the prices had acted on the previous<span class="pagenum" id="Page_2">2</span>
-day, just before they went up or down. My fondness for
-mental arithmetic came in very handy.</p>
-
-<p>I noticed that in advances as well as declines, stock prices
-were apt to show certain habits, so to speak. There was no
-end of parallel cases and these made precedents to guide me.
-I was only fourteen, but after I had taken hundreds of observations
-in my mind I found myself testing their accuracy,
-comparing the behaviour of stocks to-day with other days. It
-was not long before I was anticipating movements in prices.
-My only guide, as I say, was their past performances. I carried
-the “dope sheets” in my mind. I looked for stock prices
-to run on form. I had “clocked” them. You know what I mean.</p>
-
-<p>You can spot, for instance, where the buying is only a trifle
-better than the selling. A battle goes on in the stock market
-and the tape is your telescope. You can depend upon it seven
-out of ten cases.</p>
-
-<p>Another lesson I learned early is that there is nothing new
-in Wall Street. There can’t be because speculation is as old
-as the hills. Whatever happens in the stock market to-day has
-happened before and will happen again. I’ve never forgotten
-that. I suppose I really manage to remember when and how
-it happened. The fact that I remember that way is my way
-of capitalizing experience.</p>
-
-<p>I got so interested in my game and so anxious to anticipate
-advances and declines in all the active stocks that I got a
-little book. I put down my observations in it. It was not a
-record of imaginary transactions such as so many people
-keep merely to make or lose millions of dollars without getting
-the swelled head or going to the poorhouse. It was
-rather a sort of record of my hits and misses, and next to the
-determination of probable movements I was most interested
-in verifying whether I had observed accurately; in other
-words, whether I was right.</p>
-
-<p>Say that after studying every fluctuation of the day in an
-active stock I would conclude that it was behaving as it always
-did before it broke eight or ten points. Well, I would<span class="pagenum" id="Page_3">3</span>
-jot down the stock and the price on Monday, and remembering
-past performances I would write down what it ought to
-do on Tuesday and Wednesday. Later I would check up with
-actual transcriptions from the tape.</p>
-
-<p>That is how I first came to take an interest in the message
-of the tape. The fluctuations were from the first associated
-in my mind with upward or downward movements. Of
-course there is always a reason for fluctuations, but the tape
-does not concern itself with the why and wherefore. It
-doesn’t go into explanations. I didn’t ask the tape why when
-I was fourteen, and I don’t ask it to-day, at forty. The
-reason for what a certain stock does to-day may not be
-known for two or three days, or weeks, or months. But what
-the dickens does that matter? Your business with the tape
-is now—not to-morrow. The reason can wait. But you must
-act instantly or be left. Time and again I see this happen.
-You’ll remember that Hollow Tube went down three points
-the other day while the rest of the market rallied sharply.
-That was the fact. On the following Monday you saw that
-the directors passed the dividend. That was the reason. They
-knew what they were going to do, and even if they didn’t
-sell the stock themselves they at least didn’t buy it. There
-was no inside buying; no reason why it should not break.</p>
-
-<p>Well, I kept up my little memorandum book perhaps six
-months. Instead of leaving for home the moment I was
-through with my work, I’d jot down the figures I wanted
-and would study the changes, always looking for the repetitions
-and parallelisms of behaviour—learning to read the
-tape, although I was not aware of it at the time.</p>
-
-<p>One day one of the office boys—he was older than I—came
-to me where I was eating my lunch and asked me on
-the quiet if I had any money.</p>
-
-<p>“Why do you want to know?” I said.</p>
-
-<p>“Well,” he said, “I’ve got a dandy tip on Burlington. I’m
-going to play it if I can get somebody to go in with me.”</p>
-
-<p>“How do you mean, play it?” I asked. To me the only<span class="pagenum" id="Page_4">4</span>
-people who played or could play tips were the customers—old
-jiggers with oodles of dough. Why, it cost hundreds, even
-thousands of dollars, to get into the game. It was like owning
-your private carriage and having a coachman who wore a
-silk hat.</p>
-
-<p>“That’s what I mean; play it!” he said. “How much you
-got?”</p>
-
-<p>“How much you need?”</p>
-
-<p>“Well, I can trade in five shares by putting up $5.”</p>
-
-<p>“How are you going to play it?”</p>
-
-<p>“I’m going to buy all the Burlington the bucket shop will
-let me carry with the money I give him for margin,” he said.
-“It’s going up sure. It’s like picking up money. We’ll double
-ours in a jiffy.”</p>
-
-<p>“Hold on!” I said to him, and pulled out my little dope
-book.</p>
-
-<p>I wasn’t interested in doubling my money, but in his saying
-that Burlington was going up. If it was, my note-book
-ought to show it. I looked. Sure enough, Burlington, according
-to my figuring, was acting as it usually did before it went
-up. I had never bought or sold anything in my life, and I
-never gambled with the other boys. But all I could see was
-that this was a grand chance to test the accuracy of my
-work, of my hobby. It struck me at once that if my dope
-didn’t work in practice there was nothing in the theory of it
-to interest anybody. So I gave him all I had, and with our
-pooled resources he went to one of the near-by bucket shops
-and bought some Burlington. Two days later we cashed in. I
-made a profit of $3.12.</p>
-
-<p>After that first trade, I got to speculating on my own hook
-in the bucket shops. I’d go during my lunch hour and buy or
-sell—it never made any difference to me. I was playing a
-system and not a favorite stock or backing opinions. All I
-knew was the arithmetic of it. As a matter of fact, mine was
-the ideal way to operate in a bucket shop, where all that a<span class="pagenum" id="Page_5">5</span>
-trader does is to bet on fluctuations as they are printed by
-the ticker on the tape.</p>
-
-<p>It was not long before I was taking much more money out
-of the bucket shops than I was pulling down from my job in
-the brokerage office. So I gave up my position. My folks objected,
-but they couldn’t say much when they saw what I
-was making. I was only a kid and office-boy wages were not
-very high. I did mighty well on my own hook.</p>
-
-<p>I was fifteen when I had my first thousand and laid the
-cash in front of my mother—all made in the bucket shops in
-a few months, besides what I had taken home. My mother
-carried on something awful. She wanted me to put it away
-in the savings bank out of reach of temptation. She said it
-was more money than she ever heard any boy of fifteen had
-made, starting with nothing. She didn’t quite believe it was
-real money. She used to worry and fret about it. But I didn’t
-think of anything except that I could keep on proving my
-figuring was right. That’s all the fun there is—being right by
-using your head. If I was right when I tested my convictions
-with ten shares I would be ten times more right if I traded
-in a hundred shares. That is all that having more margin
-meant to me—I was right more emphatically. More courage?
-No! No difference! If all I have is ten dollars and I risk it, I
-am much braver than when I risk a million, if I have another
-million salted away.</p>
-
-<p>Anyhow, at fifteen I was making a good living out of the
-stock market. I began in the smaller bucket shops, where the
-man who traded in twenty shares at a clip was suspected of
-being John W. Gates in disguise or J. P. Morgan traveling
-incognito. Bucket shops in those days seldom lay down on
-their customers. They didn’t have to. There were other ways
-of parting customers from their money, even when they
-guessed right. The business was tremendously profitable.
-When it was conducted legitimately—I mean straight, as far
-as the bucket shop went—the fluctuations took care of the
-shoestrings. It doesn’t take much of a reaction to wipe out a<span class="pagenum" id="Page_6">6</span>
-margin of only three quarters of a point. Also, no welsher
-could ever get back in the game. Wouldn’t have any trade.</p>
-
-<p>I didn’t have a following. I kept my business to myself. It
-was a one-man business, anyhow. It was my head, wasn’t it?
-Prices either were going the way I doped them out, without
-any help from friends or partners, or they were going the
-other way, and nobody could stop them out of kindness to
-me. I couldn’t see where I needed to tell my business to anybody
-else. I’ve got friends, of course, but my business has
-always been the same—a one-man affair. That is why I have
-always played a lone hand.</p>
-
-<p>As it was, it didn’t take long for the bucket shops to get
-sore on me for beating them. I’d walk in and plank down my
-margin, but they’d look at it without making a move to grab
-it. They’d tell me there was nothing doing. That was the
-time they got to calling me the Boy Plunger. I had to be
-changing brokers all the time, going from one bucket shop to
-another. It got so that I had to give a fictitious name. I’d
-begin light, only fifteen or twenty shares. At times, when
-they got suspicious, I’d lose on purpose at first and then sting
-them proper. Of course after a while they’d find me too
-expensive and they’d tell me to take myself and my business
-elsewhere and not interfere with the owners’ dividends.</p>
-
-<p>Once, when the big concern I’d been trading with for
-months shut down on me I made up my mind to take a little
-more of their money away from them. That bucket shop had
-branches all over the city, in hotel lobbies, and in near-by
-towns. I went to one of the hotel branches and asked the
-manager a few questions and finally got to trading. But as
-soon as I played an active stock my especial way he began
-to get messages from the head office asking who it was that
-was operating. The manager told me what they asked him
-and I told him my name was Edward Robinson, of Cambridge.
-He telephoned the glad news to the big chief. But
-the other end wanted to know what I looked like. When the
-manager told me that I said to him, “Tell him I am a short<span class="pagenum" id="Page_7">7</span>
-fat man with dark hair and a bushy beard!” But he described
-me instead, and then he listened and his face got red and he
-hung up and told me to beat it.</p>
-
-<p>“What did they say to you?” I asked him politely.</p>
-
-<p>“They said, ‘You blankety-blank fool, didn’t we tell you to
-take no business from Larry Livingston? And you deliberately
-let him trim us out of $700!’” He didn’t say what else
-they told him.</p>
-
-<p>I tried the other branches one after another, but they all
-got to know me, and my money wasn’t any good in any of
-their offices. I couldn’t even go in to look at the quotations
-without some of the clerks making cracks at me. I tried to get
-them to let me trade at long intervals by dividing my visits
-among them all. But that didn’t work.</p>
-
-<p>Finally there was only one left to me and that was the
-biggest and richest of all—the Cosmopolitan Stock Brokerage
-Company.</p>
-
-<p>The Cosmopolitan was rated as A-1 and did an enormous
-business. It had branches in every manufacturing town in
-New England. They took my trading all right, and I bought
-and sold stocks and made and lost money for months, but in
-the end it happened with them as usual. They didn’t refuse
-my business point-blank, as the small concerns had. Oh, not
-because it wasn’t sportsmanship, but because they knew it
-would give them a black eye to publish the news that they
-wouldn’t take a fellow’s business just because that fellow
-happened to make a little money. But they did the next
-worse thing—that is, they made me put up a three-point
-margin and compelled me to pay a premium at first of a half
-point, then a point, and finally, a point and a half. Some
-handicap, that! How? Easy! Suppose Steel was selling at 90
-and you bought it. Your ticket read, normally: “<em>Bot ten Steel
-at 90⅛.</em>” If you put up a point margin it meant that if it broke
-89¼ you were wiped out automatically. In a bucket shop the
-customer is not importuned for more margin or put to the<span class="pagenum" id="Page_8">8</span>
-painful necessity of telling his broker to sell for anything he
-can get.</p>
-
-<p>But when the Cosmopolitan tacked on that premium they
-were hitting below the belt. It meant that if the price was 90
-when I bought, instead of making my ticket: “<em>Bot Steel at
-90⅛</em>,” it read: “<em>Bot Steel at 91⅛</em>.” Why, that stock could advance
-a point and a quarter after I bought it and I’d still be
-losing money if I closed the trade. And by also insisting that
-I put up a three-point margin at the very start they reduced
-my trading capacity by two-thirds. Still, that was the only
-bucket shop that would take my business at all, and I had to
-accept their terms or quit trading.</p>
-
-<p>Of course I had my ups and downs, but was a winner on
-balance. However, the Cosmopolitan people were not satisfied
-with the awful handicap they had tacked on me, which
-should have been enough to beat anybody. They tried to
-double-cross me. They didn’t get me. I escaped because of
-one of my hunches.</p>
-
-<p>The Cosmopolitan, as I said, was my last resort. It was the
-richest bucket shop in New England, and as a rule they put
-no limit on a trade. I think I was the heaviest individual
-trader they had—that is, of the steady, every-day customers.
-They had a fine office and the largest and completest quotation
-board I have ever seen anywhere. It ran along the whole
-length of the big room and every imaginable thing was
-quoted. I mean stocks dealt in on the New York and Boston
-Stock Exchanges, cotton, wheat, provisions, metals—everything
-that was bought and sold in New York, Chicago,
-Boston and Liverpool.</p>
-
-<p>You know how they traded in bucket shops. You gave your
-money to a clerk and told him what you wished to buy or
-sell. He looked at the tape or the quotation board and took
-the price from there—the last one, of course. He also put
-down the time on the ticket so that it almost read like a
-regular broker’s report—that is, that they had bought or
-sold for you so many shares of such a stock at such a price at<span class="pagenum" id="Page_9">9</span>
-such a time on such a day and how much money they received
-from you. When you wished to close your trade you
-went to the clerk—the same or another, it depended on the
-shop—and you told him. He took the last price or if the
-stock had not been active he waited for the next quotation
-that came out on the tape. He wrote that price and the time
-on your ticket, O.K.’d it and gave it back to you, and then
-you went to the cashier and got whatever cash it called for.
-Of course, when the market went against you and the price
-went beyond the limit set by your margin, your trade automatically
-closed itself and your ticket became one more
-scrap of paper.</p>
-
-<p>In the humbler bucket shops, where people were allowed
-to trade in as little as five shares, the tickets were little
-slips—different colors for buying and selling—and at times, as
-for instance in boiling bull markets, the shops would be hard
-hit because all the customers were bulls and happened to be
-right. Then the bucket shop would deduct both buying and
-selling commissions and if you bought a stock at 20 the
-ticket would read 20¼. You thus had only ¾, of a point’s run
-for your money.</p>
-
-<p>But the Cosmopolitan was the finest in New England. It
-had thousands of patrons and I really think I was the only
-man they were afraid of. Neither the killing premium nor the
-three-point margin they made me put up reduced my trading
-much. I kept on buying and selling as much as they’d
-let me. I sometimes had a line of 5000 shares.</p>
-
-<p>Well, on the day the thing happened that I am going to
-tell you, I was short thirty-five hundred shares of Sugar. I
-had seven big pink tickets for five hundred shares each. The
-Cosmopolitan used big slips with a blank space on them
-where they could write down additional margin. Of course,
-the bucket shops never ask for more margin. The thinner the
-shoestring the better for them, for their profit lies in your
-being wiped. In the smaller shops if you wanted to margin
-your trade still further they’d make out a new ticket, so they<span class="pagenum" id="Page_10">10</span>
-could charge you the buying commission and only give you
-a run of ¾ of a point on each point’s decline, for they figured
-the selling commission also exactly as if it were a new trade.</p>
-
-<p>Well, this day I remember I had up over $10,000 in
-margins.</p>
-
-<p>I was only twenty when I first accumulated ten thousand
-dollars in cash. And you ought to have heard my mother.
-You’d have thought that ten thousand dollars in cash was
-more than anybody carried around except old John D., and
-she used to tell me to be satisfied and go into some regular
-business. I had a hard time convincing her that I was not
-gambling, but making money by figuring. But all she could
-see was that ten thousand dollars was a lot of money and all
-I could see was more margin.</p>
-
-<p>I had put out my 3500 shares of Sugar at 105¼. There was
-another fellow in the room, Henry Williams, who was short
-2500 shares. I used to sit by the ticker and call out the quotations
-for the board boy. The price behaved as I thought it
-would. It promptly went down a couple of points and paused
-a little to get its breath before taking another dip. The
-general market was pretty soft and everything looked promising.
-Then all of a sudden I didn’t like the way Sugar was
-doing its hesitating. I began to feel uncomfortable. I
-thought I ought to get out of the market. Then it sold at 103—that
-was low for the day—but instead of feeling more confident
-I felt more uncertain. I knew something was wrong
-somewhere, but I couldn’t spot it exactly. But if something
-was coming and I didn’t know where from, I couldn’t be on
-my guard against it. That being the case I’d better be out
-of the market.</p>
-
-<p>You know, I don’t do things blindly. I don’t like to. I never
-did. Even as a kid I had to know why I should do certain
-things. But this time I had no definite reason to give to myself,
-and yet I was so uncomfortable that I couldn’t stand it.
-I called to a fellow I knew, Dave Wyman, and said to him:
-“Dave, you take my place here. I want you to do something<span class="pagenum" id="Page_11">11</span>
-for me. Wait a little before you call out the next price of
-Sugar, will you?”</p>
-
-<p>He said he would, and I got up and gave him my place by
-the ticker so he could call out the prices for the boy. I took
-my seven Sugar tickets out of my pocket and walked over to
-the counter, to where the clerk was who marked the tickets
-when you closed your trades. But I didn’t really know why
-I should get out of the market, so I just stood there, leaning
-against the counter, my tickets in my hand so that the clerk
-couldn’t see them. Pretty soon I heard the clicking of a telegraph
-instrument and I saw Tom Burnham, the clerk, turn
-his head quickly and listen. Then I felt that something
-crooked was hatching, and I decided not to wait any longer.
-Just then Dave Wyman by the ticker, began: “Su—” and
-quick as a flash I slapped my tickets on the counter in front
-of the clerk and yelled, “Close Sugar!” before Dave had
-finished calling the price. So, of course, the house had to
-close my Sugar at the last quotation. What Dave called
-turned out to be 103 again.</p>
-
-<p>According to my dope Sugar should have broken 103 by
-now. The engine wasn’t hitting right. I had the feeling that
-there was a trap in the neighbourhood. At all events, the
-telegraph instrument was now going like mad and I noticed
-that Tom Burnham, the clerk, had left my tickets unmarked
-where I laid them, and was listening to the clicking as if he
-were waiting for something. So I yelled at him: “Hey, Tom,
-what in hell are you waiting for? Mark the price on these
-tickets—103! Get a gait on!”</p>
-
-<p>Everybody in the room heard me and began to look
-toward us and ask what was the trouble, for, you see, while
-the Cosmopolitan had never laid down, there was no telling,
-and a run on a bucket shop can start like a run on a bank. If
-one customer gets suspicious the others follow suit. So Tom
-looked sulky, but came over and marked my tickets “Closed
-at 103” and shoved the seven of them over toward me. He
-sure had a sour face.</p>
-
-<p><span class="pagenum" id="Page_12">12</span>
-Say, the distance from Tom’s place to the cashier’s cage
-wasn’t over eight feet. But I hadn’t got to the cashier to get
-my money when Dave Wyman by the ticker yelled excitedly:
-“Gosh! Sugar, 108!” But it was too late; so I just
-laughed and called over to Tom, “It didn’t work that time,
-did it, old boy?”</p>
-
-<p>Of course, it was a put-up job. Henry Williams and I together
-were short six thousand shares of Sugar. That bucket
-shop had my margin and Henry’s, and there may have been
-a lot of other Sugar shorts in the office; possibly eight or ten
-thousand shares in all. Suppose they had $20,000 in Sugar
-margins. That was enough to pay the shop to thimblerig the
-market on the New York Stock Exchange and wipe us out.
-In the old days whenever a bucket shop found itself loaded
-with too many bulls on a certain stock it was a common
-practice to get some broker to wash down the price of that
-particular stock far enough to wipe out all the customers
-that were long of it. This seldom cost the bucket shop more
-than a couple of points on a few hundred shares, and they
-made thousands of dollars.</p>
-
-<p>That was what the Cosmopolitan did to get me and Henry
-Williams and the other Sugar shorts. Their brokers in New
-York ran up the price to 108. Of course it fell right back, but
-Henry and a lot of others were wiped out. Whenever there
-was an unexplained sharp drop which was followed by instant
-recovery, the newspapers in those days used to call it
-a bucket-shop drive.</p>
-
-<p>And the funniest thing was that not later than ten days
-after the Cosmopolitan people tried to double-cross me a
-New York operator did them out of over seventy thousand
-dollars. This man, who was quite a market factor in his day
-and a member of the New York Stock Exchange, made a
-great name for himself as a bear during the Bryan panic of
-’96. He was forever running up against Stock Exchange rules
-that kept him from carrying out some of his plans at the expense
-of his fellow members. One day he figured that there<span class="pagenum" id="Page_13">13</span>
-would be no complaints from either the Exchange or the
-police authorities if he took from the bucket shops of the
-land some of their ill-gotten gains. In the instance I speak of
-he sent thirty-five men to act as customers. They went to the
-main office and to the bigger branches. On a certain day at a
-fixed hour the agents all bought as much of a certain stock
-as the managers would let them. They had instructions to
-sneak out at a certain profit. Of course what he did was to
-distribute bull tips on that stock among his cronies and then
-he went in to the floor of the Stock Exchange and bid up the
-price, helped by the room traders, who thought he was a
-good sport. Being careful to pick out the right stock for that
-work, there was no trouble in putting up the price three or
-four points. His agents at the bucket shops cashed in as
-prearranged.</p>
-
-<p>A fellow told me the originator cleaned up seventy thousand
-dollars net, and his agents made their expenses and
-their pay besides. He played that game several times all
-over the country, punishing the bigger bucket shops of New
-York, Boston, Philadelphia, Chicago, Cincinnati and St.
-Louis. One of his favorite stocks was Western Union, because
-it was so easy to move a semiactive stock like that a few
-points up or down. His agents bought it at a certain figure,
-sold at two points profit, went short and took three points
-more. By the way, I read the other day that that man died,
-poor and obscure. If he had died in 1896 he would have got
-at least a column on the first page of every New York paper.
-As it was he got two lines on the fifth.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_14">14</span></p>
-
-<div class="chapter">
-<h2 id="II"><i>II</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">Between the discovery</span> that the Cosmopolitan Stock
-Brokerage Company was ready to beat me by foul means if
-the killing handicap of a three-point margin and a point-and-a-half
-premium didn’t do it, and hints that they didn’t
-want my business anyhow, I soon made up my mind to go
-to New York, where I could trade in the office of some
-member of the New York Stock Exchange. I didn’t want any
-Boston branch, where the quotations had to be telegraphed.
-I wanted to be close to the original source. I came to New
-York at the age of 21, bringing with me all I had, twenty-five
-hundred dollars.</p>
-
-<p>I told you I had ten thousand dollars when I was twenty,
-and my margin on that Sugar deal was over ten thousand.
-But I didn’t always win. My plan of trading was sound
-enough and won oftener than it lost. If I had stuck to it I’d
-have been right perhaps as often as seven out of ten times.
-<em>In fact, I always made money when I was sure I was right
-before I began. What beat me was not having brains enough
-to stick to my own game—that is, to play the market only
-when I was satisfied that precedents favored my play.</em> There
-is a time for all things, but I didn’t know it. And that is precisely
-what beats so many men in Wall Street who are very
-far from being in the main sucker class. There is the plain
-fool, who does the wrong thing at all times everywhere, but
-there is the Wall Street fool, who thinks he must trade all the
-time. No man can always have adequate reasons for buying<span class="pagenum" id="Page_15">15</span>
-or selling stocks daily—or sufficient knowledge to make his
-play an intelligent play.</p>
-
-<p>I proved it. Whenever I read the tape by the light of experience
-I made money, but when I made a plain fool play
-I had to lose. I was no exception, was I? There was the huge
-quotation board staring me in the face, and the ticker going
-on, and people trading and watching their tickets turn into
-cash or into waste paper. Of course I let the craving for excitement
-get the better of my judgment. In a bucket shop
-where your margin is a shoestring you don’t play for long
-pulls. You are wiped too easily and quickly. The desire for
-constant action irrespective of underlying conditions is responsible
-for many losses in Wall Street even among the
-professionals, who feel that they must take home some
-money every day, as though they were working for regular
-wages. I was only a kid, remember. [I did not know then
-what I learned later, what made me fifteen years later, wait
-two long weeks and see a stock on which I was very bullish
-go up thirty points before I felt that it was safe to buy it. I
-was broke and was trying to get back, and I couldn’t afford
-to play recklessly. I had to be right, and so I waited.] That
-was in 1915. It’s a long story. I’ll tell it later in its proper
-place. Now let’s go on from where after years of practice at
-beating them I let the bucket shops take away most of my
-winnings.</p>
-
-<p>And with my eyes wide open, to boot! And it wasn’t the
-only period of my life when I did it, either. A stock operator
-has to fight a lot of expensive enemies within himself. Anyhow,
-I came to New York with twenty-five hundred dollars.
-There were no bucket shops here that a fellow could trust.
-The Stock Exchange and the police between them had succeeded
-in closing them up pretty tight. Besides, I wanted to
-find a place where the only limit to my trading would be the
-size of my stake. I didn’t have much of one, but I didn’t expect
-it to stay little forever. The main thing at the start was
-to find a place where I wouldn’t have to worry about getting<span class="pagenum" id="Page_16">16</span>
-a square deal. So I went to a New York Stock Exchange
-house that had a branch at home where I knew some of the
-clerks. They have long since gone out of business. I wasn’t
-there long, didn’t like one of the partners, and then I went
-to A. R. Fullerton &amp; Co. Somebody must have told them
-about my early experiences, because it was not long before
-they all got to calling me the Boy Trader. I’ve always looked
-young. It was a handicap in some ways but it compelled me
-to fight for my own because so many tried to take advantage
-of my youth. The chaps at the bucket shops seeing what a
-kid I was, always thought I was a fool for luck and that
-was the only reason why I beat them so often.</p>
-
-<p>Well, it wasn’t six months before I was broke. I was a
-pretty active trader and had a sort of reputation as a winner.
-I guess my commissions amounted to something. I ran up
-my account quite a little, but, of course, in the end I lost. I
-played carefully; but I had to lose. I’ll tell you the reason:
-it was my remarkable success in the bucket shops!</p>
-
-<p>I could beat the game my way only in a bucket shop,
-where I was betting on fluctuations. My tape reading had to
-do with that exclusively. When I bought the price was there
-on the quotation board, right in front of me. Even before I
-bought I knew exactly the price I’d have to pay for my stock.
-And I always could sell on the instant. I could scalp successfully,
-because I could move like lightning. [I could follow up
-my luck or cut my loss in a second.] Sometimes, for instance,
-I was certain a stock would move at least a point. Well, I
-didn’t have to hog it, I could put up a point margin and
-double my money in a jiffy; or I’d take half a point. On one
-or two hundred shares a day, that wouldn’t be bad at the
-end of the month, what?</p>
-
-<p>The practical trouble with that arrangement, of course,
-was that even if the bucket shop had the resources to stand
-a big steady loss, they wouldn’t do it. They wouldn’t have a
-customer around the place who had the bad taste to win all
-the time.</p>
-
-<p><span class="pagenum" id="Page_17">17</span>
-At all events, what was a perfect system for trading in
-bucket shops didn’t work in Fullerton’s office. There I was
-actually buying and selling stocks. The price of Sugar on the
-tape might be 105 and I could see a three-point drop coming.
-As a matter of fact, at the very moment the ticker was
-printing 105 on the tape the real price on the floor of the
-Exchange might be 104 or 103. By the time my order to sell
-a thousand shares got to Fullerton’s floor man to execute, the
-price might be still lower. I couldn’t tell at what price I had
-put out my thousand shares until I got a report from the
-clerk. When I surely would have made three thousand on
-the same transaction in a bucket shop I might not make a
-cent in a Stock Exchange house. Of course, I have taken an
-extreme case, but the fact remains that in A. R. Fullerton’s
-office the tape always talked ancient history to me, as far as
-my system of trading went, and I didn’t realise it.</p>
-
-<p>And then, too, if my order was fairly big my own sale
-would tend further to depress the price. In the bucket shop
-I didn’t have to figure on the effect of my own trading. I lost
-in New York because the game was altogether different. It
-was not that I now was playing it legitimately that made me
-lose, but that I was playing it ignorantly. I have been told
-that I am a good reader of the tape. But reading the tape
-like an expert did not save me. I might have made out a
-great deal better if I had been on the floor myself, a room
-trader. In a particular crowd perhaps I might have adapted
-my system to the conditions immediately before me. But, of
-course, if I had got to operating on such a scale as I do now,
-for instance, the system would have equally failed me, on
-account of the effect of my own trading on prices.</p>
-
-<p>In short, I did not know the game of stock speculation. I
-knew a part of it, a rather important part, which has been
-very valuable to me at all times. But if with all I had I still
-lost, what chance does the green outsider have of winning,
-or, rather, of cashing in?</p>
-
-<p>It didn’t take me long to realise that there was something<span class="pagenum" id="Page_18">18</span>
-wrong with my play, but I couldn’t spot the exact trouble.
-There were times when my system worked beautifully, and
-then, all of a sudden, nothing but one swat after another. I
-was only twenty-two, remember; not that I was so stuck on
-myself that I didn’t want to know just where I was at fault,
-but that at that age nobody knows much of anything.</p>
-
-<p>The people in the office were very nice to me. I couldn’t
-plunge as I wanted to because of their margin requirements,
-but old A. R. Fullerton and the rest of the firm were so kind
-to me that after six months of active trading I not only lost
-all I had brought and all that I had made there but I even
-owed the firm a few hundreds.</p>
-
-<p>There I was, a mere kid, who had never before been away
-from home, flat broke; but I knew there wasn’t anything
-wrong with me; only with my play. I don’t know whether I
-make myself plain, but I never lose my temper over the
-stock market. I never argue with the tape. Getting sore at
-the market doesn’t get you anywhere.</p>
-
-<p>I was so anxious to resume trading that I didn’t lose a
-minute, but went to old man Fullerton and said to him,
-“Say, A. R., lend me five hundred dollars.”</p>
-
-<p>“What for?” says he.</p>
-
-<p>“I’ve got to have some money.”</p>
-
-<p>“What for?” he says again.</p>
-
-<p>“For margin, of course,” I said.</p>
-
-<p>“Five hundred dollars?” he said, and frowned. “You know
-they’d expect you to keep up a 10 per cent margin, and that
-means one thousand dollars on one hundred shares. Much
-better to give you a credit——”</p>
-
-<p>“No,” I said, “I don’t want a credit here. I already owe the
-firm something. What I want is for you to lend me five
-hundred dollars so I can go out and get a roll and come
-back.”</p>
-
-<p>“How are you going to do it?” asked old A. R.</p>
-
-<p>“I’ll go and trade in a bucket shop,” I told him.</p>
-
-<p>“Trade here,” he said.</p>
-
-<p><span class="pagenum" id="Page_19">19</span>
-“No,” I said. “I’m not sure yet I can beat the game in this
-office, but I am sure I can take money out of the bucket
-shops. I know that game. I have a notion that I know just
-where I went wrong here.”</p>
-
-<p>He let me have it, and I went out of that office where the
-Boy Terror of the Bucket Shops, as they called him, had lost
-his pile. I couldn’t go back home because the shops there
-would not take my business. New York was out of the question;
-there weren’t any doing business at that time. They tell
-me that in the 90’s Broad Street and New Street were full of
-them. But there weren’t any when I needed them in my
-business. So after some thinking I decided to go to St. Louis.
-I had heard of two concerns there that did an enormous
-business all through the Middle West. Their profits must
-have been huge. They had branch offices in dozens of towns.
-In fact I had been told that there were no concerns in the
-East to compare with them for volume of business. They ran
-openly and the best people traded there without any qualms.
-A fellow even told me that the owner of one of the concerns
-was a vice-president of the Chamber of Commerce but that
-couldn’t have been in St. Louis. At any rate, that is where I
-went with my five hundred dollars to bring back a stake to
-use as margin in the office of A. R. Fullerton &amp; Co., members
-of the New York Stock Exchange.</p>
-
-<p>When I got to St. Louis I went to the hotel, washed up
-and went out to find the bucket shops. One was the J. G.
-Dolan Company, and the other was H. S. Teller &amp; Co. I knew
-I could beat them. I was going to play dead safe—carefully
-and conservatively. My one fear was that somebody might
-recognize me and give me away, because the bucket shops
-all over the country had heard of the Boy Trader. They are
-like gambling houses and get all the gossip of the profesh.</p>
-
-<p>Dolan was nearer than Teller, and I went there first. I was
-hoping I might be allowed to do business a few days before
-they told me to take my trade somewhere else. I walked in.
-It was a whopping big place and there must have been at<span class="pagenum" id="Page_20">20</span>
-least a couple of hundred people there staring at the quotations.
-I was glad, because in such a crowd I stood a better
-chance of being unnoticed. I stood and watched the board
-and looked them over carefully until I picked out the stock
-for my initial play.</p>
-
-<p>I looked around and saw the order-clerk at the window
-where you put down your money and get your ticket. He
-was looking at me so I walked up to him and asked, “Is this
-where you trade in cotton and wheat?”</p>
-
-<p>“Yes, sonny,” says he.</p>
-
-<p>“Can I buy stocks too?”</p>
-
-<p>“You can if you have the cash,” he said.</p>
-
-<p>“Oh, I got that all right, all right,” I said like a boasting
-boy.</p>
-
-<p>“You have, have you?” he says with a smile.</p>
-
-<p>“How much stock can I buy for one hundred dollars?” I
-asked, peeved-like.</p>
-
-<p>“One hundred; if you got the hundred.”</p>
-
-<p>“I got the hundred. Yes; and two hundred too!” I told him.</p>
-
-<p>“Oh, my!” he said.</p>
-
-<p>“Just you buy me two hundred shares,” I said sharply.</p>
-
-<p>“Two hundred what?” he asked, serious now. It was
-business.</p>
-
-<p>I looked at the board again as if to guess wisely and told
-him, “Two hundred Omaha.”</p>
-
-<p>“All right!” he said. He took my money, counted it and
-wrote out the ticket.</p>
-
-<p>“What’s your name?” he asked me, and I answered, “Horace
-Kent.”</p>
-
-<p>He gave me the ticket and I went away and sat down
-among the customers to wait for the roll to grow. I got quick
-action and I traded several times that day. On the next day
-too. In two days I made twenty-eight hundred dollars, and I
-was hoping they’d let me finish the week out. At the rate I
-was going, that wouldn’t be so bad. Then I’d tackle the other<span class="pagenum" id="Page_21">21</span>
-shop, and if I had similar luck there I’d go back to New
-York with a wad I could do something with.</p>
-
-<p>On the morning of the third day, when I went to the window,
-bashful-like, to buy five hundred B.R.T. the clerk said
-to me, “Say, Mr. Kent, the boss wants to see you.”</p>
-
-<p>I knew the game was up. But I asked him, “What does he
-want to see me about?”</p>
-
-<p>“I don’t know.”</p>
-
-<p>“Where is he?”</p>
-
-<p>“In his private office. Go in that way.” And he pointed
-to a door.</p>
-
-<p>I went in. Dolan was sitting at his desk. He swung around
-and said, “Sit down, Livingston.”</p>
-
-<p>He pointed to a chair. My last hope vanished. I don’t
-know how he discovered who I was; perhaps from the hotel
-register.</p>
-
-<p>“What do you want to see me about?” I asked him.</p>
-
-<p>“Listen, kid. I ain’t got nothin’ agin yeh, see? Nothin’ at
-all. See?”</p>
-
-<p>“No, I don’t see,” I said.</p>
-
-<p>He got up from his swivel chair. He was a whopping big
-guy. He said to me, “Just come over here, Livingston, will
-yeh?” and he walked to the door. He opened it and then he
-pointed to the customers in the big room.</p>
-
-<p>“D’yeh see them?” he asked me.</p>
-
-<p>“See what?”</p>
-
-<p>“Them guys. Take a look at ’em, kid. There’s three hundred
-of ’em! Three hundred suckers! They feed me and
-my family. See? Three hundred suckers! Then yeh come
-in, and in two days yeh cop more than I get out of the three
-hundred in two weeks. That ain’t business, kid—not for
-me! I ain’t got nothin’ agin yeh. Yer welcome to what
-ye’ve got. But yeh don’t any more. There ain’t any here
-for yeh!”</p>
-
-<p>“Why, I——”</p>
-
-<p>“That’s all. I seen yeh come in day before yesterday, and<span class="pagenum" id="Page_22">22</span>
-I didn’t like yer looks. On the level, I didn’t. I spotted yeh
-for a ringer. I called in that jackass there”—he pointed to the
-guilty clerk—“and asked what you’d done; and when he told
-me I said to him: ‘I don’t like that guy’s looks. He’s a
-ringer!’ And that piece of cheese says: ‘Ringer my eye, boss!
-His name is Horace Kent, and he’s a rah-rah boy playing at
-being used to long pants. He’s all right!’ Well, I let him have
-his way. That blankety-blank cost me twenty-eight hundred
-dollars. I don’t grudge it yeh, my boy. But the safe is
-locked for yeh.”</p>
-
-<p>“Look here—” I began.</p>
-
-<p>“You look here, Livingston,” he said. “I’ve heard all about
-yeh. I make my money coppering suckers’ bets, and yeh
-don’t belong here. I aim to be a sport and yer welcome to
-what yeh pried off’n us. But more of that would make me a
-sucker, now that I know who yeh are. So toddle along,
-sonny!”</p>
-
-<p>I left Dolan’s place with my twenty-eight hundred dollars’
-profit. Teller’s place was in the same block. I had found out
-that Teller was a very rich man who also ran up a lot of pool
-rooms. I decided to go to his bucket shop. I wondered
-whether it would be wise to start moderately and work up to
-a thousand shares or to begin with a plunge, on the theory
-that I might not be able to trade more than one day. They
-get wise mighty quick when they’re losing and I did want to
-buy one thousand B.R.T. I was sure I could take four or
-five points out of it. But if they got suspicious or if too many
-customers were long of that stock they might not let me
-trade at all. I thought perhaps I’d better scatter my trades at
-first and begin small.</p>
-
-<p>It wasn’t as big a place as Dolan’s, but the fixtures were
-nicer and evidently the crowd was of a better class. This
-suited me down to the ground and I decided to buy my one
-thousand B.R.T. So I stepped up to the proper window
-and said to the clerk, “I’d like to buy some B.R.T. What’s
-the limit?”</p>
-
-<p><span class="pagenum" id="Page_23">23</span>
-“There’s no limit,” said the clerk. “You can buy all you
-please—if you’ve got the money.”</p>
-
-<p>“Buy fifteen hundred shares,” I says, and took my roll from
-my pocket while the clerk starts to write the ticket.</p>
-
-<p>Then I saw a red-headed man just shove that clerk away
-from the counter. He leaned across and said to me, “Say,
-Livingston, you go back to Dolan’s. We don’t want your
-business.”</p>
-
-<p>“Wait until I get my ticket,” I said. “I just bought a little
-B.R.T.”</p>
-
-<p>“You get no ticket here,” he said. By this time other clerks
-had got behind him and were looking at me. “Don’t ever
-come here to trade. We don’t take your business. Understand?”</p>
-
-<p>There was no sense in getting mad or trying to argue, so
-I went back to the hotel, paid my bill and took the first train
-back to New York. It was tough. I wanted to take back
-some real money and that Teller wouldn’t let me make even
-one trade.</p>
-
-<p>I got back to New York, paid Fullerton his five hundred,
-and started trading again with the St. Louis money. I had
-good and bad spells, but I was doing better than breaking
-even. After all, I didn’t have much to unlearn; only to grasp
-the one fact that there was more to the game of stock
-speculation than I had considered before I went to Fullerton’s
-office to trade. I was like one of those puzzle fans, doing
-the crossword puzzles in the Sunday supplement. He isn’t
-satisfied until he gets it. Well, I certainly wanted to find the
-solution to my puzzle. I thought I was done with trading in
-bucket shops. But I was mistaken.</p>
-
-<p>About a couple of months after I got back to New York an
-old jigger came into Fullerton’s office. He knew A.R. Somebody
-said they’d once owned a string of race horses together.
-It was plain he’d seen better days. I was introduced
-to old McDevitt. He was telling the crowd about a bunch of
-Western race-track crooks who had just pulled off some<span class="pagenum" id="Page_24">24</span>
-skin game out in St. Louis. The head devil, he said, was a
-pool-room owner by the name of Teller.</p>
-
-<p>“What Teller?” I asked him.</p>
-
-<p>“Hi Teller; H. S. Teller.”</p>
-
-<p>“I know that bird,” I said.</p>
-
-<p>“He’s no good,” said McDevitt.</p>
-
-<p>“He’s worse than that,” I said, “and I have a little matter
-to settle with him.”</p>
-
-<p>“Meaning how?”</p>
-
-<p>“The only way I can hit any of the short sports is through
-their pocketbook. I can’t touch him in St. Louis just now,
-but some day I will.” And I told McDevitt my grievance.</p>
-
-<p>“Well,” says old Mac, “he tried to connect here in New
-York and couldn’t make it, so he’s opened a place in Hoboken.
-The word’s gone out that there is no limit to the play
-and that the house roll has got the Rock of Gibraltar faded
-to the shadow of a bantam flea.”</p>
-
-<p>“What sort of a place?” I thought he meant pool room.</p>
-
-<p>“Bucket shop,” said McDevitt.</p>
-
-<p>“Are you sure it’s open?”</p>
-
-<p>“Yes; I’ve seen several fellows who’ve told me about it.”</p>
-
-<p>“That’s only hearsay,” I said. “Can you find out positively
-if it’s running, and also how heavy they’ll really let a man
-trade?”</p>
-
-<p>“Sure, sonny,” said McDevitt. “I’ll go myself to-morrow
-morning, and come back and tell you.”</p>
-
-<p>He did. It seems Teller was already doing a big business
-and would take all he could get. This was on Friday. The
-market had been going up all that week—this was twenty
-years ago, remember—and it was a cinch the bank statement
-on Saturday would show a big decrease in the surplus reserve.
-That would give the conventional excuse to the big
-room traders to jump on the market and try to shake out
-some of the weak commission-house accounts. There would
-be the usual reactions in the last half hour of the trading,
-particularly in stocks in which the public had been the most<span class="pagenum" id="Page_25">25</span>
-active. Those, of course, also would be the very stocks that
-Teller’s customers would be most heavily long of, and the
-shop might be glad to see some short selling in them. There
-is nothing so nice as catching the suckers both ways; and
-nothing so easy—with one-point margins.</p>
-
-<p>That Saturday morning I chased over to Hoboken to the
-Teller place. They had fitted up a big customers’ room with
-a dandy quotation board and a full force of clerks and a
-special policeman in gray. There were about twenty-five
-customers.</p>
-
-<p>I got talking to the manager. He asked me what he could
-do for me and I told him nothing; that a fellow could make
-much more money at the track on account of the odds and
-the freedom to bet your whole roll and stand to win thousands
-in minutes instead of piking for chicken feed in stocks
-and having to wait days, perhaps. He began to tell me how
-much safer the stock-market game was, and how much some
-of their customers made—you’d have sworn it was a regular
-broker who actually bought and sold your stocks on the Exchange—and
-how if a man only traded heavy he could make
-enough to satisfy anybody. He must have thought I was
-headed for some pool room and he wanted a whack at my
-roll before the ponies nibbled it away, for he said I ought to
-hurry up as the market closed at twelve o’clock on Saturdays.
-That would leave me free to devote the entire afternoon to
-other pursuits. I might have a bigger roll to carry to the track
-with me—if I picked the right stocks.</p>
-
-<p>I looked as if I didn’t believe him, and he kept on buzzing
-me. I was watching the clock. At 11:15 I said, “All right,”
-and I began to give him selling orders in various stocks. I
-put up two thousand dollars in cash, and he was very glad to
-get it. He told me he thought I’d make a lot of money and
-hoped I’d come in often.</p>
-
-<p>It happened just as I figured. <em>The traders hammered the
-stocks in which they figured they would uncover the most
-stops, and, sure enough, prices slid off. I closed out my trades<span class="pagenum" id="Page_26">26</span>
-just before the rally of the last five minutes on the usual
-traders’ covering.</em></p>
-
-<p>There was fifty-one hundred dollars coming to me. I went
-to cash in.</p>
-
-<p>“I’m glad I dropped in,” I said to the manager, and gave
-him my tickets.</p>
-
-<p>“Say,” he says to me, “I can’t give you all of it. I wasn’t
-looking for such a run. I’ll have it here for you Monday
-morning, sure as blazes.”</p>
-
-<p>“All right. But first I’ll take all you have in the house,”
-I said.</p>
-
-<p>“You’ve got to let me pay off the little fellows,” he said.
-“I’ll give you back what you put up, and anything that’s left.
-Wait till I cash the other tickets.” So I waited while he paid
-off the winners. Oh, I knew my money was safe. Teller
-wouldn’t welsh with the office doing such a good business.
-And if he did, what else could I do better than to take all he
-had then and there? I got my own two thousand dollars and
-about eight hundred dollars besides, which was all he had in
-the office. I told him I’d be there Monday morning. He
-swore the money would be waiting for me.</p>
-
-<p>I got to Hoboken a little before twelve on Monday. I saw
-a fellow talking to the manager that I had seen in the St.
-Louis office the day Teller told me to go back to Dolan. I
-knew at once that the manager had telegraphed to the home
-office and they’d sent up one of their men to investigate the
-story. Crooks don’t trust anybody.</p>
-
-<p>“I came for the balance of my money,” I said to the
-manager.</p>
-
-<p>“Is this the man?” asked the St. Louis chap.</p>
-
-<p>“Yes,” said the manager, and took a bunch of yellow backs
-from his pocket.</p>
-
-<p>“Hold on!” said the St. Louis fellow to him and then turns
-to me, “Say, Livingston, didn’t we tell you we didn’t want
-your business?”</p>
-
-<p>“Give me my money first,” I said to the manager, and he<span class="pagenum" id="Page_27">27</span>
-forked over two thousands, four five-hundreds and three
-hundreds.</p>
-
-<p>“What did you say?” I said to St. Louis.</p>
-
-<p>“We told you we didn’t want you to trade in our place.”</p>
-
-<p>“Yes,” I said; “that’s why I came.”</p>
-
-<p>“Well, don’t come any more. Keep away!” he snarled at
-me. The private policeman in gray came over, casual-like.
-St. Louis shook his fist at the manager and yelled: “You
-ought to’ve known better, you poor boob, than to let this guy
-get into you. He’s Livingston. You had your orders.”</p>
-
-<p>“Listen, you,” I said to the St. Louis man. “This isn’t St.
-Louis. You can’t pull off any trick here, like your boss did
-with Belfast Boy.”</p>
-
-<p>“You keep away from this office! You can’t trade here!”
-he yells.</p>
-
-<p>“If I can’t trade here nobody else is going to,” I told him.
-“You can’t get away with that sort of stuff here.”</p>
-
-<p>Well, St. Louis changed his tune at once.</p>
-
-<p>“Look here, old boy,” he said, all fussed up, “do us a favor.
-Be reasonable! You know we can’t stand this every day. The
-old man’s going to hit the ceiling when he hears who it was.
-Have a heart, Livingston!”</p>
-
-<p>“I’ll go easy,” I promised.</p>
-
-<p>“Listen to reason, won’t you? For the love of Pete, keep
-away! Give us a chance to get a good start. We’re new
-here. Will you?”</p>
-
-<p>“I don’t want any of this high-and-mighty business the
-next time I come,” I said, and left him talking to the manager
-at the rate of a million a minute. I’d got some money
-out of them for the way they treated me in St. Louis. There
-wasn’t any sense in my getting hot or trying to close them up.
-I went back to Fullerton’s office and told McDevitt what had
-happened. Then I told him that if it was agreeable to him
-I’d like to have him go to Teller’s place and begin trading in
-twenty or thirty share lots, to get them used to him. Then,<span class="pagenum" id="Page_28">28</span>
-the moment I saw a good chance to clean up big, I’d telephone
-him and he could plunge.</p>
-
-<p>I gave McDevitt a thousand dollars and he went to Hoboken
-and did as I told him. He got to be one of the regulars.
-Then one day when I thought I saw a break impending I
-slipped Mac the word and he sold all they’d let him. I
-cleared twenty-eight hundred dollars that day, after giving
-Mac his rake-off and paying expenses, and I suspect Mac
-put down a little bet of his own besides. Less than a month
-after that, Teller closed his Hoboken branch. The police got
-busy. And, anyhow, it didn’t pay, though I only traded
-twice. We ran into a crazy bull market when stocks didn’t
-react enough to wipe out even the one-point margins, and,
-of course, all the customers were bulls and winning and
-pyramiding. No end of bucket shops busted all over the
-country.</p>
-
-<p>Their game has changed. Trading in the old-fashioned
-bucket shop had some decided advantages over speculating
-in a reputable broker’s office. For one thing the automatic
-closing out of your trade when the margin reached the exhaustion
-point was the best kind of stop-loss order. You
-couldn’t get stung for more than you had put up and there
-was no danger of rotten execution of orders, and so on. In
-New York the shops never were as liberal with their patrons
-as I’ve heard they were in the West. Here they used to limit
-the possible profit on certain stocks of the football order to
-two points. Sugar and Tennessee Coal and Iron were among
-these. No matter if they moved ten points in ten minutes
-you could only make two on one ticket. They figured that
-otherwise the customer was getting too big odds; he stood to
-lose one dollar and to make ten. And then there were times
-when all the shops, including the biggest, refused to take
-orders on certain stocks. In 1900, on the day before Election
-Day, when it was foregone conclusion that McKinley would
-win, not a shop in the land let its customers buy stocks. The
-election odds were 3 to 1 on McKinley. By buying stocks on<span class="pagenum" id="Page_29">29</span>
-Monday you stood to make from three to six points or more.
-A man could bet on Bryan and buy stocks and make sure
-money. The bucket shops refused orders all that day.</p>
-
-<p>If it hadn’t been for their refusing to take my business
-I never would have stopped trading with them. And then I
-never would have learned that there was much more to the
-game of stock speculation than to play for fluctuations of a
-few points.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_30">30</span></p>
-
-<div class="chapter">
-<h2 id="III"><i>III</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">It takes a man</span> a long time to learn all the lessons of all his
-mistakes. They say there are two sides to everything. But
-there is only one side to the stock market; and it is not the
-bull side or the bear side, but the right side. It took me
-longer to get that general principle fixed firmly in my mind
-than it did most of the more technical phases of the game
-of stock speculation.</p>
-
-<p>I have heard of people who amuse themselves conducting
-imaginary operations in the stock market to prove with imaginary
-dollars how right they are. Sometimes these ghost
-gamblers make millions. It is very easy to be a plunger that
-way. It is like the old story of the man who was going to
-fight a duel the next day.</p>
-
-<p>His second asked him, “Are you a good shot?”</p>
-
-<p>“Well,” said the duelist, “I can snap the stem of a wineglass
-at twenty paces,” and he looked modest.</p>
-
-<p>“That’s all very well,” said the unimpressed second. “But
-can you snap the stem of the wineglass while the wineglass
-is pointing a loaded pistol straight at your heart?”</p>
-
-<p>With me I must back my opinions with my money. My
-losses have taught me that I must not begin to advance until
-I am sure I shall not have to retreat. But if I cannot advance
-I do not move at all. I do not mean by this that a man should
-not limit his losses when he is wrong. He should. But that
-should not breed indecision. All my life I have made mistakes,
-but in losing money I have gained experience and accumulated<span class="pagenum" id="Page_31">31</span>
-a lot of valuable don’ts. I have been flat broke
-several times, but my loss has never been a total loss. Otherwise,
-I wouldn’t be here now. I always knew I would have
-another chance and that I would not make the same mistake
-a second time. I believed in myself.</p>
-
-<p>A man must believe in himself and his judgment if he expects
-to make a living at this game. That is why I don’t believe
-in tips. If I buy stocks on Smith’s tip I must sell
-those same stocks on Smith’s tip. I am depending on him.
-Suppose Smith is away on a holiday when the selling time
-comes around? No, sir, nobody can make big money on
-what someone else tells him to do. <em>I know from experience
-that nobody can give me a tip or a series of tips that will
-make more money for me than my own judgment. It took me
-five years to learn to play the game intelligently enough to
-make big money when I was right.</em></p>
-
-<p>I didn’t have as many interesting experiences as you might
-imagine. I mean, the process of learning how to speculate
-does not seem very dramatic at this distance. I went broke
-several times, and that is never pleasant, but the way I lost
-money is the way everybody loses money who loses money
-in Wall Street. Speculation is a hard and trying business, and
-a speculator must be on the job all the time or he’ll soon
-have no job to be on.</p>
-
-<p>My task, as I should have known after my early reverses at
-Fullerton’s, was very simple: To look at speculation from
-another angle. But I didn’t know that there was much more
-to the game than I could possibly learn in the bucket shops.
-There I thought I was beating the game when in reality I
-was only beating the shop. At the same time the tape-reading
-ability that trading in bucket-shops developed in me and
-the training of my memory have been extremely valuable.
-Both of these things came easy to me. I owe my early success
-as a trader to them and not to my brains or knowledge, because
-my mind was untrained and my ignorance was colossal.<span class="pagenum" id="Page_32">32</span>
-The game taught me the game. And it didn’t spare the
-rod while teaching.</p>
-
-<p>I remember my very first day in New York. I told you
-how the bucket shops, by refusing to take my business, drove
-me to seek a reputable commission house. One of the boys in
-the office where I got my first job was working for Harding
-Brothers, members of the New York Stock Exchange. I arrived
-in this city in the morning, and before one o’clock
-that same day I had opened an account with the firm and
-was ready to trade.</p>
-
-<p>I didn’t explain to you how natural it was for me to
-trade there exactly as I had done in the bucket shops, where
-all I did was to bet on fluctuations and catch small but sure
-changes in prices. Nobody offered to point out the essential
-differences or set me right. If somebody had told me my
-method would not work I nevertheless would have tried it
-out to make sure for myself, for when I am wrong only one
-thing convinces me of it, and that is, to lose money. And I
-am only right when I make money. That is speculating.</p>
-
-<p>They were having some pretty lively times those days and
-the market was very active. That always cheers up a fellow.
-I felt at home right away. There was the old familiar quotation
-board in front of me, talking a language that I had
-learned before I was fifteen years old. There was a boy doing
-exactly the same thing I used to do in the first office I ever
-worked in. There were the customers—same old bunch—looking
-at the board or standing by the ticket calling out the
-prices and talking about the market. The machinery was to
-all appearances the same machinery that I was used to. The
-atmosphere was the atmosphere I had breathed since I had
-made my first stock-market money—$3.12 in Burlington. The
-same kind of ticker and the same kind of traders, therefore
-the same kind of game. And remember, I was only twenty-two.
-I suppose I thought I knew the game from A to Z. Why
-shouldn’t I?</p>
-
-<p>I watched the board and saw something that looked good<span class="pagenum" id="Page_33">33</span>
-to me. It was behaving right. I bought a hundred at 84. I got
-out at 85 in less than a half hour. Then I saw something else
-I liked, and I did the same thing; took three-quarters of a
-point net within a very short time. I began well, didn’t I?</p>
-
-<p>Now mark this: On that, my first day as a customer of a
-reputable Stock Exchange house, and only two hours of it at
-that, I traded in eleven hundred shares of stock, jumping
-in and out. And the net result of the day’s operations was
-that I lost exactly eleven hundred dollars. That is to say, on
-my first attempt, nearly one-half of my stake went up the
-flue. And remember, some of the trades showed me a profit.
-But I quit eleven hundred dollars minus for the day.</p>
-
-<p>It didn’t worry me, because I couldn’t see where there was
-anything wrong with me. My moves, also, were right
-enough, and if I had been trading in the old Cosmopolitan
-shop I’d have broken better than even. That the machine
-wasn’t as it ought to be, my eleven hundred vanished dollars
-plainly told me. But as long as the machinist was all
-right there was no need to stew. Ignorance at twenty-two
-isn’t a structural defect.</p>
-
-<p>After a few days I said to myself, “I can’t trade this way
-here. The ticker doesn’t help as it should!” But I let it go
-at that without getting down to bed rock. I kept it up,
-having good days and bad days, until I was cleaned out. I
-went to old Fullerton and got him to stake me to five hundred
-dollars. And I came back from St. Louis, as I told you,
-with money I took out of the bucket shops there—a game I
-could always beat.</p>
-
-<p>I played more carefully and did better for a while. As soon
-as I was in easy circumstances I began to live pretty well. I
-made friends and had a good time. I was not quite twenty-three,
-remember; all alone in New York with easy money in
-my pockets and the belief in my heart that I was beginning
-to understand the new machine.</p>
-
-<p>I was making allowances for the actual execution of my
-orders on the floor of the Exchange, and moving more cautiously.<span class="pagenum" id="Page_34">34</span>
-But I was still sticking to the tape—that is, I was
-still ignoring general principles; and as long as I did that I
-could not spot the exact trouble with my game.</p>
-
-<p>We ran into the big boom of 1901 and I made a great deal
-of money—that is, for a boy. You remember those times?
-The prosperity of the country was unprecedented. We not
-only ran into an era of industrial consolidations and combinations
-of capital that beat anything we had had up to
-that time, but the public went stock mad. In previous flush
-times, I have heard, Wall Street used to brag of
-two-hundred-and-fifty-thousand-share
-days, when securities of a par
-value of twenty-five million dollars changed hands. But in
-1901 we had a three-million-share day. Everybody was making
-money. The steel crowd came to town, a horde of millionaires
-with no more regard for money than drunken sailors.
-The only game that satisfied them was the stock market.
-We had some of the biggest high rollers the Street ever saw:
-John W. Gates, of ‘Bet-you-a-million’ fame, and his friends,
-like John A. Drake, Loyal Smith, and the rest; the Reid-Leeds-Moore
-crowd, who sold part of their steel holdings and
-with the proceeds bought in the open market the actual
-majority of the stock of the great Rock Island system; and
-Schwab and Frick and Phipps and the Pittsburg coterie; to
-say nothing of scores of men who were lost in the shuffle but
-would have been called great plungers at any other time. A
-fellow could buy and sell all the stock there was. Keene
-made a market for the U.S. Steel shares. A broker sold one
-hundred thousand shares in a few minutes. A wonderful
-time! And there were some wonderful winnings. And no
-taxes to pay on stock sales! And no day of reckoning in
-sight.</p>
-
-<p>Of course, after a while, I heard a lot of calamity howling
-and the old stagers said everybody—except themselves—had
-gone crazy. But everybody except themselves was making
-money. I knew, of course, there must be a limit to the advances
-and an end to the crazy buying of A.O.T.—Any Old<span class="pagenum" id="Page_35">35</span>
-Thing—and I got bearish. But every time I sold I lost
-money, and if it hadn’t been that I ran darn quick I’d have
-lost a heap more. I looked for a break, but I was playing
-safe—making money when I bought and chipping it out
-when I sold short—so that I wasn’t profiting by the boom as
-much as you’d think when you consider how heavily I used
-to trade, even as a boy.</p>
-
-<p>There was one stock that I wasn’t short of, and that was
-Northern Pacific. My tape reading came in handy. I thought
-most stocks had been bought to a standstill, but Little Nipper
-behaved as if it were going still higher. We know now
-that both the common and the preferred were being steadily
-absorbed by the Kuhn-Loeb-Harriman combination. Well, I
-was long a thousand shares of Northern Pacific common, and
-held it against the advice of everybody in the office. When it
-got to about 110 I had thirty points profit, and I grabbed it.
-It made my balance at my brokers’ nearly fifty thousand
-dollars, the greatest amount of money I had been able to accumulate
-up to that time. It wasn’t so bad for a chap who
-had lost every cent trading in that selfsame office a few
-months before.</p>
-
-<p>If you remember, the Harriman crowd notified Morgan
-and Hill of their intention to be represented in the Burlington-Great
-Northern-Northern Pacific combination, and then
-the Morgan people at first instructed Keene to buy fifty
-thousand shares of N.P. to keep the control in their possession.
-I have heard that Keene told Robert Bacon to make the
-order one hundred and fifty thousand shares and the bankers
-did. At all events, Keene sent one of his brokers, Eddie Norton,
-into the N.P. crowd and he bought one hundred thousand
-shares of the stock. This was followed by another order,
-I think, of fifty thousand shares additional, and the famous
-corner followed. After the market closed on May 8, 1901, the
-whole world knew that a battle of financial giants was on.
-No two such combinations of capital had ever opposed each<span class="pagenum" id="Page_36">36</span>
-other in this country. Harriman against Morgan; an irresistible
-force meeting an immovable object.</p>
-
-<p>There I was on the morning of May ninth with nearly fifty
-thousand dollars in cash and no stocks. As I told you, I had
-been very bearish for some days, and here was my chance
-at last. I knew what would happen—an awful break and
-then some wonderful bargains. There would be a quick recovery
-and big profits—for those who had picked up the
-bargains. It didn’t take Sherlock Holmes to figure this out.
-We were going to have an opportunity to catch them coming
-and going, not only for big money but for sure money.</p>
-
-<p>Everything happened as I had foreseen. I was dead right
-and—I lost every cent I had! I was wiped out by something
-that was unusual. If the unusual never happened there
-would be no difference in people and then there wouldn’t be
-any fun in life. The game would become merely a matter of
-addition and subtraction. It would make of us a race of
-bookkeepers with plodding minds. It’s the guessing that develops
-a man’s brain power. Just consider what you have to
-do to guess right.</p>
-
-<p>The market fairly boiled, as I had expected. The transactions
-were enormous and the fluctuations unprecedented
-in extent. I put in a lot of selling orders at the market. When
-I saw the opening prices I had a fit, the breaks were so
-awful. My brokers were on the job. They were as competent
-and conscientious as any; but by the time they executed my
-orders the stocks had broken twenty points more. The tape
-was way behind the market and reports were slow in coming
-in by reason of the awful rush of business. When I found out
-that the stocks I had ordered sold when the tape said the
-price was, say, 100 and they got mine off at 80, making a
-total decline of thirty or forty points from the previous
-night’s close, it seemed to me that I was putting out shorts
-at a level that made the stocks I sold the very bargains I had
-planned to buy. The market was not going to drop right<span class="pagenum" id="Page_37">37</span>
-through to China. So I decided instantly to cover my shorts
-and go long.</p>
-
-<p>My brokers bought; not at the level that had made me
-turn, but at the prices prevailing in the Stock Exchange
-when their floor man got my orders. They paid an average of
-fifteen points more than I had figured on. A loss of thirty-five
-points in one day was more than anybody could stand.</p>
-
-<p>The ticker beat me by lagging so far behind the market. I
-was accustomed to regarding the tape as the best little friend
-I had because I bet according to what it told me. But this
-time the tape double-crossed me. The divergence between
-the printed and the actual prices undid me. It was the
-sublimation of my previous unsuccess, the selfsame thing
-that had beaten me before. It seems so obvious now that
-tape reading is not enough, irrespective of the brokers’ execution,
-that I wonder why I didn’t then see both my trouble
-and the remedy for it.</p>
-
-<p>I did worse than not see it; I kept on trading, in and out,
-regardless of the execution. You see, I never could trade
-with a limit. I must take my chances with the market.
-That is what I am trying to beat—the market, not the
-particular price. When I think I should sell, I sell. When I
-think stocks will go up, I buy. My adherence to that general
-principle of speculation saved me. To have traded at limited
-prices simply would have been my old bucket-shop method
-inefficiently adapted for use in a reputable commission
-broker’s office. I would never have learned to know what
-stock speculation is, but would have kept on betting on what
-a limited experience told me was a sure thing.</p>
-
-<p>Whenever I did try to limit the prices in order to minimize
-the disadvantages of trading at the market when the ticker
-lagged, I simply found that the market got away from me.
-This happened so often that I stopped trying. I can’t tell you
-how it came to take me so many years to learn that instead
-of placing piking bets on what the next few quotations were<span class="pagenum" id="Page_38">38</span>
-going to be, my game was to anticipate what was going to
-happen in a big way.</p>
-
-<p>After my May ninth mishap I plugged along, using a modified
-but still defective method. If I hadn’t made money some
-of the time I might have acquired market wisdom quicker.
-But I was making enough to enable me to live well. I liked
-friends and a good time. I was living down the Jersey Coast
-that summer, like hundreds of prosperous Wall Street men.
-My winnings were not quite enough to offset both my losses
-and my living expenses.</p>
-
-<p>I didn’t keep on trading the way I did through stubbornness.
-I simply wasn’t able to state my own problem to myself,
-and, of course, it was utterly hopeless to try to solve it.
-I harp on this topic so much to show what I had to go
-through before I got to where I could really make money.
-My old shotgun and BB shot could not do the work of a
-high-power repeating rifle against big game.</p>
-
-<p>Early that fall I not only was cleaned out again but I was
-so sick of the game I could no longer beat that I decided to
-leave New York and try something else some other place. I
-had been trading since my fourteenth year. I had made my
-first thousand dollars when I was a kid of fifteen, and my
-first ten thousand before I was twenty-one. I had made and
-lost a ten-thousand-dollar stake more than once. In New
-York I had made thousands and lost them. I got up to fifty
-thousand dollars and two days later that went. I had no
-other business and knew no other game. After several years
-I was back where I began. No—worse, for I had acquired
-habits and a style of living that required money; though that
-part didn’t bother me as much as being wrong so consistently.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_39">39</span></p>
-
-<div class="chapter">
-<h2 id="IV"><i>IV</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">Well, I went home.</span> But the moment I was back I knew
-that I had but one mission in life and that was to get a
-stake and go back to Wall Street. That was the only place
-in the country where I could trade heavily. Some day, when
-my game was all right, I’d need such a place. When a man is
-right he wants to get all that is coming to him for being
-right.</p>
-
-<p>I didn’t have much hope, but, of course, I tried to get into
-the bucket shops again. There were fewer of them and some
-of them were run by strangers. Those who remembered me
-wouldn’t give me a chance to show them whether I had
-gone back as a trader or not. I told them the truth, that I had
-lost in New York whatever I had made at home; that I didn’t
-know as much as I used to think I did; and that there was no
-reason why it should not now be good business for them to
-let me trade with them. But they wouldn’t. And the new
-places were unreliable. Their owners thought twenty shares
-was as much as a gentleman ought to buy if he had any
-reason to suspect he was going to guess right.</p>
-
-<p>I needed the money and the bigger shops were taking in
-plenty of it from their regular customers. I got a friend of
-mine to go into a certain office and trade. I just sauntered in
-to look them over. I again tried to coax the order clerk to accept
-a small order, even if it was only fifty shares. Of course
-he said no. I had rigged up a code with this friend so that
-he would buy or sell when and what I told him. But that<span class="pagenum" id="Page_40">40</span>
-only made me chicken feed. Then the office began to grumble
-about taking my friend’s orders. Finally one day he tried
-to sell a hundred St. Paul and they shut down on him.</p>
-
-<p>We learned afterward that one of the customers saw us
-talking together outside and went in and told the office, and
-when my friend went up to the order clerk to sell that hundred
-St. Paul the guy said:</p>
-
-<p>“We’re not taking any selling orders in St. Paul, not from
-you.”</p>
-
-<p>“Why, what’s the matter, Joe?” asked my friend.</p>
-
-<p>“Nothing doing, that’s all,” answered Joe.</p>
-
-<p>“Isn’t that money any good? Look it over. It’s all there.”
-And my friend passed over the hundred—my hundred—in
-tens. He tried to look indignant and I was looking unconcerned;
-but most of the other customers were getting close
-to the combatants, as they always did when there was loud
-talking or the slightest semblance of a scrap between the
-shop and any customer. They wanted to get a line on the
-merits of the case in order to get a line on the solvency of the
-concern.</p>
-
-<p>The clerk, Joe, who was a sort of assistant manager, came
-out from behind his cage, walked up to my friend, looked at
-him and then looked at me.</p>
-
-<p>“It’s funny,” he said slowly—“it’s damned funny that you
-never do a single thing here when your friend Livingston
-isn’t around. You just sit and look at the board by the hour.
-Never a peep. But after he comes in you get busy all of a
-sudden. Maybe you are acting for yourself; but not in this
-office any more. We don’t fall for Livingston tipping you
-off.”</p>
-
-<p>Well, that stopped my board money. But I had made a
-few hundred more than I had spent and I wondered how I
-could use them, for the need of making enough money to
-go back to New York with was more urgent than ever. I felt
-that I would do better the next time. I had had time to think
-calmly of some of my foolish plays; and then, one can see<span class="pagenum" id="Page_41">41</span>
-the whole better when one sees it from a little distance. The
-immediate problem was to make the new stake.</p>
-
-<p>One day I was in a hotel lobby, talking to some fellows I
-knew, who were pretty steady traders. Everybody was talking
-stock market. I made the remark that nobody could beat
-the game on account of the rotten execution he got from his
-brokers, especially when he traded at the market, as I did.</p>
-
-<p>A fellow piped up and asked me what particular brokers I
-meant.</p>
-
-<p>I said, “The best in the land,” and he asked who might
-they be. I could see he wasn’t going to believe I ever dealt
-with first-class houses.</p>
-
-<p>But I said, “I mean, any member of the New York Stock
-Exchange. It isn’t that they are crooked or careless, but
-when a man gives an order to buy at the market he never
-knows what that stock is going to cost him until he gets a
-report from the brokers. There are more moves of one or two
-points than of ten and fifteen. But the outside trader can’t
-catch the small rises or drops because of the execution. I’d
-rather trade in a bucket shop any day in the week, if they’d
-only let a fellow trade big.”</p>
-
-<p>The man who had spoken to me I had never seen before.
-His name was Roberts. He seemed very friendly disposed.
-He took me aside and asked me if I had ever traded in any
-of the other exchanges, and I said no. He said he knew some
-houses that were members of the Cotton Exchange and the
-Produce Exchange and the smaller stock exchanges. These
-firms were very careful and paid special attention to the execution.
-He said that they had confidential connections with
-the biggest and smartest houses on the New York Stock Exchange
-and through their personal pull and by guaranteeing
-a business of hundreds of thousands of shares a month they
-got much better service than an individual customer could
-get.</p>
-
-<p>“They really cater to the small customer,” he said. “They
-make a specialty of out-of-town business and they take just<span class="pagenum" id="Page_42">42</span>
-as much pains with a ten-share order as they do with one for
-ten thousand. They are very competent and honest.”</p>
-
-<p>“Yes. But if they pay the Stock Exchange house the regular
-eighth commission, where do they come in?”</p>
-
-<p>“Well, they are supposed to pay the eighth. But—you
-know!” He winked at me.</p>
-
-<p>“Yes,” I said. “But the one thing a Stock Exchange firm
-will not do is to split commissions. The governors would
-rather a member committed murder, arson and bigamy than
-to do business for outsiders for less than a kosher eighth.
-The very life of the Stock Exchange depends upon their not
-violating that one rule.”</p>
-
-<p>He must have seen that I had talked with Stock Exchange
-people, for he said, “Listen! Every now and then one of those
-pious Stock Exchange houses is suspended for a year for violating
-that rule, isn’t it? There are ways and ways of rebating
-so nobody can squeal.” He probably saw unbelief in
-my face, for he went on: “And besides, on certain kinds of
-business we—I mean, these wire houses—charge a thirty-second
-extra, in addition to the eighth commission. They are
-very nice about it. They never charge the extra commission
-except in unusual cases, and then only if the customer has
-an inactive account. It wouldn’t pay them, you know, otherwise.
-They aren’t in business exclusively for their health.”</p>
-
-<p>By that time I knew he was touting for some phony brokers.</p>
-
-<p>“Do you know any reliable house of that kind?” I asked
-him.</p>
-
-<p>“I know the biggest brokerage firm in the United States,”
-he said. “I trade there myself. They have branches in seventy-eight
-cities in the United States and Canada. They do an
-enormous business. And they couldn’t very well do it year in
-and year out if they weren’t strictly on the level, could they?”</p>
-
-<p>“Certainly not,” I agreed. “Do they trade in the same
-stocks that are dealt in on the New York Stock Exchange?”</p>
-
-<p>“Of course; and on the curb and on any other exchange in<span class="pagenum" id="Page_43">43</span>
-this country, or Europe. They deal in wheat, cotton, provisions;
-anything you want. They have correspondents
-everywhere and memberships in all the exchanges, either in
-their own name or on the quiet.”</p>
-
-<p>I knew by that time, but I thought I’d lead him on.</p>
-
-<p>“Yes,” I said, “but that does not alter the fact that the orders
-have to be executed by somebody, and nobody living
-can guarantee how the market will be or how close the
-ticker’s prices are to the actual prices on the floor of the Exchange.
-By the time a man gets the quotation here and he
-hands in an order and it’s telegraphed to New York, some
-valuable time has gone. I might better go back to New York
-and lose my money there in respectable company.”</p>
-
-<p>“I don’t know anything about losing money; our customers
-don’t acquire that habit. They make money. We take care
-of that.”</p>
-
-<p>“Your customers?”</p>
-
-<p>“Well, I take an interest in the firm, and if I can turn some
-business their way I do so because they’ve always treated
-me white and I’ve made a good deal of money through them.
-If you wish I’ll introduce you to the manager.”</p>
-
-<p>“What’s the name of the firm?” I asked him.</p>
-
-<p>He told me. I had heard about them. They ran ads in all
-the papers, calling attention to the great profits made by
-those customers who followed their inside information on active
-stocks. That was the firm’s great specialty. They were
-not a regular bucket shop, but bucketeers, alleged brokers
-who bucketed their orders but nevertheless went through an
-elaborate camouflage to convince the world that they were
-regular brokers engaged in a legitimate business. They were
-one of the oldest of that class firms.</p>
-
-<p>They were the prototype at that time of the same sort of
-brokers that went broke this year by the dozen. The general
-principles and methods were the same, though the particular
-devices for fleecing the public differed somewhat,<span class="pagenum" id="Page_44">44</span>
-certain details having been changed when the old tricks became
-too well known.</p>
-
-<p>These people used to send out tips to buy or sell a certain
-stock—hundreds of telegrams advising the instant purchase
-of a certain stock and hundreds recommending other customers
-to sell the same stock, on the old racing-tipster plan.
-Then orders to buy and sell would come in. The firm would
-buy and sell, say, a thousand of that stock through a reputable
-Stock Exchange firm and get a regular report on it. This
-report they would show to any doubting Thomas who was
-impolite enough to speak about bucketing customers’ orders.</p>
-
-<p>They also used to form discretionary pools in the office
-and as a great favor allowed their customers to authorize
-them, in writing, to trade with the customer’s money and in
-the customer’s name, as they in their judgment deemed best.
-That way the most cantankerous customer had no legal redress
-when the money disappeared. They’d bull a stock, on
-paper, and put the customers in and then they’d execute one
-of the old-fashioned bucket-shop drives and wipe out hundreds
-of shoe-string margins. They did not spare anyone,
-women, school-teachers and old men being their best bet.</p>
-
-<p>“I’m sore on all brokers,” I told the tout. “I’ll have to think
-this over,” and I left him so he wouldn’t talk any more to me.</p>
-
-<p>I inquired about this firm. I learned that they had hundreds
-of customers and although there were the usual stories
-I did not find any case of a customer not getting his money
-from them if he won any. The difficulty was in finding anybody
-who had ever won in that office; but I did. Things
-seemed to be going their way just then, and that meant that
-they probably would not welsh if a trade went against them.
-Of course most concerns of that kind eventually go broke.
-There are times when there are regular epidemics of bucketeering
-bankruptcies, like the old-fashioned runs on several
-banks after one of them goes up. The customers of the others
-get frightened and they run to take their money out. But<span class="pagenum" id="Page_45">45</span>
-there are plenty of retired bucket-shop keepers in this country.</p>
-
-<p>Well, I heard nothing alarming about the tout’s firm except
-that they were on the make, first, last and all the time, and
-that they were not always truthful. Their specialty was trimming
-suckers who wanted to get rich quick. But they always
-asked their customers’ permission, in writing, to take their
-rolls away from them.</p>
-
-<p>One chap I met did tell me a story about seeing six hundred
-telegrams go out one day advising customers to get
-aboard a certain stock and six hundred telegrams to other
-customers strongly urging them to sell that same stock, at
-once.</p>
-
-<p>“Yes, I know the trick,” I said to the chap who was telling
-me.</p>
-
-<p>“Yes,” he said. “But the next day they sent telegrams to the
-same people advising them to close out their interest in
-everything and buy—or sell—another stock. I asked the
-senior partner, who was in the office, ‘Why do you do that?
-The first part I understand. Some of your customers are
-bound to make money on paper for a while, even if they and
-the others eventually lose. But by sending out telegrams like
-this you simply kill them all. What’s the big idea?’</p>
-
-<p>“‘Well,’ he said, ‘the customers are bound to lose their
-money anyhow, no matter what they buy, or how or where
-or when. When they lose their money I lose the customers.
-Well, I might as well get as much of their money as I can—and
-then look for a new crop.’”</p>
-
-<p>Well, I admit frankly that I wasn’t concerned with the
-business ethics of the firm. I told you I felt sore on the Teller
-concern and how it tickled me to get even with them. But I
-didn’t have any such feeling about this firm. They might be
-crooks or they might not be as black as they were painted. I
-did not propose to let them do any trading for me, or follow
-their tips or believe their lies. My one concern was with getting
-together a stake and returning to New York to trade in<span class="pagenum" id="Page_46">46</span>
-fair amounts in an office where you did not have to be afraid
-the police would raid the joint, as they did the bucket shops,
-or see the postal authorities swoop down and tie up your
-money so that you’d be lucky to get eight cents on the dollar
-a year and a half later.</p>
-
-<p>Anyhow, I made up my mind that I would see what trading
-advantages of this firm offered over what you might call
-the legitimate brokers. I didn’t have much money to put up
-as margin, and firms that bucketed orders were naturally
-much more liberal in that respect, so that a few hundred
-dollars went much further in their offices.</p>
-
-<p>I went down to their place and had a talk with the manager
-himself. When he found out that I was an old trader
-and had formerly had accounts in New York with Stock
-Exchange houses and that I had lost all I took with me he
-stopped promising to make a million a minute for me if I let
-them invest my savings. He figured that I was a permanent
-sucker, the ticker-hound kind that always plays and always
-loses; a steady-income provider for brokers, whether they
-were the kind that bucket your orders or modestly content
-themselves with the commissions.</p>
-
-<p>I just told the manager that what I was looking for was
-decent execution, because I always traded at the market and
-I didn’t want to get reports that showed a difference of a
-half or a whole point from the ticker price.</p>
-
-<p>He assured me on his word of honor that they would do
-whatever I thought was right. They wanted my business because
-they wanted to show me what high-class brokering
-was. They had in their employ the best talent in the business.
-In fact, they were famous for their execution. If there was
-any difference between the ticker price and the report it was
-always in favor of the customer, though of course they didn’t
-guarantee that. If I opened an account with them I could
-buy and sell at the price which came over the wire, they were
-so confident of their brokers.</p>
-
-<p>Naturally that meant that I could trade there to all intents<span class="pagenum" id="Page_47">47</span>
-and purposes as though I were in a bucket shop—that is,
-they’d let me trade at the next quotation. I didn’t want to
-appear too anxious, so I shook my head and told him I
-guessed I wouldn’t open an account that day, but I’d let him
-know. He urged me strongly to begin right way as it was a
-good market to make money in. It was—for them; a dull
-market with prices seesawing slightly, just the kind to get
-customers in and then wipe them out with a sharp drive in
-the tipped stock. I had some trouble in getting away.</p>
-
-<p>I had given him my name and address, and that very same
-day I began to get prepaid telegrams and letters urging me
-to get aboard of some stock or other in which they said they
-knew an inside pool was operating for a fifty-point rise.</p>
-
-<p>I was busy going around and finding out all I could about
-several other brokerage concerns of the same bucketing kind.
-It seemed to me that if I could be sure of getting my winnings
-out of their clutches the only way of my getting together
-some real money was to trade in these near bucket
-shops.</p>
-
-<p>When I had learned all I could I opened accounts with
-three firms. I had taken a small office and had direct wires
-run to the three brokers.</p>
-
-<p>I traded in a small way so they wouldn’t get frightened off
-at the very start. I made money on balance and they were
-not slow in telling me that they expected real business from
-customers who had direct wires to their offices. They did not
-hanker for pikers. They figured that the more I did the more
-I’d lose, and the more quickly I was wiped out the more
-they’d make. It was a sound enough theory when you consider
-that these people necessarily dealt with averages and
-the average customer was never long-lived, financially speaking.
-A busted customer can’t trade. A half-crippled customer
-can whine and insinuate things and make trouble of one or
-another kind that hurts business.</p>
-
-<p>I also established a connection with a local firm that had
-a direct wire to its New York correspondent, who were also<span class="pagenum" id="Page_48">48</span>
-members of the New York Stock Exchange. I had a stock
-ticker put in and I began to trade conservatively. As I told
-you, it was pretty much like trading in bucket shops, only it
-was a little slower.</p>
-
-<p>It was a game that I could beat, and I did. I never got it
-down to such a fine point that I could win ten times out of
-ten; but I won on balance, taking it week in and week out. I
-was again living pretty well, but always saving something, to
-increase the stake that I was to take back to Wall Street. I
-got a couple of wires into two more of these bucketing
-brokerage houses, making five in all—and, of course, my
-good firm.</p>
-
-<p>There were times when my plans went wrong and my
-stocks did not run true to form, but they did the opposite of
-what they should have done if they had kept up their regard
-for precedent. But they did not hit me very hard—they
-couldn’t, with my shoestring margins. My relations with my
-brokers were friendly enough. Their accounts and records
-did not always agree with mine, and the differences uniformly
-happened to be against me. Curious coincidence—not!
-But I fought for my own and usually had my way in the
-end. They always had the hope of getting away from me
-what I had taken from them. They regarded my winnings as
-temporary loans, I think.</p>
-
-<p>They really were not sporty, being in the business to make
-money by hook or by crook instead of being content with the
-house percentage. Since suckers always lose money when
-they gamble in stocks—they never really speculate—you’d
-think these fellows would run what you might call a legitimate
-illegitimate business. But they didn’t. “Copper your customers
-and grow rich” is an old and true adage, but they did
-not seem ever to have heard of it and didn’t stop at plain
-bucketing.</p>
-
-<p>Several times they tried to double-cross me with the old
-tricks. They caught me a couple of times because I wasn’t
-looking. They always did that when I had taken no more<span class="pagenum" id="Page_49">49</span>
-than my usual line. I accused them of being short sports or
-worse, but they denied it and it ended by my going back to
-trading as usual. The beauty of doing business with a crook
-is that he always forgives you for catching him, so long as
-you don’t stop doing business with him. It’s all right as far
-as he is concerned. He is willing to meet you more than half-way.
-Magnanimous souls!</p>
-
-<p>Well, I made up my mind that I couldn’t afford to have
-the normal rate of increase of my stake impaired by crooks’
-tricks, so I decided to teach them a lesson. I picked out some
-stock that after having been a speculative favorite had become
-inactive. Water-logged. If I had taken one that never
-had been active they would have suspected my play. I gave
-out buying orders on this stock to my five bucketeering
-brokers. When the orders were taken and they were waiting
-for the next quotation to come out on the tape I sent in an
-order through my Stock Exchange house to sell a hundred
-shares of that particular stock at the market. I urgently asked
-for quick action. Well, you can imagine what happened
-when the selling order got to the floor of the Exchange; a
-dull inactive stock that a commission house with out-of-town
-connections wanted to sell in a hurry. Somebody got cheap
-stock. But the transaction as it would be printed on the tape
-was the price that I would pay on my five buying orders. I
-was long on balance four hundred shares of that stock at a
-low figure. The wire house asked me what I’d heard, and I
-said I had a tip on it. Just before the close of the market I
-sent an order to my reputable house to buy back that hundred
-shares, and not waste any time; that I didn’t want to be
-short under any circumstances; and I didn’t care what they
-paid. So they wired to New York and the order to buy that
-hundred quick resulted in a sharp advance. I of course had
-put in selling orders for the five hundred shares that my
-friends had bucketed. It worked very satisfactorily.</p>
-
-<p>Still, they didn’t mend their ways, and so I worked that
-trick on them several times. I did not dare punish them as<span class="pagenum" id="Page_50">50</span>
-severely as they deserved, seldom more than a point or two
-on a hundred shares. But it helped to swell my little hoard
-that I was saving for my next Wall Street venture. I sometimes
-varied the process by selling some stock short, without
-overdoing it. I was satisfied with my six or eight hundred
-clear for each crack.</p>
-
-<p>One day the stunt worked so well that it went far beyond
-all calculations for a ten-point swing. I wasn’t looking for it.
-As a matter of fact it so happened that I had two hundred
-shares instead of my usual hundred at one broker’s, though
-only a hundred in the four other shops. That was too much
-of a good thing—for them. They were sore as pups about it
-and they began to say things over the wires. So I went and
-saw the manager, the same man who had been so anxious to
-get my account, and so forgiving every time I caught him
-trying to put something over on me. He talked pretty big
-for a man in his position.</p>
-
-<p>“That was a fictitious market for that stock, and we won’t
-pay you a damned cent!” he swore.</p>
-
-<p>“It wasn’t a fictitious market when you accepted my
-order to buy. You let me in then, all right, and now you’ve
-got to let me out. You can’t get around that for fairness, can
-you?”</p>
-
-<p>“Yes, I can!” he yelled. “I can prove that somebody put
-up a job.”</p>
-
-<p>“Who put up a job?” I asked.</p>
-
-<p>“Somebody!”</p>
-
-<p>“Who did they put it up on?” I asked.</p>
-
-<p>“Some friends of yours were in it as sure as pop,” he said.</p>
-
-<p>But I told him, “You know very well that I play a lone
-hand. Everybody in this town knows that. They’ve known it
-ever since I started trading in stocks. Now I want to give
-you some friendly advice: you just send and get that money
-for me. I don’t want to be disagreeable. Just do what I tell
-you.”</p>
-
-<p>“I won’t pay it. It was a rigged-up transaction,” he yelled.</p>
-
-<p><span class="pagenum" id="Page_51">51</span>
-I got tired of his talk. So I told him: “You’ll pay it to me
-right now and here.”</p>
-
-<p>Well, he blustered a little more and accused me flatly of
-being the guilty thimblerigger; but he finally forked over the
-cash. The others were not so rambunctious. In one office the
-manager had been studying these inactive-stock plays of
-mine and when he got my order he actually bought the stock
-for me and then some for himself in the Little Board, and he
-made some money. These fellows didn’t mind being sued by
-customers on charges of fraud, as they generally had a good
-technical legal defense ready. But they were afraid I’d attach
-the furniture—the money in the bank I couldn’t because they
-took care not to have any funds exposed to that danger. It
-would not hurt them to be known as pretty sharp, but to get
-a reputation for welshing was fatal. For a customer to lose
-money at his broker’s is no rare event. But for a customer to
-make money and then not get it is the worst crime on the
-speculators’ statute books.</p>
-
-<p>I got my money from all; but that ten-point jump put an
-end to the pleasing pastime of skinning skinners. They were
-on the lookout for the little trick that they themselves had
-used to defraud hundreds of poor customers. I went back to
-my regular trading; but the market wasn’t always right for
-my system—that is, limited as I was by the size of the orders
-they would take, I couldn’t make a killing.</p>
-
-<p>I had been at it over a year, during which I used every
-device that I could think of to make money trading in those
-wire houses. I had lived very comfortably, bought an automobile
-and didn’t limit myself about my expenses. I had to
-make a stake, but I also had to live while I was doing it. If
-my position on the market was right I couldn’t spend as
-much as I made, so that I’d always be saving some. If I was
-wrong I didn’t make any money and therefore couldn’t
-spend. As I said, I had saved up a fair-sized roll, and there
-wasn’t so much money to be made in the five wire houses;
-so I decided to return to New York.</p>
-
-<p><span class="pagenum" id="Page_52">52</span>
-I had my own automobile and I invited a friend of mine
-who also was a trader to motor to New York with me. He
-accepted and we started. We stopped at New Haven for
-dinner. At the hotel I met an old trading acquaintance, and
-among other things he told me there was a shop in town that
-had a wire and was doing a pretty good business.</p>
-
-<p>We left the hotel on our way to New York, but I drove by
-the street where the bucket shop was to see what the outside
-looked like. We found it and couldn’t resist the temptation
-to stop and have a look at the inside. It wasn’t very sumptuous,
-but the old blackboard was there, and the customers,
-and the game was on.</p>
-
-<p>The manager was a chap who looked as if he had been an
-actor or a stump speaker. He was very impressive. He’d say
-good morning as though he had discovered the morning’s
-goodness after ten years of searching for it with a microscope
-and was making you a present of the discovery as well as of
-the sky, the sun and the firm’s bank roll. He saw us come up
-in the sporty-looking automobile, and as both of us were
-young and careless—I don’t suppose I looked twenty—he
-naturally concluded we were a couple of Yale boys. I didn’t
-tell him we weren’t. He didn’t give me a chance, but began
-delivering a speech. He was very glad to see us. Would we
-have a comfortable seat? The market, we would find, was
-philanthropically inclined that morning; in fact, clamoring
-to increase the supply of collegiate pocket money, of which
-no intelligent undergraduate ever had a sufficiency since the
-dawn of historic time. But here and now, by the beneficence
-of the ticker, a small initial investment would return thousands.
-More pocket money than anybody could spend was
-what the stock market yearned to yield.</p>
-
-<p>Well, I thought it would be a pity not to do as the nice
-man of the bucket shop was so anxious to have us do, so I
-told him I would do as he wished, because I had heard that
-lots of people made lots of money in the stock market.</p>
-
-<p><span class="pagenum" id="Page_53">53</span>
-I began to trade, very conservatively, but increasing the
-line as I won. My friend followed me.</p>
-
-<p>We stayed overnight in New Haven and the next morning
-found us at the hospitable shop at five minutes to ten. The
-orator was glad to see us, thinking his turn would come that
-day. But I cleaned up within a few dollars of fifteen hundred.
-The next morning when we dropped in on the great orator,
-and handed him an order to sell five hundred Sugar he hesitated,
-but finally accepted it—in silence! The stock broke
-over a point and I closed out and gave him the ticket. There
-was exactly five hundred dollars coming to me in profits, and
-my five hundred dollar margin. He took twenty fifties from
-the safe, counted them three times very slowly, then he
-counted them again in front of me. It looked as if his fingers
-were sweating mucilage the way the notes seemed to stick
-to him, but finally he handed the money to me. He folded
-his arms, bit his lower lip, kept it bit, and stared at the top
-of a window behind me.</p>
-
-<p>I told him I’d like to sell two hundred Steel. But he never
-stirred. He didn’t hear me. I repeated my wish, only I made
-it three hundred shares. He turned his head. I waited for the
-speech. But all he did was to look at me. Then he smacked
-his lips and swallowed—as if he was going to start an attack
-on fifty years of political misrule by the unspeakable grafters
-of the opposition.</p>
-
-<p>Finally he waved his hand toward the yellow-backs in my
-hand and said, “Take away that bauble!”</p>
-
-<p>“Take away what?” I said. I hadn’t quite understood what
-he was driving at.</p>
-
-<p>“Where are you going, student?” He spoke very impressively.</p>
-
-<p>“New York,” I told him.</p>
-
-<p>“That’s right,” he said, nodding about twenty times. “That
-is ex-actly right. You are going away from here all right,
-because now I know two things—two, student! I know what
-you are not, and I know what you are. Yes! Yes! Yes!”</p>
-
-<p><span class="pagenum" id="Page_54">54</span>
-“Is that so?” I said very politely.</p>
-
-<p>“Yes. You two—” He paused; and then he stopped being
-in Congress and snarled: “You two are the biggest sharks in
-the United States of America! Students? Ye-eh! You must be
-Freshmen! Ye-eh!”</p>
-
-<p>We left him talking to himself. He probably didn’t mind
-the money so much. No professional gambler does. It’s all
-in the game and the luck’s bound to turn. It was his being
-fooled in us that hurt his pride.</p>
-
-<p>That is how I came back to Wall Street for a third attempt.
-I had been studying, of course, trying to locate the exact
-trouble with my system that had been responsible for my
-defeats in A. R. Fullerton &amp; Co.’s office. I was twenty when I
-made my first ten thousand, and I lost that. But I knew how
-and why—because I traded out of season all the time; because
-when I couldn’t play according to my system, which
-was based on study and experience, I went in and gambled.
-I hoped to win, instead of knowing that I ought to win on
-form. When I was about twenty-two I ran up my stake to
-fifty thousand dollars; I lost it on May ninth. But I knew
-exactly why and how. It was the laggard tape and the unprecedented
-violence of the movements that awful day. But
-I didn’t know why I had lost after my return from St. Louis
-or after the May ninth panic. I had theories—that is, remedies
-for some of the faults that I thought I found in my play.
-But I needed actual practice.</p>
-
-<p>There is nothing like losing all you have in the world for
-teaching you what not to do. And when you know what not
-to do in order not to lose money, you begin to learn what to
-do in order to win. Did you get that? <em>You begin to learn!</em></p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_55">55</span></p>
-
-<div class="chapter">
-<h2 id="V"><i>V</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">The average ticker hound</span>—or, as they used to call him,
-tape-worm—goes wrong, I suspect, as much from over-specialization
-as from anything else. It means a highly expensive
-inelasticity. After all, the game of speculation isn’t
-all mathematics or set rules, however rigid the main laws
-may be. Even in my tape reading something enters that is
-more than mere arithmetic. There is what I call the behavior
-of a stock, actions that enable you to judge whether or not
-it is going to proceed in accordance with the precedents
-that your observation has noted. If a stock doesn’t act right
-don’t touch it; because, being unable to tell precisely what is
-wrong, you cannot tell which way it is going. No diagnosis,
-no prognosis. No prognosis, no profit.</p>
-
-<p>It is a very old thing, this of noting the behavior of a stock
-and studying its past performances. When I first came to
-New York there was a broker’s office where a Frenchman
-used to talk about his chart. At first I thought he was a sort
-of pet freak kept by the firm because they were good-natured.
-Then I learned that he was a persuasive and most impressive
-talker. He said that the only thing that didn’t lie because it
-simply couldn’t was mathematics. By means of his curves he
-could forecast market movements. Also he could analyse
-them, and tell, for instance, why Keene did the right thing
-in his famous Atchison preferred bull manipulation, and
-later why he went wrong in his Southern Pacific pool. At
-various times one or another of the professional traders tried<span class="pagenum" id="Page_56">56</span>
-the Frenchman’s system—and then went back to their old
-unscientific methods of making a living. Their hit-or-miss
-system was cheaper, they said. I heard that the Frenchman
-said Keene admitted that the chart was 100 per cent right
-but claimed that the method was too slow for practical use
-in an active market.</p>
-
-<p>Then there was one office where a chart of the daily movement
-of prices was kept. It showed at a glance just what
-each stock had done for months. By comparing individual
-curves with the general market curve and keeping in mind
-certain rules the customers could tell whether the stock on
-which they got an unscientific tip to buy was fairly entitled
-to a rise. They used the chart as a sort of complementary
-tipster. To-day there are scores of commission houses where
-you find trading charts. They come ready-made from the
-offices of statistical experts and include not only stocks but
-commodities.</p>
-
-<p>I should say that a chart helps those who can read it or
-rather who can assimilate what they read. The average chart
-reader, however, is apt to become obsessed with the notion
-that the dips and peaks and primary and secondary movements
-are all there is to stock speculation. If he pushes his
-confidence to its logical limit he is bound to go broke. There
-is an extremely able man, a former partner of a well-known
-Stock Exchange house, who is really a trained mathematician.
-He is a graduate of a famous technical school. He devised
-charts based upon a very careful and minute study of
-the behaviour of prices in many markets—stocks, bonds,
-grain, cotton, money, and so on. He went back years and
-years and traced the correlations and seasonal movements—oh,
-everything. He used his charts in his stock trading for
-years. What he really did was to take advantage of some
-highly intelligent averaging. They tell me he won regularly—until
-the World War knocked all precedents into a cocked
-hat. I heard that he and his large following lost millions before
-they desisted. But not even a world war can keep the<span class="pagenum" id="Page_57">57</span>
-stock market from being a bull market when conditions are
-bullish, or a bear market when conditions are bearish. And
-all a man needs to know to make money is to appraise
-conditions.</p>
-
-<p>I didn’t mean to get off the track like that, but I can’t help
-it when I think of my first few years in Wall Street. I know
-now what I did not know then, and I think of the mistakes
-of my ignorance because those are the very mistakes that
-the average stock speculator makes year in and year out.</p>
-
-<p>After I got back to New York to try for the third time to
-beat the market in a Stock Exchange house I traded quite
-actively. I didn’t expect to do as well as I did in the bucket
-shops, but I thought that after a while I would do much
-better because I would be able to swing a much heavier line.
-Yet, I can see now that my main trouble was my failure to
-grasp the vital difference between stock gambling and stock
-speculation. Still, by reason of my seven years’ experience in
-reading the tape and a certain natural aptitude for the game,
-my stake was earning not indeed a fortune but a very high
-rate of interest. I won and lost as before, but I was winning
-on balance. The more I made the more I spent. This is the
-usual experience with most men. No, not necessarily with
-easy-money pickers, but with every human being who is not
-a slave of the hoarding instinct. Some men, like old Russell
-Sage, have the money-making and the money-hoarding instinct
-equally well developed, and of course they die disgustingly
-rich.</p>
-
-<p>The game of beating the market exclusively interested me
-from ten to three every day, and after three, the game of
-living my life. Don’t misunderstand me. I never allowed
-pleasure to interfere with business. When I lost it was because
-I was wrong and not because I was suffering from dissipation
-or excesses. There never were any shattered nerves
-or rum-shaken limbs to spoil my game. I couldn’t afford anything
-that kept me from feeling physically and mentally fit.
-Even now I am usually in bed by ten. As a young man I<span class="pagenum" id="Page_58">58</span>
-never kept late hours, because I could not do business properly
-on insufficient sleep. I was doing better than breaking
-even and that is why I didn’t think there was any need to
-deprive myself of the good things of life. The market was
-always there to supply them. I was acquiring the confidence
-that comes to a man from a professionally dispassionate attitude
-toward his own method of providing bread and butter
-for himself.</p>
-
-<p>The first change I made in my play was in the matter of
-time. I couldn’t wait for the sure thing to come along and
-then take a point or two out of it as I could in the bucket
-shops. I had to start much earlier if I wanted to catch the
-move in Fullerton’s office. In other words, I had to study
-what was going to happen; to anticipate stock movements.
-That sounds asininely commonplace, but you know what I
-mean. It was the change in my own attitude toward the
-game that was of supreme importance to me. It taught me,
-little by little, the essential difference between betting on
-fluctuations and anticipating inevitable advances and declines,
-between gambling and speculating.</p>
-
-<p>I had to go further back than an hour in my studies of the
-market—which was something I never would have learned
-to do in the biggest bucket shop in the world. I interested
-myself in trade reports and railroad earnings and financial
-and commercial statistics. Of course I loved to trade heavily
-and they called me the Boy Plunger; but I also liked to study
-the moves. I never thought that anything was irksome if it
-helped me to trade more intelligently. Before I can solve a
-problem I must state it to myself. When I think I have found
-the solution I must prove I am right. I know of only one way
-to prove it; and that is, with my own money.</p>
-
-<p>Slow as my progress seems now, I suppose I learned as
-fast as I possibly could, considering that I was making money
-on balance. If I had lost oftener perhaps it might have
-spurred me to more continuous study. I certainly would have
-had more mistakes to spot. But I am not sure of the exact<span class="pagenum" id="Page_59">59</span>
-value of losing, for if I had lost more I would have lacked
-the money to test out the improvements in my methods of
-trading.</p>
-
-<p>Studying my winning plays in Fullerton’s office I discovered
-that although I often was 100 per cent right on the
-market—that is, in my diagnosis of conditions and general
-trend—I was not making as much money as my market
-“rightness” entitled me to. Why wasn’t I?</p>
-
-<p>There was as much to learn from partial victory as from
-defeat.</p>
-
-<p>For instance, I had been bullish from the very start of a
-bull market, and I had backed my opinion by buying stocks.
-An advance followed, as I had clearly foreseen. So far, all
-very well. But what else did I do? Why, I listened to the
-elder statesmen and curbed my youthful impetuousness. I
-made up my mind to be wise and play carefully, conservatively.
-Everybody knew that the way to do that was to take
-profits and buy back your stocks on reactions. And that is
-precisely what I did, or rather what I tried to do; for I often
-took profits and waited for a reaction that never came. And
-I saw my stock go kiting up ten points more and I sitting
-there with my four-point profit safe in my conservative
-pocket. <em>They say you never grow poor taking profits. No,
-you don’t. But neither do you grow rich taking a four-point
-profit in a bull market.</em></p>
-
-<p>Where I should have made twenty thousand dollars I
-made two thousand. That was what my conservatism did
-for me. About the time I discovered what a small percentage
-of what I should have made I was getting I discovered something
-else, and that is that suckers differ among themselves
-according to the degree of experience.</p>
-
-<p>The tyro knows nothing, and everybody, including himself,
-knows it. But the next, or second, grade thinks he
-knows a great deal and makes others feel that way too. He
-is the experienced sucker, who has studied—not the market
-itself but a few remarks about the market made by a still<span class="pagenum" id="Page_60">60</span>
-higher grade of suckers. The second-grade sucker knows
-how to keep from losing his money in some of the ways that
-get the raw beginner. It is this semisucker rather than the
-100 per cent article who is the real all-the-year-round support
-of the commission houses. He lasts about three and a
-half years on an average, as compared with a single season
-of from three to thirty weeks, which is the usual Wall Street
-life of a first offender. It is naturally the semisucker who is
-always quoting the famous trading aphorisms and the various
-rules of the game. <em>He knows all the don’ts that ever fell
-from the oracular lips of the old stagers—excepting the
-principal one, which is: Don’t be a sucker!</em></p>
-
-<p><em>This semisucker is the type that thinks he has cut his wisdom
-teeth because he loves to buy on declines.</em> He waits for
-them. He measures his bargains by the number of points it
-has sold off from the top. In big bull markets the plain unadulterated
-sucker, utterly ignorant of rules and precedents,
-buys blindly because he hopes blindly. He makes most of the
-money—until one of the healthy reactions takes it away from
-him at one fell swoop. But the Careful Mike sucker does
-what I did when I thought I was playing the game intelligently—according
-to the intelligence of others. I knew I
-needed to change my bucket-shop methods and I thought I
-was solving my problem with any change, particularly one
-that assayed high gold values according to the experienced
-traders among the customers.</p>
-
-<p>Most—let us call ’em customers—are alike. You find very
-few who can truthfully say that Wall Street doesn’t owe them
-money. In Fullerton’s there were the usual crowd. All grades!
-Well, there was one old chap who was not like the others.
-To begin with, he was a much older man. Another thing was
-that he never volunteered advice and never bragged of his
-winnings. He was a great hand for listening very attentively
-to the others. He did not seem very keen to get tips—that is,
-he never asked the talkers what they’d heard or what they
-knew. But when somebody gave him one he always thanked<span class="pagenum" id="Page_61">61</span>
-the tipster very politely. Sometimes he thanked the tipster
-again—when the tip turned out O.K. But if it went wrong he
-never whined, so that nobody could tell whether he followed
-it or let it slide by. It was a legend of the office that the old
-jigger was rich and could swing quite a line. But he wasn’t
-donating much to the firm in the way of commissions; at least
-not that anyone could see. His name was Partridge, but they
-nicknamed him Turkey behind his back, because he was so
-thick-chested and had a habit of strutting about the various
-rooms, with the point of his chin resting on his breast.</p>
-
-<p>The customers, who were all eager to be shoved and forced
-into doing things so as to lay the blame for failure on others,
-used to go to old Partridge and tell him what some friend of
-a friend of an insider had advised them to do in a certain
-stock. They would tell him what they had not done with the
-tip so he would tell them what they ought to do. But whether
-the tip they had was to buy or to sell, the old chap’s answer
-was always the same.</p>
-
-<p>The customer would finish the tale of his perplexity and
-then ask: “What do you think I ought to do?”</p>
-
-<p>Old Turkey would cock his head to one side, contemplate
-his fellow customer with a fatherly smile, and finally he
-would say very impressively, “You know, it’s a bull market!”</p>
-
-<p>Time and again I heard him say, “Well, this is a bull market,
-you know!” as though he were giving to you a priceless
-talisman wrapped up in a million-dollar accident-insurance
-policy. And of course I did not get his meaning.</p>
-
-<p>One day a fellow named Elmer Harwood rushed into the
-office, wrote out an order and gave it to the clerk. Then he
-rushed over to where Mr. Partridge was listening politely to
-John Fanning’s story of the time he overheard Keene give
-an order to one of his brokers and all that John made was a
-measly three points on a hundred shares and of course the
-stock had to go up twenty-four points in three days right
-after John sold out. It was at least the fourth time that John<span class="pagenum" id="Page_62">62</span>
-had told him that tale of woe, but old Turkey was smiling as
-sympathetically as if it was the first time he heard it.</p>
-
-<p>Well, Elmer made for the old man and, without a word of
-apology to John Fanning, told Turkey, “Mr. Partridge, I have
-just sold my Climax Motors. My people say the market is
-entitled to a reaction and that I’ll be able to buy it back
-cheaper. So you’d better do likewise. That is, if you’ve still
-got yours.”</p>
-
-<p>Elmer looked suspiciously at the man to whom he had
-given the original tip to buy. The amateur, or gratuitous,
-tipster always thinks he owns the receiver of his tip body
-and soul, even before he knows how the tip is going to turn
-out.</p>
-
-<p>“Yes, Mr. Harwood, I still have it. Of course!” said Turkey
-gratefully. It was nice of Elmer to think of the old chap.</p>
-
-<p>“Well, now is the time to take your profit and get in again
-on the next dip,” said Elmer, as if he had just made out the
-deposit slip for the old man. Failing to perceive enthusiastic
-gratitude in the beneficiary’s face, Elmer went on: “I have
-just sold every share I owned!”</p>
-
-<p>From his voice and manner you would have conservatively
-estimated it at ten thousand shares.</p>
-
-<p>But Mr. Partridge shook his head regretfully and whined,
-“No! No! I can’t do that!”</p>
-
-<p>“What?” yelled Elmer.</p>
-
-<p>“I simply can’t!” said Mr. Partridge. He was in great
-trouble.</p>
-
-<p>“Didn’t I give you the tip to buy it?”</p>
-
-<p>“You did, Mr. Harwood, and I am very grateful to you.
-Indeed, I am, sir. But——”</p>
-
-<p>“Hold on! Let me talk! And didn’t that stock go up seven
-points in ten days? Didn’t it?”</p>
-
-<p>“It did, and I am much obliged to you, my dear boy. But
-I couldn’t think of selling that stock.”</p>
-
-<p>“You couldn’t?” asked Elmer, beginning to look doubtful
-himself. It is a habit with most tip givers to be tip takers.</p>
-
-<p><span class="pagenum" id="Page_63">63</span>
-“No, I couldn’t.”</p>
-
-<p>“Why not?” And Elmer drew nearer.</p>
-
-<p>“Why, this is a bull market!” The old fellow said it as
-though he had given a long and detailed explanation.</p>
-
-<p>“That’s all right,” said Elmer, looking angry because of his
-disappointment. “I know this is a bull market as well as you
-do. But you’d better slip them that stock of yours and buy it
-back on the reaction. You might as well reduce the cost to
-yourself.”</p>
-
-<p>“My dear boy,” said old Partridge, in great distress—“my
-dear boy, <em>if I sold that stock now I’d lose my position; and
-then where would I be</em>?”</p>
-
-<p>Elmer Harwood threw up his hands, shook his head and
-walked over to me to get sympathy: “Can you beat it?” he
-asked me in a stage whisper. “I ask you!”</p>
-
-<p>I didn’t say anything. So he went on: “I give him a tip on
-Climax Motors. He buys five hundred shares. He’s got seven
-points’ profit and I advise him to get out and buy ’em back
-on the reaction that’s overdue even now. And what does he
-say when I tell him? He says that if he sells he’ll lose his job.
-What do you know about that?”</p>
-
-<p>“I beg your pardon, Mr. Harwood; I didn’t say I’d lose my
-job,” cut in old Turkey. “I said I’d lose my position. And
-when you are as old as I am and you’ve been through as
-many booms and panics as I have, you’ll know that to lose
-your position is something nobody can afford; not even
-John D. Rockefeller. I hope the stock reacts and that you
-will be able to repurchase your line at a substantial concession,
-sir. But I myself can only trade in accordance with the
-experience of many years. I paid a high price for it and I
-don’t feel like throwing away a second tuition fee. But I am
-as much obliged to you as if I had the money in the bank.
-It’s a bull market, you know.” And he strutted away, leaving
-Elmer dazed.</p>
-
-<p>What old Mr. Partridge said did not mean much to me
-until I began to think about my own numerous failures to<span class="pagenum" id="Page_64">64</span>
-make as much money as I ought to when I was so right on
-the general market. The more I studied the more I realized
-how wise that old chap was. He had evidently suffered from
-the same defect in his young days and knew his own human
-weaknesses. He would not lay himself open to a temptation
-that experience had taught him was hard to resist and had
-always proved expensive to him, as it was to me.</p>
-
-<p>I think it was a long step forward in my education when
-I realized at last that when old Mr. Partridge kept on telling
-the other customers, “Well, you know this is a bull market!”
-he really meant to tell them that the big money was not in
-the individual fluctuations but in the main movements—that
-is, not in reading the tape but in sizing up the entire market
-and its trend.</p>
-
-<p>And right here let me say one thing: After spending many
-years in Wall Street and after making and losing millions of
-dollars I want to tell you this: <em>It never was my thinking that</em>
-made the big money for me. <em>It was always my sitting.</em> Got
-that? My sitting tight! <em>It is no trick at all to be right on the
-market. You always find lots of early bulls in bull markets
-and early bears in bear markets.</em> I’ve known many men who
-were right at exactly the right time, and began buying or
-selling stocks when prices were at the very level which
-should show the greatest profit. And their experience invariably
-matched mine—that is, they made no real money out
-of it. Men who can both be right and sit tight are uncommon.
-I found it one of the hardest things to learn. But it is only
-after a stock operator has firmly grasped this that he can
-make big money. It is literally true that millions come easier
-to a trader after he knows how to trade than hundreds did
-in the days of his ignorance.</p>
-
-<p>The reason is that a man may see straight and clearly and
-yet become impatient or doubtful <em>when the market takes its
-time about doing as he figured it must do</em>. That is why so
-many men in Wall Street, who are not at all in the sucker
-class, not even in the third grade, nevertheless lose money.<span class="pagenum" id="Page_65">65</span>
-The market does not beat them. They beat themselves, because
-though they have brains <em>they cannot sit tight</em>. Old
-Turkey was dead right in doing and saving what he did. He
-had not only the courage of his convictions but the intelligent
-patience to sit tight.</p>
-
-<p>Disregarding the big swing and trying to jump in and out
-was fatal to me. <em>Nobody can catch all the fluctuations.</em> In a
-bull market your game is to buy and hold until you believe
-that the bull market is near its end. To do this you must
-study the general conditions and not tips or special factors
-affecting individual stocks. Then get out of all your stocks;
-get out for keeps! Wait until you see—or if you prefer, until
-you think you see—the turn of the market; the beginning of
-a reversal of general conditions. You have to use your brains
-and your vision to do this; otherwise my advice would be as
-idiotic as to tell you to buy cheap and sell dear. <em>One of the
-most helpful things that anybody can learn is to give up trying
-to catch the last eighth—or the first. These two are the
-most</em> expensive eighths in the world. They have cost stock
-traders, in the aggregate, enough millions of dollars to build
-a concrete highway across the continent.</p>
-
-<p>Another thing I noticed in studying my plays in Fullerton’s
-office after I began to trade less unintelligently was that my
-initial operations seldom showed me a loss. That naturally
-made me decide to start big. It gave me confidence in my
-own judgment before I allowed it to be vitiated by the advice
-of others or even by my own impatience at times. Without
-faith in his own judgment no man can go very far in this
-game. That is about all I have learned—to study general
-conditions, <em>to take a position and stick to it. I can wait without
-a twinge of impatience. I can see a setback without being
-shaken, knowing that it is only temporary.</em> I have been short
-one hundred thousand shares and I have seen a big rally
-coming. I have figured—and figured correctly—that such a
-rally as I felt was inevitable, and even wholesome, would
-make a difference of one million dollars in my paper profits.<span class="pagenum" id="Page_66">66</span>
-And I nevertheless have stood pat and seen half my paper
-profit wiped out, without once considering the advisability
-of covering my shorts to put them out again on the rally. I
-knew that if I did I might lose my position and with it the
-certainty of a big killing. It is the big swing that makes the
-big money for you.</p>
-
-<p>If I learned all this so slowly it was because I learned by
-my mistakes, <em>and some time always elapses between making
-a mistake and realizing it</em>, and more time between realizing
-it and exactly determining it. But at the same time I was
-faring pretty comfortably and was very young, so that I
-made up in other ways. Most of my winnings were still made
-in part through my tape reading because the kind of markets
-we were having lent themselves fairly well to my method. I
-was not losing either as often or as irritatingly as in the beginning
-of my New York experiences. It wasn’t anything to
-be proud of, when you think that I had been broke three
-times in less than two years. And as I told you, being broke
-is a very efficient educational agency.</p>
-
-<p>I was not increasing my stake very fast because I lived up
-to the handle all the time. I did not deprive myself of many
-of the things that a fellow of my age and tastes would want.
-I had my own automobile and I could not see any sense in
-skimping on living when I was taking it out of the market.
-The ticker only stopped Sundays and holidays, which was as
-it should be. Every time I found the reason for a loss or the
-why and how of another mistake, I added a brand-new
-<em>Don’t!</em> to my schedule of assets. And the nicest way to capitalize
-my increasing assets was by not cutting down on my
-living expenses. Of course I had some amusing experiences
-and some that were not so amusing, but if I told them all in
-detail I’d never finish. As a matter of fact, the only incidents
-that I remember without special effort are those that taught
-me something of definite value to me in my trading; something
-that added to my store of knowledge of the game—and
-of myself!</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_67">67</span></p>
-
-<div class="chapter">
-<h2 id="VI"><i>VI</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">In the spring of</span> 1906 I was in Atlantic City for a short vacation.
-I was out of stocks and was thinking only of having a
-change of air and a nice rest. By the way, I had gone back
-to my first brokers, Harding Brothers, and my account had
-got to be pretty active. I could swing three or four thousand
-shares. That wasn’t much more than I had done in the old
-Cosmopolitan shop when I was barely twenty years of age.
-But there was some difference between my one-point margin
-in the bucket shop and the margin required by brokers who
-actually bought or sold stocks for my account on the New
-York Stock Exchange.</p>
-
-<p>You may remember the story I told you about that time
-when I was short thirty-five hundred Sugar in the Cosmopolitan
-and I had a hunch something was wrong and I’d
-better close the trade? Well, I have often had that curious
-feeling. As a rule, I yield to it. But at times I have pooh-poohed
-the idea and have told myself that it was simply
-asinine to follow any of these sudden blind impulses to reverse
-my position. I have ascribed my hunch to a state of
-nerves resulting from too many cigars or insufficient sleep or
-a torpid liver or something of that kind. When I have argued
-myself into disregarding my impulse and have stood pat I
-have always had cause to regret it. A dozen instances occur to
-me when I did not sell as per hunch, and the next day I’d go
-downtown and the market would be strong, or perhaps even
-advance, and I’d tell myself how silly it would have been to<span class="pagenum" id="Page_68">68</span>
-obey the blind impulse to sell. But on the following day
-there would be a pretty bad drop. Something had broken
-loose somewhere and I’d have made money by not being so
-wise and logical. The reason plainly was not physiological
-but psychological.</p>
-
-<p>I want to tell you only about one of them because of what
-it did for me. It happened when I was having that little
-vacation in Atlantic City in the spring of 1906. I had a friend
-with me who also was a customer of Harding Brothers. I had
-no interest in the market one way or another and was enjoying
-my rest. I can always give up trading to play, unless of
-course it is an exceptionally active market in which my commitments
-are rather heavy. It was a bull market, as I remember
-it. The outlook was favorable for general business and
-the stock market had slowed down but the tone was firm
-and all indications pointed to higher prices.</p>
-
-<p>One morning after we had breakfasted and had finished
-reading all the New York morning papers, and had got tired
-of watching the sea gulls picking up clams and flying up
-with them twenty feet in the air and dropping them on the
-hard wet sand to open them for their breakfast, my friend
-and I started up the Boardwalk. That was the most exciting
-thing we did in the daytime.</p>
-
-<p>It was not noon yet, and we walked up slowly to kill time
-and breathe the salt air. Harding Brothers had a branch
-office on the Boardwalk and we used to drop in every morning
-and see how they’d opened. It was more force of habit
-than anything else, for I wasn’t doing anything.</p>
-
-<p>The market, we found, was strong and active. My friend,
-who was quite bullish, was carrying a moderate line purchased
-several points lower. He began to tell me what an
-obviously wise thing it was to hold stocks for much higher
-prices. I wasn’t paying enough attention to him to take the
-trouble to agree with him. I was looking over the quotation
-board, noting the changes—they were mostly advances—until
-I came to Union Pacific. I got a feeling that I ought to<span class="pagenum" id="Page_69">69</span>
-sell it. I can’t tell you more. I just felt like selling it. I asked
-myself why I should feel like that, and I couldn’t find any
-reason whatever for going short of UP.</p>
-
-<p>I stared at the last price on the board until I couldn’t see
-any figures or any board or anything else, for that matter.
-All I knew was that I wanted to sell Union Pacific and I
-couldn’t find out why I wanted to.</p>
-
-<p>I must have looked queer, for my friend, who was standing
-alongside of me, suddenly nudged me and asked, “Hey,
-what’s the matter?”</p>
-
-<p>“I don’t know,” I answered.</p>
-
-<p>“Going to sleep?” he said.</p>
-
-<p>“No,” I said. “I am not going to sleep. What I am going
-to do is to sell that stock.” I had always made money following
-my hunches.</p>
-
-<p>I walked over to a table where there were some blank
-order pads. My friend followed me. I wrote out an order to
-sell a thousand Union Pacific at the market and handed it
-to the manager. He was smiling when I wrote it and when
-he took it. But when he read the order he stopped smiling
-and looked at me.</p>
-
-<p>“Is this right?” he asked me. But I just looked at him and
-he rushed it over to the operator.</p>
-
-<p>“What are you doing?” asked my friend.</p>
-
-<p>“I’m selling it!” I told him.</p>
-
-<p>“Selling what?” he yelled at me. If he was a bull how could
-I be a bear? Something was wrong.</p>
-
-<p>“A thousand UP.,” I said.</p>
-
-<p>“Why?” he asked me in great excitement.</p>
-
-<p>I shook my head, meaning I had no reason. But he must
-have thought I’d got a tip, because he took me by the arm
-and led me outside into the hall, where we could be out of
-sight and hearing of the other customers and rubbering
-chairwarmers.</p>
-
-<p>“What did you hear?” he asked me.</p>
-
-<p>He was quite excited. UP. was one of his pets and he was<span class="pagenum" id="Page_70">70</span>
-bullish on it because of its earnings and its prospects. But he
-was willing to take a bear tip on it at second hand.</p>
-
-<p>“Nothing!” I said.</p>
-
-<p>“You didn’t?” He was skeptical and showed it plainly.</p>
-
-<p>“I didn’t hear a thing.”</p>
-
-<p>“Then why in blazes are you selling?”</p>
-
-<p>“I don’t know,” I told him. I spoke gospel truth.</p>
-
-<p>“Oh, come across, Larry,” he said.</p>
-
-<p>He knew it was my habit to know why I traded. I had
-sold a thousand shares of Union Pacific. I must have a very
-good reason to sell that much stock in the face of the strong
-market.</p>
-
-<p>“I don’t know,” I repeated. “I just feel that something is
-going to happen.”</p>
-
-<p>“What’s going to happen?”</p>
-
-<p>“I don’t know. I can’t give you any reason. All I know is
-that I want to sell that stock. And I’m going to let ’em have
-another thousand.”</p>
-
-<p>I walked back into the office and gave an order to sell a
-second thousand. If I was right in selling the first thousand
-I ought to have out a little more.</p>
-
-<p>“What could possibly happen?” persisted my friend, who
-couldn’t make up his mind to follow my lead. If I’d told him
-that I had heard UP. was going down he’d have sold it without
-asking me from whom I’d heard it or why. “What could
-possibly happen?” he asked again.</p>
-
-<p>“A million things could happen. But I can’t promise you
-that any of them will. I can’t give you any reasons and I
-can’t tell fortunes,” I told him.</p>
-
-<p>“Then you’re crazy,” he said. “Stark crazy, selling that
-stock without rime or reason. You don’t know why you want
-to sell it?”</p>
-
-<p>“I don’t know why I want to sell it. I only know I do
-want to,” I said. “I want to, like everything.” The urge was
-so strong that I sold another thousand.</p>
-
-<p>That was too much for my friend. He grabbed me by the<span class="pagenum" id="Page_71">71</span>
-arm and said, “Here! Let’s get out of this place before you
-sell the entire capital stock.”</p>
-
-<p>I had sold as much as I needed to satisfy my feeling, so I
-followed him without waiting for a report on the last two
-thousand shares. It was a pretty good jag of stock for me to
-sell even with the best of reasons. It seemed more than
-enough to be short of without any reason whatever, particularly
-when the entire market was so strong and there was
-nothing in sight to make anybody think of the bear side. But
-I remembered that on previous occasions when I had the
-same urge to sell and didn’t do it I always had reasons to
-regret it.</p>
-
-<p>I have told some of these stories to friends, and some of
-them tell me it isn’t a hunch but the subconscious mind,
-which is the creative mind, at work. That is the mind which
-makes artists do things without their knowing how they
-came to do them. Perhaps with me it was the cumulative
-effect of a lot of little things individually insignificant but
-collectively powerful. Possibly my friend’s unintelligent bullishness
-aroused a spirit of contradiction and I picked on UP.
-because it had been touted so much. I can’t tell you what
-the cause or motive for hunches may be. All I know is that
-I went out of the Atlantic City branch office of Harding
-Brothers short three thousand Union Pacific in a rising
-market, and I wasn’t worried a bit.</p>
-
-<p>I wanted to know what price they’d got for my last two
-thousand shares. So after luncheon we walked up to the
-office. I had the pleasure of seeing that the general market
-was strong and Union Pacific higher.</p>
-
-<p>“I see your finish,” said my friend. You could see he was
-glad he hadn’t sold any.</p>
-
-<p>The next day the general market went up some more and
-I heard nothing but cheerful remarks from my friend. But I
-felt sure I had done right to sell UP., and I never get impatient
-when I feel I am right. What’s the sense? That afternoon
-Union Pacific stopped climbing, and toward the end of<span class="pagenum" id="Page_72">72</span>
-the day began to go off. Pretty soon it got down to a point
-below the level of the average of my three thousand shares.
-I felt more positive than ever that I was on the right side,
-and since I felt that way I naturally had to sell some more.
-So, toward the close, I sold an additional two thousand
-shares.</p>
-
-<p>There I was, short five thousand shares of UP. on a hunch.
-That was as much as I could sell in Harding’s office with the
-margin I had up. It was too much stock for me to be short
-of, on a vacation; so I gave up the vacation and returned to
-New York that very night. There was no telling what might
-happen and I thought I’d better be Johnny-on-the-spot.
-There I could move quickly if I had to.</p>
-
-<p>The next day we got the news of the San Francisco earthquake.
-It was an awful disaster. But the market opened
-down only a couple of points. <em>The bull forces were at work,
-and the public never is independently responsive to news.
-You see that all the time. If there is a solid bull foundation,
-for instance, whether or not what the papers call bull
-manipulation is going on the same time, certain news items
-fail to have the effect they would have if the Street was
-bearish.</em> It is all in the state of sentiment at the time. In
-this case the Street did not appraise the extent of the catastrophe
-because it didn’t wish to. Before the day was over
-prices came back.</p>
-
-<p>I was short five thousand shares. The blow had fallen, but
-my stock hadn’t. My hunch was of the first water, but my
-bank account wasn’t growing; not even on paper. The friend
-who had been in Atlantic City with me when I put out my
-short line in UP. was glad and sad about it.</p>
-
-<p>He told me: “That was some hunch, kid. But, say, when
-the talent and the money are all on the bull side what’s the
-use of bucking against them? They are bound to win out.”</p>
-
-<p>“Give them time,” I said. I meant prices. I wouldn’t cover
-because I knew the damage was enormous and the Union<span class="pagenum" id="Page_73">73</span>
-Pacific would be one of the worst sufferers. <em>But it was exasperating
-to see the blindness of the Street.</em></p>
-
-<p>“Give ’em time and your skin will be where all the other
-bear hides are stretched out in the sun, drying,” he assured
-me.</p>
-
-<p>“What would you do?” I asked him. “Buy UP. on the
-strength of the millions of dollars of damage suffered by the
-Southern Pacific and other lines? Where are the earnings for
-dividends going to come from after they pay for all they’ve
-lost? The best you can say is that the trouble may not be as
-bad as it is painted. But is that a reason for buying the
-stocks of the roads chiefly affected? Answer me that.”</p>
-
-<p>But all my friend said was: “Yes, that listens fine. But I
-tell you, the market doesn’t agree with you. The tape doesn’t
-lie, does it?”</p>
-
-<p>“<em>It doesn’t always tell the truth on the instant</em>,” <em>I said.</em></p>
-
-<p>“Listen. A man was talking to Jim Fisk a little before
-Black Friday, giving ten good reasons why gold ought to go
-down for keeps. He got so encouraged by his own words
-that he ended by telling Fisk that he was going to sell a few
-million. And Jim Fisk just looked at him and said, “Go
-ahead! Do! Sell it short and invite me to your funeral.”</p>
-
-<p>“Yes,” I said; “and if that chap had sold it short, look at
-the killing he would have made! Sell some UP. yourself.”</p>
-
-<p>“Not I! I’m the kind that thrives best on not rowing
-against wind and tide.”</p>
-
-<p>On the following day, when fuller reports came in, the
-market began to slide off, but even then not as violently as
-it should. Knowing that nothing under the sun could stave
-off a substantial break I doubled up and sold five thousand
-shares. Oh, by that time it was plain to most people, and my
-brokers were willing enough. It wasn’t reckless of them or
-of me, not the way I sized up the market. On the day following,
-the market began to go for fair. There was the dickens
-to pay. Of course I pushed my luck for all it was worth. I<span class="pagenum" id="Page_74">74</span>
-doubled up again and sold ten thousand shares more. It was
-the only play possible.</p>
-
-<p>I wasn’t thinking of anything except that I was right—100
-per cent right—and that this was a heaven-sent opportunity.
-It was up to me to take advantage of it. I sold more. Did I
-think that with such a big line of shorts out, it wouldn’t take
-much of a rally to wipe out my paper profits and possibly my
-principal? I don’t know whether I thought of that or not, but
-if I did it didn’t carry much weight with me. I wasn’t plunging
-recklessly. I was really playing conservatively. There
-was nothing that anybody could do to undo the earthquake,
-was there? They couldn’t restore the crumpled buildings
-overnight, free, gratis, for nothing, could they? All the
-money in the world couldn’t help much in the next few
-hours, could it?</p>
-
-<p>I was not betting blindly. I wasn’t a crazy bear. I wasn’t
-drunk with success or thinking that because Frisco was
-pretty well wiped off the map the entire country was headed
-for the scrap heap. No, indeed! I didn’t look for a panic.
-Well, the next day I cleaned up. I made two hundred and
-fifty thousand dollars. It was my biggest winnings up to that
-time. It was all made in a few days. The Street paid no
-attention to the earthquake the first day or two. They’ll tell
-you that it was because the first despatches were not so
-alarming, but I think it was because it took so long to change
-the point of view of the public toward the securities markets.
-Even the professional traders for the most part were slow
-and shortsighted.</p>
-
-<p>I have no explanation to give you, either scientific or
-childish. I am telling you what I did, and why, and what
-came of it. I was much less concerned with the mystery of
-the hunch than with the fact that I got a quarter of a million
-out of it. It meant that I could now swing a much bigger
-line than ever, if or when the time came for it.</p>
-
-<p>That summer I went to Saratoga Springs. It was supposed
-to be a vacation for me, but I kept an eye on the market. To<span class="pagenum" id="Page_75">75</span>
-begin with, I wasn’t so tired that it bothered me to think
-about it. And then, everybody I knew up there had or had
-had an active interest in it. We naturally talked about it. I
-have noticed that there is quite a difference between talking
-and trading. Some of these chaps remind you of the bold
-clerk who talks to his cantankerous employer as to a yellow
-dog—when he tells you about it.</p>
-
-<p>Harding Brothers had a branch office in Saratoga. Many
-of their customers were there. But the real reason, I suppose,
-was the advertising value. Having a branch office in a resort
-is simply high-class billboard advertising. I used to drop in
-and sit around with the rest of the crowd. The manager was
-a very nice chap from the New York office who was there to
-give the glad hand to friends and strangers and, if possible,
-to get business. It was a wonderful place for tips—all kinds
-of tips, horse-race, stock-market, and waiters’. The office
-knew I didn’t take any, so the manager didn’t come and
-whisper confidentially in my ear what he’d just got on the
-q. t. from the New York office. He simply passed over the
-telegrams, saying, “This is what they’re sending out,” or
-something of the kind.</p>
-
-<p>Of course I watched the market. With me, to look at the
-quotation board and to read the signs is one process. My
-good friend Union Pacific, I noticed, looked like going up.
-<em>The price was high, but the stock acted as if it were being
-accumulated.</em> I watched it a couple of days without trading
-in it, and the more I watched it the more convinced I became
-that it was being bought on balance by somebody who
-was no piker, somebody who not only had a big bank roll
-but knew what was what. Very clever accumulation, I
-thought.</p>
-
-<p>As soon as I was sure of this I naturally began to buy it,
-at about 160. It kept on acting all hunky, and so I kept on
-buying it, five hundred shares at a clip. <em>The more I bought
-the stronger it got, without any spurt, and I was feeling very
-comfortable.</em> I couldn’t see any reason why that stock<span class="pagenum" id="Page_76">76</span>
-shouldn’t go up a great deal more; not with what I read on
-the tape.</p>
-
-<p>All of a sudden the manager came to me and said they’d
-got a message from New York—they had a direct wire of
-course—asking if I was in the office, and when they answered
-yes, another came saying: “Keep him there. Tell him
-Mr. Harding wants to speak to him.”</p>
-
-<p>I said I’d wait, and bought five hundred shares more of
-UP. I couldn’t imagine what Harding could have to say to
-me. I didn’t think it was anything about business. My margin
-was more than ample for what I was buying. Pretty soon
-the manager came and told me that Mr. Harding wanted me
-on the long-distance telephone.</p>
-
-<p>“Hello, Ed,” I said.</p>
-
-<p>But he said, “What the devil’s the matter with you? Are
-you crazy?”</p>
-
-<p>“Are you?” I said.</p>
-
-<p>“What are you doing?” he asked.</p>
-
-<p>“What do you mean?”</p>
-
-<p>“Buying all that stock.”</p>
-
-<p>“Why, isn’t my margin all right?”</p>
-
-<p>“It isn’t a case of margin, but of being a plain sucker.”</p>
-
-<p>“I don’t get you.”</p>
-
-<p>“Why are you buying all that Union Pacific?”</p>
-
-<p>“It’s going up,” I said.</p>
-
-<p>“Going up, hell! Don’t you know that the insiders are
-feeding it out to you? You’re just about the easiest mark up
-there. You’d have more fun losing it on the ponies. Don’t
-let them kid you.”</p>
-
-<p>“Nobody is kidding me,” I told him. “I haven’t talked to
-a soul about it.”</p>
-
-<p>But he came back at me: “You can’t expect a miracle to
-save you every time you plunge into that stock. Get out
-while you’ve still got a chance,” he said. “It’s a crime to be
-long of that stock at this level—when these highbinders are
-shoveling it out by the ton.”</p>
-
-<p><span class="pagenum" id="Page_77">77</span>
-“The tape says they’re buying it,” I insisted.</p>
-
-<p>“Larry, I got heart disease when your orders began to
-come in. For the love of Mike, don’t be a sucker. Get out!
-Right away. It’s liable to bust wide open any minute. I’ve
-done my duty. Good-by!” And he hung up.</p>
-
-<p>Ed Harding was a very clever chap, unusually well-informed
-and a real friend, disinterested and kind-hearted.
-And what was even more, I knew he was in position to hear
-things. All I had to go by, in my purchases of UP., was my
-years of studying the behaviour of stocks and my perception
-of certain symptoms which experience had taught me usually
-accompanied a substantial rise. <em>I don’t know what happened
-to me, but I suppose I must have concluded that my tape
-reading told me the stock was being absorbed simply because
-very clever manipulation by the insiders made the tape
-tell a story that wasn’t true.</em> Possibly I was impressed by the
-pains Ed Harding took to stop me from making what he was
-so sure would be a colossal mistake on my part. Neither his
-brains nor his motives were to be questioned. Whatever it
-was that made me decide to follow his advice, I cannot tell
-you; but follow it, I did.</p>
-
-<p>I sold out all my Union Pacific. <em>Of course if it was unwise
-to be long of it, it was equally unwise not to be short of it. So
-after I got rid of my long stock I sold four thousand shares
-short. I put out most of it around 162.</em></p>
-
-<p>The next day the directors of the Union Pacific Company
-declared a 10 per cent dividend on the stock. At first nobody
-in Wall Street believed it. It was too much like the desperate
-manœuvre of cornered gamblers. All the newspapers
-jumped on the directors. But while the Wall Street
-talent hesitated to act the market boiled over. Union Pacific
-led, and on huge transactions made a new high-record price.
-Some of the room traders made fortunes in an hour and I remember
-later hearing about a rather dull-witted specialist
-who made a mistake that put three hundred and fifty thousand
-dollars in his pocket. He sold his seat the following<span class="pagenum" id="Page_78">78</span>
-week and became a gentleman farmer the following month.</p>
-
-<p>Of course I realised, the moment I heard the news of the
-declaration of the unprecedented 10 per cent dividend, that
-I got what I deserved for disregarding the voice of experience
-and listening to the voice of a tipster. <em>My own convictions
-I had set aside for the suspicions of a friend, simply because
-he was disinterested and as a rule knew what he was
-doing.</em></p>
-
-<p>As soon as I saw Union Pacific making new high records
-I said to myself, “This is no stock for me to be short of.”</p>
-
-<p>All I had in the world was up as margin in Harding’s
-office. I was neither cheered nor made stubborn by the
-knowledge of that fact. What was plain was that I had read
-the tape accurately and that I had been a ninny to let Ed
-Harding shake my own resolution. There was no sense in
-recriminations, because I had no time to lose; and besides,
-what’s done is done. So I gave an order to take in my shorts.
-The stock was around 165 when I sent in that order to buy in
-the four thousand UP. at the market. I had a three-point loss
-on it at that figure. Well, my brokers paid 172 and 174 for
-some of it before they were through. I found when I got my
-reports that Ed Harding’s kindly intentioned interference
-cost me forty thousand dollars. <em>A low price for a man to pay
-for not having the courage of his own convictions! It was a
-cheap lesson.</em></p>
-
-<p>I wasn’t worried, because the tape said still higher prices.
-It was an unusual move and there were no precedents for the
-action of the directors, but I did this time what I thought
-I ought to do. As soon as I had given the first order to buy
-four thousand shares to cover my shorts I decided to profit
-by what the tape indicated and so I went along. I bought
-four thousand shares and held that stock until the next
-morning. Then I got out. I not only made up the forty thousand
-dollars I had lost but about fifteen thousand besides. If
-Ed Harding hadn’t tried to save me money I’d have made a
-killing. But he did me a very great service, for it was the lesson<span class="pagenum" id="Page_79">79</span>
-of that episode that, I firmly believe, <em>completed</em> my education
-as a trader.</p>
-
-<p>It was not that all I needed to learn was not to take tips
-but follow my own inclination. <em>It was that I gained confidence
-in myself and I was able finally to shake off the old
-method of trading.</em> That Saratoga experience was my last
-haphazard, hit-or-miss operation. From then on I began to
-think of basic conditions instead of individual stocks. I promoted
-myself to a higher grade in the hard school of speculation.
-It was a long and difficult step to take.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_80">80</span></p>
-
-<div class="chapter">
-<h2 id="VII"><i>VII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">I never hesitate</span> to tell a man that I am bullish or bearish.
-But I do not tell people to buy or sell any particular stock.
-In a bear market all stocks go down and in a bull market they
-go up. I don’t mean of course that in a bear market caused
-by a war, ammunition shares do not go up. I speak in a general
-sense. But the average man doesn’t wish to be told that
-it is a bull or a bear market. What he desires is to be told
-specifically which particular stock to buy or sell. He wants
-to get something for nothing. He does not wish to work. He
-doesn’t even wish to have to think. It is too much bother
-to have to count the money that he picks up from the
-ground.</p>
-
-<p>Well, I wasn’t that lazy, but I found it easier to think of
-individual stocks than of the general market and therefore of
-individual fluctuations rather than of general movements. <em>I
-had to change and I did.</em></p>
-
-<p><em>People don’t seem to grasp easily the fundamentals of
-stock trading. I have often said that to buy on a rising market
-is the most comfortable way of buying stocks. Now, the
-point is not so much to buy as cheap as possible or go short
-at top prices, but to buy or sell at the right time. When I am
-bearish and I sell a stock, each sale must be at a lower level
-than the previous sale. When I am buying, the reverse is
-true. I must buy on rising scale. I don’t buy long stock on a
-scale down, I buy on a scale up.</em></p>
-
-<p>Let us suppose, for example, that I am buying some stock.<span class="pagenum" id="Page_81">81</span>
-<em>I’ll buy two thousand shares at 110. If the stock goes up to
-111 after I buy it I am, at least temporarily, right in my
-operation, because it is a point higher; it shows me a profit.
-Well, because I am right I go in and buy another two thousand
-shares.</em> If the market is still rising I buy a third lot of two
-thousand shares. Say the price goes up to 114. I think it is
-enough for the time being. I now have a trading basis to
-work from. I am long six thousand shares at an average
-of 111¾, and the stock is selling at 114. I won’t buy any
-more just then. I wait and see. I figure that at some stage
-of the rise there is going to be a reaction. I want to see how
-the market takes care of itself after that reaction. It will
-probably react to where I got my third lot. Say that after
-going higher it falls back to 112¼, and then rallies. Well,
-just as it goes back to 113¾ I shoot an order to buy four
-thousand—at the market of course. Well, if I get that four
-thousand at 113¾ I know something is wrong and I’ll give a
-testing order—that is, I’ll sell one thousand shares to see how
-the market takes it. But suppose that of the order to buy the
-four thousand shares that I put in when the price was 113¾
-I get two thousand at 114 and five hundred at 114½ and the
-rest on the way up so that for the last five hundred I pay
-115½. Then I know I am right. It is the way I get the four
-thousand shares that tells me whether I am right in buying
-that particular stock at that particular time—<em>for of course I
-am working on the assumption that I have checked up general
-conditions pretty well and they are bullish. I never want
-to buy stocks too cheap or too easily.</em></p>
-
-<p>I remember a story I heard about Deacon S. V. White
-when he was one of the big operators of the Street. He was a
-very fine old man, clever as they make them, and brave. He
-did some wonderful things in his day, from all I’ve heard.</p>
-
-<p>It was in the old days when Sugar was one of the most
-continuous purveyors of fireworks in the market. H. O.
-Havemeyer, president of the company, was in the heyday of
-his power. I gather from talks with the old-timers that<span class="pagenum" id="Page_82">82</span>
-H.O. and his following had all the resources of cash and
-cleverness necessary to put through successfully any deal in
-their own stock. They tell me that Havemeyer trimmed
-more small professional traders in that stock than any other
-insider in any other stock. As a rule, the floor traders are
-more likely to thwart the insiders’ game than help it.</p>
-
-<p>One day a man who knew Deacon White rushed into the
-office all excited and said, “Deacon, you told me if I ever got
-any good information to come to you at once with it and if
-you used it you’d carry me for a few hundred shares.” He
-paused for breath and for confirmation.</p>
-
-<p>The deacon looked at him in that meditative way he had
-and said, “I don’t know whether I ever told you exactly that
-or not, but I am willing to pay for information that I can
-use.”</p>
-
-<p>“Well, I’ve got it for you.”</p>
-
-<p>“Now, that’s nice,” said the deacon, so mildly that the man
-with the info swelled up and said, “Yes, sir, deacon.” Then
-he came closer so nobody else would hear and said, “H. O.
-Havemeyer is buying Sugar.”</p>
-
-<p>“Is he?” asked the deacon quite calmly.</p>
-
-<p>It peeved the informant, who said impressively: “Yes, sir.
-Buying all he can get, deacon.”</p>
-
-<p>“My friend, are you sure?” asked old S.V.</p>
-
-<p>“Deacon, I know it for a positive fact. The old inside
-gang are buying all they can lay their hands on. It’s got
-something to do with the tariff and there’s going to be a killing
-in the common. It will cross the preferred. And that
-means a sure thirty points for a starter.”</p>
-
-<p>“D’you really think so?” And the old man looked at him
-over the top of the old-fashioned silver-rimmed spectacles
-that he had put on to look at the tape.</p>
-
-<p>“Do I think so? No, I don’t think so; I know so. Absolutely!
-Why, deacon, when H. O. Havemeyer and his friends
-buy Sugar as they’re doing now they’re never satisfied with
-anything less than forty points net. I shouldn’t be surprised<span class="pagenum" id="Page_83">83</span>
-to see the market get away from them any minute and
-shoot up before they’ve got their full lines. There ain’t as
-much of it kicking around the brokers’ offices as there was a
-month ago.”</p>
-
-<p>“He’s buying Sugar, eh?” repeated the deacon absently.</p>
-
-<p>“Buying it? Why, he’s scooping it in as fast as he can
-without putting up the price on himself.”</p>
-
-<p>“So?” said the deacon. That was all.</p>
-
-<p>But it was enough to nettle the tipster, and he said, “Yes,
-sir-ree! And I call that very good information. Why, it’s
-absolutely straight.”</p>
-
-<p>“Is it?”</p>
-
-<p>“Yes; and it ought to be worth a whole lot. Are you going
-to use it?”</p>
-
-<p>“Oh, yes. I’m going to use it.”</p>
-
-<p>“When?” asked the information bringer suspiciously.</p>
-
-<p>“Right away.” And the deacon called: “Frank!” It was
-the first name of his shrewdest broker, who was then in the
-adjoining room.</p>
-
-<p>“Yes, sir,” said Frank.</p>
-
-<p>“I wish you’d go over to the Board and sell ten thousand
-Sugar.”</p>
-
-<p>“Sell?” yelled the tipster. There was such suffering in his
-voice that Frank, who had started out at a run, halted in his
-tracks.</p>
-
-<p>“Why, yes,” said the deacon mildly.</p>
-
-<p>“But I told you H. O. Havemeyer was buying it!”</p>
-
-<p>“I know you did, my friend,” said the deacon calmly; and
-turning to the broker: “Make haste, Frank!”</p>
-
-<p>The broker rushed out to execute the order and the tipster
-turned red.</p>
-
-<p>“I came in here,” he said furiously, “with the best information
-I ever had. I brought it to you because I thought you
-were my friend, and square. I expected you to act on it—”</p>
-
-<p>“I am acting on it,” interrupted the deacon in a tranquillising
-voice.</p>
-
-<p><span class="pagenum" id="Page_84">84</span>
-“But I told you H.O. and his gang were buying!”</p>
-
-<p>“That’s right. I heard you.”</p>
-
-<p>“Buying! Buying! I said buying!” shrieked the tipster.</p>
-
-<p>“Yes, buying! That is what I understood you to say,” the
-deacon assured him. He was standing by the ticker, looking
-at the tape.</p>
-
-<p>“But you are selling it.”</p>
-
-<p>“Yes; ten thousand shares.” And the deacon nodded.
-“Selling it, of course.”</p>
-
-<p>He stopped talking to concentrate on the tape and the
-tipster approached to see what the deacon saw, for the old
-man was very foxy. While he was looking over the deacon’s
-shoulder a clerk came in with a slip, obviously the report
-from Frank. The deacon barely glanced at it. He had seen
-on the tape how his order had been executed.</p>
-
-<p>It made him say to the clerk, “Tell him to sell another ten
-thousand Sugar.”</p>
-
-<p>“Deacon, I swear to you that they really are buying the
-stock!”</p>
-
-<p>“Did Mr. Havemeyer tell you?” asked the deacon quietly.</p>
-
-<p>“Of course not! He never tells anybody anything. He
-would not bat an eyelid to help his best friend make a nickel.
-But I know this is true.”</p>
-
-<p>“Do not allow yourself to become excited, my friend.” And
-the deacon held up a hand. He was looking at the tape. The
-tip-bringer said, bitterly:</p>
-
-<p>“If I had known you were going to do the opposite of
-what I expected I’d never have wasted your time or mine.
-But I am not going to feel glad when you cover that stock at
-an awful loss. I’m sorry for you, deacon. Honest! If you’ll
-excuse me I’ll go elsewhere and act on my own information.”</p>
-
-<p>“I’m acting on it. I think I know a little about the market;
-not as much, perhaps, as you and your friend H. O. Havemeyer,
-but still a little. What I am doing is what my experience
-tells me is the wise thing to do with that information
-you brought me. After a man has been in Wall Street as long<span class="pagenum" id="Page_85">85</span>
-as I have he is grateful for anybody who feels sorry for him.
-Remain calm, my friend.”</p>
-
-<p>The man just stared at the deacon, for whose judgment
-and nerve he had great respect.</p>
-
-<p>Pretty soon the clerk came in again and handed a report to
-the deacon, who looked at it and said: “Now tell him to buy
-thirty thousand Sugar. Thirty thousand!”</p>
-
-<p>The clerk hurried away and the tipster just grunted and
-looked at the old gray fox.</p>
-
-<p>“My friend,” the deacon explained kindly, “I did not doubt
-that you were telling me the truth as you saw it. But even
-if I had heard H. O. Havemeyer tell you himself, I still
-would have acted as I did. For there was only one way to
-find out if anybody was buying the stock in the way you
-said H. O. Havemeyer and his friends were buying it, and
-that was to do what I did. The first ten thousand shares went
-fairly easily. It was not quite conclusive. But the second ten
-thousand was absorbed by a market that did not stop rising.
-The way the twenty thousand shares were taken by somebody
-proved to me that somebody was in truth willing to
-take all the stock that was offered. It doesn’t particularly
-matter at this point who that particular somebody may be.
-So I have covered my shorts and am long ten thousand
-shares, and I think that your information was good as far as
-it went.”</p>
-
-<p>“And how far does it go?” asked the tipster.</p>
-
-<p>“You have five hundred shares in this office at the average
-price of the ten thousand shares,” said the deacon. “Good
-day, my friend. Be calm the next time.”</p>
-
-<p>“Say, deacon,” said the tipster, “won’t you please sell mine
-when you sell yours? I don’t know as much as I thought
-I did.”</p>
-
-<p>That’s the theory. <em>That is why I never buy stocks cheap.</em>
-Of course I always try to buy effectively—in such a way as to
-help my side of the market. When it comes to selling stocks,<span class="pagenum" id="Page_86">86</span>
-it is plain that nobody can sell unless somebody wants those
-stocks.</p>
-
-<p>If you operate on a large scale you will have to bear that
-in mind all the time. A man studies conditions, plans his
-operations carefully and proceeds to act. He swings a pretty
-fair line and he accumulates a big profit—on paper. Well,
-that man can’t sell at will. You can’t expect the market to
-absorb fifty thousand shares of one stock as easily as it does
-one hundred. He will have to wait until he has a market
-there to take it. There comes the time when he thinks the
-requisite buying power is there. When that opportunity
-comes he must seize it. As a rule he will have been waiting
-for it. <em>He has to sell when he can, not when he wants to.</em> To
-learn the time, he has to watch and test. It is no trick to tell
-when the market can take what you give it. But in starting a
-movement it is unwise to take on your full line unless you are
-convinced that conditions are exactly right. <em>Remember that
-stocks are never too high for you to begin buying or too low
-to begin selling. But after the initial transaction, don’t make
-a second unless the first shows you a profit. Wait and watch.</em>
-That is where your tape reading comes in—to enable you to
-decide as to the proper time for beginning. <em>Much depends
-upon beginning at exactly the right time.</em> It took me years to
-realize the importance of this. It also cost me some hundreds
-of thousands of dollars.</p>
-
-<p>I don’t mean to be understood as advising persistent pyramiding.
-<em>A man can pyramid and make big money that he
-couldn’t make if he didn’t pyramid; of course.</em> But what I
-meant to say was this: Suppose a man’s line is five hundred
-shares of stock. I say that he ought not to buy it all at once;
-not if he is speculating. If he is merely gambling the only
-advice I have to give him is, don’t!</p>
-
-<p>Suppose he buys his first hundred, and that promptly
-shows him a loss. Why should he go to work and get more
-stock? He ought to see at once that he is in wrong; at least
-temporarily.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_87">87</span></p>
-
-<div class="chapter">
-<h2 id="VIII"><i>VIII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">The Union Pacific incident</span> in Saratoga in the summer
-of 1906 made me more independent than ever of tips and
-talk—that is, of the opinions and surmises and suspicions of
-other people, however friendly or however able they might
-be personally. Events, not vanity, proved for me that I could
-read the tape more accurately than most of the people about
-me. I also was better equipped than the average customer of
-Harding Brothers in that I was utterly free from speculative
-prejudices. The bear side doesn’t appeal to me any more
-than the bull side, or vice versa. My one steadfast prejudice
-is against being wrong.</p>
-
-<p>Even as a lad I always got my own meanings out of such
-facts as I observed. It is the only way in which the meaning
-reaches me. I cannot get out of facts what somebody tells me
-to get. They are my facts, don’t you see? If I believe something
-you can be sure it is because I simply must. When I am
-long of stocks it is because my reading of conditions has
-made me bullish. But you find many people, reputed to be
-intelligent, who are bullish because they have stocks. I do
-not allow my possessions—or my prepossessions either—to
-do any thinking for me. That is why I repeat that I never argue
-with the tape. To be angry at the market because it unexpectedly
-or even illogically goes against you is like getting
-mad at your lungs because you have pneumonia.</p>
-
-<p>I had been gradually approaching the full realization of
-how much more than tape reading there was to stock<span class="pagenum" id="Page_88">88</span>
-speculation. Old man Partridge’s insistence on the vital importance
-of being continuously bullish in a bull market
-doubtless made my mind dwell on the need above all other
-things of determining the kind of market a man is trading in.
-<em>I began to realize that the big money must necessarily be in
-the big swing. Whatever might seem to give a big swing its
-initial impulse, the fact is that its continuance is not the result
-of manipulations by pools or artifice by financiers, but
-depends upon basic conditions. And no matter who opposes
-it, the swing must inevitably run as far and as fast and as
-long as the impelling forces determine.</em></p>
-
-<p>After Saratoga I began to see more clearly—perhaps I
-should say more maturely—that since the entire list moves
-in accordance with the main current there was not so much
-need as I had imagined to study individual plays or the
-behaviour of this or the other stock. Also, by thinking of the
-swing a man was not limited in his trading. He could buy or
-sell the entire list. In certain stocks a short line is dangerous
-after a man sells more than a certain percentage of the capital
-stock, the amount depending on how, where and by
-whom the stock is held. But he could sell a million shares of
-the general list—if he had the price—without the danger of
-being squeezed. A great deal of money used to be made periodically
-by insiders in the old days out of the shorts and
-their carefully fostered fears of corners and squeezes.</p>
-
-<p><em>Obviously the thing to do was to be bullish in a bull market
-and bearish in a bear market.</em> Sounds silly, doesn’t it?
-But I had to grasp that general principle firmly before I saw
-that to put it into practice really meant to anticipate probabilities.
-It took me a long time to learn to trade on those
-lines. But in justice to myself I must remind you that up to
-then I had never had a big enough stake to speculate that
-way. A big swing will mean big money if your line is big,
-and to be able to swing a big line you need a big balance at
-your broker’s.</p>
-
-<p>I always had—or felt that I had—to make my daily bread<span class="pagenum" id="Page_89">89</span>
-out of the stock market. It interfered with my efforts to
-increase the stake available for the more profitable but
-slower and therefore more immediately expensive method
-of trading on swings.</p>
-
-<p>But not only did my confidence in myself grow stronger
-but my brokers ceased to think of me as a sporadically lucky
-Boy Plunger. They had made a great deal out of me in commissions,
-but now I was in a fair way to become their star
-customer and as such to have a value beyond the actual volume
-of my trading. <em>A customer who makes money is an asset
-to any broker’s office.</em></p>
-
-<p>The moment I ceased to be satisfied with merely studying
-the tape I ceased to concern myself exclusively with the
-daily fluctuations in specific stocks, and when that happened
-I simply had to study the game from a different angle. I
-worked back from the quotation to first principles; from
-price-fluctuations to basic conditions.</p>
-
-<p>Of course I had been reading the daily dope regularly for
-a long time. All traders do. But much of it was gossip, some
-of it deliberately false, and the rest merely the personal
-opinion of the writers. The reputable weekly reviews when
-they touched upon underlying conditions were not entirely
-satisfactory to me. The point of view of the financial editors
-was not mine as a rule. It was not a vital matter for them to
-marshal their facts and draw their conclusions from them,
-but it was for me. Also there was a vast difference in our appraisal
-of the element of time. <em>The analysis of the week that
-had passed was less important to me than the forecast of the
-weeks that were to come.</em></p>
-
-<p>For years I had been the victim of an unfortunate combination
-of inexperience, youth and insufficient capital. But
-now I felt the elation of a discoverer. My new attitude toward
-the game explained my repeated failures to make big
-money in New York. But now with adequate resources, experience
-and confidence, I was in such a hurry to try the new
-key that I did not notice that there was another lock on the<span class="pagenum" id="Page_90">90</span>
-door—<em>a time lock!</em> It was a perfectly natural oversight. I had
-to pay the usual tuition—a good whack per each step forward.</p>
-
-<p>I studied the situation in 1906 and I thought that the
-money outlook was particularly serious. Much actual wealth
-the world over had been destroyed. Everybody must sooner
-or later feel the pinch, and therefore nobody would be in
-position to help anybody. It would not be the kind of hard
-times that comes from the swapping of a house worth ten
-thousand dollars for a carload of race horses worth eight
-thousand dollars. It was the complete destruction of the
-house by fire and of most of the horses by a railroad wreck.
-It was good hard cash that went up in cannon smoke in the
-Boer War, and the millions spent for feeding nonproducing
-soldiers in South Africa meant no help from British investors
-as in the past. Also, the earthquake and the fire in San Francisco
-and other disasters touched everybody—manufacturers,
-farmers, merchants, labourers and millionaires. The
-railroads must suffer greatly. I figured that nothing could
-stave off one peach of a smash. <em>Such being the case there
-was but one thing to do—sell stocks!</em></p>
-
-<p>I told you I had already observed that my initial transaction,
-after I made up my mind which way I was going to
-trade, was apt to show me a profit. And now when I decided
-to sell I plunged. Since we undoubtedly were entering upon
-a genuine bear market I was sure I should make the biggest
-killing of my career.</p>
-
-<p>The market went off. Then it came back. It shaded off and
-then it began to advance steadily. My paper profits vanished
-and paper losses grew. One day it looked as if not a bear
-would be left to tell the tale of the strictly genuine bear market.
-<em>I couldn’t stand the gaff. I covered. It was just as well.
-If I hadn’t I wouldn’t have had enough to buy a postal
-card. I lost most of my fur, but it was better to live to fight
-another day.</em></p>
-
-<p>I had made a mistake. But where? I was bearish in a<span class="pagenum" id="Page_91">91</span>
-bear market. That was wise. I had sold stocks short. That
-was proper. <em>I had sold them too soon. That was costly. My
-position was right but my play was wrong.</em> However, every
-day brought the market nearer to the inevitable smash. So I
-waited and when the rally began to falter and pause I let
-them have as much stock as my sadly diminished margins
-permitted. <em>I was right this time—for exactly one whole day</em>,
-for on the next there was another rally. Another big bite out
-of yours truly! So I read the tape and covered and waited.
-In due course I sold again—and again they went down
-promisingly and then they rudely rallied.</p>
-
-<p>It looked as if the market were doing its best to make me
-go back to my old and simple ways of bucket-shop trading.
-<em>It was the first time I had worked with a definite forward-looking
-plan embracing the entire market instead of one or
-two stocks.</em> I figured that I must win if I held out. Of
-course at that time I had not developed my system of
-placing my bets or I would have put out my short line on a
-declining market, as I explained to you the last time. I would
-not then have lost so much of my margin. <em>I would have been
-wrong but not hurt.</em> You see, I had observed certain facts
-but had not learned to co-ordinate them. My incomplete observation
-not only did not help but actually hindered.</p>
-
-<p><em>I have always found it profitable to study my mistakes.</em>
-Thus I eventually discovered that it was all very well not to
-lose your bear position in a bear market, but that at all times
-the tape should be read to determine the propitiousness of
-the time for operating. If you begin right you will not see
-your profitable position seriously menaced; and then you will
-find no trouble in sitting tight.</p>
-
-<p>Of course to-day I have greater confidence in the accuracy
-of my observations—in which neither hopes nor hobbies
-play any part—and also I have greater facilities for verifying
-my facts as well as for variously testing the correctness of
-my views. But in 1906 the succession of rallies dangerously
-impaired my margins.</p>
-
-<p><span class="pagenum" id="Page_92">92</span>
-I was nearly twenty-seven years old. I had been at the
-game twelve years. <em>But the first time I traded because of a
-crisis that was still to come I found that I had been using a
-telescope.</em> Between my first glimpse of the storm cloud and
-the time for cashing in on the big break the stretch was evidently
-so much greater than I had thought that I began to
-wonder whether I really saw what I thought I saw so clearly.
-<em>We had had many warnings and sensational ascensions in
-call-money rates.</em> Still some of the great financiers talked
-hopefully—at least to newspaper reporters—and the ensuing
-rallies in the stock market gave the lie to the calamity
-howlers. Was I fundamentally wrong in being bearish or
-merely temporarily wrong in having begun to sell short too
-soon?</p>
-
-<p>I decided that I began too soon, but that I really couldn’t
-help it. Then the market began to sell off. That was my
-opportunity. I sold all I could, and then stocks rallied again,
-to quite a level.</p>
-
-<p>It cleaned me out.</p>
-
-<p>There I was—right and busted!</p>
-
-<p>I tell you it was remarkable. What happened was this:
-I looked ahead and saw a big pile of dollars. Out of it stuck
-a sign. It had “Help yourself,” on it, in huge letters. Beside
-it stood a cart with “Lawrence Livingston Trucking Corporation”
-painted on its side. I had a brand-new shovel in
-my hand. There was not another soul in sight, so I had no
-competition in the gold-shoveling, which is one beauty of
-seeing the dollar-heap ahead of others. The people who
-might have seen it if they had stopped to look were just then
-looking at baseball games instead, or motoring or buying
-houses to be paid for with the very dollars that I saw. That
-was the first time that I had seen big money ahead, and I
-naturally started toward it on the run. Before I could reach
-the dollar-pile my wind went back on me and I fell to the
-ground. The pile of dollars was still there, but I had lost the
-shovel, and the wagon was gone. So much for sprinting too<span class="pagenum" id="Page_93">93</span>
-soon! I was too eager to prove to myself that I had seen real
-dollars and not a mirage. I saw, and knew that I saw. Thinking
-about the reward for my excellent sight kept me from
-considering the distance to the dollar-heap. I <em>should have
-walked and not sprinted.</em></p>
-
-<p>That is what happened. I didn’t wait to determine
-whether or not the time was right for plunging on the bear
-side. On the one occasion when I should have invoked the
-aid of my tape-reading I didn’t do it. That is how I came to
-learn that even <em>when one is properly bearish at the very beginning
-of a bear market it is well not to begin selling in
-bulk until there is no danger of the engine back-firing</em>.</p>
-
-<p>I had traded in a good many thousands of shares at Harding’s
-office in all those years, and, moreover, the firm had
-confidence in me and our relations were of the pleasantest. I
-think they felt that I was bound to be right again very
-shortly and they knew that with my habit of pushing my
-luck all I needed was a start and I’d more than recover what
-I had lost. They had made a great deal of money out of my
-trading and they would make more. So there was no trouble
-about my being able to trade there again as long as my
-credit stood high.</p>
-
-<p>The succession of spankings I had received made me less
-aggressively cocksure; perhaps I should say less careless, for
-of course I knew I was just so much nearer to the smash.
-All I could do was wait watchfully, as I should have done
-before plunging. It wasn’t a case of locking the stable after
-the horse was stolen. I simply had to be sure, the next time I
-tried. <em>If a man didn’t make mistakes he’d own the world in a
-month. But if he didn’t profit by his mistakes he wouldn’t
-own a blessed thing.</em></p>
-
-<p>Well, sir, one fine morning I came downtown feeling cocksure
-once more. There wasn’t any doubt this time. I had
-read an advertisement in the financial pages of all the newspapers
-that was the high sign I hadn’t had the sense to wait
-for before plunging. It was the announcement of a new issue<span class="pagenum" id="Page_94">94</span>
-of stock by the Northern Pacific and Great Northern roads.
-The payments were to be made on the installment plan for
-the convenience of the stockholders. This consideration was
-something new in Wall Street. It struck me as more than
-ominous.</p>
-
-<p>For years the unfailing bull item on Great Northern preferred
-had been the announcement that another melon was
-to be cut, said melon consisting of the right of the lucky
-stockholders to subscribe at par to a new issue of Great
-Northern stock. These rights were valuable, since the market
-price was always way above par. But now <em>the money market</em>
-was such that the most powerful banking houses in the
-country were none too sure the stockholders would be able
-to pay cash for the bargain. And Great Northern preferred
-was selling at about 330!</p>
-
-<p>As soon as I got to the office I told Ed Harding, “The time
-to sell is right now. This is when I should have begun. Just
-look at that ad, will you?”</p>
-
-<p>He had seen it. I pointed out what the bankers’ confession
-amounted to in my opinion, but he couldn’t quite see
-the big break right on top of us. He thought it better to wait
-before putting out a very big short line by reason of the
-market’s habit of having big rallies. If I waited prices might
-be lower, but the operation would be safer.</p>
-
-<p>“Ed,” I said to him, “the longer the delay in starting the
-sharper the break will be when it does start. That ad is a
-signed confession on the part of the bankers. What they fear
-is what I hope. This is a sign for us to get aboard the bear
-wagon. It is all we needed. If I had ten million dollars I’d
-stake every cent of it this minute.”</p>
-
-<p>I had to do some more talking and arguing. He wasn’t
-content with the only inferences a sane man could draw
-from that amazing advertisement. It was enough for me, but
-not for most of the people in the office. I sold a little; too
-little.</p>
-
-<p>A few days later St. Paul very kindly came out with an<span class="pagenum" id="Page_95">95</span>
-announcement of an issue of its own; either stocks or notes,
-I forget which. But that doesn’t matter. What mattered then
-was that I noticed the moment I read it that the date of payment
-was set ahead of the Great Northern and Northern
-Pacific payments, which had been announced earlier. It was
-as plain as though they had used a megaphone that grand
-old St. Paul was trying to beat the other two railroads to
-what little money there was floating around in Wall Street.
-The St. Paul’s bankers quite obviously feared that there
-wasn’t enough for all three and they were not saying, “After
-you, my dear Alphonse!” If money already was that scarce—and
-you bet the bankers knew—what would it be later? The
-railroads needed it desperately. It wasn’t there. What was
-the answer?</p>
-
-<p>Sell ’em! Of course! The public, with their eyes fixed on
-the stock market, saw little—that week. The wise stock
-operators saw much—that year. That was the difference.</p>
-
-<p>For me, that was the end of doubt and hesitation. I made
-up my mind for keeps then and there. That same morning I
-began what really was my first campaign along the lines that
-I have since followed. I told Harding what I thought and
-how I stood, and he made no objections to my selling Great
-Northern preferred at around 330, and other stocks at high
-prices. I profited by my earlier and costly mistakes and sold
-more intelligently.</p>
-
-<p>My reputation and my credit were reestablished in a jiffy.
-That is the beauty of being right in a broker’s office, whether
-by accident or not. But this time I was cold-bloodedly right,
-not because of a hunch or from skillful reading of the tape,
-but as a result of my analysis of conditions affecting the
-stock market in general. I wasn’t guessing. I was anticipating
-the inevitable. It did not call for any courage to sell stocks. I
-simply could not see anything but lower prices, and I had
-to act on it, didn’t I? What else could I do?</p>
-
-<p>The whole list was soft as mush. Presently there was a
-rally and people came to me to warn me that the end of the<span class="pagenum" id="Page_96">96</span>
-decline had been reached. The big fellows, knowing the
-short interest to be enormous, had decided to squeeze the
-stuffing out of the bears, and so forth. It would set us pessimists
-back a few millions. It was a cinch that the big fellows
-would have no mercy. I used to thank these kindly counsellors.
-I wouldn’t even argue, because then they would have
-thought that I wasn’t grateful for the warnings.</p>
-
-<p>The friend who had been in Atlantic City with me was in
-agony. He could understand the hunch that was followed
-by the earthquake. He couldn’t disbelieve in such agencies,
-since I had made a quarter of a million by intelligently
-obeying my blind impulse to sell Union Pacific. He even said
-it was Providence working in its mysterious way to make me
-sell stocks when he himself was bullish. And he could understand
-my second UP. trade in Saratoga because he could
-understand any deal that involved one stock, on which the
-tip definitely fixed the movement in advance, either up or
-down. But this thing of predicting that all stocks were
-bound to go down used to exasperate him. What did that
-kind of dope do anybody? How in blazes could a gentleman
-tell what to do?</p>
-
-<p>I recalled old Partridge’s favourite remark—“Well, this is
-a bull market, you know”—as though that were tip enough
-for anybody who was wise enough; as in truth it was. It was
-very curious how, after suffering tremendous losses from a
-break of fifteen or twenty points, people who were still
-hanging on, welcomed a three-point rally and were certain
-the bottom had been reached and complete recovery begun.</p>
-
-<p>One day my friend came to me and asked me, “Have you
-covered?”</p>
-
-<p>“Why should I?” I said.</p>
-
-<p>“For the best reason in the world.”</p>
-
-<p>“What reason is that?”</p>
-
-<p>“To make money. They’ve touched bottom and what goes
-down must come up. Isn’t that so?”</p>
-
-<p>“Yes,” I answered. “First they sink to the bottom. Then<span class="pagenum" id="Page_97">97</span>
-they come up; but not right away. They’ve got to be good
-and dead a couple of days. It isn’t time for these corpses to
-rise to the surface. They are not quite dead yet.”</p>
-
-<p>An old-timer heard me. He was one of those chaps that
-are always reminded of something. He said that William R.
-Travers, who was bearish, once met a friend who was bullish.
-They exchanged market views and the friend said, “Mr.
-Travers, how can you be bearish with the market so stiff?”
-and Travers retorted, “Yes! Th-the s-s-stiffness of d-death!”
-It was Travers who went to the office of a company and
-asked to be allowed to see the books. The clerk asked him,
-“Have you an interest in this company?” and Travers answered,
-“I sh-should s-say I had! I’m sh-short t-t-twenty
-thousand sh-shares of the stock!”</p>
-
-<p>Well, the rallies grew feebler and feebler. I was pushing
-my luck for all I was worth. Every time I sold a few thousand
-shares of Great Northern preferred the price broke
-several points. I felt out weak spots elsewhere and let ’em
-have a few. All yielded, with one impressive exception; and
-that was Reading.</p>
-
-<p>When everything else hit the toboggan slide Reading
-stood like the Rock of Gibraltar. Everybody said the stock
-was cornered. It certainly acted like it. They used to tell me
-it was plain suicide to sell Reading short. There were people
-in the office who were now as bearish on everything as I
-was. But when anybody hinted at selling Reading they
-shrieked for help. I myself had sold some short and was
-standing pat on it. At the same time I naturally preferred to
-seek and hit the soft spots instead of attacking the more
-strongly protected specialties. My tape reading found easier
-money for me in other stocks.</p>
-
-<p>I heard a great deal about the Reading bull pool. It was a
-mighty strong pool. To begin with they had a lot of low-priced
-stock, so that their average was actually below the
-prevailing level, according to friends who told me. Moreover,
-the principal members of the pool had close connections<span class="pagenum" id="Page_98">98</span>
-of the friendliest character with the banks whose
-money they were using to carry their huge holdings of Reading.
-As long as the price stayed up the bankers’ friendship
-was staunch and steadfast. One pool member’s paper profit
-was upward of three millions. That allowed for some decline
-without causing fatalities. No wonder the stock stood up and
-defied the bears. Every now and then the room traders
-looked at the price, smacked their lips and proceeded to
-test it with a thousand shares or two. They could not dislodge
-a share, so they covered and went looking elsewhere
-for easier money. Whenever I looked at it I also sold a little
-more—just enough to convince myself that I was true to my
-new trading principles and wasn’t playing favourites.</p>
-
-<p>In the old days the strength of Reading might have fooled
-me. The tape kept on saying, “Leave it alone!” But my
-reason told me differently. I was anticipating a general
-break, and there were not going to be any exceptions, pool
-or no pool.</p>
-
-<p>I have always played a lone hand. I began that way in the
-bucket shops and have kept it up. It is the way my mind
-works. I have to do my own seeing and my own thinking.
-But I can tell you after the market began to go my way I felt
-for the first time in my life that I had allies—the strongest
-and truest in the world: underlying conditions. They were
-helping me with all their might. Perhaps they were a trifle
-slow at times bringing up the reserves, but they were dependable,
-provided I did not get too impatient. I was not
-pitting my tape-reading knack or my hunches against
-chance. The inexorable logic of events was making money
-for me.</p>
-
-<p>The thing was to be right; to know it and to act accordingly.
-General conditions, my true allies, said “Down!” and
-Reading disregarded the command. It was an insult to us. It
-began to annoy me to see Reading holding firmly, as though
-everything was serene. It ought to be the best short sale
-in the entire list because it had not gone down and the pool<span class="pagenum" id="Page_99">99</span>
-was carrying a lot of stock that it would not be able to carry
-when the money stringency grew more pronounced. Some
-day the bankers’ friends would fare no better than the
-friendless public. The stock must go with the others. If
-Reading didn’t decline, then my theory was wrong; I was
-wrong; facts were wrong; logic was wrong.</p>
-
-<p>I figured that the price held because the Street was afraid
-to sell it. So one day I gave to two brokers each an order to
-sell four thousand shares, at the same time.</p>
-
-<p>You ought to have seen that cornered stock, that it was
-sure suicide to go short of, take a headlong dive when those
-competitive orders struck it. I let ’em have a few thousand
-more. The price was 111 when I started selling it. Within a
-few minutes I took in my entire short line at 92.</p>
-
-<p>I had a wonderful time after that, and in <em>February of 1907
-I cleaned up</em>. Great Northern preferred had gone down sixty
-or seventy points, and other stocks in proportion. <em>I had made
-a good bit, but the reason I cleaned up was that I figured
-that the decline had discounted the immediate future.</em> I
-looked for a fair recovery, but I wasn’t bullish enough to play
-for a turn. I wasn’t going to lose my position entirely. The
-market would not be right for me to trade in for a while. The
-first ten thousand I made in the bucket shops <em>I lost because I
-traded in and out of season, every day, whether or not conditions
-were right. I wasn’t making that mistake twice.</em> Also,
-don’t forget that I had gone broke a little while before because
-I had seen this break too soon and started selling before
-it was time. Now when I had a big profit I wanted to
-cash in so that I could feel I had been right. The rallies had
-broken me before. I wasn’t going to let the next rally wipe
-me out. Instead of sitting tight I went to Florida. I love fishing
-and I needed a rest. I could get both down there. And
-besides, there are direct wires between Wall Street and Palm
-Beach.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_100">100</span></p>
-
-<div class="chapter">
-<h2 id="IX"><i>IX</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">I cruised off the coast</span> of Florida. The fishing was good.
-I was out of stocks. My mind was easy. I was having a fine
-time. One day off Palm Beach some friends came alongside
-in a motor boat. One of them brought a newspaper with him.
-I hadn’t looked at one in some days and had not felt any desire
-to see one. I was not interested in any news it might
-print. But I glanced over the one my friend brought to the
-yacht, and I saw that the market had had a big rally; ten
-points and more.</p>
-
-<p>I told my friends that I would go ashore with them. Moderate
-rallies from time to time were reasonable. But the bear
-market was not over; and here was Wall Street or the fool
-public or desperate bull interests disregarding monetary conditions
-and marking up prices beyond reason or letting somebody
-else do it. It was too much for me. I simply had to take
-a look at the market. I didn’t know what I might or might
-not do. But I knew that my pressing need was the sight of
-the quotation board.</p>
-
-<p>My brokers, Harding Brothers, had a branch office in Palm
-Beach. When I walked in I found there a lot of chaps I
-knew. Most of them were talking bullish. They were of the
-type that trade on the tape and want quick action. Such
-traders don’t care to look ahead very far because they don’t
-need to with their style of play. I told you how I’d got to be
-known in the New York office as the Boy Plunger. Of course
-people always magnify a fellow’s winnings and the size of the<span class="pagenum" id="Page_101">101</span>
-line he swings. The fellows in the office had heard that I had
-made a killing in New York on the bear side and they now
-expected that I again would plunge on the short side. They
-themselves thought the rally would go to a good deal
-further, but they rather considered it my duty to fight it.</p>
-
-<p>I had come down to Florida on a fishing trip. I had been
-under a pretty severe strain and I needed my holiday. But
-the moment I saw how far the recovery in prices had gone I
-no longer felt the need of a vacation. I had not thought of
-just what I was going to do when I came ashore. But now I
-knew I must sell stocks. I was right, and I must prove it in
-my old and only way—by saying it with money. To sell the
-general list would be a proper, prudent, profitable and even
-patriotic action.</p>
-
-<p>The first thing I saw on the quotation board was that Anaconda
-was on the point of crossing 300. It had been going up
-by leaps and bounds and there was apparently an aggressive
-bull party in it. It was an old trading theory of mine that
-when a stock crosses <em>100 or 200 or 300 for the first time the
-price does not stop at the even figure but goes a good deal
-higher, so that if you buy it as soon as it crosses the line it is
-almost certain to show you a profit</em>. Timid people don’t like
-to buy a stock at a new high record. But I had the history of
-such movements to guide me.</p>
-
-<p>Anaconda was only quarter stock—that is, the par of the
-shares was only twenty-five dollars. It took four hundred
-shares of it to equal the usual one hundred shares of other
-stocks, the par value of which was one hundred dollars. I
-figured that when it crossed 300 it ought to keep on going
-and probably touch 340 in a jiffy.</p>
-
-<p>I was bearish, remember, but I was also a tape-reading
-trader. I knew Anaconda, if it went the way I figured, would
-move very quickly. Whatever moves fast always appeals to
-me. I have learned patience and how to sit tight, but my
-personal preference is for fleet movements, and Anaconda
-certainly was no sluggard. My buying it because it crossed<span class="pagenum" id="Page_102">102</span>
-300 was prompted by the desire, always strong in me, of confirming
-my observations.</p>
-
-<p>Just then the tape was saying that the buying was stronger
-than the selling, and therefore the general rally might easily
-go a bit further. It would be prudent to wait before going
-short. Still I might as well pay myself wages for waiting. This
-would be accomplished by taking a quick thirty points out
-of Anaconda. Bearish on the entire market and bullish on
-that one stock! So I bought thirty-two thousand shares of
-Anaconda—that is, eight thousand full shares. It was a nice
-little flyer but I was sure of my premises and I figured that
-the profit would help to swell the margin available for bear
-operations later on.</p>
-
-<p>On the next day the telegraph wires were down on account
-of a storm up North or something of the sort. I was in
-Harding’s office waiting for news. The crowd was chewing
-the rag and wondering all sorts of things, as stock traders
-will when they can’t trade. Then we got a quotation—the
-only one that day: Anaconda, 292.</p>
-
-<p>There was a chap with me, a broker I had met in New
-York. He knew I was long eight thousand full shares and I
-suspect that he had some of his own, for when we got that
-one quotation he certainly had a fit. He couldn’t tell whether
-the stock at that very moment had gone off another ten
-points or not. The way Anaconda had gone up it wouldn’t
-have been anything unusual for it to break twenty points.
-But I said to him, “Don’t you worry, John. It will be all right
-to-morrow.” That was really the way I felt. But he looked at
-me and shook his head. He knew better. He was that kind.
-So I laughed, and I waited in the office in case some quotation
-trickled through. But no, sir. That one was all we got:
-Anaconda, 292. It meant a paper loss to me of nearly one
-hundred thousand dollars. I had wanted quick action. Well,
-I was getting it.</p>
-
-<p>The next day the wires were working and we got the
-quotations as usual. Anaconda opened at 298 and went up<span class="pagenum" id="Page_103">103</span>
-to 302¾, but pretty soon it began to fade away. Also, the rest
-of the market was not acting just right for a further rally. I
-made up my mind that if Anaconda went back to 301 I must
-consider the whole thing a fake movement. On a legitimate
-advance the price should have gone to 310 without stopping.
-If instead it reacted it meant that precedents had failed me
-and I was wrong; <em>and the only thing to do when a man is
-wrong is to be right by ceasing to be wrong</em>. I had bought
-eight thousand full shares in expectation of a thirty or forty
-point rise. It would not be my first mistake; nor my last.</p>
-
-<p>Sure enough, Anaconda fell back to 301. The moment it
-touched that figure I sneaked over to the telegraph operator—they
-had a direct wire to the New York office—and I said
-to him, “Sell all my Anaconda, eight thousand shares.” I said
-it in a low voice. I didn’t want anybody else to know what I
-was doing.</p>
-
-<p>He looked up at me almost in horror. But I nodded and
-said, “All I’ve got!”</p>
-
-<p>“Surely, Mr. Livingston, you don’t mean at the market?”
-and he looked as if he was going to lose a couple of millions
-of his own through bum execution by a careless broker. But I
-just told him, “Sell it! Don’t argue about it!”</p>
-
-<p>The two Black boys, Jim and Ollie, were in the office, out
-of hearing of the operator and myself. They were big traders
-who had come originally from Chicago, where they had been
-famous plungers in wheat, and were now heavy traders on
-the New York Stock Exchange. They were very wealthy and
-were high rollers for fair.</p>
-
-<p>As I left the telegraph operator to go back to my seat in
-front of the quotation board Oliver Black nodded to me and
-smiled.</p>
-
-<p>“You’ll be sorry, Larry,” he said.</p>
-
-<p>I stopped and asked him, “What do you mean?”</p>
-
-<p>“To-morrow you’ll be buying it back.”</p>
-
-<p>“Buying what back?” I said. I hadn’t told a soul except the
-telegraph operator.</p>
-
-<p><span class="pagenum" id="Page_104">104</span>
-“Anaconda,” he said. “You’ll be paying 320 for it. That
-wasn’t a good move of yours, Larry.” And he smiled again.</p>
-
-<p>“What wasn’t?” And I looked innocent.</p>
-
-<p>“Selling your eight thousand Anaconda at the market; in
-fact, insisting on it,” said Ollie Black.</p>
-
-<p>I knew that he was supposed to be very clever and always
-traded on inside news. But how he knew my business so accurately
-was beyond me. I was sure the office hadn’t given
-me away.</p>
-
-<p>“Ollie, how do you know that?” I asked him.</p>
-
-<p>He laughed and told me: “I got it from Charlie Kratzer.”
-That was the telegraph operator.</p>
-
-<p>“But he never budged from his place,” I said.</p>
-
-<p>“I couldn’t hear you and him whispering,” he chuckled.
-“But I heard every word of the message he sent to the New
-York office for you. I learned telegraphy years ago after I
-had a big row over a mistake in a message. Since then when
-I do what you did just now—give an order by word of mouth
-to an operator—I want to be sure the operator sends the message
-as I give it to him. I know what he sends in my name.
-But you will be sorry you sold that Anaconda. It’s going to
-500.”</p>
-
-<p>“Not this trip, Ollie,” I said.</p>
-
-<p>He stared at me and said, “You’re pretty cocky about it.”</p>
-
-<p>“Not I; the tape,” I said. There wasn’t any ticker there so
-there wasn’t any tape. But he knew what I meant.</p>
-
-<p>“I’ve heard of those birds,” he said, “who look at the tape
-and instead of seeing prices they see a railroad time-table of
-the arrival and departure of stocks. But they were in padded
-cells where they couldn’t hurt themselves.”</p>
-
-<p>I didn’t answer him anything because about that time the
-boy brought me a memorandum. They had sold five thousand
-shares at 299¾. I knew our quotations were a little behind the
-market. The price on the board at Palm Beach when I gave
-the operator the order to sell was 301. I felt so certain that at
-that very moment the price at which the stock was actually<span class="pagenum" id="Page_105">105</span>
-selling on the Stock Exchange in New York was less, that if
-anybody had offered to take the stock off my hands at 296
-I’d have been tickled to death to accept. What happened
-shows you that I am right in never trading at limits. Suppose
-I had limited my selling price to 300? I’d never have got it
-off. No, sir! <em>When you want to get out, get out.</em></p>
-
-<p>Now, my stock cost me about 300. They got off five hundred
-shares—full shares, of course—at 299¾. The next thousand
-they sold at 299⅝. Then a hundred at ½; two hundred at
-⅜ and two hundred at ¼. The last of my stock went at 298¾. It
-took Harding’s cleverest floor man fifteen minutes to get rid
-of that last one hundred shares. They didn’t want to crack it
-wide open.</p>
-
-<p>The moment I got the report of the sale of the last of my
-long stock I started to do what I had really come ashore to
-do—that is, to sell stocks. I simply had to. There was the
-market after its outrageous rally, begging to be sold. Why,
-people were beginning to talk bullish again. The course of
-the market, however, told me that the rally had run its
-course. It was safe to sell them. It did not require reflection.</p>
-
-<p>The next day Anaconda opened below 296. Oliver Black,
-who was waiting for a further rally, had come down early to
-be Johnny-on-the-spot when the stock crossed 320. I don’t
-know how much of it he was long of or whether he was long
-of it all. But he didn’t laugh when he saw the opening prices,
-nor later in the day when the stock broke still more and the
-report came back to us in Palm Beach that there was no
-market for it at all.</p>
-
-<p>Of course that was all the confirmation any man needed.
-My growing paper profit kept reminding me that I was right,
-hour by hour. Naturally I sold some more stocks. Everything!
-It was a bear market. They were all going down. The next
-day was Friday, Washington’s Birthday. I couldn’t stay in
-Florida and fish because I had put out a very fair short line,
-for me. I was needed in New York. Who needed me? I did!<span class="pagenum" id="Page_106">106</span>
-Palm Beach was too far, too remote. Too much valuable time
-was lost telegraphing back and forth.</p>
-
-<p>I left Palm Beach for New York. On Monday I had to lie
-in St. Augustine three hours, waiting for a train. There was a
-broker’s office there, and naturally I had to see how the market
-was acting while I was waiting. Anaconda had broken
-several points since the last trading day. As a matter of fact,
-it didn’t stop going down until the big break that fall.</p>
-
-<p>I got to New York and traded on the bear side for about
-four months. The market had frequent rallies as before, and
-I kept covering and putting them out again. I didn’t, strictly
-speaking, sit tight. Remember, I had lost every cent of the
-three hundred thousand dollars I made out of the San
-Francisco earthquake break. I had been right, and nevertheless
-had gone broke. I was now playing safe—because after
-being down a man enjoys being up, even if he doesn’t quite
-make the top. <em>The way to make money is to make it. The
-way to make big money is to be right at exactly the right
-time.</em> In this business a man has to think of both theory and
-practice. A speculator must not be merely a student, he must
-be both a student and a speculator.</p>
-
-<p>I did pretty well, even if I can now see where my campaign
-was tactically inadequate. When summer came the
-market got dull. It was a cinch that there would be nothing
-doing in a big way until well along in the fall. Everybody I
-knew had gone or was going to Europe. I thought that
-would be a good move for me. So I cleaned up. When I
-sailed for Europe I was a trifle more than three-quarters of a
-million to the good. To me that looked like some balance.</p>
-
-<p>I was in Aix-les-Bains enjoying myself. I had earned my
-vacation. It was good to be in a place like that with plenty of
-money and friends and acquaintances and everybody intent
-upon having a good time. Not much trouble about having
-that, in Aix. Wall Street was so far away that I never thought
-about it, and that is more than I could say of any resort in
-the United States. I didn’t have to listen to talk about the<span class="pagenum" id="Page_107">107</span>
-stock market. I didn’t need to trade. I had enough to last me
-quite a long time, and besides, when I got back I knew what
-to do to make much more than I could spend in Europe that
-summer.</p>
-
-<p>One day I saw in the Paris <i>Herald</i> a dispatch from New
-York that Smelters had declared an extra dividend. They had
-run the price of the stock and the entire market had come
-back quite strong. Of course that changed everything for me
-in Aix. The news simply meant that the bull cliques were
-still fighting desperately against conditions—against common
-sense and against common honesty, for they knew what
-was coming and were resorting to such schemes to put up
-the market in order to unload stocks before the storm struck
-them. It is possible they really did not believe the danger
-was as serious or as close at hand as I thought. <em>The big men
-of the Street are as prone to be wishful thinkers as the politicians
-or the plain suckers. I myself can’t work that way.</em> In
-a speculator such an attitude is fatal. Perhaps a manufacturer
-of securities or a promoter of new enterprises can afford
-to indulge in hope-jags.</p>
-
-<p>At all events, I knew that all bull manipulation was foredoomed
-to failure in that bear market. The instant I read the
-dispatch I knew there was only one thing to do to be comfortable,
-and that was to sell Smelters short. Why, the insiders
-as much as begged me on their knees to do it, when they
-increased the dividend rate on the verge of a money panic. It
-was as infuriating as the old “dares” of your boyhood. They
-dared me to sell that particular stock short.</p>
-
-<p>I cabled some selling orders in Smelter and advised my
-friends in New York to go short of it. When I got my report
-from the brokers I saw the price they got was six points below
-the quotations I had seen in the Paris Herald. It shows
-you what the situation was.</p>
-
-<p>My plans had been to return to Paris at the end of the
-month and about three weeks later sail for New York, but as
-soon as I received the cabled reports from my brokers I went<span class="pagenum" id="Page_108">108</span>
-back to Paris. The same day I arrived I called at the steamship
-offices and found there was a fast boat leaving for New
-York the next day. I took it.</p>
-
-<p>There I was, back in New York, almost a month ahead of
-my original plans, because it was the most comfortable place
-to be short of the market in. I had well over half a million in
-cash available for margins. My return was not due to my
-being bearish but to my being logical.</p>
-
-<p>I sold more stocks. <em>As money got tighter call-money rates
-went higher and prices of stocks lower.</em> I had foreseen it. At
-first, my foresight broke me. But now I was right and prospering.
-However, the real joy was in the consciousness that
-as a trader I was at last on the right track. I still had much
-to learn but I knew what to do. No more floundering, no more
-half-right methods. <em>Tape reading was an important part of
-the game; so was beginning at the right time; so was sticking
-to your position. But my greatest discovery was that a man
-must study general conditions, to size them so as to be able
-to anticipate probabilities.</em> In short, I had learned that I had
-to work for my money. I was no longer betting blindly or
-concerned with mastering the technic of the game, but with
-earning my successes by hard study and clear thinking. I
-also found out that nobody was immune from the danger of
-making sucker plays. And for a sucker play a man gets sucker
-pay; for the paymaster is on the job and never loses the pay
-envelope that is coming to you.</p>
-
-<p>Our office made a great deal of money. My own operations
-were so successful that they began to be talked about and,
-of course, were greatly exaggerated. I was credited with
-starting the breaks in various stocks. People I didn’t know by
-name used to come and congratulate me. They all thought
-the most wonderful thing was the money I had made. They
-did not say a word about the time when I first talked bearish
-to them and they thought I was a crazy bear with a stock-market
-loser’s vindictive grouch. That I had foreseen the
-money troubles was nothing. That my brokers’ bookkeeper<span class="pagenum" id="Page_109">109</span>
-had used a third of a drop of ink on the credit side of the
-ledger under my name was a marvellous achievement to
-them.</p>
-
-<p>Friends used to tell me that in various offices the Boy
-Plunger in Harding Brothers’ office was quoted as making
-all sorts of threats against the bull cliques that had tried to
-mark up prices of various stocks long after it was plain that
-the market was bound to seek a much lower level. To this
-day they talk of my raids.</p>
-
-<p>From the latter part of September on, the money market
-was megaphoning warnings to the entire world. But a belief
-in miracles kept people from selling what remained of their
-speculative holdings. Why a broker told me a story the first
-week of October that made me feel almost ashamed of my
-moderation.</p>
-
-<p>You remember that money loans used to be made on the
-floor of the Exchange around the Money Post. Those brokers
-who had received notice from their banks to pay call loans
-knew in a general way how much money they would have to
-borrow afresh. And of course the banks knew their position
-so far as loanable funds were concerned, and those which
-had money to loan would send it to the Exchange. This bank
-money was handled by a few brokers whose principal business
-was time loans. At about noon the renewal rate for the
-day was posted. Usually this represented a fair average of
-the loans made up to that time. Business was as a rule transacted
-openly by bids and offers, so that everyone knew what
-was going on. Between noon and about two o’clock there
-was ordinarily not much business done in money, but after
-delivery time—namely, 2:15 <span class="smcap smaller">P.M.</span>—brokers would know exactly
-what their cash position for the day would be, and they
-were able either to go to the Money Post and lend the balances
-that they had over or to borrow what they required.
-This business also was done openly.</p>
-
-<p>Well, sometime early in October the broker I was telling
-you about came to me and told me that brokers were getting<span class="pagenum" id="Page_110">110</span>
-so they didn’t go to the Money Post when they had money
-to loan. The reason was that members of a couple of well-known
-commission houses were on watch there, ready to
-snap up any offerings of money. Of course no lender who
-offered money publicly could refuse to lend to these firms.
-They were solvent and the collateral was good enough. But
-the trouble was that once these firms borrowed money on
-call there was no prospect of the lender getting that money
-back. They simply said they couldn’t pay it back and the
-lender would willy-nilly have to renew the loan. So any
-Stock Exchange house that had money to loan to its fellows
-used to send its men about the floor instead of to the Post,
-and they would whisper to good friends, “Want a hundred?”
-meaning, “Do you wish to borrow a hundred thousand dollars?”
-The money brokers who acted for the banks presently
-adopted the same plan, and it was a dismal sight to watch
-the Money Post. Think of it!</p>
-
-<p>Why, he also told me that it was a matter of Stock Exchange
-etiquette in those October days for the borrower to
-make his own rate of interest. You see, it fluctuated between
-100 and 150 per cent per annum. I suppose by letting the
-borrower fix the rate the lender in some strange way didn’t
-feel so much like a usurer. But you bet he got as much as the
-rest. The lender naturally did not dream of not paying a high
-rate. He played fair and paid whatever the others did. What
-he needed was the money and was glad to get it.</p>
-
-<p>Things got worse and worse. <em>Finally there came the awful
-day of reckoning for the bulls and the optimists and the
-wishful thinkers and those vast hordes that, dreading the
-pain of a small loss at the beginning, were now about to
-suffer total amputation—without anaesthetics.</em> A day I shall
-never forget, October 24, 1907.</p>
-
-<p>Reports from the money crowd early indicated that borrowers
-would have to pay whatever the lenders saw fit to ask.
-There wouldn’t be enough to go around. That day the money
-crowd was much larger than usual. When delivery time came<span class="pagenum" id="Page_111">111</span>
-that afternoon there must have been a hundred brokers
-around the Money Post, each hoping to borrow the money
-that his firm urgently needed. Without money they must sell
-what stocks they were carrying on margin—sell at any price
-they could get in a market where buyers were as scarce as
-money—and just then there was not a dollar in sight.</p>
-
-<p>My friend’s partner was as bearish as I was. The firm
-therefore did not have to borrow, but my friend, the broker
-I told you about, fresh from seeing the haggard faces around
-the Money Post, came to me. He knew I was heavily short of
-the entire market.</p>
-
-<p>He said, “My God, Larry! I don’t know what’s going to
-happen. I never saw anything like it. It can’t go on. Something
-has got to give. It looks to me as if everybody is busted
-right now. You can’t sell stocks, and there is absolutely no
-money in there.”</p>
-
-<p>“How do you mean?” I asked.</p>
-
-<p>But what he answered was, “Did you ever hear of the classroom
-experiment of the mouse in a glass-bell when they
-begin to pump the air out of the bell? You can see the poor
-mouse breathe faster and faster, its sides heaving like over-worked
-bellows, trying to get enough oxygen out of the decreasing
-supply in the bell. You watch it suffocate till its eyes
-almost pop out of their sockets, gasping, dying. Well, that is
-what I think of when I see the crowd at the Money Post! No
-money anywhere, and you can’t liquidate stocks because
-there is nobody to buy them. The whole Street is broke at
-this very moment, if you ask me!”</p>
-
-<p>It made me think. I had seen a smash coming, but not, I
-admit, the worst panic in our history. It might not be profitable
-to anybody—if it went much further.</p>
-
-<p>Finally it became plain that there was no use in waiting at
-the Post for money. There wasn’t going to be any. Then hell
-broke loose.</p>
-
-<p>The president of the Stock Exchange, Mr. R. H. Thomas,
-so I heard later in the day, knowing that every house in the<span class="pagenum" id="Page_112">112</span>
-Street was headed for disaster, went out in search of succour.
-He called on James Stillman, president of the National City
-Bank, the richest bank in the United States. Its boast was
-that it never loaned money at a higher rate than 6 per cent.</p>
-
-<p>Stillman heard what the president of the New York Stock
-Exchange had to say. Then he said, “Mr. Thomas, we’ll have
-to go and see Mr. Morgan about this.”</p>
-
-<p>The two men, hoping to stave off the most disastrous panic
-in our financial history, went together to the office of J. P.
-Morgan &amp; Co. and saw Mr. Morgan, Mr. Thomas laid the
-case before him. The moment he got through speaking Mr.
-Morgan said, “Go back to the Exchange and tell them that
-there will be money for them.”</p>
-
-<p>“Where?”</p>
-
-<p>“At the banks!”</p>
-
-<p>So strong was the faith of all men in Mr. Morgan in those
-critical times that Thomas didn’t wait for further details but
-rushed back to the floor of the Exchange to announce the
-reprieve to his death-sentenced fellow members.</p>
-
-<p>Then, before half past two in the afternoon, J. P. Morgan
-sent John T. Atterbury, of Van Emburgh &amp; Atterbury, who
-was known to have close relations with J. P. Morgan &amp; Co.,
-into the money crowd. My friend said that the old broker
-walked quickly to the Money Post. He raised his hand like
-an exhorter at a revival meeting. The crowd, that at first had
-been calmed down somewhat by President Thomas’ announcement,
-was beginning to fear that the relief plans had
-miscarried and the worst was still to come. But when they
-looked at Mr. Atterbury’s face and saw him raise his hand
-they promptly petrified themselves.</p>
-
-<p>In the dead silence that followed, Mr. Atterbury said, “I
-am authorized to lend ten million dollars. Take it easy! There
-will be enough for everybody!”</p>
-
-<p>Then he began. Instead of giving to each borrower the
-name of the lender he simply jotted down the name of the
-borrower and the amount of the loan and told the borrower,<span class="pagenum" id="Page_113">113</span>
-“You will be told where your money is.” He meant the name
-of the bank from which the borrower would get the money
-later.</p>
-
-<p>I heard a day or two later that Mr. Morgan simply sent
-word to the frightened bankers of New York that they must
-provide the money the Stock Exchange needed.</p>
-
-<p>“But we haven’t got any. We’re loaned up to the hilt,” the
-banks protested.</p>
-
-<p>“You’ve got your reserves,” snapped J. P.</p>
-
-<p>“But we’re already below the legal limit,” they howled.</p>
-
-<p>“Use them! That’s what reserves are for!” And the banks
-obeyed and invaded the reserves to the extent of about
-twenty million dollars. It saved the stock market. The bank
-panic didn’t come until the following week. He was a man,
-J. P. Morgan was. They don’t come much bigger.</p>
-
-<p>That was the day I remember most vividly of all the days
-of my life as a stock operator. It was the day when my winnings
-exceeded one million dollars. It marked the successful
-ending of my first deliberately planned trading campaign.
-What I had foreseen had come to pass. But more than all
-these things was this: a wild dream of mine had been
-realised. I had been king for a day!</p>
-
-<p>I’ll explain, of course. After I had been in New York a
-couple of years I used to cudgel my brains trying to determine
-the exact reason why I couldn’t beat in a Stock Exchange
-house in New York the game that I had beaten as a
-kid of fifteen in a bucket shop in Boston. I knew that some
-day I would find out what was wrong and I would stop being
-wrong. I would then have not alone the will to be right but
-the knowledge to insure my being right. And that would
-mean power.</p>
-
-<p>Please do not misunderstand me. It was not a deliberate
-dream of grandeur or a futile desire born of overweening
-vanity. It was rather a sort of feeling that the same old stock
-market that so baffled me in Fullerton’s office and in Harding’s<span class="pagenum" id="Page_114">114</span>
-would one day eat out of my hand. I just felt that such
-a day would come. And it did—October 24, 1907.</p>
-
-<p>The reason why I say it is this: That morning a broker
-who had done a lot of business for my brokers and knew that
-I had been plunging on the bear side rode down in the company
-of one of the partners of the foremost banking house in
-the Street. My friend told the banker how heavily I had been
-trading, for I certainly pushed my luck to the limit. What is
-the use of being right unless you get all the good possible out
-of it.</p>
-
-<p>Perhaps the broker exaggerated to make his story sound
-important. Perhaps I had more of a following than I knew.
-Perhaps the banker knew far better than I how critical the
-situation was. At all events, my friend said to me: “He listened
-with great interest to what I told him you said the
-market was going to do when the real selling began, after
-another push or two. When I got through he said he might
-have something for me to do later in the day.”</p>
-
-<p>When the commission houses found out there was not a
-cent to be had at any price I knew the time had come. I sent
-brokers into the various crowds. Why, at one time there
-wasn’t a single bid for Union Pacific. Not at any price! Think
-of it! And in other stocks the same thing. No money to hold
-stocks and nobody to buy them.</p>
-
-<p>I had enormous paper profits and the certainty that all
-that I had to do to smash prices still more was to send in
-orders to sell ten thousand shares each of Union Pacific and
-of a half dozen other good dividend-paying stocks and what
-would follow would be simply hell. It seemed to me that the
-panic that would be precipitated would be of such an intensity
-and character that the board of governors would deem
-it advisable to close the Exchange, as was done in August,
-1914, when the World War broke out.</p>
-
-<p>It would mean greatly increased profits on paper. It might
-also mean an inability to convert those profits into actual
-cash. But there were other things to consider, and one was<span class="pagenum" id="Page_115">115</span>
-that a further break would retard the recovery that I was beginning
-to figure on, the compensating improvement after
-all that blood-letting. Such a panic would do much harm to
-the country generally.</p>
-
-<p>I made up my mind that since it was unwise and unpleasant
-to continue actively bearish it was illogical for me to
-stay short. So I turned and began to buy.</p>
-
-<p>It wasn’t long after my brokers began to buy in for me—and,
-by the way, I got bottom prices—that the banker sent
-for my friend.</p>
-
-<p>“I have sent for you,” he said, “because I want you to go
-instantly to your friend Livingston and say to him that we
-hope he will not sell any more stocks to-day. The market
-can’t stand much more pressure. As it is, it will be an immensely
-difficult task to avert a devastating panic. Appeal to
-your friend’s patriotism. This is a case where a man has to
-work for the benefit of all. Let me know at once what he
-says.”</p>
-
-<p>My friend came right over and told me. He was very tactful.
-I suppose he thought that having planned to smash the
-market I would consider his request as equivalent to throwing
-away the chance to make about ten million dollars. He
-knew I was sore on some of the big guns for the way they
-had acted trying to land the public with a lot of stock when
-they knew as well as I did what was coming.</p>
-
-<p>As a matter of fact, the big men were big sufferers and lots
-of the stocks I bought at the very bottom were in famous
-financial names. I didn’t know it at the time, but it did not
-matter. I had practically covered all my shorts and it seemed
-to me there was a chance to buy stocks cheap and help the
-needed recovery in prices at the same time—if nobody hammered
-the market.</p>
-
-<p>So I told my friend, “Go back and tell Mr. Blank that I
-agree with them and that I fully realised the gravity of the
-situation even before he sent for you. I not only will not sell
-any more stocks to-day, but I am going in and buy as much<span class="pagenum" id="Page_116">116</span>
-as I can carry.” And I kept my word. I bought one hundred
-thousand shares that day, for the long account. I did not sell
-another stock short for nine months.</p>
-
-<p>That is why I said to friends that my dream had come true
-and that I had been king for a moment. The stock market at
-one time that day certainly was at the mercy of anybody
-who wanted to hammer it. I do not suffer from delusions of
-grandeur; in fact you know how I feel about being accused
-of raiding the market and about the way my operations are
-exaggerated by the gossip of the Street.</p>
-
-<p>I came out of it in fine shape. The newspapers said that
-Larry Livingston, the Boy Plunger, had made several millions.
-Well, I was worth over one million after the close of
-business that day. But my biggest winnings were not in dollars
-but in the intangibles: I had been right, I had looked
-ahead and followed a clear-cut plan. I had learned what a
-man must do in order to make big money; I was permanently
-out of the gambler class; I had at last learned to trade intelligently
-in a big way. It was a day of days for me.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_117">117</span></p>
-
-<div class="chapter">
-<h2 id="X"><i>X</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">The recognition</span> of our own mistakes should not benefit us
-any more than the study of our successes. But there is a
-natural tendency in all men to avoid punishment. When you
-associate certain mistakes with a licking, you do not hanker
-for a second dose, and, of course, all stock-market mistakes
-wound you in two tender spots—your pocketbook and your
-vanity. But I will tell you something curious: A stock speculator
-sometimes makes mistakes and knows that he is making
-them. And after he makes them he will ask himself why he
-made them; and after thinking over it cold-bloodedly a long
-time after the pain of punishment is over he may learn how
-he came to make them, and when, and at what particular
-point of his trade; but not why. And then he simply calls
-himself names and lets it go at that.</p>
-
-<p>Of course, if a man is both wise and lucky, he will not
-make the same mistake twice. But he will make any one of
-the ten thousand brothers or cousins of the original. The
-Mistake family is so large that there is always one of them
-around when you want to see what you can do in the fool-play
-line.</p>
-
-<p>To tell you about the first of my million-dollar mistakes I
-shall have to go back to this time when I first became a millionaire,
-right after the big break of October, 1907. As far as
-my trading went, having a million merely meant more reserves.
-Money does not give a trader more comfort, because,
-rich or poor, he can make mistakes and it is never comfortable<span class="pagenum" id="Page_118">118</span>
-to be wrong. And when a millionaire is right his
-money is merely one of his several servants. Losing money
-is the least of my troubles. <em>A loss never bothers me after I
-take it. I forget it overnight. But being wrong—not taking
-the loss—that is what does the damage to the pocketbook
-and to the soul.</em> You remember Dickson G. Watts’ story about
-the man who was so nervous that a friend asked him what
-was the matter.</p>
-
-<p>“I can’t sleep,” answered the nervous one.</p>
-
-<p>“Why not?” asked the friend.</p>
-
-<p>“I am carrying so much cotton that I can’t sleep thinking
-about it. It is wearing me out. What can I do?”</p>
-
-<p>“Sell down to the sleeping point,” answered the friend.</p>
-
-<p>As a rule a man adapts himself to conditions so quickly
-that he loses the perspective. He does not feel the difference
-much—that is, he does not vividly remember how it felt not
-to be a millionaire. He only remembers that there were
-things he could not do that he can do now. It does not take
-a reasonably young and normal man very long to lose the
-habit of being poor. It requires a little longer to forget that
-he used to be rich. I suppose that is because money creates
-needs or encourages their multiplication. I mean that after a
-man makes money in the stock market he very quickly loses
-the habit of not spending. But after he loses his money it
-takes him a long time to lose the habit of spending.</p>
-
-<p>After I took in my shorts and went long in October, 1907,
-I decided to take it easy for a while. I bought a yacht and
-planned to go off on a cruise in Southern waters. I am crazy
-about fishing and I was due to have the time of my life. I
-looked forward to it and expected to go any day. But I did
-not. The market wouldn’t let me.</p>
-
-<p><em>I always have traded in commodities as well as in stocks.</em>
-I began as a youngster in the bucket shops. I studied those
-markets for years, though perhaps not so assiduously as the
-stock market. As a matter of fact, <em>I would rather play commodities
-than stocks</em>. There is no question about their greater<span class="pagenum" id="Page_119">119</span>
-legitimacy, as it were. It partakes more of the nature of a
-commercial venture than trading in stocks does. A man can
-approach it as he might any mercantile problem. It may be
-possible to use fictitious arguments for or against a certain
-trend in a commodity market; but success will be only temporary,
-<em>for in the end the facts are bound to prevail</em>, so that a
-trader gets dividends on study and observation, as he does in
-a regular business. He can watch and weigh conditions and
-he knows as much about it as anyone else. He need not guard
-against inside cliques. Dividends are not unexpectedly
-passed or increased overnight in the cotton market or in
-wheat or corn. <em>In the long run commodity prices are governed
-but by one law—the economic law of demand and
-supply.</em> The business of the trader in commodities is simply
-to get facts about the demand and the supply, present and
-prospective. He does not indulge in guesses about a dozen
-things as he does in stocks. It always appealed to me—trading
-in commodities.</p>
-
-<p>Of course the same things happen in all speculative markets.
-The message of the tape is the same. That will be perfectly
-plain to anyone who will take the trouble to think. He
-will find if he asks himself questions and considers conditions,
-that the answers will supply themselves directly. But
-people never take the trouble to ask questions, leave alone
-seeking answers. The average American is from Missouri
-everywhere and at all times except when he goes to the brokers’
-offices and looks at the tape, whether it is stocks or commodities.
-The one game of all games that really requires
-study before making a play is the one he goes into without
-his usual highly intelligent preliminary and precautionary
-doubts. <em>He will risk half his fortune in the stock market with
-less reflection than he devotes to the selection of a medium-priced
-automobile.</em></p>
-
-<p>This matter of tape reading is not so complicated as it appears.
-Of course you need experience. But it is even more
-important to keep certain fundamentals in mind. To read<span class="pagenum" id="Page_120">120</span>
-the tape is not to have your fortune told. The tape does not
-tell you how much you will surely be worth next Thursday
-at 1:35 <span class="smcap smaller">P.M.</span> The object of reading the tape is to ascertain,
-first, how and, next, when to trade—that is, whether it is
-wiser to buy than to sell. It works exactly the same for stocks
-as for cotton or wheat or corn or oats.</p>
-
-<p>You watch the market—that is, the course of prices as recorded
-by the tape—with one object: to determine the direction—that
-is, the price tendency. Prices, we know, will move
-either up or down according to the resistance they encounter.
-For purposes of easy explanation we will say that
-<em>prices, like everything else, move along the line of least resistance</em>.
-They will do whatever comes easiest, therefore they
-will go up if there is less resistance to an advance than to a
-decline; and vice versa.</p>
-
-<p>Nobody should be puzzled as to whether a market is a
-bull market or a bear market after it fairly starts. The trend
-is evident to a man who has an open mind and reasonably
-clear sight, for it is never wise for a speculator to fit his facts
-to his theories. Such a man will, or ought to, know whether
-it is a bull or a bear market, and if he knows that he knows
-whether to buy or to sell. It is therefore at the very inception
-of the movement that a man needs to know whether to
-buy or to sell.</p>
-
-<p>Let us say, for example, that the market, as it usually does
-in those between-swings times, fluctuates within a range of
-ten points; up to 130 and down to 120. It may look very weak
-at the bottom; or, on the way up, after a rise of eight or ten
-points, it may look as strong as anything. A man ought not
-to be led into trading by tokens. <em>He should wait until the
-tape tells him that the time is ripe. As a matter of fact, millions
-upon millions of dollars have been lost by men who
-bought stocks because they looked cheap or sold them because
-they looked dear. The speculator is not an investor.
-His object is not to secure a steady return on his money at a
-good rate of interest, but to profit by either a rise or a fall in<span class="pagenum" id="Page_121">121</span>
-the price of whatever he may be speculating in. Therefore
-the thing to determine is the speculative line of least resistance
-at the moment of trading; and what he should wait for
-is the moment when that line defines itself, because that is
-his signal to get busy.</em></p>
-
-<p>Reading the tape merely enables him to see that at 130
-the selling had been stronger than the buying and a reaction
-in the price logically followed. Up to the point where the
-selling prevailed over the buying, superficial students of the
-tape may conclude that the price is not going to stop short
-of 150, and they buy. But after the reaction begins to hold
-on, or sell out at a small loss, or they go short and talk bearish.
-But at 120 there is stronger resistance to the decline. The
-buying prevails over the selling, there is a rally and the
-shorts cover. The public is so often whipsawed that one
-marvels at their persistence in not learning their lesson.</p>
-
-<p>Eventually something happens that increases the power of
-either the upward or the downward force and the point of
-greatest resistance moves up or down—that is, the buying at
-130 will for the first time be stronger than the selling, or the
-selling at 120 be stronger than the buying. The price will
-break through the old barrier or movement-limit and go on.
-As a rule, there is always a crowd of traders who are short at
-120 because it looked so weak, or long at 130 because it looked
-so strong, and, when the market goes against them they are
-forced, after a while, either to change their minds and turn
-or to close out. In either event they help to define even more
-clearly the price line of least resistance. Thus the intelligent
-trader who has patiently waited to determine this line will
-enlist the aid of fundamental trade conditions and also of the
-force of the trading of that part of the community that happened
-to guess wrong and must now rectify mistakes. Such
-corrections tend to push prices along the line of least resistance.</p>
-
-<p>And right here I will say that, though I do not give it as a
-mathematical certainty or as an axiom of speculation, my<span class="pagenum" id="Page_122">122</span>
-experience has been that accidents—that is, the unexpected
-or unforeseen—have always helped me in my market position
-whenever the latter has been based upon my determination
-of the line of least resistance. Do you remember that
-Union Pacific episode at Saratoga that I told you about?
-Well, I was long because I found out that the line of least
-resistance was upward. I should have stayed long instead of
-letting my broker tell me that insiders were selling stocks. It
-didn’t make any difference what was going on in the directors’
-minds. That was something I couldn’t possibly know.
-But I could and did know that the tape said: “Going up!”
-And then came the unexpected raising of the dividend rate
-and the thirty-point rise in the stock. At 164 prices looked
-mighty high, but as I told you before, <em>stocks are never too
-high to buy or too low to sell</em>. <em>The price</em>, per se, <em>has nothing
-to do with establishing my line of least resistance.</em></p>
-
-<p>You will find in actual practice that if you trade as I have
-indicated any important piece of news given out between
-the closing of one market and the opening of another is usually
-in harmony with the line of least resistance. <em>The trend
-has been established before the news is published, and in
-bull markets bear items are ignored and bull news exaggerated,
-and vice versa.</em> Before the war broke out the market
-was in a very weak condition. There came the proclamation
-of Germany’s submarine policy. I was short one hundred and
-fifty thousand shares of stock, not because I knew the news
-was coming, but because I was going along the line of least
-resistance. What happened came out of a clear sky, as far as
-my play was concerned. Of course I took advantage of the
-situation and I covered my shorts that day.</p>
-
-<p>It sounds very easy to say that all you have to do is to
-watch the tape, establish your resistance points and be ready
-to trade along the line of least resistance as soon as you have
-determined it. <em>But in actual practice a man has to guard
-against many things, and most of all against himself</em>—that is,
-against human nature. That is the reason why I say that the<span class="pagenum" id="Page_123">123</span>
-man who is right always has two forces working in his favor—<em>basic
-conditions and the men who are wrong</em>. <em>In a bull
-market bear factors are ignored.</em> That is human nature, and
-yet human beings profess astonishment at it. People will tell
-you that the wheat crop has gone to pot because there has
-been bad weather in one or two sections and some farmers
-have been ruined. When the entire crop is gathered and all
-the farmers in all the wheat-growing sections begin to take
-their wheat to the elevators the bulls are surprised at the
-smallness of the damage. They discover that they merely
-have helped the bears.</p>
-
-<p>When a man makes his play in a commodity market he
-must not permit himself set opinions. He must have an open
-mind and flexibility. <em>It is not wise to disregard the message
-of the tape, no matter what your opinion of crop conditions
-or of the probable demand may be.</em> I recall how I missed a
-big play just by trying to anticipate the starting signal. I felt
-so sure of conditions that I thought it was not necessary to
-wait for the line of least resistance to define itself. I even
-thought I might help it arrive, because it looked as if it
-merely needed a little assistance.</p>
-
-<p>I was very bullish on cotton. It was hanging around
-twelve cents, running up and down within a moderate range.
-It was in one of those in-between places and I could see it.
-I knew I really ought to wait. But I got to thinking that if I
-gave it a little push it would go beyond the upper resistance
-point.</p>
-
-<p>I bought fifty thousand bales. Sure enough, it moved up.
-And sure enough, as soon as I stopped buying it stopped
-going up. Then it began to settle back to where it was when
-I began buying it. I got out and it stopped going down. I
-thought I was now much nearer the starting signal, and
-presently I thought I’d start it myself again. I did. The same
-thing happened. I bid it up, only to see it go down when I
-stopped. I did this four or five times until I finally quit in
-disgust. It cost me about two hundred thousand dollars. I<span class="pagenum" id="Page_124">124</span>
-was done with it. It wasn’t very long after that when it began
-to go up and never stopped till it got to a price that
-would have meant a killing for me—if I hadn’t been in such
-a great hurry to start.</p>
-
-<p>This experience has been the experience of so many
-traders so many times that I can give this rule: <em>In a narrow
-market, when prices are not getting anywhere to speak of
-but move within a narrow range, there is no sense in trying
-to anticipate what the next big movement is going to be—up
-or down.</em> The thing to do is to watch the market, read
-the tape to determine the limits of the get-nowhere prices,
-and make up your mind that you will not take an interest
-until the price breaks through the limit in either direction.
-A speculator must concern himself with making money out
-of the market and not with insisting that the tape must agree
-with him. Never argue with it or ask it for reasons or explanations.
-<em>Stock-market post-mortems don’t pay dividends.</em></p>
-
-<p>Not so long ago I was with a party of friends. They got to
-talking wheat. Some of them were bullish and others bearish.
-Finally they asked me what I thought. Well, I had been
-studying the market for some time. I knew they did not
-want any statistics or analyses of conditions. So I said: “If
-you want to make some money out of wheat I can tell you
-how to do it.”</p>
-
-<p>They all said they did and I told them, “If you are sure
-you wish to make money in wheat just you watch it. Wait.
-The moment it crosses $1.20 buy it and you will get a nice
-quick play in it!”</p>
-
-<p>“Why not buy it now, at $1,14?” one of the party asked.</p>
-
-<p>“Because I don’t know yet that it is going up at all.”</p>
-
-<p>“Then why buy it at $1.20? It seems a mighty high price.”</p>
-
-<p>“Do you wish to gamble blindly in the hope of getting a
-great big profit or do you wish to speculate intelligently
-and get a smaller but much more probable profit?”</p>
-
-<p>They all said they wanted the smaller but surer profit, so
-I said, “Then do as I tell you. If it crosses $1.20 buy.”</p>
-
-<p><span class="pagenum" id="Page_125">125</span>
-As I told you, I had watched it a long time. For months
-it sold between $1.10 and $1.20, getting nowhere in particular.
-Well, sir, one day it closed at above $1.19. I got
-ready for it. Sure enough the next day it opened at $1.20½,
-and I bought. It went to $1.21, to $1.22, to $1.23, to $1.25,
-and I went with it.</p>
-
-<p>Now I couldn’t have told you at the time just what was
-going on. I didn’t get any explanations about its behaviour
-during the course of the limited fluctuations. I couldn’t tell
-whether the breaking through the limit would be up
-through $1.20 or down through $1.10, though I suspected
-it would be up because there was not enough wheat in the
-world for a big break in prices.</p>
-
-<p>As a matter of fact, it seems Europe had been buying
-quietly and a lot of traders had gone short of it at around
-$1.19. Owing to the European purchases and other causes,
-a lot of wheat had been taken out of the market, so that
-finally the big movement got started. The price went beyond
-the $1.20 mark. That was all the point I had and it
-was all I needed. I knew that when it crossed $1.20 it would
-be because the upward movement at last had gathered force
-to push it over the limit and something had to happen. In
-other words, by crossing $1.20 the line of least resistance of
-wheat prices was established. It was a different story then.</p>
-
-<p>I remember that one day was a holiday with us and all
-our markets were closed. Well, in Winnipeg wheat opened
-up six cents a bushel. When our market opened on the
-following day, it also was up six cents a bushel. The price
-just went along the line of least resistance.</p>
-
-<p>What I have told you gives you the essence of my trading
-system as based on studying the tape. I merely learn the
-way prices are most probably going to move. I check up my
-own trading by additional tests, to determine the psychological
-moment. <em>I do that by watching the way the price
-acts after I begin.</em></p>
-
-<p>It is surprising how many experienced traders there are<span class="pagenum" id="Page_126">126</span>
-who look incredulous when I tell them that when I buy
-stocks for a rise I like to pay top prices and when I sell I
-must sell low or not at all. It would not be so difficult to
-make money if a trader always stuck to his speculative guns—that
-is, waited for the line of least resistance to define itself
-and began buying only when the tape said up or selling
-only when it said down. <em>He should accumulate his line on
-the way up.</em> Let him buy one-fifth of his full line. If that
-does not show him a profit he must not increase his holdings
-because he has obviously begun wrong; he is wrong temporarily
-and there is no profit in being wrong at any time. The
-same tape that said <span class="smcap smaller">UP</span> did not necessarily lie merely because
-it is now saying <span class="smcap smaller">NOT YET</span>.</p>
-
-<p>In cotton I was very successful in my trading for a long
-time. I had my theory about it and I absolutely lived up to
-it. Suppose I had decided that my line would be forty to
-fifty thousand bales. Well, I would study the tape as I told
-you, watching for an opportunity either to buy or to sell.
-Suppose the line of least resistance indicated a bull movement.
-Well, I would buy ten thousand bales. After I got
-through buying that, if the market <em>went up ten points over
-my initial purchase price, I would take on another ten thousand
-bales</em>. Same thing. Then, if I could get twenty points’
-profit, or one dollar a bale, I would buy twenty thousand
-more. That would give me my line—my basis for my trading.
-But if after buying the first ten or twenty thousand
-bales, it showed me a loss, out I’d go. I was wrong. It might
-be I was only temporarily wrong. But as I have said before
-<em>it doesn’t pay to start wrong in anything</em>.</p>
-
-<p>What I accomplished by sticking to my system was that
-I always had a line of cotton in every real movement. In
-the course of accumulating my full line I might chip out
-fifty or sixty thousand dollars in these feeling-out plays of
-mine. This looks like a very expensive testing, but it wasn’t.
-After the real movement started, how long would it take
-me to make up the fifty thousand dollars I had dropped in<span class="pagenum" id="Page_127">127</span>
-order to make sure that I began to load up at exactly the
-right time? No time at all! <em>It always pays a man to be right
-at the right time.</em></p>
-
-<p>As I think I also said before, this describes what I may
-call my system for placing my bets. It is simple arithmetic
-to prove that it is a wise thing to have the big bet down
-only when you win, and when you lose to lose only a small
-exploratory bet, as it were. If a man trades in the way I
-have described, he will always be in the profitable position
-of being able to cash in on the big bet.</p>
-
-<p>Professional traders have always had some system or
-other based upon their experience and governed either by
-their attitude toward speculation or by their desires. I remember
-I met an old gentleman in Palm Beach whose
-name I did not catch or did not at once identify. I knew he
-had been in the Street for years, way back in Civil War
-times, and somebody told me that he was a very wise old
-codger who had gone through so many booms and panics
-that he was always saying there was nothing new under the
-sun and least of all in the stock market.</p>
-
-<p>The old fellow asked me a lot of questions. When I got
-through telling him about my usual practice in trading he
-nodded and said, “Yes! Yes! You’re right. The way you’re
-built, the way your mind runs, makes your system a good
-system for you. It comes easy for you to practice what you
-preach, because the money you bet is the least of your
-cares. I recollect Pat Hearne. Ever hear of him? Well, he
-was a very well-known sporting man and he had an account
-with us. Clever chap and nervy. He made money in stocks,
-and that made people ask him for advice. He would never
-give any. If they asked him point-blank for his opinion
-about the wisdom of their commitments he used a favorite
-race-track maxim of his: ‘You can’t tell till you bet.’ He
-traded in our office. He would buy one hundred shares of
-some active stock and when, or if, it went up 1 per cent he
-would buy another hundred. On another point’s advance,<span class="pagenum" id="Page_128">128</span>
-another hundred shares; and so on. He used to say he
-wasn’t playing the game to make money for others and
-therefore he would put in a stop-loss order one point below
-the price of his last purchase. When the price kept going
-up he simply moved up his stop with it. On a 1 per cent
-reaction he was stopped out. He declared he did not see
-any sense in losing more than one point, whether it came
-out of his original margin or out of his paper profits.</p>
-
-<p>“You know, a professional gambler is not looking for long
-shots, but for sure money. Of course long shots are fine
-when they come in. In the stock market Pat wasn’t after
-tips or playing to catch twenty-points-a-week advances,
-but sure money in sufficient quantity to provide him with
-a good living. Of all the thousands of outsiders that I have
-run across in Wall Street, Pat Hearne was the only one who
-saw in stock speculation merely a game of chance like faro
-or roulette, but, nevertheless, had the sense to stick to a
-relatively sound betting method.</p>
-
-<p>“After Hearne’s death one of our customers who had always
-traded with Pat and used his system made over one
-hundred thousand dollars in Lackawanna. Then he switched
-over to some other stock and because he had made a big
-stake he thought he need not stick to Pat’s way. When a
-reaction came, instead of cutting short his losses he let them
-run—as though they were profits. Of course every cent
-went. When he finally quit he owed us several thousand
-dollars.</p>
-
-<p>“He hung around for two or three years. He kept the fever
-long after the cash had gone; but we did not object as long
-as he behaved himself. I remember that he used to admit
-freely that he had been ten thousand kinds of an ass not to
-stick to Pat Hearne’s style of play. Well, one day he came
-to me greatly excited and asked me to let him sell some
-stock short in our office. He was a nice enough chap who
-had been a good customer in his day and I told him I personally
-would guarantee his account for one hundred shares.</p>
-
-<p><span class="pagenum" id="Page_129">129</span>
-“He sold short one hundred shares of Lake Shore. That
-was the time Bill Travers hammered the market, in 1875.
-My friend Roberts put out that Lake Shore at exactly the
-right time and kept selling it on the way down as he had
-been wont to do in the old successful days before he forsook
-Pat Hearne’s system and instead listened to hope’s
-whispers.</p>
-
-<p>“Well, sir, in four days of successful pyramiding, Roberts’
-account showed him a profit of fifteen thousand dollars. Observing
-that he had not put in a stop-loss order I spoke to
-him about it and he told me that the break hadn’t fairly begun
-and he wasn’t going to be shaken out by any one-point
-reaction. This was in August. Before the middle of September
-he borrowed ten dollars from me for a baby carriage—his
-fourth. He did not stick to his own proved system.
-That’s the trouble with most of them,” and the old fellow
-shook his head at me.</p>
-
-<p>And he was right. I sometimes think that speculation must
-be an unnatural sort of business, because I find that the
-average speculator has arrayed against him his own nature.
-The weaknesses that all men are prone to are fatal to success
-in speculation—usually those very weaknesses that
-make him likable to his fellows or that he himself particularly
-guards against in those other ventures of his where
-they are not nearly so dangerous as when he is trading in
-stocks or commodities.</p>
-
-<p><em>The speculator’s chief enemies are always boring from
-within. It is inseparable from human nature to hope and to
-fear.</em> In speculation when the market goes against you you
-hope that every day will be the last day—and you lose more
-than you should had you not listened to hope—to the same
-ally that is so potent a success-bringer to empire builders and
-pioneers, big and little. And when the market goes your way
-you become fearful that the next day will take away your
-profit, and you get out—too soon. <em>Fear keeps you from making
-as much money as you ought to.</em> The successful trader<span class="pagenum" id="Page_130">130</span>
-has to fight these two deep-seated instincts. He has to reverse
-what you might call his natural impulses. <em>Instead of
-hoping he must fear; instead of fearing he must hope.</em> He
-must fear that his loss may develop into a much bigger loss,
-and hope that his profit may become a big profit. <em>It is absolutely
-wrong to gamble in stocks the way the average man
-does.</em></p>
-
-<p>I have been in the speculative game ever since I was fourteen.
-It is all I have ever done. I think I know what I am
-talking about. And the conclusion that I have reached after
-nearly thirty years of constant trading, both on a shoestring
-and with millions of dollars back of me, is this: A man may
-beat a stock or a group at a certain time, but no man living
-can beat the stock market! A man may make money out of
-individual deals in cotton or grain, but no man can beat the
-cotton market or the grain market. It’s like the track. A man
-may beat a horse race, but he cannot beat horse racing.</p>
-
-<p>If I knew how to make these statements stronger or more
-emphatic I certainly would. It does not make any difference
-what anybody says to the contrary. I know I am right in
-saying these are incontrovertible statements.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_131">131</span></p>
-
-<div class="chapter">
-<h2 id="XI"><i>XI</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">And now</span> I’ll get back to October, 1907. I bought a yacht
-and made all preparations to leave New York for a cruise in
-Southern waters. I am really daffy about fishing and this
-was the time when I was going to fish to my heart’s content
-from my own yacht, going wherever I wished whenever I
-felt like it. Everything was ready. I had made a killing in
-stocks, but at the last moment corn held me back.</p>
-
-<p>I must explain that before the money panic which gave
-me my first million I had been trading in grain at Chicago.
-I was short ten million bushels of wheat and ten million
-bushels of corn. I had studied the grain markets for a long
-time and was as bearish on corn and wheat as I had been
-on stocks.</p>
-
-<p>Well, they both started down, but while wheat kept on
-declining the biggest of all the Chicago operators—I’ll call
-him Stratton—took it into his head to run a corner in corn.
-After I cleaned up in stocks and was ready to go South on
-my yacht I found that wheat showed me a handsome profit,
-but in corn Stratton had run up the price and I had quite
-a loss.</p>
-
-<p>I knew there was much more corn in the country than the
-price indicated. The law of demand and supply worked as
-always. But the demand came chiefly from Stratton and the
-supply was not coming at all, because there was an acute
-congestion in the movement of corn. I remember that I used
-to pray for a cold spell that would freeze the impassable<span class="pagenum" id="Page_132">132</span>
-roads and enable the farmers to bring their corn into the
-market. But no such luck.</p>
-
-<p>There I was, waiting to go on my joyously planned fishing
-trip and that loss in corn holding me back. I couldn’t go
-away with the market as it was. Of course Stratton kept
-pretty close tabs on the short interest. He knew he had me,
-and I knew it quite as well as he did. But, as I said, I was
-hoping I might convince the weather that it ought to get
-busy and help me. Perceiving that neither the weather nor
-any other kindly wonder-worker was paying any attention
-to my needs I studied how I might work out of my difficulty
-by my own efforts.</p>
-
-<p>I closed out my line of wheat at a good profit. But the
-problem in corn was infinitely more difficult. If I could have
-covered my ten million bushels at the prevailing prices I instantly
-and gladly would have done so, large though the
-loss would have been. But, of course, the moment I started
-to buy in my corn Stratton would be on the job as squeezer
-in chief, and I no more relished running up the price on
-myself by reason of my own purchases than cutting my own
-throat with my own knife.</p>
-
-<p>Strong though corn was, my desire to go fishing was even
-stronger, so it was up to me to find a way out at once. I
-must conduct a strategic retreat. I must buy back the ten
-million bushels I was short of and in so doing keep down
-my loss as much as I possibly could.</p>
-
-<p>It so happened that Stratton at that time was also running
-a deal in oats and had the market pretty well sewed up. I
-had kept track of all the grain markets in the way of crop
-news and pit gossip, and I heard that the powerful Armour
-interests were not friendly, marketwise, to Stratton. Of
-course I knew that Stratton would not let me have the corn
-I needed except at his own price, but the moment I heard
-the rumors about Armour being against Stratton it occurred
-to me that I might look to the Chicago traders for aid. The
-only way in which they could possibly help me was for them<span class="pagenum" id="Page_133">133</span>
-to sell me the corn that Stratton wouldn’t. The rest was easy.</p>
-
-<p>First, I put in orders to buy five hundred thousand
-bushels of corn every eighth of a cent down. After these
-orders were in I gave to each of four houses an order to sell
-simultaneously fifty thousand bushels of oats at the market.
-That, I figured, ought to make a quick break in oats. Knowing
-how the traders’ minds worked, it was a cinch that they
-would instantly think that Armour was gunning for
-Stratton. Seeing the attack opened in oats they would logically
-conclude that the next break would be in corn and they
-would start to sell it. If that corner in corn was busted, the
-pickings would be fabulous.</p>
-
-<p>My dope on the psychology of the Chicago traders was
-absolutely correct. When they saw oats breaking on the
-scattered selling they promptly jumped on corn and sold it
-with great enthusiasm. I was able to buy six million bushels
-of corn in the next ten minutes. The moment I found that
-their selling of corn ceased I simply bought in the other four
-million bushels at the market. Of course that made the price
-go up again, but the net result of my manœuvre was that I
-covered the entire line of ten million bushels within one-half
-cent of the price prevailing at the time I started to cover
-on the traders’ selling. The two hundred thousand bushels
-of oats that I sold short to start the traders’ selling of corn I
-covered at a loss of only three thousand dollars. That was
-pretty cheap bear bait. The profits I had made in wheat
-offset so much of my deficit in corn that my total loss on all
-my grain trades that time was only twenty-five thousand
-dollars. Afterwards corn went up twenty-five cents a bushel.
-Stratton undoubtedly had me at his mercy. If I had set
-about buying my ten million bushels of corn without bothering
-to think of the price there is no telling what I would
-have had to pay.</p>
-
-<p>A man can’t spend years at one thing and not acquire a
-habitual attitude towards it quite unlike that of the average
-beginner. The difference distinguishes the professional from<span class="pagenum" id="Page_134">134</span>
-the amateur. It is the way a man looks at things that makes
-or loses money for him in the speculative markets. The
-public has the dilettante’s point of view toward his own
-effort. The ego obtrudes itself unduly and the thinking
-therefore is not deep or exhaustive. The professional concerns
-himself with doing the right thing rather than with
-making money, knowing that the profit takes care of itself
-if the other things are attended to. A trader gets to play the
-game as the professional billiard player does—that is, he
-looks far ahead instead of considering the particular shot
-before him. It gets to be an instinct to play for position.</p>
-
-<p>I remember hearing a story about Addison Cammack that
-illustrates very nicely what I wish to point out. From all I
-have heard, I am inclined to think that <em>Cammack</em> was one
-of the ablest stock traders the Street ever saw. He was not
-a chronic bear as many believe, but he felt the greater appeal
-of trading on the bear side, of utilizing in his behalf the
-two great human factors of hope and fear. He is credited
-with coining the warning: “Don’t sell stocks when the sap is
-running up the trees!” and the old-timers tell me that his
-biggest winnings were made on the bull side, so that it is
-plain he did not play prejudices but conditions. At all
-events, he was a consummate trader. It seems that once—this
-was way back at the tag end of a bull market—Cammack
-was bearish, and J. Arthur Joseph, the financial writer
-and raconteur, knew it. The market, however, was not only
-strong but still rising, in response to prodding by the bull
-leaders and optimistic reports by the newspapers. Knowing
-what use a trader like Cammack could make of bearish information,
-Joseph rushed to Cammack’s office one day with
-glad tidings.</p>
-
-<p>“Mr. Cammack, I have a very good friend who is a transfer
-clerk in the St. Paul office and he has just told me something
-which I think you ought to know.”</p>
-
-<p>“What is it?” asked Cammack listlessly.</p>
-
-<p>“You’ve turned, haven’t you? You are bearish now?” asked<span class="pagenum" id="Page_135">135</span>
-Joseph, to make sure. If Cammack wasn’t interested he
-wasn’t going to waste precious ammunition.</p>
-
-<p>“Yes. What’s the wonderful information?”</p>
-
-<p>“I went around to the St. Paul office to-day, as I do in my
-news-gathering rounds two or three times a week, and my
-friend there said to me: ‘The Old Man is selling stock.’ He
-meant William Rockefeller. ‘Is he really, Jimmy?’ I said to
-him, and he answered, ‘Yes; he is selling fifteen hundred
-shares every three-eighths of a point up. I’ve been transferring
-the stock for two or three days now.’ I didn’t lose any
-time, but came right over to tell you.”</p>
-
-<p>Cammack was not easily excited, and, moreover, was so
-accustomed to having all manner of people rush madly into
-his office with all manner of news, gossip, rumors, tips and
-lies that he had grown distrustful of them all. He merely
-said now, “Are you sure you heard right, Joseph?”</p>
-
-<p>“Am I sure? Certainly I am sure! Do you think I am
-deaf?” said Joseph.</p>
-
-<p>“Are you sure of your man?”</p>
-
-<p>“Absolutely!” declared Joseph. “I’ve known him for years.
-He has never lied to me. He wouldn’t! No object! I know
-he is absolutely reliable and I’d stake my life on what he
-tells me. I know him as well as I know anybody in this world—a
-great deal better than you seem to know me, after all
-these years.”</p>
-
-<p>“Sure of him, eh?” And Cammack again looked at Joseph.
-Then he said, “Well, you ought to know.” He called his
-broker, W. B. Wheeler. Joseph expected to hear him give an
-order to sell at least fifty thousand shares of St. Paul. William
-Rockefeller was disposing of his holdings in St. Paul, taking
-advantage of the strength of the market. Whether it was investment
-stock or speculative holdings was irrelevant. The
-one important fact was that the best stock trader of the
-Standard Oil crowd was getting out of St. Paul. What would
-the average man have done if he had received the news
-from a trustworthy source? No need to ask.</p>
-
-<p><span class="pagenum" id="Page_136">136</span>
-But Cammack, the ablest bear operator of his day, who
-was bearish on the market just then, said to his broker,
-“Billy, go over to the board and buy fifteen hundred St. Paul
-every three-eighths up.” The stock was then in the nineties.</p>
-
-<p>“Don’t you mean sell?” interjected Joseph hastily. He was
-no novice in Wall Street, but he was thinking of the market
-from the point of view of the newspaper man and, incidentally,
-of the general public. The price certainly ought to
-go down on the news of inside selling. And there was no
-better inside selling than Mr. William Rockefeller’s. The
-Standard Oil getting out and Cammack buying! It couldn’t
-be!</p>
-
-<p>“No,” said Cammack; “I mean buy!”</p>
-
-<p>“Don’t you believe me?”</p>
-
-<p>“Yes!”</p>
-
-<p>“Don’t you believe my information?”</p>
-
-<p>“Yes.”</p>
-
-<p>“Aren’t you bearish?”</p>
-
-<p>“Yes.”</p>
-
-<p>“Well, then?”</p>
-
-<p>“That’s why I’m buying. Listen to me now: You keep
-in touch with that reliable friend of yours and the moment
-the scaled selling stops, let me know. Instantly! Do you understand?”</p>
-
-<p>“Yes,” said Joseph, and went away, not quite sure he could
-fathom Cammack’s motives in buying William Rockefeller’s
-stock. It was the knowledge that Cammack was bearish on
-the entire market that made his manœuvre so difficult to explain.
-However, Joseph saw his friend the transfer clerk and
-told him he wanted to be tipped off when the Old Man got
-through selling. Regularly twice a day Joseph called on his
-friend to inquire.</p>
-
-<p>One day the transfer clerk told him, “There isn’t any more
-stock coming from the Old Man.” Joseph thanked him and
-ran to Cammack’s office with the information.</p>
-
-<p>Cammack listened attentively, turned to Wheeler and<span class="pagenum" id="Page_137">137</span>
-asked, “Billy, how much St. Paul have we got in the office?”
-Wheeler looked it up and reported that they had accumulated
-about sixty thousand shares.</p>
-
-<p>Cammack, being bearish, had been putting out short lines
-in the other Grangers as well as in various other stocks, even
-before he began to buy St. Paul. He was now heavily short
-of the market. He promptly ordered Wheeler to sell the sixty
-thousand shares of St. Paul that they were long of, and more
-besides. He used his long holdings of St. Paul as a lever to
-depress the general list and greatly benefit his operations for
-a decline.</p>
-
-<p>St. Paul didn’t stop on that move until it reached forty-four
-and Cammack made a killing in it. He played his cards
-with consummate skill and profited accordingly. The point
-I would make is his habitual attitude toward trading. He
-didn’t have to reflect. He saw instantly what was far more
-important to him than his profit on that one stock. He saw
-that he had providentially been offered an opportunity to
-begin his big bear operations not only at the proper time but
-with a proper initial push. The St. Paul tip made him buy
-instead of sell because he saw at once that it gave him a vast
-supply of the best ammunition for his bear campaign.</p>
-
-<p>To get back to myself. After I closed my trade in wheat
-and corn I went South in my yacht. I cruised about in
-Florida waters, having a grand old time. The fishing was
-great. Everything was lovely. I didn’t have a care in the
-world and I wasn’t looking for any.</p>
-
-<p>One day I went ashore at Palm Beach. I met a lot of Wall
-Street friends and others. They were all talking about the
-most picturesque cotton speculator of the day. A report from
-New York had it that Percy Thomas had lost every cent. It
-wasn’t a commercial bankruptcy; merely the rumor of the
-world-famous operator’s second Waterloo in the cotton market.</p>
-
-<p>I had always felt a great admiration for him. The first
-I ever heard of him was through the newspapers at the time<span class="pagenum" id="Page_138">138</span>
-of the failure of the Stock Exchange house of Sheldon &amp;
-Thomas, when Thomas tried to corner cotton. Sheldon, who
-did not have the vision or the courage of his partner, got
-cold feet on the very verge of success. At least, so the Street
-said at the time. At all events, instead of making a killing
-they made one of the most sensational failures in years. I
-forget how many millions. The firm was wound up and
-Thomas went to work alone. He devoted himself exclusively
-to cotton and it was not long before he was on his feet again.
-He paid off his creditors in full with interest—debts he was
-not legally obliged to discharge—and withal had a million
-dollars left to himself. His comeback in the cotton market
-was in its way as remarkable as Deacon S. V. White’s famous
-stock-market exploit of paying off one million dollars in one
-year. Thomas’ pluck and brains made me admire him immensely.</p>
-
-<p>Everybody in Palm Beach was talking about the collapse
-of Thomas’ deal in March cotton. You know how the talk
-goes—and grows; the amount of misinformation and exaggeration
-and improvements that you hear. Why, I’ve seen
-a rumor about myself grow so that the fellow who started it
-did not recognize it when it came back to him in less than
-twenty-four hours, swollen with new and picturesque details.</p>
-
-<p>The news of Percy Thomas’ latest misadventure turned
-my mind from the fishing to the cotton market. I got files of
-the trade papers and read them to get a line on conditions.
-When I got back to New York I gave myself up to studying
-the market. Everybody was bearish and everybody was selling
-July cotton. You know how people are. I suppose it is
-the contagion of example that makes a man do something
-because everybody around him is doing the same thing. Perhaps
-it is some phase or variety in the herd instinct. In any
-case it was, in the opinion of hundreds of traders, the wise
-and proper thing to sell July cotton—and so safe too! You
-couldn’t call that general selling reckless; the word is too<span class="pagenum" id="Page_139">139</span>
-conservative. The traders simply saw one side to the market
-and a great big profit. They certainly expected a collapse in
-prices.</p>
-
-<p>I saw all this, of course, and it struck me that the chaps
-who were short didn’t have a terrible lot of time to cover in.
-The more I studied the situation the clearer I saw this, until
-I finally decided to buy July cotton. I went to work and
-quickly bought one hundred thousand bales. I experienced
-no trouble in getting it because it came from so many sellers.
-It seemed to me that I could have offered a reward of one
-million dollars for the capture, dead or alive, of a single
-trader who was not selling July cotton and nobody would
-have claimed it.</p>
-
-<p>I should say this was in the latter part of May. I kept
-buying more and they kept on selling it to me until I had
-picked up all the floating contracts and I had one hundred
-and twenty thousand bales. A couple of days after I had
-bought the last of it it began to go up. Once it started the
-market was kind enough to keep on doing very well indeed—that
-is, it went up from forty to fifty points a day.</p>
-
-<p>One Saturday—this was about ten days after I began
-operations—the price began to creep up. I did not know
-whether there was any more July cotton for sale. It was up
-to me to find out, so I waited until the last ten minutes. At
-that time, I knew, it was usual for those fellows to be short
-and if the market closed up for the day they would be safely
-hooked. So I sent in four different orders to buy five thousand
-bales each, at the market, at the same time. That ran
-the price up thirty points and the shorts were doing their
-best to wriggle away. The market closed at the top. All I
-did, remember, was to buy that last twenty thousand bales.</p>
-
-<p>The next day was Sunday. But on Monday, Liverpool was
-due to open up twenty points to be on a parity with the advance
-in New York. Instead, it came fifty points higher. That
-meant that Liverpool had exceeded our advance by 100 per
-cent. I had nothing to do with the rise in that market. This<span class="pagenum" id="Page_140">140</span>
-showed me that my deductions had been sound and that I
-was trading along the line of least resistance. At the same
-time I was not losing sight of the fact that I had a whopping
-big line to dispose of. A market may advance sharply or rise
-gradually and yet not possess the power to absorb more
-than a certain amount of selling.</p>
-
-<p>Of course the Liverpool cables made our own market
-wild. But I noticed the higher it went the scarcer July cotton
-seemed to be. I wasn’t letting go any of mine. Altogether
-that Monday was an exciting and not very cheerful day for
-the bears; but for all that, I could detect no signs of impending
-bear panic; no beginnings of a blind stampede to
-cover. And I had one hundred and forty thousand bales for
-which I must find a market.</p>
-
-<p>On Tuesday morning as I was walking to my office I met
-a friend at the entrance of the building.</p>
-
-<p>“That was quite a story in the <i>World</i> this morning,” he
-said with a smile.</p>
-
-<p>“What story?” I asked.</p>
-
-<p>“What? Do you mean to tell me you haven’t seen it?”</p>
-
-<p>“I never see the <i>World</i>,” I said. “What is the story?”</p>
-
-<p>“Why, it’s all about you. It says you’ve got July cotton
-cornered.”</p>
-
-<p>“I haven’t seen it,” I told him and left him. I don’t know
-whether he believed me or not. He probably thought it was
-highly inconsiderate of me not to tell him whether it was
-true or not.</p>
-
-<p>When I got to the office I sent out for a copy of the paper.
-Sure enough, there it was, on the front page, in big headlines:</p>
-
-<blockquote>
-
-<p class="p1 b1 center larger">JULY COTTON CORNERED BY LARRY LIVINGSTON</p></blockquote>
-
-<p>Of course I knew at once that the article would play the
-dickens with the market. If I had deliberately studied ways
-and means of disposing of my one hundred and forty thousand<span class="pagenum" id="Page_141">141</span>
-bales to the best advantage I couldn’t have hit upon a
-better plan. It would not have been possible to find one.
-That article at that very moment was being read all over
-the country either in the <i>World</i> or in other papers quoting
-it. It had been cabled to Europe. That was plain from the
-Liverpool prices. That market was simply wild. No wonder,
-with such news.</p>
-
-<p>Of course I knew what New York would do, and what I
-ought to do. The market here opened at ten o’clock. At ten
-minutes after ten I did not own any cotton. I let them have
-every one of my one hundred and forty thousand bales. For
-most of my line I received what proved to be the top prices
-of the day. The traders made the market for me. All I really
-did was to see a heaven-sent opportunity to get rid of my
-cotton. I grasped it because I couldn’t help it. What else
-could I do?</p>
-
-<p>The problem that I knew would take a great deal of hard
-thinking to solve was thus solved for me by an accident. If
-the <i>World</i> had not published that article I never would have
-been able to dispose of my line without sacrificing the
-greater portion of my paper profits. Selling one hundred
-and forty thousand bales of cotton without sending the price
-down was a trick beyond my powers. But the <i>World</i> story
-turned it for me very nicely.</p>
-
-<p>Why the <i>World</i> published it I cannot tell you. I never
-knew. I suppose the writer was tipped off by some friend in
-the cotton market and he thought he was printing a scoop. I
-didn’t see him or anybody from the <i>World</i>. I didn’t know it
-was printed that morning until after nine o’clock; and if it
-had not been for my friend calling my attention to it I would
-not have know it then.</p>
-
-<p>Without it I wouldn’t have had a market <em>big</em> enough to
-unload in. That is one trouble about trading on a large scale.
-You cannot sneak out as you can when you pike along. You
-cannot always sell out when you wish or when you think it
-wise. You have to get out when you can; when you have a
-market that will absorb your entire line. Failure to grasp<span class="pagenum" id="Page_142">142</span>
-the opportunity to get out may cost you millions. You cannot
-hesitate. If you do you are lost. Neither can you try
-stunts like running up the price on the bears by means of
-competitive buying, for you may thereby reduce the absorbing
-capacity. And I want to tell you that perceiving
-your opportunity is not as easy as it sounds. A man must be
-on the lookout so alertly that when his chance sticks in its
-head at his door he must grab it.</p>
-
-<p>Of course not everybody knew about my fortunate accident.
-In Wall Street, and, for that matter, everywhere else,
-any accident that makes big money for a man is regarded
-with suspicion. When the accident is unprofitable it is never
-considered an accident but the logical outcome of your hoggishness
-or of the swelled head. But when there is a profit
-they call it loot and talk about how well unscrupulousness
-fares, and how ill conservatism and decency.</p>
-
-<p>It was not only the <em>evil-minded shorts</em> smarting under
-punishment brought about by their own recklessness who
-accused me of having deliberately planned the coup. Other
-people thought the same thing.</p>
-
-<p>One of the biggest men in cotton in the entire world met
-me a day or two later and said, “That was certainly the slickest
-deal you ever put over, Livingston. I was wondering how
-much you were going to lose when you came to market that
-line of yours. You knew this market was not big enough to
-take more than fifty or sixty thousand bales without selling
-off, and how you were going to work off the rest and not
-lose all your paper profits was beginning to interest me. I
-didn’t think of your scheme. It certainly was slick.”</p>
-
-<p>“I had nothing to do with it,” I assured him as earnestly
-as I could.</p>
-
-<p>But all he did was to repeat: “Mighty slick, my boy.
-Mighty slick! Don’t be so modest!”</p>
-
-<p>It was after that deal that some of the papers referred to
-me as the Cotton King. But, as I said, I really was not entitled
-to that crown. It is not necessary to tell you that there<span class="pagenum" id="Page_143">143</span>
-is not enough money in the United States to buy the
-columns of the New York <i>World</i> or enough personal pull to
-secure the publication of a story like that. It gave me an
-utterly unearned reputation that time.</p>
-
-<p>But I have not told this story to moralize on the crowns
-that are sometimes pressed down upon the brows of undeserving
-traders or to emphasize the need of seizing the
-opportunity, no matter where or how it comes. My object
-merely was to account for the vast amount of newspaper
-notoriety that came to me as a result of my deal in July
-cotton. If it hadn’t been for the newspapers I never would
-have met that remarkable man, Percy Thomas.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_144">144</span></p>
-
-<div class="chapter">
-<h2 id="XII"><i>XII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">Not long</span> after I closed my July cotton deal more successfully
-than I had expected I received by mail a request for
-an interview. The letter was signed by Percy Thomas. Of
-course I immediately answered that I’d be glad to see him
-at my office at any time he cared to call. The next day he
-came.</p>
-
-<p>I had long admired him. His name was a household word
-wherever men took an interest in growing or buying or
-selling cotton. In Europe as well as all over this country
-people quoted <em>Percy Thomas’</em> opinions to me. I remember
-once at a Swiss resort talking to a Cairo banker who was interested
-in cotton growing in Egypt in association with the
-late Sir Ernest Cassel. When he heard I was from New York
-he immediately asked me about Percy Thomas, whose market
-reports he received and read with unfailing regularity.</p>
-
-<p>Thomas, I always thought, went about his business scientifically.
-He was a true speculator, a thinker with the vision
-of a dreamer and the courage of a fighting man—an unusually
-well-informed man, who knew both the theory and
-the practice of trading in cotton. He loved to hear and to express
-ideas and theories and abstractions, and at the same
-time there was mighty little about the practical side of the
-cotton market or the psychology of cotton traders that he
-did not know, for he had been trading for years and had
-made and lost vast sums.</p>
-
-<p>After the failure of his old Stock Exchange firm of Sheldon<span class="pagenum" id="Page_145">145</span>
-&amp; Thomas he went it alone. Inside of two years he came
-back, almost spectacularly. I remember reading in the <i>Sun</i>
-that the first thing he did when he got back on his feet
-financially was to pay off his old creditors in full, and the
-next was to hire an expert to study and determine for him
-how he had best invest a million dollars. This expert examined
-the properties and analysed the reports of several companies
-and then recommended the purchase of Delaware &amp;
-Hudson stock.</p>
-
-<p>Well, after having failed for millions and having come
-back with more millions, Thomas was cleaned out as the
-result of his deal in March Cotton. There wasn’t much time
-wasted after he came to see me. He proposed that we form
-a working alliance. Whatever information he got he would
-immediately turn over to me before passing it on to the
-public. My part would be to do the actual trading, for which
-he said I had a special genius and he hadn’t.</p>
-
-<p>That did not appeal to me for a number of reasons. I told
-him frankly that I did not think I could run in double harness
-and wasn’t keen about trying to learn. But he insisted
-that it would be an ideal combination until I said flatly that I
-did not want to have anything to do with influencing other
-people to trade.</p>
-
-<p>“If I fool myself,” I told him, “I alone suffer and I pay
-the bill at once. There are no drawn-out payments or unexpected
-annoyances. I play a lone hand by choice and also
-because it is the wisest and cheapest way to trade. I get my
-pleasure out of matching my brains against the brains of
-other traders—men whom I have never seen and never
-talked to and never advised to buy or sell and never expect
-to meet or know. When I make money I make it backing my
-own opinions. I don’t sell them or capitalise them. If I made
-money in any other way I would imagine I had not earned it.
-Your proposition does not interest me because I am interested
-in the game only as I play it for myself and in my own way.”</p>
-
-<p>He said he was sorry I felt the way I did, and tried to<span class="pagenum" id="Page_146">146</span>
-convince me that I was wrong in rejecting his plan. But I
-stuck to my views. The rest was a pleasant talk. I told him
-I knew he would “come back” and that I would consider it a
-privilege if he would allow me to be of financial assistance to
-him. But he said he could not accept any loans from me.
-Then he asked me about my July deal and I told him all
-about it; how I had gone into it and how much cotton I
-bought and the price and other details. We chatted a little
-more and then he went away.</p>
-
-<p>When I said to you some time ago that a speculator has
-a host of enemies, many of whom successfully bore from
-within, I had in mind my many mistakes. I have learned
-that a man may possess an original mind and a lifelong habit
-of independent thinking and withal be vulnerable to attacks
-by a persuasive personality. I am fairly immune from the
-commoner speculative ailments, such as greed and fear and
-hope. But being an ordinary man I find I can err with great
-ease.</p>
-
-<p>I ought to have been on my guard at this particular time
-because not long before that I had had an experience that
-proved how easily a man may be talked into doing something
-against his judgment and even against his wishes. It
-happened in Harding’s office. I had a sort of private office—a
-room that they let me occupy by myself—and nobody was
-supposed to get to me during market hours without my consent.
-I didn’t wish to be bothered and, as I was trading on a
-very large scale and my account was fairly profitable, I was
-pretty well guarded.</p>
-
-<p>One day just after the market closed I heard somebody
-say, “Good afternoon, Mr. Livingston.”</p>
-
-<p>I turned and saw an utter stranger—a chap of about
-thirty-five. I could not understand how he’d got in, but
-there he was. I concluded his business with me had passed
-him. But I didn’t say anything. I just looked at him and
-pretty soon he said, “I came to see you about that Walter
-Scott,” and he was off.</p>
-
-<p><span class="pagenum" id="Page_147">147</span>
-He was a book agent. Now, he was not particularly pleasing
-of manner or skillful of speech. Neither was he especially
-attractive to look at. But he certainly had personality.
-He talked and I thought I listened. But I do not know
-what he said. I don’t think I ever knew, not even at the time.
-When he finished his monologue he handed me first his
-fountain pen and then a blank form, which I signed. It was
-a contract to take a set of Scott’s works for five hundred dollars.</p>
-
-<p>The moment I signed I came to. But he had the contract
-safe in his pocket. I did not want the books. I had no place
-for them. They weren’t of any use whatever to me. I had
-nobody to give them to. Yet I had agreed to buy them for
-five hundred dollars.</p>
-
-<p>I am so accustomed to losing money that I never think
-first of that phase of my mistakes. It is always the play itself,
-the reason why. In the first place I wish to know my own
-limitations and habits of thought. Another reason is that I
-do not wish to make the same mistake a second time. <em>A man
-can excuse his mistakes only by capitalising them to his subsequent
-profit.</em></p>
-
-<p>Well, having made a five-hundred dollar mistake but not
-yet having localised the trouble, I just looked at the fellow
-to size him up as a first step. I’ll be hanged if he didn’t actually
-smile at me—an understanding little smile! He
-seemed to read my thoughts. I somehow knew that I did not
-have to explain anything to him; he knew it without my telling
-him. So I skipped the explanations and the preliminaries
-and asked him, “How much commission will you get on that
-five hundred dollar order?”</p>
-
-<p>He promptly shook his head and said, “I can’t do it!
-Sorry!”</p>
-
-<p>“How much do you get?” I persisted.</p>
-
-<p>“A third. But I can’t do it!” he said.</p>
-
-<p>“A third of five hundred dollars is one hundred and sixty-six
-dollars and sixty-six cents. I’ll give you two hundred<span class="pagenum" id="Page_148">148</span>
-dollars cash if you give me back that signed contract.” And
-to prove it I took the money out of my pocket.</p>
-
-<p>“I told you I couldn’t do it,” he said.</p>
-
-<p>“Do all of your customers make the same offer to you?” I
-asked.</p>
-
-<p>“No,” he answered.</p>
-
-<p>“Then why were you so sure that I was going to make it?”</p>
-
-<p>“It is what your type of sport would do. You are a first-class
-loser and that makes you a first-class business man. I
-am much obliged to you, but I can’t do it.”</p>
-
-<p>“Now tell me why you do not wish to make more than
-your commission?”</p>
-
-<p>“It isn’t that exactly,” he said. “I am not working just for
-the commission.”</p>
-
-<p>“What are you working for then?”</p>
-
-<p>“For the commission and the record,” he answered.</p>
-
-<p>“What record?”</p>
-
-<p>“Mine.”</p>
-
-<p>“What are you driving at?”</p>
-
-<p>“Do you work for money alone?” he asked me.</p>
-
-<p>“Yes,” I said.</p>
-
-<p>“No.” And he shook his head. “No, you don’t. You
-wouldn’t get enough fun out of it. You certainly do not work
-merely to add a few more dollars to your bank account and
-you are not in Wall Street because you like easy money. You
-get your fun some other way. Well, same here.”</p>
-
-<p>I did not argue but asked him, “And how do you get your
-fun?”</p>
-
-<p>“Well,” he confessed, “we’ve all got a weak spot.”</p>
-
-<p>“And what’s yours?”</p>
-
-<p>“Vanity,” he said.</p>
-
-<p>“Well,” I told him, “you’ve succeeded in getting me to sign
-on. Now I want to sign off, and I am paying you two hundred
-dollars for ten minutes’ work. Isn’t that enough for
-your pride?”</p>
-
-<p>“No,” he answered. “You see, all the rest of the bunch<span class="pagenum" id="Page_149">149</span>
-have been working Wall Street for months and failed to
-make expenses. They said it was the fault of the goods and
-the territory. So the office sent for me to prove that the fault
-was with their salesmanship and not with the books or the
-place. They were working on a 25 per cent commission. I
-was in Cleveland, where I sold eighty-two sets in two weeks.
-I am here to sell a certain number of sets not only to people
-who did not buy from the other agents but to people they
-couldn’t even get to see. That’s why they give me 33⅓ per
-cent.”</p>
-
-<p>“I can’t quite figure out how you sold me that set.”</p>
-
-<p>“Why,” he said consolingly, “I sold J. P. Morgan a set.”</p>
-
-<p>“No, you didn’t,” I said.</p>
-
-<p>He wasn’t angry. He simply said, “Honest, I did.”</p>
-
-<p>“A set of Walter Scott to J. P. Morgan, who not only has
-some fine editions but probably the original manuscripts of
-some of the novels as well?”</p>
-
-<p>“Well, here’s his John Hancock.” And he promptly flashed
-on me a contract signed by J. P. Morgan himself. It might
-not have been Mr. Morgan’s signature, but it did not occur
-to me to doubt it at the time. Didn’t he have mine in his
-pocket? All I felt was curiosity. So I asked him, “How did
-you get past the librarian?”</p>
-
-<p>“I didn’t see any librarian. I saw the Old Man himself.
-In the office.”</p>
-
-<p>“That’s too much!” I said. Everybody knew that it was
-much harder to get into Mr. Morgan’s private office empty
-handed than into the White House with a parcel that ticked
-like an alarm clock.</p>
-
-<p>But he declared, “I did.”</p>
-
-<p>“But how did you get into his office?”</p>
-
-<p>“How did I get into yours?” he retorted.</p>
-
-<p>“I don’t know. You tell me,” I said.</p>
-
-<p>“Well, the way I got into Morgan’s office and the way I
-got into yours are the same. I just talked to the fellow at the
-door whose business it was not to let me in. And the way<span class="pagenum" id="Page_150">150</span>
-I got Morgan to sign was the same way I got you to sign.
-You weren’t signing a contract for a set of books. You just
-took the fountain pen I gave you and did what I asked you
-to do with it. No difference. Same as you.”</p>
-
-<p>“And is that really Morgan’s signature?” I asked him,
-about three minutes late with my skepticism.</p>
-
-<p>“Sure! He learned how to write his name when he was a
-boy.”</p>
-
-<p>“And that’s all there is to it?”</p>
-
-<p>“That’s all,” he answered. “I know exactly what I am
-doing. That’s all the secret there is. I am much obliged
-to you. Good day, Mr. Livingston.” And he started to go
-out.</p>
-
-<p>“Hold on,” I said. “I’m bound to have you make an even
-two hundred dollars out of me.” And I handed him thirty-five
-dollars.</p>
-
-<p>He shook his head. Then: “No,” he said. “I can’t do
-that. But I can do this!” And he took the contract from his
-pocket, tore it in two and gave me the pieces.</p>
-
-<p>I counted two hundred dollars and held the money before
-him, but he again shook his head.</p>
-
-<p>“Isn’t that what you meant?” I said.</p>
-
-<p>“No.”</p>
-
-<p>“Then, why did you tear up the contract?”</p>
-
-<p>“Because you did not whine, but took it as I would have
-taken it myself had I been in your place.”</p>
-
-<p>“But I offered you the two hundred dollars of my own
-accord,” I said.</p>
-
-<p>“I know; but money isn’t everything.”</p>
-
-<p>Something in his voice made me say, “You’re right; it isn’t.
-And now what do you really want me to do for you?”</p>
-
-<p>“You’re quick, aren’t you?” he said. “Do you really want
-to do something for me?”</p>
-
-<p>“Yes,” I told him, “I do. But whether I will or not depends
-what it is you have in mind.”</p>
-
-<p>“Take me with you into Mr. Ed Harding’s office and tell<span class="pagenum" id="Page_151">151</span>
-him to let me talk to him three minutes by the clock. Then
-leave me alone with him.”</p>
-
-<p>I shook my head and said, “He is a good friend of mine.”</p>
-
-<p>“He’s fifty years old and a stock broker,” said the book
-agent.</p>
-
-<p>That was perfectly true, so I took him into Ed’s office. I
-did not hear anything more from or about that book agent.
-But one evening some weeks later when I was going uptown
-I ran across him in a Sixth Avenue L train. He raised his hat
-very politely and I nodded back. He came over and asked
-me, “How do you do, Mr. Livingston? And how is Mr.
-Harding?”</p>
-
-<p>“He’s well. Why do you ask?” I felt he was holding back
-a story.</p>
-
-<p>“I sold him two thousand dollars’ worth of books that day
-you took me in to see him.”</p>
-
-<p>“He never said a word to me about it,” I said.</p>
-
-<p>“No; that kind doesn’t talk about it.”</p>
-
-<p>“What kind doesn’t talk?”</p>
-
-<p>“The kind that never makes mistakes on account of its
-being bad business to make them. That kind always knows
-what he wants and nobody can tell him different. That is the
-kind that’s educating my children and keeps my wife in
-good humor. You did me a good turn, Mr. Livingston. I expected
-it when I gave up the two hundred dollars you were
-so anxious to present to me.”</p>
-
-<p>“And if Mr. Harding hadn’t given you an order?”</p>
-
-<p>“Oh, but I knew he would. I had found out what kind of
-man he was. He was a cinch.”</p>
-
-<p>“Yes. But if he hadn’t bought any books?” I persisted.</p>
-
-<p>“I’d have come back to you and sold you something. Good
-day, Mr. Livingston. I am going to see the mayor.” And
-he got up as we pulled up at Park Place.</p>
-
-<p>“I hope you sell him ten sets,” I said. His Honor was a
-Tammany man.</p>
-
-<p>“I’m a Republican, too,” he said, and went out, not hastily,<span class="pagenum" id="Page_152">152</span>
-but leisurely, confident that the train would wait. And it did.</p>
-
-<p>I have told you this story in such detail because it concerned
-a remarkable man who made me buy what I did not
-wish to buy. He was the first man who did that to me. There
-never should have been a second, but there was. You can
-never bank on there being but one remarkable salesman in
-the world or on complete immunization from the influence
-of personality.</p>
-
-<p>When Percy Thomas left my office, after I had pleasantly
-but definitely declined to enter into a working alliance with
-him, I would have sworn that our business paths would
-never cross. I was not sure I’d ever see him again. But on
-the very next day he wrote me a letter thanking me for my
-offers of help and inviting me to come and see him. I
-answered that I would. He wrote again. I called.</p>
-
-<p>I got to see a great deal of him. It was always a pleasure
-for me to listen to him, he knew so much and he expressed
-his knowledge so interestingly. I think he is the most magnetic
-man I ever met.</p>
-
-<p>We talked of many things, for he is a widely read man
-with an amazing grasp of many subjects and a remarkable
-gift for interesting generalization. The wisdom of his speech
-is impressive; and as for plausibility, he hasn’t an equal. I
-have heard many people accuse Percy Thomas of many
-things, including insincerity, but I sometimes wonder if his
-remarkable plausibility does not come from the fact that he
-first convinces himself so thoroughly as to acquire thereby a
-greatly increased power to convince others.</p>
-
-<p>Of course we talked about market matters at great length.
-I was not bullish on cotton, but he was. I could not see the
-bull side at all, but he did. He brought up so many facts and
-figures that I ought to have been overwhelmed, but I wasn’t.
-I couldn’t disprove them because I could not deny their authenticity,
-but they did not shake my belief in what I read
-for myself. But he kept at it until I no longer felt sure of my
-own information as gathered from the trade papers and the<span class="pagenum" id="Page_153">153</span>
-dailies. That meant I couldn’t set the market with my own
-eyes. A man cannot be convinced against his own convictions,
-but he can be talked into a state of uncertainty and indecision,
-which is even worse, for that means that he cannot
-trade with confidence and comfort.</p>
-
-<p>I cannot say that I got all mixed up, exactly, but I lost my
-poise; or rather, I ceased to do my own thinking. I cannot
-give you in detail the various steps by which I reached the
-state of mind that was to prove so costly to me. I think
-it was his assurances of the accuracy of his figures, which
-were exclusively his, and the undependability of mine,
-which were not exclusively mine, but public property. He
-harped on the utter reliability, as proved time and again, of
-all his ten thousand correspondents throughout the South.
-In the end I came to read conditions as he himself read
-them—because we were both reading from the same page
-of the same book, held by him before my eyes. He has a
-logical mind. Once I accepted his facts it was a cinch that
-my own conclusions, derived from his facts, would agree
-with his own.</p>
-
-<p>When he began his talks with me about the cotton situation
-I not only was bearish but I was short of the market.
-Gradually, as I began to accept his facts and figures, I began
-to fear I had been basing my previous position on misinformation.
-Of course I could not feel that way and not
-cover. And once I had covered because Thomas made me
-think I was wrong, I simply had to go long. It is the way my
-mind works. You know, I have done nothing in my life but
-trade in stocks and commodities. I naturally think that if it
-is wrong to be bearish it must be right to be a bull. And if it
-is right to be a bull it is imperative to buy. As my old Palm
-Beach friend said Pat Hearne used to say, “You can’t tell till
-you bet!” I must prove whether I am right on the market or
-not; and the proofs are to be read only in my brokers’ statements
-at the end of the month.</p>
-
-<p>I started in to buy cotton and in a jiffy I had my usual<span class="pagenum" id="Page_154">154</span>
-line, about sixty thousand bales. It was the most asinine play
-of my career. Instead of standing or falling by my own observation
-and deductions I was merely playing another
-man’s game. It was eminently fitting that my silly plays
-should not end with that. I not only bought when I had no
-business to be bullish but I didn’t accumulate my line in accordance
-with the promptings of experience. I wasn’t trading
-right. Having listened, I was lost.</p>
-
-<p>The market was not going my way. I am never afraid or
-impatient when I am sure of my position. But the market
-didn’t act the way it should have acted had Thomas been
-right. Having taken the first wrong step I took the second
-and the third, and of course it muddled me all up. I allowed
-myself to be persuaded not only into not taking my loss but
-into holding up the market. That is a style of play foreign
-to my nature and contrary to my trading principles and
-theories. Even as a boy in the bucket shops I had known
-better. But I was not myself. I was another man—a Thomasized
-person.</p>
-
-<p>I not only was long of cotton but I was carrying a heavy
-line of wheat. That was doing famously and showed me
-a handsome profit. My fool efforts to bolster up cotton had
-increased my line to about one hundred and fifty thousand
-bales. I may tell you that about this time I was not feeling
-very well. I don’t say this to furnish an excuse for my blunders,
-but merely to state a pertinent fact. I remember I went
-to Bayshore for a rest.</p>
-
-<p>While there I did some thinking. It seemed to me that my
-speculative commitments were overlarge. I am not timid as
-a rule, but I got to feeling nervous and that made me decide
-to lighten my load. To do this I must clean up either the
-cotton or the wheat.</p>
-
-<p>It seems incredible that knowing the game as well as I
-did and with an experience of twelve or fourteen years of
-speculating in stocks and commodities <em>I did precisely the
-wrong thing</em>. <em>The cotton showed me a loss and I kept it. The<span class="pagenum" id="Page_155">155</span>
-wheat showed me a profit and I sold it out.</em> It was an utterly
-foolish play, but all I can say in extenuation is that it wasn’t
-really my deal, but Thomas’. <em>Of all speculative blunders
-there are few greater than trying to average a losing game.</em>
-My cotton deal proved it to the hilt a little later. <em>Always sell
-what shows you a loss and keep what shows you a profit.</em>
-That was so obviously the wise thing to do and was so well
-known to me that even now I marvel at myself for doing the
-reverse.</p>
-
-<p>And so I sold my wheat, deliberately cut short my profit
-in it. After I got out of it the price went up twenty cents a
-bushel without stopping. If I had kept it I might have taken
-a profit of about eight million dollars. And having decided
-to keep on with the losing proposition I bought more cotton!</p>
-
-<p>I remember very clearly how every day I would buy cotton,
-more cotton. And why do you think I bought it? To
-keep the price from going down! If that isn’t a supersucker
-play, what is? I simply kept putting up more and more
-money—more money to lose eventually. My brokers and my
-intimate friends couldn’t understand it; and they don’t to
-this day. Of course if the deal had turned out differently I
-would have been a wonder. More than once I was warned
-against placing too much reliance on Percy Thomas’ brilliant
-analyses. To this I paid no heed, but kept on buying cotton
-to keep it from going down. I was even buying it in Liverpool.
-I accumulated four hundred and forty thousand bales
-before I realized what I was doing. And then it was too late.
-So I sold out my line.</p>
-
-<p>I lost nearly all that I had made out of all my other deals
-in stocks and commodities. I was not completely cleaned
-out, but I had left fewer hundreds of thousands than I had
-millions before I met my brilliant friend Percy Thomas. For
-me of all men to violate all the laws that experience had
-taught me to observe in order to prosper was more than
-asinine.</p>
-
-<p><em>To learn that a man can make foolish plays for no reason<span class="pagenum" id="Page_156">156</span>
-whatever was a valuable lesson.</em> It cost me millions to learn
-that another dangerous enemy to a trader is his susceptibility
-to the urgings of a magnetic personality when
-plausibly expressed by a brilliant mind. It has always
-seemed to me, however, that I might have learned my lesson
-quite as well if the cost had been only one million. But Fate
-does not always let you fix the tuition fee. She delivers the
-educational wallop and presents her own bill, knowing you
-have to pay it, no matter what the amount may be. Having
-learned what folly I was capable of I closed that particular
-incident. Percy Thomas went out of my life.</p>
-
-<p>There I was, with more than nine-tenths of my stake, as
-Jim Fisk used to say, gone where the woodbine twineth—up
-the spout. I had been a millionaire rather less than a year.
-My millions I had made by using brains, helped by luck. I
-had lost them by reversing the process. I sold my two yachts
-and was decidedly less extravagant in my manner of living.</p>
-
-<p>But that one blow wasn’t enough. Luck was against me. I
-ran up first against illness and then against the urgent need
-of two hundred thousand dollars in cash. A few months before
-that sum would have been nothing at all; but now it
-meant almost the entire remnant of my fleet-winged fortune.
-I had to supply the money and the question was: Where
-would I get it? I didn’t want to take it out of the balance I
-kept at my brokers’ because if I did I wouldn’t have much of
-a margin left for my own trading; and I needed trading facilities
-more than ever if I was to win back my millions
-quickly. There was only one alternative that I could see,
-and that was to take it out of the stock market!</p>
-
-<p>Just think of it! If you know much about the average
-customer of the average commission house you will agree
-with me that the hope of making the stock market pay your
-bill is one of the most prolific sources of loss in Wall Street.
-You will chip out all you have if you adhere to your determination.</p>
-
-<p>Why, in Harding’s office one winter a little bunch of high<span class="pagenum" id="Page_157">157</span>
-flyers spent thirty or forty thousand dollars for an overcoat—and
-not one of them lived to wear it. It so happened that
-a prominent floor trader—who since has become world-famous
-as one of the dollar-a-year men—came down to the
-Exchange wearing a fur overcoat lined with sea otter. In
-those days, before furs went up sky high, that coat was
-valued at only ten thousand dollars. Well, one of the chaps
-in Harding’s office, Bob Keown, decided to get a coat lined
-with Russian sable. He priced one uptown. The cost was
-about the same, ten thousand dollars.</p>
-
-<p>“That’s the devil of a lot of money,” objected one of the
-fellows.</p>
-
-<p>“Oh, fair! Fair!” admitted Bob Keown amiably. “About
-a week’s wages—unless you guys promise to present it to
-me as a slight but sincere token of the esteem in which you
-hold the nicest man in the office. Do I hear the presentation
-speech? No? Very well. I shall let the stock market buy it
-for me!”</p>
-
-<p>“Why do you want a sable coat?” asked Ed Harding.</p>
-
-<p>“It would look particularly well on a man of my inches,”
-replied Bob, drawing himself up.</p>
-
-<p>“And how did you say you were going to pay for it?”
-asked Jim Murphy, who was the star tip-chaser of the
-office.</p>
-
-<p>“By a judicious investment of a temporary character,
-James. That’s how,” answered Bob, who knew that Murphy
-merely wanted a tip.</p>
-
-<p>Sure enough, Jimmy asked, “What stock are you going to
-buy?”</p>
-
-<p>“Wrong as usual, friend. This is no time to buy anything.
-I propose to sell five thousand Steel. It ought to go down ten
-points at the least. I’ll just take two and a half points net.
-That is conservative, isn’t it?”</p>
-
-<p>“What do you hear about it?” asked Murphy eagerly. He
-was a tall thin man with black hair and a hungry look, due<span class="pagenum" id="Page_158">158</span>
-to his never going out to lunch for fear of missing something
-on the tape.</p>
-
-<p>“I hear that coat’s the most becoming I ever planned to
-get.” He turned to Harding and said, “Ed, sell five thousand
-U.S. Steel common at the market. To-day, darling!”</p>
-
-<p>He was a plunger, Bob was, and liked to indulge in
-humorous talk. It was his way of letting the world know that
-he had an iron nerve. He sold five thousand Steel, and the
-stock promptly went up. Not being half as big an ass as he
-seemed when he talked, Bob stopped his loss at one and a
-half points and confided to the office that the New York
-climate was too benign for fur coats. They were unhealthy
-and ostentatious. The rest of the fellows jeered. But it was
-not long before one of them bought some Union Pacific to
-pay for the coat. He lost eighteen hundred dollars and said
-sables were all right for the outside of a woman’s wrap, but
-not for the inside of a garment intended to be worn by a
-modest and intelligent man.</p>
-
-<p>After that, one after another of the fellows tried to coax
-the market to pay for that coat. One day I said I would buy
-it to keep the office from going broke. But they all said that
-it wasn’t a sporting thing to do; that if I wanted the coat for
-myself I ought to let the market give it to me. But Ed
-Harding strongly approved of my intention and that same
-afternoon I went to the furrier’s to buy it. I found out that a
-man from Chicago had bought it the week before.</p>
-
-<p>That was only one case. There isn’t a man in Wall Street
-who has not lost money trying to make the market pay for
-an automobile or a bracelet or a motor boat or a painting. I
-could build a huge hospital with the birthday presents that
-the tight-fisted stock market has refused to pay for. In fact,
-of all hoodoos in Wall Street I think the resolve to induce
-the stock market to act as a fairy godmother is the busiest
-and most persistent.</p>
-
-<p>Like all well-authenticated hoodoos this has its reason for
-being. What does a man do when he sets out to make the<span class="pagenum" id="Page_159">159</span>
-stock market pay for a sudden need? Why, he merely hopes.
-He gambles. He therefore runs much greater risks than he
-would if he were speculating intelligently, in accordance
-with opinions or beliefs logically arrived at after a dispassionate
-study of underlying conditions. To begin with, he is
-after an immediate profit. He cannot afford to wait. The
-market must be nice to him at once if at all. He flatters himself
-that he is not asking more than to place an even-money
-bet. Because he is prepared to run quick—say, stop his loss
-at two points when all he hopes to make is two points—he
-hugs the fallacy that he is merely taking a fifty-fifty chance.
-Why, I’ve known men to lose thousands of dollars on such
-trades, particularly on purchases made at the height of a
-bull market just before a moderate reaction. It certainly is
-no way to trade.</p>
-
-<p>Well, that crowning folly of my career as a stock operator
-was the last straw. It beat me. I lost what little my cotton
-deal had left me. It did even more harm, for I kept on trading—and
-losing. I persisted in thinking that the stock market
-must perforce make money for me in the end. But the
-only end in sight was the end of my resources. I went into
-debt, not only to my principal brokers but to other houses
-that accepted business from me without my putting up an
-adequate margin. I not only got in debt but I stayed in debt
-from then on.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_160">160</span></p>
-
-<div class="chapter">
-<h2 id="XIII"><i>XIII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">There I was,</span> once more broke, which was bad, and dead
-wrong in my trading, which was a sight worse. I was sick,
-nervous, upset and unable to reason calmly. That is, I was
-in the frame of mind in which no speculator should be
-when he is trading. Everything went wrong with me. Indeed,
-I began to think that I could not recover my departed
-sense of proportion. Having grown accustomed to swinging
-a big line—say, more than a hundred thousand shares of
-stock—I feared I would not show good judgment trading in
-a small way. It scarcely seemed worthwhile being right
-when all you carried was a hundred shares of stock. After
-the habit of taking a big profit on a big line I wasn’t sure I
-would know when to take my profit on a small line. I can’t
-describe to you how weaponless I felt.</p>
-
-<p>Broke again and incapable of assuming the offensive
-vigorously. In debt and wrong! After all those long years of
-successes, tempered by mistakes that really served to pave
-the way for greater successes, I was now worse off than
-when I began in the bucket shops. I had learned a great deal
-about the game of stock speculation, but I had not learned
-quite so much about the play of human weaknesses. There
-is no mind so machinelike that you can depend upon it to
-function with equal efficiency at all times. I now learned
-that I could not trust myself to remain equally unaffected by
-men and misfortunes at all times.</p>
-
-<p>Money losses have never worried me in the slightest. But<span class="pagenum" id="Page_161">161</span>
-other troubles could and did. I studied my disaster in detail
-and of course found no difficulty in seeing just where I had
-been silly. I spotted the exact time and place. A man must
-know himself thoroughly if he is going to make a good job
-out of trading in the speculative markets. To know what I
-was capable of in the line of folly was a long educational
-step. I sometimes think that no price is too high for a speculator
-to pay to learn that which will keep him from getting
-the swelled head. A great many smashes by brilliant men
-can be traced directly to the swelled head—an expensive
-disease everywhere to everybody, but particularly in Wall
-Street to a speculator.</p>
-
-<p>I was not happy in New York, feeling the way I did. I
-didn’t want to trade, because I wasn’t in good trading trim.
-I decided to go away and seek a stake elsewhere. The
-change of scene could help me to find myself again, I
-thought. So once more I left New York, beaten by the game
-of speculation. I was worse than broke, since I owed over
-one hundred thousand dollars spread among various brokers.</p>
-
-<p>I went to Chicago and there found a stake. It was not a
-very substantial stake, but that merely meant that I would
-need a little more time to win back my fortune. A house that
-I once had done business with had faith in my ability as a
-trader and they were willing to prove it by allowing me to
-trade in their office in a small way.</p>
-
-<p>I began very conservatively. I don’t know how I might
-have fared had I stayed there. But one of the most remarkable
-experiences in my career cut short my stay in Chicago.
-It is an almost incredible story.</p>
-
-<p>One day I got a telegram from Lucius Tucker. I had
-known him when he was the office manager of a Stock Exchange
-firm that I had at times given some business to, but
-I had lost track of him. The telegram read:</p>
-
-<blockquote>
-
-<p class="center">Come to New York at once.<br />
-<span class="r10"><span class="smcap">L. Tucker.</span></span></p>
-</blockquote>
-
-<p><span class="pagenum" id="Page_162">162</span>
-I knew that he knew from mutual friends how I was fixed
-and therefore it was certain he had something up his sleeve.
-At the same time I had no money to throw away on an unnecessary
-trip to New York; so instead of doing what he
-asked me to do I got him on the long distance.</p>
-
-<p>“I got your telegram,” I said. “What does it mean?”</p>
-
-<p>“It means that a big banker in New York wants to see
-you,” he answered.</p>
-
-<p>“Who is it?” I asked. I couldn’t imagine who it could be.</p>
-
-<p>“I’ll tell you when you come to New York. No use otherwise.”</p>
-
-<p>“You say he wants to see me?”</p>
-
-<p>“He does.”</p>
-
-<p>“What about?”</p>
-
-<p>“He’ll tell you in person if you give him a chance,” said
-Lucius.</p>
-
-<p>“Can’t you write me?”</p>
-
-<p>“No.”</p>
-
-<p>“Then tell me more plainly,” I said.</p>
-
-<p>“I don’t want to.”</p>
-
-<p>“Look here, Lucius,” I said, “just tell me this much: Is this
-a fool trip?”</p>
-
-<p>“Certainly not. It will be to your advantage to come.”</p>
-
-<p>“Can’t you give me an inkling?”</p>
-
-<p>“No,” he said. “It wouldn’t be fair to him. And besides,
-I don’t know just how much he wants to do for you. But take
-my advice: Come, and come quick.”</p>
-
-<p>“Are you sure it is I that he wishes to see?”</p>
-
-<p>“Nobody else but you will do. Better come, I tell you.
-Telegraph me what train you take and I’ll meet you at the
-station.”</p>
-
-<p>“Very well,” I said, and hung up.</p>
-
-<p>I didn’t like quite so much mystery, but I knew that
-Lucius was friendly and that he must have a good reason for
-talking the way he did. I wasn’t faring so sumptuously in
-Chicago that it would break my heart to leave it. At the<span class="pagenum" id="Page_163">163</span>
-rate I was trading it would be a long time before I could
-get together enough money to operate on the old scale.</p>
-
-<p>I came back to New York, not knowing what would happen.
-Indeed, more than once during the trip I feared nothing
-at all would happen and that I’d be out my railroad fare and
-my time. I could not guess that I was about to have the most
-curious experience of my entire life.</p>
-
-<p>Lucius met me at the station and did not waste any time
-in telling me that he had sent for me at the urgent request of
-Mr. Daniel Williamson, of the well-known Stock Exchange
-house of Williamson &amp; Brown. Mr. Williamson told Lucius
-to tell me that he had a business proposition to make to me
-that he was sure I would accept since it would be very
-profitable for me. Lucius swore he didn’t know what the
-proposition was. The character of the firm was a guaranty
-that nothing improper would be demanded of me.</p>
-
-<p>Dan Williamson was the senior member of the firm, which
-was founded by Egbert Williamson way back in the ’70’s.
-There was no Brown and hadn’t been one in the firm for
-years. The house had been, very prominent in Dan’s father’s
-time and Dan had inherited a considerable fortune and
-didn’t go after much outside business. They had one customer
-who was worth a hundred average customers and that
-was Alvin Marquand, Williamson’s brother-in-law, who in
-addition to being a director in a dozen banks and trust companies
-was the president of the great Chesapeake and Atlantic
-Railroad system. He was the most picturesque personality
-in the railroad world after James J. Hill, and was the
-spokesman and dominant member of the powerful banking
-coterie known as the Fort Dawson gang. He was worth
-from fifty million to five hundred million dollars, the estimate
-depending upon the state of the speaker’s liver. When
-he died they found out that he was worth two hundred and
-fifty million dollars, all made in Wall Street. So you see he
-was some customer.</p>
-
-<p>Lucius told me he had just accepted a position with Williamson<span class="pagenum" id="Page_164">164</span>
-&amp; Brown—one that was made for him. He was supposed
-to be a sort of circulating general business getter. The
-firm was after a general commission business and Lucius had
-induced Mr. Williamson to open a couple of branch offices,
-one in one of the big hotels uptown and the other in Chicago.
-I rather gathered that I was going to be offered a position
-in the latter place, possibly as office manager, which
-was something I would not accept. I didn’t jump on Lucius
-because I thought I’d better wait until the offer was made
-before I refused it.</p>
-
-<p>Lucius took me into Mr. Williamson’s private office, introduced
-me to his chief and left the room in a hurry, as though
-he wished to avoid being called as witness in a case in which
-he knew both parties. I prepared to listen and then to say
-no.</p>
-
-<p>Mr. Williamson was very pleasant. He was a thorough
-gentleman, with polished manners and a kindly smile. I
-could see that he made friends easily and kept them. Why
-not? He was healthy and therefore good-humored. He had
-slathers of money and therefore could not be suspected of
-sordid motives. These things, together with his education
-and social training, made it easy for him to be not only polite
-but friendly, and not only friendly but helpful.</p>
-
-<p>I said nothing. I had nothing to say and, besides, I always
-let the other man have his say in full before I do any talking.
-Somebody told me that the late James Stillman, president of
-the National City Bank—who, by the way, was an intimate
-friend of Williamson’s—made it his practice to listen in
-silence, with an impassive face, to anybody who brought a
-proposition to him. After the man got through Mr. Stillman
-continued to look at him, as though the man had not finished.
-So the man, feeling urged to say something more, did
-so. Simply by looking and listening Stillman often made the
-man offer terms much more advantageous to the bank than
-he had meant to offer when he began to speak.</p>
-
-<p>I don’t keep silent just to induce people to offer a better<span class="pagenum" id="Page_165">165</span>
-bargain, but because I like to know all the facts of the case.
-By letting a man have his say in full you are able to decide
-at once. It is a great time-saver. It averts debates and prolonged
-discussions that get nowhere. Nearly every business
-proposition that is brought to me can be settled, as far as my
-participation in it is concerned, by my saying yes or no. But
-I cannot say yes or no right off unless I have the complete
-proposition before me.</p>
-
-<p>Dan Williamson did the talking and I did the listening.
-He told me he had heard a great deal about my operations
-in the stock market and how he regretted that I had gone
-outside of my bailiwick and come a cropper in cotton. Still
-it was to my bad luck that he owed the pleasure of that
-interview with me. He thought my forte was the stock
-market, that I was born for it and that I should not stray
-from it.</p>
-
-<p>“And that is the reason, Mr. Livingston,” he concluded
-pleasantly, “why we wish to do business with you.”</p>
-
-<p>“Do business how?” I asked him.</p>
-
-<p>“Be your brokers,” he said. “My firm would like to do your
-stock business.”</p>
-
-<p>“I’d like to give it to you,” I said, “but I can’t.”</p>
-
-<p>“Why not?” he asked.</p>
-
-<p>“I haven’t any money,” I answered.</p>
-
-<p>“That part is all right,” he said with a friendly smile. “I’ll
-furnish it.” He took out a pocket checkbook, wrote out a
-check for twenty-five thousand dollars to my order, and gave
-it to me.</p>
-
-<p>“What’s this for?” I asked.</p>
-
-<p>“For you to deposit in your own bank. You will draw your
-own checks. I want you to do your trading in our office. I
-don’t care whether you win or lose. If that money goes I will
-give you another personal check. So you don’t have to be so
-very careful with this one. See?”</p>
-
-<p>I knew that the firm was too rich and prosperous to need
-anybody’s business, much less to give a fellow the money to<span class="pagenum" id="Page_166">166</span>
-put up as margin. And then he was so nice about it! Instead
-of giving me a credit with the house he gave me the actual
-cash, so that he alone knew where it came from, the only
-string being that if I traded I should do so through his firm.
-And then the promise that there would be more if that went!
-Still, there must be a reason.</p>
-
-<p>“What’s the idea?” I asked him.</p>
-
-<p>“The idea is simply that we want to have a customer in
-this office who is known as a big active trader. Everybody
-knows that you swing a big line on the short side, which is
-what I particularly like about you. You are known as a
-plunger.”</p>
-
-<p>“I still don’t get it,” I said.</p>
-
-<p>“I’ll be frank with you, Mr. Livingston. We have two or
-three very wealthy customers who buy and sell stocks in a
-big way. I don’t want the Street to suspect them of selling
-long stock every time we sell ten or twenty thousand shares
-of any stock. If the Street knows that you are trading in our
-office it will not know whether it is your short selling or the
-other customers’ long stock that is coming on the market.”</p>
-
-<p>I understood at once. He wanted to cover up his brother-in-law’s
-operations with my reputation as a plunger! It so
-happened that I had made my biggest killing on the bear
-side a year and a half before, and, of course, the Street gossips
-and the stupid rumor-mongers had acquired the habit
-of blaming me for every decline in prices. To this day when
-the market is very weak they say I am raiding it.</p>
-
-<p>I didn’t have to reflect. I saw at a glance that Dan Williamson
-was offering me a chance to come back and come
-back quickly. I took the check, banked it, opened an account
-with his firm and began trading. It was a good active market,
-broad enough for a man not to have to stick to one or
-two specialties. I had begun to fear, as I told you, that I had
-lost the knack of hitting it right. But it seems I hadn’t. In
-three weeks’ time I had made a profit of one hundred and<span class="pagenum" id="Page_167">167</span>
-twelve thousand dollars out of the twenty-five thousand that
-Dan Williamson lent me.</p>
-
-<p>I went to him and said, “I’ve come to pay you back that
-twenty-five thousand dollars.”</p>
-
-<p>“No, no!” he said and waved me away exactly as if I had
-offered him a castor-oil cocktail. “No, no, my boy. Wait until
-your account amounts to something. Don’t think about it
-yet. You’ve only got chicken feed there.”</p>
-
-<p>There is where I made the mistake that I have regretted
-more than any other I ever made in my Wall Street career.
-It was responsible for long and dreary years of suffering. I
-should have insisted on his taking the money. I was on my
-way to a bigger fortune than I had lost and walking pretty
-fast. For three weeks my average profit was 150 per cent per
-week. From then on my trading would be on a steadily increasing
-scale. But instead of freeing myself from all obligation
-I let him have his way and did not compel him to accept
-the twenty-five thousand dollars. Of course, since he
-didn’t draw out the twenty-five thousand dollars he had
-advanced me I felt I could not very well draw out my profit.
-I was very grateful to him, but I am so constituted that I
-don’t like to owe money or favours. I can pay the money
-back with money, but the favours and kindnesses I must pay
-back in kind—and you are apt to find these moral obligations
-mighty high priced at times. Moreover there is no
-statute of limitations.</p>
-
-<p>I left the money undisturbed and resumed my trading. I
-was getting on very nicely. I was recovering my poise and I
-was sure it would not be very long before I should get back
-into my 1907 stride. Once I did that, all I’d ask for would
-be for the market to hold out a little while and I’d more than
-make up my losses. But making or not making the money
-was not bothering me much. What made me happy was that
-I was losing the habit of being wrong, of not being myself.
-It had played havoc with me for months but I had learned
-my lesson.</p>
-
-<p><span class="pagenum" id="Page_168">168</span>
-Just about that time I turned bear and I began to sell
-short several railroad stocks. Among them was Chesapeake
-&amp; Atlantic. I think I put out a short line in it; about eight
-thousand shares.</p>
-
-<p>One morning when I got downtown Dan Williamson
-called me into his private office before the market opened
-and said to me: “Larry, don’t do anything in Chesapeake &amp;
-Atlantic just now. That was a bad play of yours, selling eight
-thousand short. I covered it for you this morning in London
-and went long.”</p>
-
-<p>I was sure Chesapeake &amp; Atlantic was going down. The
-tape told it to me quite plainly; and besides I was bearish on
-the whole market, not violently or insanely bearish, but
-enough to feel comfortable with a moderate short line out. I
-said to Williamson, “What did you do that for? I am bearish
-on the whole market and they are all going lower.”</p>
-
-<p>But he just shook his head and said, “I did it because I
-happen to know something about Chesapeake &amp; Atlantic
-that you couldn’t know. My advice to you is not to sell that
-stock short until I tell you it is safe to do so.”</p>
-
-<p>What could I do? That wasn’t an asinine tip. It was advice
-that came from the brother-in-law of the chairman of the
-board of directors. Dan was not only Alvin Marquand’s
-closest friend but he had been kind and generous to me. He
-had shown his faith in me and confidence in my word. I
-couldn’t do less than to thank him. And so my feelings again
-won over my judgment and I gave in. To subordinate my
-judgment to his desires was the undoing of me. Gratitude is
-something a decent man can’t help feeling, but it is for a fellow
-to keep it from completely tying him up. The first thing
-I knew I not only had lost all my profit but I owed the firm
-one hundred and fifty thousand dollars besides. I felt pretty
-badly about it, but Dan told me not to worry.</p>
-
-<p>“I’ll get you out of this hole,” he promised. “I know I will.
-But I can only do it if you let me. You will have to stop doing
-business on your own hook. I can’t be working for you<span class="pagenum" id="Page_169">169</span>
-and then have you completely undo all my work in your
-behalf. Just lay off the market and give me a chance to make
-some money for you. Won’t you, Larry?”</p>
-
-<p>Again I ask you: What could I do? I thought of his kindliness
-and I could not do anything that might be construed
-as lacking in appreciation. I had grown to like him. He was
-very pleasant and friendly. I remember that all I got from
-him was encouragement. He kept on assuring me that everything
-would come out O.K. One day, perhaps six months
-later, he came to me with a pleased smile and gave me some
-credit slips.</p>
-
-<p>“I told you I would pull you out of that hole,” he said,
-“and I have.” And then I discovered that not only had he
-wiped out the debt entirely but I had a small credit balance
-besides.</p>
-
-<p>I think I could have run that up without much trouble, for
-the market was right, but he said to me, “I have bought you
-ten thousand shares of Southern Atlantic.” That was another
-road controlled by his brother-in-law, Alvin Marquand, who
-also ruled the market destinies of the stock.</p>
-
-<p>When a man does for you what Dan Williamson did for
-me you can’t say anything but “Thank you”—no matter
-what your market views may be. You may be sure you’re
-right, but as Pat Hearne used to say: “You can’t tell till you
-bet!” and Dan Williamson had bet for me—with his money.</p>
-
-<p>Well, Southern Atlantic went down and stayed down and
-I lost, I forget how much, on my ten thousand shares before
-Dan sold me out. I owed him more than ever. But you never
-saw a nicer or less importunate creditor in your life. Never a
-whimper from him. Instead, encouraging words and admonitions
-not to worry about it. In the end the loss was
-made up for me in the same generous but mysterious way.</p>
-
-<p>He gave no details whatever. They were all numbered
-accounts. Dan Williamson would just say to me, “We made
-up your Southern Atlantic loss with profits on this other
-deal,” and he’d tell me how he had sold seventy-five hundred<span class="pagenum" id="Page_170">170</span>
-shares of some other stock and made a nice thing out of it. I
-can truthfully say that I never knew a blessed thing about
-those trades of mine until I was told that the indebtedness
-was wiped out.</p>
-
-<p>After that happened several times I began to think, and I
-got to look at my case from a different angle. Finally I
-tumbled. It was plain that I had been used by Dan Williamson.
-It made me angry to think it, but still angrier that I had
-not tumbled to it quicker. As soon as I had gone over the
-whole thing in my mind I went to Dan Williamson, told him
-I was through with the firm, and I quit the office of Williamson
-&amp; Brown. I had no words with him or any of his partners.
-What good would that have done me? But I will admit that
-I was sore—at myself quite as much as at Williamson &amp;
-Brown.</p>
-
-<p>The loss of the money didn’t bother me. Whenever I have
-lost money in the stock market I have always considered that
-I have learned something; that if I have lost money I have
-gained experience, so that the money really went for a tuition
-fee. A man has to have experience and he has to pay
-for it. But there was something that hurt a whole lot in that
-experience of mine in Dan Williamson’s office, and that was
-the loss of a great opportunity. The money a man loses is
-nothing; he can make it up. But opportunities such as I had
-then do not come every day.</p>
-
-<p>The market, you see, had been a fine trading market. I
-was right; I mean, I was reading it accurately. The opportunity
-to make millions was there. But I allowed my gratitude
-to interfere with my play. I tied my own hands. I had
-to do what Dan Williamson in his kindness wished done.
-Altogether it was more unsatisfactory than doing business
-with a relative. Bad business!</p>
-
-<p>And that wasn’t the worst thing about it. It was that after
-that there was practically no opportunity for me to make big
-money. The market flattened out. Things drifted from bad
-to worse. I not only lost all I had but got into debt again—more
-heavily than ever. Those were long lean years, 1911,<span class="pagenum" id="Page_171">171</span>
-1912, 1913 and 1914. There was no money to be made. The
-opportunity simply wasn’t there and so I was worse off than
-ever.</p>
-
-<p>It isn’t uncomfortable to lose when the loss is not accompanied
-by a poignant vision of what might have been. That
-was precisely what I could not keep my mind from dwelling
-on, and of course it unsettled me further. I learned that the
-weaknesses to which a speculator is prone are almost numberless.
-It was proper for me as a man to act the way I did
-in Dan Williamson’s office, but it was improper and unwise
-for me as a speculator to allow myself to be influenced by
-any consideration to act against my own judgment. <i xml:lang="fr" lang="fr">Noblesse
-oblige</i>—but not in the stock market, because the tape is not
-chivalrous and moreover does not reward loyalty. I realise
-that I couldn’t have acted differently. I couldn’t make myself
-over just because I wished to trade in the stock market.
-But business is business always, and my business as a speculator
-is to back my own judgment always.</p>
-
-<p>It was a very curious experience. I’ll tell you what I think
-happened. Dan Williamson was perfectly sincere in what he
-told me when he first saw me. Every time his firm did a few
-thousand shares in any one stock the Street jumped at the
-conclusion that Alvin Marquand was buying or selling. He
-was the big trader of the office, to be sure, and he gave this
-firm all his business; and he was one of the best and biggest
-traders they have ever had in Wall Street. Well, I was to be
-used as a smoke screen, particularly for Marquand’s selling.</p>
-
-<p>Alvin Marquand fell sick shortly after I went in. His ailment
-was early diagnosed as incurable, and Dan Williamson
-of course knew it long before Marquand himself did. That
-is why Dan covered my Chesapeake &amp; Atlantic stock. He
-had begun to liquidate some of his brother-in-law’s speculative
-holdings of that and other stocks.</p>
-
-<p>Of course when Marquand died the estate had to liquidate
-his speculative and semispeculative lines, and by that
-time we had run into a bear market. By tying me up the way
-he did, Dan was helping the estate a whole lot. I do not<span class="pagenum" id="Page_172">172</span>
-speak boastfully when I say that I was a very heavy trader
-and that I was dead right in my views on the stock market.
-I know that Williamson remembered my successful operations
-in the bear market of 1907 and he couldn’t afford to
-run the risk of having me at large. Why, if I had kept on the
-way I was going I’d have made so much money that by the
-time he was trying to liquidate part of Alvin Marquand’s
-estate I would have been trading in hundreds of thousands
-of shares. As an active bear I would have done damage running
-into the millions of dollars to the Marquand heirs, for
-Alvin left only a little over a couple of hundred millions.</p>
-
-<p>It was much cheaper for them to let me get into debt and
-then to pay off the debt than to have me in some other office
-operating actively on the bear side. That is precisely what I
-would have been doing but for my feeling that I must not be
-outdone in decency by Dan Williamson.</p>
-
-<p>I have always considered this the most interesting and
-most unfortunate of all my experiences as a stock operator.
-As a lesson it cost me a disproportionately high price. It put
-off the time of my recovery several years. I was young
-enough to wait with patience for the strayed millions to
-come back. But five years is a long time for a man to be poor.
-Young or old, it is not to be relished. I could do without the
-yachts a great deal easier than I could without a market to
-come back on. The greatest opportunity of a lifetime was
-holding before my very nose the purse I had lost. I could
-not put out my hand and reach for it. A very shrewd boy,
-that Dan Williamson; as slick as they make them; farsighted,
-ingenious, daring. He is a thinker, has imagination, detects
-the vulnerable spot in any man and can plan cold-bloodedly
-to hit it. He did his own sizing up and soon doped out just
-what to do to me in order to reduce me to complete inoffensiveness
-in the market. He did not actually do me out of any
-money. On the contrary, he was to all appearances extremely
-nice about it. He loved his sister, Mrs. Marquand, and he
-did his duty toward her as he saw it.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_173">173</span></p>
-
-<div class="chapter">
-<h2 id="XIV"><i>XIV</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">It has always rankled</span> in my mind that after I left Williamson
-&amp; Brown’s office the cream was off the market. We
-ran smack into a long moneyless period; four mighty lean
-years. There was not a penny to be made. As Billy Henriquez
-once said, “It was the kind of market in which not
-even a skunk could make a scent.”</p>
-
-<p>It looked to me as though I was in Dutch with destiny. It
-might have been the plan of Providence to chasten me, but
-really I had not been filled with such pride as called for a
-fall. I had not committed any of those speculative sins which
-a trader must expiate on the debtor side of the account. I
-was not guilty of a typical sucker play. What I had done, or,
-rather, what I had left undone, was something for which I
-would have received praise and not blame—north of Forty-second
-Street. In Wall Street it was absurd and costly. But
-by far the worst thing about it was the tendency it had to
-make a man a little less inclined to permit himself human
-feelings in the ticker district.</p>
-
-<p>I left Williamson’s and tried other brokers’ offices. In
-every one of them I lost money. It served me right, because
-I was trying to force the market into giving me what it
-didn’t have to give—to wit, opportunities for making money.
-I did not find any trouble in getting credit, because those
-who knew me had faith in me. You can get an idea of how
-strong their confidence was when I tell you that when I
-finally stopped trading on credit I owed well over one million
-dollars.</p>
-
-<p><span class="pagenum" id="Page_174">174</span>
-The trouble was not that I had lost my grip but that during
-those four wretched years the opportunities for making
-money simply didn’t exist. Still I plugged along, trying to
-make a stake and succeeding only in increasing my indebtedness.
-After I ceased trading on my own hook because I
-wouldn’t owe my friends any more money I made a living
-handling accounts for people who believed I knew the game
-well enough to beat it even in a dull market. For my services
-I received a percentage of the profits—when there were any.
-That is how I lived. Well, say that is how I sustained life.</p>
-
-<p>Of course, I didn’t always lose, but I never made enough
-to allow me materially to reduce what I owed. Finally, as
-things got worse, I felt the beginnings of discouragement for
-the first time in my life.</p>
-
-<p>Everything seemed to have gone wrong with me. I did not
-go about bewailing the descent from millions and yachts to
-debts and the simple life. I didn’t enjoy the situation, but I
-did not fill up with self-pity. I did not propose to wait patiently
-for time and Providence to bring about the cessation
-of my discomforts. I therefore studied my problem. It was
-plain that the only way out of my troubles was by making
-money. To make money I needed merely to trade successfully.
-I had so traded before and I must do so once more.
-More than once in the past I had run up a shoestring into
-hundreds of thousands. Sooner or later the market would
-offer me an opportunity.</p>
-
-<p>I convinced myself that whatever was wrong was wrong
-with me and not with the market. Now what could be the
-trouble with me? I asked myself that question in the same
-spirit in which I always study the various phases of my
-trading problems. I thought about it calmly and came to the
-conclusion that my main trouble came from worrying over
-the money I owed. I was never free from the mental discomfort
-of it. I must explain to you that it was not mere consciousness
-of my indebtedness. Any business man contracts
-debts in the course of his regular business. Most of my debts<span class="pagenum" id="Page_175">175</span>
-were really nothing but business debts, due to what were unfavourable
-business conditions for me, and no worse than a
-merchant suffers from, for instance, when there is an unusually
-prolonged spell of unseasonable weather.</p>
-
-<p>Of course as time went on and I could not pay I began to
-feel less philosophical about my debts. I’ll explain: I owed
-over a million dollars—all of it stock-market losses, remember.
-Most of my creditors were very nice and didn’t bother
-me; but there were two who did bedevil me. They used to
-follow me around. Every time I made a winning each of
-them was Johnny-on-the-spot, wanting to know all about it
-and insisting on getting theirs right off. One of them, to
-whom I owed eight hundred dollars, threatened to sue me,
-seize my furniture, and so forth. I can’t conceive why he
-thought I was concealing assets, unless it was that I didn’t
-quite look like a stage hobo about to die of destitution.</p>
-
-<p>As I studied the problem I saw that it wasn’t a case that
-called for reading the tape but for reading my own self. I
-quite cold-bloodedly reached the conclusion that I would
-never be able to accomplish anything useful so long as I was
-worried, and it was equally plain that I should be worried so
-long as I owed money. I mean, as long as any creditor had
-the power to vex me or to interfere with my coming back by
-insisting upon being paid before I could get a decent stake
-together. This was all so obviously true that I said to myself,
-“I must go through bankruptcy.” What else could relieve my
-mind?</p>
-
-<p>It sounds both easy and sensible, doesn’t it? But it was
-more than unpleasant, I can tell you. I hated to do it. I hated
-to put myself in a position to be misunderstood or misjudged.
-I myself never cared much for money. I never
-thought enough of it to consider it worthwhile lying for.
-But I knew that everybody didn’t feel that way. Of course I
-also knew that if I got on my feet again I’d pay everybody
-off, for the obligation remained. But unless I was able to<span class="pagenum" id="Page_176">176</span>
-trade in the old way I’d never be able to pay back that million.</p>
-
-<p>I nerved myself and went to see my creditors. It was a
-mighty difficult thing for me to do, for all that most of them
-were personal friends or old acquaintances.</p>
-
-<p>I explained the situation quite frankly to them. I said: “I
-am not going to take this step because I don’t wish to pay
-you but because, in justice to both myself and you, I must
-put myself in a position to make money. I have been thinking
-of this solution off and on for over two years, but I
-simply didn’t have the nerve to come out and say so frankly
-to you. It would have been infinitely better for all of us if I
-had. It all simmers down to this: I positively cannot be my
-old self while I am harassed or upset by these debts. I have
-decided to do now what I should have done a year ago. I
-have no other reason than the one I have just given you.”</p>
-
-<p>What the first man said was to all intents and purposes
-what all of them said. He spoke for his firm.</p>
-
-<p>“Livingston,” he said, “we understand. We realise your
-position perfectly. I’ll tell you what we’ll do: we’ll just give
-you a release. Have your lawyer prepare any kind of paper
-you wish, and we’ll sign it.”</p>
-
-<p>That was in substance what all my big creditors said. That
-is one side of Wall Street for you. It wasn’t merely careless
-good nature or sportsmanship. It was also a mighty intelligent
-decision, for it was clearly good business. I appreciated
-both the good will and the business gumption.</p>
-
-<p>These creditors gave me a release on debts amounting to
-over a million dollars. But there were the two minor creditors
-who wouldn’t sign off. One of them was the eight-hundred-dollar
-man I told you about. I also owed sixty thousand
-dollars to a brokerage firm which had gone into bankruptcy,
-and the receivers, who didn’t know me from Adam,
-were on my neck early and late. Even if they had been
-disposed to follow the example set by my largest creditors
-I don’t suppose the court would have let them sign off. At<span class="pagenum" id="Page_177">177</span>
-all events my schedule of bankruptcy amounted to only
-about one hundred thousand dollars; though, as I said, I
-owed well over a million.</p>
-
-<p>It was extremely disagreeable to see the story in the newspapers.
-I had always paid my debts in full and this new experience
-was most mortifying to me. I knew I’d pay off
-everybody some day if I lived, but everybody who read the
-article wouldn’t know it. I was ashamed to go out after I saw
-the report in the newspapers. But it all wore off presently
-and I cannot tell you how intense was my feeling of relief to
-know that I wasn’t going to be harried any more by people
-who didn’t understand how a man must give his entire mind
-to his business—if he wishes to succeed in stock speculation.</p>
-
-<p>My mind now being free to take up trading with some
-prospect of success, unvexed by debts, the next step was to
-get another stake. The Stock Exchange had been closed from
-July thirty-first to the middle of December, 1914, and Wall
-Street was in the dumps. There hadn’t been any business
-whatever in a long time. I owed all my friends. I couldn’t
-very well ask them to help me again just because they had
-been so pleasant and friendly to me, when I knew that nobody
-was in a position to do much for anybody.</p>
-
-<p>It was a mighty difficult task, getting a decent stake, for
-with the closing of the Stock Exchange there was nothing
-that I could ask any broker to do for me. I tried in a couple
-of places. No use.</p>
-
-<p>Finally I went to see Dan Williamson. This was in February,
-1915. I told him that I had rid myself of the mental
-incubus of debt and I was ready to trade as of old. You will
-recall that when he needed me he offered me the use of
-twenty-five thousand dollars without my asking him.</p>
-
-<p>Now that I needed him he said, “When you see something
-that looks good to you and you want to buy five hundred
-shares go ahead and it will be all right.”</p>
-
-<p>I thanked him and went away. He had kept me from making
-a great deal of money and the office had made a lot in<span class="pagenum" id="Page_178">178</span>
-commissions from me. I admit I was a little sore to think that
-Williamson &amp; Brown didn’t give me a decent stake. I intended
-to trade conservatively at first. It would make my
-financial recovery easier and quicker if I could begin with a
-line a little better than five hundred shares. But, anyhow, I
-realised that, such as it was, there was my chance to come
-back.</p>
-
-<p>I left Dan Williamson’s office and studied the situation in
-general and my own problem in particular. It was a bull
-market. That was as plain to me as it was to thousands of
-traders. But my stake consisted merely of an offer to carry
-five hundred shares for me. That is, I had no leeway, limited
-as I was. I couldn’t afford even a slight setback at the beginning.
-I must build up my stake with my very first play. That
-initial purchase of mine of five hundred shares must be
-profitable. I had to make real money. I knew unless I had
-sufficient trading capital I would not be able to use good
-judgment. Without adequate margins it would be impossible
-to take the cold-blooded, dispassionate attitude toward the
-game that comes from the ability to afford a few minor losses
-such as I often incurred in testing the market before putting
-down the big bet.</p>
-
-<p>I think now that I found myself then at the most critical
-period of my career as a speculator. If I failed this time there
-was no telling where or when, if ever, I might get another
-stake for another try. It was very clear that I simply must
-wait for the exact psychological moment.</p>
-
-<p>I didn’t go near Williamson &amp; Brown’s. I mean, I purposely
-kept away from them for six long weeks of steady
-tape reading. I was afraid that if I went to the office, knowing
-that I could buy five hundred shares, I might be tempted
-into trading at the wrong time or in the wrong stock. A
-trader, in addition to studying basic conditions, remembering
-market precedents and keeping in mind the psychology
-of the outside public as well as the limitations of his brokers,
-must also know himself and provide against his own weaknesses.<span class="pagenum" id="Page_179">179</span>
-There is no need to feel anger over being human. I
-have come to feel that it is as necessary to know how to read
-myself as to know how to read the tape. I have studied and
-reckoned on my own reactions to given impulses or to the
-inevitable temptations of an active market, quite in the same
-mood and spirit as I have considered crop conditions or
-analysed reports of earnings.</p>
-
-<p>So day after day, broke and anxious to resume trading, I
-sat in front of a quotation-board in another broker’s office
-where I couldn’t buy or sell as much as one share of stock,
-studying the market, not missing a single transaction on the
-tape, watching for the psychological moment to ring the
-full-speed-ahead bell.</p>
-
-<p>By reason of conditions known to the whole world the
-stock I was most bullish on in those critical days of early
-1915 was Bethlehem Steel. I was morally certain it was going
-way up, but in order to make sure that I would win on
-my very first play, as I must, I decided to wait until it
-crossed par.</p>
-
-<p>I think I have told you it has been my experience that
-<em>whenever a stock crosses 100 or 200 or 300 for the first time,
-it nearly always keeps going up for 30 to 50 points—and after
-300 faster than after 100 or 200</em>. One of my first big coups
-was in Anaconda, which I bought when it crossed 200 and
-sold a day later at 260. My practice of buying a stock just
-after it crossed par dated back to my early bucket-shop days.
-It is an old trading principle.</p>
-
-<p>You can imagine how keen I was to get back to trading on
-my old scale. I was so eager to begin that I could not think
-of anything else; but I held myself in leash. I saw Bethlehem
-Steel climb, every day, higher and higher, as I was sure
-it would, and yet there I was checking my impulse to run
-over to Williamson &amp; Brown’s office and buy five hundred
-shares. I knew I simply had to make my initial operation as
-nearly a cinch as was humanly possible.</p>
-
-<p>Every point that stock went up meant five hundred dollars<span class="pagenum" id="Page_180">180</span>
-I had not made. The first ten points’ advance meant that I
-would have been able to pyramid, and instead of five hundred
-shares I might now be carrying one thousand shares
-that would be earning for me one thousand dollars a point.
-But I sat tight and instead of listening to my loud-mouthed
-hopes or to my clamorous beliefs I heeded only the level
-voice of my experience and the counsel of common sense.
-Once I got a decent stake together I could afford to take
-chances. But without a stake, taking chances, even slight
-chances, was a luxury utterly beyond my reach. Six weeks
-of patience—but, in the end, a victory for common sense
-over greed and hope!</p>
-
-<p>I really began to waver and sweat blood when the stock
-got up to 90. Think of what I had not made by not buying,
-when I was so bullish. Well, when it got to 98 I said to myself,
-“Bethlehem is going through 100, and when it does the
-roof is going to blow clean off!” The tape said the same thing
-more than plainly. In fact, it used a megaphone. I tell you,
-I saw <em>100</em> on the tape when the ticker was only printing <em>98</em>.
-And I knew that wasn’t the voice of my hope or the sight of
-my desire, but the assertion of my tape-reading instinct. So
-I said to myself, “I can’t wait until it gets through 100. I
-have to get it now. It is as good as gone through par.”</p>
-
-<p>I rushed to Williamson &amp; Brown’s office and put in an
-order to buy five hundred shares of Bethlehem Steel. The
-market was then 98. I got five hundred shares at 98 to 99.
-After that she shot right up, and closed that night, I think, at
-114 or 115. I bought five hundred shares more.</p>
-
-<p>The next day Bethlehem Steel was 145 and I had my
-stake. But I earned it. Those six weeks of waiting for the
-right moment were the most strenuous and wearing six
-weeks I ever put in. But it paid me, for I now had enough
-capital to trade in fair-sized lots. I never would have got
-anywhere just on five hundred shares of stock.</p>
-
-<p>There is a great deal in starting right, whatever the enterprise
-may be, and I did very well after my Bethlehem deal—so<span class="pagenum" id="Page_181">181</span>
-well, indeed, that you would not have believed it was the
-selfsame man trading. As a matter of fact I wasn’t the same
-man, for where I had been harassed and wrong I was now at
-ease and right. There were no creditors to annoy and no lack
-of funds to interfere with my thinking or with my listening
-to the truthful voice of experience, and so I was winning
-right along.</p>
-
-<p>All of a sudden, as I was on my way to a sure fortune, we
-had the <i>Lusitania</i> break. Every once in a while a man gets a
-crack like that in the solar plexus, probably that he may be
-reminded of the sad fact that no human being can be so uniformly
-right on the market as to be beyond the reach of unprofitable
-accidents. I have heard people say that no professional
-speculator need have been hit very hard by the news
-of the torpedoing of the <i>Lusitania</i>, and they go on to tell
-how they had it long before the Street did. I was not clever
-enough to escape by means of advance information, and all
-I can tell you is that on account of what I lost through the
-<i>Lusitania</i> break and one or two other reverses that I wasn’t
-wise enough to foresee, I found myself at the end of 1915
-with a balance at my brokers’ of about one hundred and
-forty thousand dollars. That was all I actually made, though
-I was consistently right on the market throughout the
-greater part of the year.</p>
-
-<p>I did much better during the following year. I was very
-lucky. I was rampantly bullish in a wild bull market. Things
-were certainly coming my way so that there wasn’t anything
-to do but to make money. It made me remember a saying of
-the late H. H. Rogers, of the Standard Oil Company, to the
-effect that there were times when a man could no more help
-making money than he could help getting wet if he went out
-in a rainstorm without an umbrella. It was the most clearly
-defined bull market we ever had. It was plain to everybody
-that the Allied purchases of all kinds of supplies here made
-the United States the most prosperous nation in the world.
-We had all the things that no one else had for sale, and we<span class="pagenum" id="Page_182">182</span>
-were fast getting all the cash in the world. I mean that
-the wide world’s gold was pouring into this country in torrents.
-Inflation was inevitable, and, of course, that meant
-rising prices for everything.</p>
-
-<p>All this was so evident from the first that little or no
-manipulation for the rise was needed. That was the reason
-why the preliminary work was so much less than in other
-bull markets. And not only was the war-bride boom more
-naturally developed than all others but it proved unprecedentedly
-profitable for the general public. That is, the stock-market
-winnings during 1915 were more widely distributed
-than in any other boom in the history of Wall Street. That
-the public did not turn all their paper profits into good hard
-cash or that they did not long keep what profits they actually
-took was merely history repeating itself. Nowhere does
-history indulge in repetitions so often or so uniformly as in
-Wall Street. When you read contemporary accounts of
-booms or panics the one thing that strikes you most forcibly
-is how little either stock speculation or stock speculators to-day
-differ from yesterday. The game does not change and
-neither does human nature.</p>
-
-<p>I went along with the rise in 1916. I was as bullish as the
-next man, but of course I kept my eyes open. I knew, as
-everybody did, that there must be an end, and I was on the
-watch for warning signals. I wasn’t particularly interested
-in guessing from which quarter the tip would come and so
-I didn’t stare at just one spot. I was not, and I never have
-felt that I was, wedded indissolubly to one or the other side
-of the market. That a bull market has added to my bank
-account or a bear market has been particularly generous I
-do not consider sufficient reason for sticking to the bull or
-the bear side after I receive the get-out warning. <em>A man does
-not swear eternal allegiance to either the bull or the bear
-side. His concern lies with being right.</em></p>
-
-<p><em>And there is another thing to remember, and that is that
-a market does not culminate in one grand blaze of glory.<span class="pagenum" id="Page_183">183</span>
-Neither does it end with a sudden reversal of form. A market
-can and does often cease to be a bull market long before
-prices generally begin to break.</em> My long expected warning
-came to me when I noticed that, one after another, <em>those
-stocks which had been the leaders of the market reacted
-several points from the top and—for the first time in many
-months—did not come back</em>. Their race evidently was run,
-and that clearly necessitated a change in my trading tactics.</p>
-
-<p>It was simple enough. In a bull market the trend of prices,
-of course, is decidedly and definitely upward. Therefore
-whenever a stock goes against the general trend you are justified
-in assuming that there is something wrong with that
-particular stock. It is enough for the experienced trader to
-perceive that something is wrong. He must not expect the
-tape to become a lecturer. His job is to listen for it to say
-“Get out!” and not wait for it to submit a legal brief for approval.</p>
-
-<p>As I said before, <em>I noticed that stocks which had been the
-leaders of the wonderful advance had ceased to advance.
-They dropped six or seven points and stayed there. At the
-same time the rest of the market kept on advancing under
-new standard bearers.</em> Since nothing wrong had developed
-with the companies themselves, the reason had to be sought
-elsewhere. Those stocks had gone with the current for
-months. When they ceased to do so, though the bull tide
-was still running strong, it meant that for those particular
-stocks the bull market was over. For the rest of the list the
-tendency was still decidedly upward.</p>
-
-<p>There was no need to be perplexed into inactivity, for
-there were really no cross currents. I did not turn bearish on
-the market then, because the tape didn’t tell me to do so.
-The end of the bull market had not come, though it was
-within hailing distance. Pending its arrival there was still
-bull money to be made. <em>Such being the case, I merely turned
-bearish on the stocks which had stopped advancing and as<span class="pagenum" id="Page_184">184</span>
-the rest of the market had rising power behind it I both
-bought and sold.</em></p>
-
-<p>The leaders that had ceased to lead I sold. I put out a
-short line of five thousand shares in each of them; and then
-I went long of the new leaders. The stocks I was short of
-didn’t do much, but my long stocks kept on rising. When
-finally these in turn ceased to advance I sold them out and
-went short—five thousand shares of each. By this time I was
-more bearish than bullish, because obviously the next big
-money was going to be made on the down side. While I felt
-certain that the bear market had really begun before the
-bull market had really ended, I knew the time for being a
-rampant bear was not yet. There was no sense in being more
-royalist than the king; especially in being so too soon. The
-tape merely said that patrolling parties from the main bear
-army had dashed by. Time to get ready.</p>
-
-<p>I kept on both buying and selling until after about a
-month’s trading I had out a short line of sixty thousand
-shares—five thousand shares each in a dozen different stocks
-which earlier in the year had been the public’s favourites because
-they had been the leaders of the great bull market. It
-was not a very heavy line; but don’t forget that neither was
-the market definitely bearish.</p>
-
-<p>Then one day the entire market became quite weak and
-prices of all stocks began to fall. When I had a profit of at
-least four points in each and every one of the twelve stocks
-that I was short of, I knew that I was right. The tape told
-me it was now safe to be bearish, so I promptly doubled up.</p>
-
-<p>I had my position. I was short of stocks in a market that
-now was plainly a bear market. There wasn’t any need for
-me to push things along. The market was bound to go my
-way, and, knowing that, I could afford to wait. After I
-doubled up I didn’t make another trade for a long time.
-About seven weeks after I put out my full line, we had the
-famous “leak,” and stocks broke badly. It was said that
-somebody had advance news from Washington that President<span class="pagenum" id="Page_185">185</span>
-Wilson was going to issue a message that would bring
-back the dove of peace to Europe in a hurry. Of course the
-war-bride boom was started and kept up by the World War,
-and peace was a bear item. When one of the cleverest
-traders on the floor was accused of profiting by advance
-information he simply said he had sold stocks not on any
-news but because he considered that the bull market was
-overripe. I myself had doubled my line of shorts seven
-weeks before.</p>
-
-<p>On the news the market broke badly and I naturally
-covered. It was the only play possible. <em>When something
-happens on which you did not count when you made your
-plans it behooves you to utilise the opportunity that a kindly
-fate offers you.</em> For one thing, on a bad break like that you
-have a big market, one that you can turn around in, and that
-is the time to turn your paper profits into real money. Even
-in a bear market a man cannot always cover one hundred
-and twenty thousand shares of stock without putting up the
-price on himself. He must wait for the market that will allow
-him to buy that much at no damage to his profit as it stands
-him on paper.</p>
-
-<p>I should like to point out that I was not counting on that
-particular break at that particular time for that particular
-reason. But, as I have told you before, my experience of
-thirty years as a trader is that such <em>accidents are usually
-along the line of least resistance on</em> which I base my position
-in the market. Another thing to bear in mind is this: <em>Never
-try to sell at the top.</em> It isn’t wise. <em>Sell after a reaction if
-there is no rally.</em></p>
-
-<p>I cleared about three million dollars in 1916 by being
-bullish as long as the bull market lasted and then by being
-bearish when the bear market started. As I said before, a
-man does not have to marry one side of the market till death
-do them part.</p>
-
-<p>That winter I went South, to Palm Beach, as I usually do
-for a vacation, because I am very fond of salt-water fishing.<span class="pagenum" id="Page_186">186</span>
-I was short of stocks and wheat, and both lines showed me
-a handsome profit. There wasn’t anything to annoy me and
-I was having a good time. Of course unless I go to Europe
-I cannot really be out of touch with the stock or commodities
-markets. For instance, in the Adirondacks I have
-a direct wire from my broker’s office to my house.</p>
-
-<p>In Palm Beach I used to go to my broker’s branch office
-regularly. I noticed that cotton, in which I had no interest,
-was strong and rising. About that time—this was in 1917—I
-heard a great deal about the efforts that President Wilson
-was making to bring about peace. The reports came from
-Washington, both in the shape of press dispatches and
-private advice to friends in Palm Beach. That is the reason
-why one day I got the notion that the course of the various
-markets reflected confidence in Mr. Wilson’s success. With
-peace supposedly close at hand, stocks and wheat ought to
-go down and cotton up. I was all set as far as stocks and
-wheat went, but I had not done anything in cotton in some
-time.</p>
-
-<p>At 2:20 that afternoon I did not own a single bale, but at
-2:25 my belief that peace was impending made me buy
-fifteen thousand bales as a starter. I proposed to follow my
-old system of trading—that is, of buying my full line—which
-I have already described to you.</p>
-
-<p>That very afternoon, after the market closed, we got the
-Unrestricted Warfare note. There wasn’t anything to do except
-to wait for the market to open the next day. I recall
-that at Gridley’s that night one of the greatest captains of
-industry in the country was offering to sell any amount of
-United States Steel at five points below the closing price
-that afternoon. There were several Pittsburgh millionaires
-within hearing. Nobody took the big man’s offer. They knew
-there was bound to be a whopping big break at the opening.</p>
-
-<p>Sure enough, the next morning the stock and commodity
-markets were in an uproar, as you can imagine. Some stocks
-opened eight points below the previous night’s close. To me<span class="pagenum" id="Page_187">187</span>
-that meant a heaven-sent opportunity to cover all my shorts
-profitably. As I said before, <em>in a bear market it is always
-wise to cover if complete demoralisation suddenly develops</em>.
-That is the only way, if you swing a good-sized line, of turning
-a big paper profit into real money both quickly and
-without regrettable reductions. For instance, I was short
-fifty thousand shares of United States Steel alone. Of course
-I was short of other stocks, and when I saw I had the market
-to cover in, I did. My profits amounted to about one and a
-half million dollars. It was not a chance to disregard.</p>
-
-<p>Cotton, of which I was long fifteen thousand bales,
-bought in the last half hour of the trading the previous afternoon,
-opened down five hundred points. Some break! It
-meant an overnight loss of three hundred and seventy-five
-thousand dollars. While it was perfectly clear that the only
-wise play in stocks and wheat was to cover on the break I
-was not so clear as to what I ought to do in cotton. There
-were various things to consider, and while I always take my
-loss the moment I am convinced I am wrong, I did not like
-to take that loss that morning. Then I reflected that I had
-gone South to have a good time fishing instead of perplexing
-myself over the course of the cotton market. And, moreover,
-I had taken such big profits in my wheat and in stocks
-that I decided to take my loss in cotton. I would figure that
-my profit had been a little more than one million instead of
-over a million and a half. It was all a matter of bookkeeping,
-as promoters are apt to tell you when you ask too many
-questions.</p>
-
-<p>If I hadn’t bought that cotton just before the market
-closed the day before, I would have saved that four hundred
-thousand dollars. It shows you how quickly a man may lose
-big money on a moderate line. My main position was absolutely
-correct and I benefited by an accident of a nature
-diametrically opposite to the considerations that led me to
-take the position I did in stocks and wheat. Observe, please,
-that the speculative line of least resistance again demonstrated<span class="pagenum" id="Page_188">188</span>
-its value to a trader. Prices went as I expected, notwithstanding
-the unexpected market factor introduced by
-the German note. If things had turned out as I had figured
-I would have been 100 per cent right in all three of my lines,
-for with peace stocks and wheat would have gone down and
-cotton would have gone kiting up. I would have cleaned up
-in all three. Irrespective of peace or war, I was right in my
-position on the stock market and in wheat and that is why
-the unlooked-for event helped. In cotton I based my play
-on something that might happen outside of the market—that
-is, I bet on Mr. Wilson’s success in his peace negotiations.
-It was the German military leaders who made me lose
-the cotton bet.</p>
-
-<p>When I returned to New York early in 1917 I paid back
-all the money I owed, which was over a million dollars. It
-was a great pleasure to me to pay my debts. I might have
-paid it back a few months earlier, but I didn’t for a very
-simple reason. I was trading actively and successfully and I
-needed all the capital I had. I owed it to myself as well as
-to the men I considered my creditors to take every advantage
-of the wonderful markets we had in 1915 and 1916. I
-knew that I would make a great deal of money and I wasn’t
-worrying because I was letting them wait a few months
-longer for money many of them never expected to get back.
-I did not wish to pay off my obligations in driblets or to one
-man at a time, but in full to all at once. So as long as the
-market was doing all it could for me I just kept on trading
-on as big a scale as my resources permitted.</p>
-
-<p>I wished to pay interest, but all those creditors who had
-signed releases positively refused to accept it. The man I
-paid off the last of all was the chap I owed the eight
-hundred dollars to, who had made my life a burden and had
-upset me until I couldn’t trade. I let him wait until he heard
-that I had paid off all the others. Then he got his money. I
-wanted to teach him to be considerate the next time somebody
-owed him a few hundreds.</p>
-
-<p><span class="pagenum" id="Page_189">189</span>
-And that is how I came back.</p>
-
-<p>After I paid off my debts in full I put a pretty fair amount
-into annuities. I made up my mind I wasn’t going to be
-strapped and uncomfortable and minus a stake ever again.
-Of course, after I married I put some money in trust for my
-wife. And after the boy came I put some in trust for him.</p>
-
-<p>The reason I did this was not alone the fear that the stock
-market might take it away from me, but because I knew that
-a man will spend anything he can lay his hands on. By doing
-what I did my wife and child are safe from me.</p>
-
-<p>More than one man I know has done the same thing, but
-has coaxed his wife to sign off when he needed the money,
-and he has lost it. But I have fixed it up so that no matter
-what I want or what my wife wants, that trust holds. It is
-absolutely safe from all attacks by either of us; safe from
-my market needs; safe even from a devoted wife’s love. I’m
-taking no chances!</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_190">190</span></p>
-
-<div class="chapter">
-<h2 id="XV"><i>XV</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">Among the hazards</span> of speculation the happening of the
-unexpected—I might even say of the unexpectable—ranks
-high. <em>There are certain chances that the most prudent man
-is justified in taking—chances that he must take if he wishes
-to be more than a mercantile mollusk.</em> Normal business hazards
-are no worse than the risks a man runs when he goes
-out of his house into the street or sets out on a railroad journey.
-When I lose money by reason of some development
-which nobody could foresee I think no more vindictively of
-it than I do of an inconveniently timed storm. Life itself
-from the cradle to the grave is a gamble and what happens
-to me because I do not possess the gift of second sight I can
-bear undisturbed. But there have been times in my career
-as a speculator when I have both been right and played
-square and nevertheless I have been cheated out of my earnings
-by the sordid unfairness of unsportsmanlike opponents.</p>
-
-<p>Against misdeeds by crooks, cowards and crowds a quick-thinking
-or far-sighted businessman can protect himself. I
-have never gone up against downright dishonesty except in
-a bucket shop or two because even there honesty was the
-best policy; the big money was in being square and not in
-welshing. I have never thought it good business to play any
-game in any place where it was necessary to keep an eye on
-the dealer because he was likely to cheat if unwatched. But
-against the whining welsher the decent man is powerless.
-Fair play is fair play. I could tell you a dozen instances<span class="pagenum" id="Page_191">191</span>
-where I have been the victim of my own belief in the
-sacredness of the pledged word or of the inviolability of a
-gentlemen’s agreement. I shall not do so because no useful
-purpose can be served thereby.</p>
-
-<p>Fiction writers, clergymen and women are fond of alluding
-to the floor of the Stock Exchange as a boodlers’ battlefield
-and to Wall Street’s daily business as a fight. It is quite
-dramatic but utterly misleading. I do not think that my
-business is strife and contest. I never fight either individuals
-or speculative cliques. I merely differ in opinion—that is, in
-my reading of basic conditions. What playwrights call battles
-of business are not fights between human beings. They
-are merely tests of business vision. <em>I try to stick to facts and
-facts only, and govern my actions accordingly. That is Bernard
-M. Baruch’s recipe for success in wealth-winning.</em>
-Sometimes I do not see the facts—all the facts—clearly
-enough or early enough; or else I do not reason logically.
-Whenever any of these things happen I lose. I am wrong.
-And it always costs me money to be wrong.</p>
-
-<p>No reasonable man objects to paying for his mistakes.
-There are no preferred creditors in mistake-making and no
-exceptions or exemptions. But I object to losing money when
-I am right. I do not mean, either, those deals that have cost
-me money because of sudden changes in the rules of some
-particular exchange. I have in mind certain hazards of
-speculation that from time to time remind a man that no
-profit should be counted safe until it is deposited in your
-bank to your credit.</p>
-
-<p>After the Great War broke out in Europe there began the
-rise in the prices of commodities that was to be expected. It
-was as easy to foresee that as to foresee war inflation. Of
-course the general advance continued as the war prolonged
-itself. As you may remember, I was busy “coming back” in
-1915. The boom in stocks was there and it was my duty to
-utilise it. My safest, easiest and quickest big play was in the
-stock market, and I was lucky, as you know.</p>
-
-<p><span class="pagenum" id="Page_192">192</span>
-By July, 1917, I not only had been able to pay off all my
-debts but was quite a little to the good besides. This meant
-that I now had the time, the money and the inclination to
-consider trading in commodities as well as in stocks. For
-many years I have made it my practice to study all the
-markets. The advance in commodity prices over the pre-war
-level ranged from 100 to 400 per cent. There was only one
-exception, and that was coffee. Of course there was a reason
-for this. The breaking out of the war meant the closing up
-of European markets and huge cargoes were sent to this
-country, which was the one big market. That led in time to
-an enormous surplus of raw coffee here, and that, in turn,
-kept the price low. Why, when I first began to consider its
-speculative possibilities coffee was actually selling below
-pre-war prices. If the reasons for this anomaly were plain, no
-less plain was it that the active and increasingly efficient
-operation by the German and Austrian submarines must
-mean an appalling reduction in the number of ships available
-for commercial purposes. This eventually in turn must
-lead to dwindling imports of coffee. With reduced receipts
-and an unchanged consumption the surplus stocks must be
-absorbed, and when that happened the price of coffee must
-do what the prices of all other commodities had done, which
-was, go way up.</p>
-
-<p>It didn’t require a Sherlock Holmes to size up the situation.
-Why everybody did not buy coffee I cannot tell you.
-When I decided to buy it I did not consider it a speculation.
-It was much more of an investment. I knew it would take
-time to cash in, but I knew also that it was bound to yield a
-good profit. That made it a conservative investment operation—a
-banker’s act rather than a gambler’s play.</p>
-
-<p>I started my buying operations in the winter of 1917. I
-took quite a lot of coffee. The market, however, did nothing
-to speak of. It continued inactive and as for the price, it did
-not go up as I had expected. The outcome of it all was that
-I simply carried my line to no purpose for nine long months.<span class="pagenum" id="Page_193">193</span>
-My contracts expired then and I sold out all my options. I
-took a whopping big loss on that deal and yet I was sure my
-views were sound. I had been clearly wrong in the matter of
-time, but I was confident that coffee must advance as all
-commodities had done, so that no sooner had I sold out my
-line than I started in to buy again. I bought three times as
-much coffee as I had so unprofitably carried during those
-nine disappointing months. Of course I bought deferred
-options—for as long a time as I could get.</p>
-
-<p>I was not so wrong now. As soon as I had taken on my
-trebled line the market began to go up. People everywhere
-seemed to realise all of a sudden what was bound to happen
-in the coffee market. It began to look as if my investment
-was going to return me a mighty good rate of interest.</p>
-
-<p>The sellers of the contracts I held were roasters, mostly
-of German names and affiliations, who had bought the coffee
-in Brazil confidently expecting to bring it to this country.
-But there were no ships to bring it, and presently they found
-themselves in the uncomfortable position of having no end
-of coffee down there and being heavily short of it to me up
-here.</p>
-
-<p>Please bear in mind that I first became bullish on coffee
-while the price was practically at a pre-war level, and don’t
-forget that after I bought it I carried it the greater part of
-a year and then took a big loss on it. The punishment for
-being wrong is to lose money. The reward for being right is
-to make money. Being clearly right and carrying a big line,
-I was justified in expecting to make a killing. It would not
-take much of an advance to make my profit satisfactory to
-me, for I was carrying several hundred thousand bags. I
-don’t like to talk about my operations in figures because
-sometimes they sound rather formidable and people might
-think I was boasting. As a matter of fact I trade in accordance
-to my means and always leave myself an ample margin
-of safety. In this instance I was conservative enough. The
-reason I bought options so freely was because I couldn’t see<span class="pagenum" id="Page_194">194</span>
-how I could lose. Conditions were in my favour. I had been
-made to wait a year, but now I was going to be paid both
-for my waiting and for being right. I could see the profit
-coming—fast. There wasn’t any cleverness about it. It was
-simply that I wasn’t blind.</p>
-
-<p>Coming sure and fast, that profit of millions! But it never
-reached me. No; it wasn’t side-tracked by a sudden change
-in conditions. The market did not experience an abrupt reversal
-of form. Coffee did not pour into the country. What
-happened? The unexpectable! What had never happened in
-anybody’s experience; what I therefore had no reason to
-guard against. I added a new one to the long list of hazards
-of speculation that I must always keep before me. It was
-simply that the fellows who had sold me the coffee, the
-shorts, knew what was in store for them, and in their efforts
-to squirm out of the position into which they had sold themselves,
-devised a new way of welshing. They rushed to
-Washington for help, and got it.</p>
-
-<p>Perhaps you remember that the Government had evolved
-various plans for preventing further profiteering in necessities.
-You know how most of them worked. Well, the philanthropic
-coffee shorts appeared before the Price Fixing
-Committee of the War Industries Board—I think that was
-the official designation—and made a patriotic appeal to that
-body to protect the American breakfaster. They asserted
-that a professional speculator, one Lawrence Livingston,
-had cornered, or was about to corner, coffee. If his speculative
-plans were not brought to naught he would take
-advantage of the conditions created by the war and the
-American people would be forced to pay exorbitant prices
-for their daily coffee. It was unthinkable to the patriots who
-had sold me cargoes of coffee they couldn’t find ships for,
-that one hundred millions of Americans, more or less, should
-pay tribute to conscienceless speculators. They represented
-the coffee trade, not the coffee gamblers, and they were<span class="pagenum" id="Page_195">195</span>
-willing to help the Government curb profiteering actual or
-prospective.</p>
-
-<p>Now I have a horror of whiners and I do not mean to intimate
-that the Price Fixing Committee was not doing its
-honest best to curb profiteering and wastefulness. But that
-need not stop me from expressing the opinion that the committee
-could not have gone very deeply into the particular
-problem of the coffee market. They fixed on a maximum
-price for raw coffee and also fixed a time limit for closing out
-all existing contracts. This decision meant, of course, that
-the Coffee Exchange would have to go out of business.
-There was only one thing for me to do and I did it, and that
-was to sell out my contracts. Those profits of millions that I
-had deemed as certain to come my way as any I ever made
-failed completely to materialise. I was and am as keen as
-anybody against the profiteer in the necessaries of life, but
-at the time the Price Fixing Committee made their ruling on
-coffee, all other commodities were selling at from 250 to 400
-per cent above pre-war prices while raw coffee was actually
-below the average prevailing for some years before the war.
-I can’t see that it made any real difference who held the
-coffee. The price was bound to advance; and the reason for
-that was not the operations of conscienceless speculators,
-but the dwindling surplus for which the diminishing importations
-were responsible, and they in turn were affected
-exclusively by the appalling destruction of the world’s ships
-by the German submarines. The committee did not wait for
-coffee to start; they clamped on the brakes.</p>
-
-<p>As a matter of policy and of expediency it was a mistake
-to force the Coffee Exchange to close just then. If the committee
-had let coffee alone the price undoubtedly would
-have risen for the reasons I have already stated, which had
-nothing to do with any alleged corner. But the high price—which
-need not have been exorbitant—would have been an
-incentive to attract supplies to this market. I have heard Mr.
-Bernard M. Baruch say that the War Industries Board took<span class="pagenum" id="Page_196">196</span>
-into consideration this factor—the insuring of a supply—in
-fixing prices, and for that reason some of the complaints
-about the high limit on certain commodities were unjust.
-When the Coffee Exchange resumed business, later on,
-coffee sold at twenty-three cents. The American people paid
-that price because of the small supply, and the supply was
-small because the price had been fixed too low, at the suggestion
-of philanthropic shorts, to make it possible to pay the
-high ocean freights and thus insure continued importations.</p>
-
-<p>I have always thought that my coffee deal was the most
-legitimate of all my trades in commodities. I considered it
-more of an investment than a speculation. I was in it over a
-year. If there was any gambling it was done by the patriotic
-roasters with German names and ancestry. They had coffee
-in Brazil and they sold it to me in New York. The Price Fixing
-Committee fixed the price of the only commodity that
-had not advanced. They protected the public against profiteering
-before it started, but not against the inevitable
-higher prices that followed. Not only that, but even when
-green coffee hung around nine cents a pound, roasted coffee
-went up with everything else. It was only the roasters who
-benefited. If the price of green coffee had gone up two or
-three cents a pound it would have meant several millions for
-me. And it wouldn’t have cost the public as much as the
-later advance did.</p>
-
-<p>Post-mortems in speculation are a waste of time. They
-get you nowhere. But this particular deal has a certain educational
-value. It was as pretty as any I ever went into. The
-rise was so sure, so logical, that I figured that I simply
-couldn’t help making several millions of dollars. But I didn’t.</p>
-
-<p>On two other occasions I have suffered from the action of
-exchange committees making rulings that changed trading
-rules without warning. But in those cases my own position,
-while technically right, was not quite so sound commercially
-as in my coffee trade. You cannot be dead sure of anything
-in a speculative operation. It was the experience I have just<span class="pagenum" id="Page_197">197</span>
-told you that made me add the unexpectable to the unexpected
-in my list of hazards.</p>
-
-<p>After the coffee episode I was so successful in other commodities
-and on the short side of the stock market, that I
-began to suffer from silly gossip. The professionals in Wall
-Street and the newspaper writers got the habit of blaming
-me and my alleged raids for the inevitable breaks in prices.
-At times my selling was called unpatriotic—whether I was
-really selling or not. The reason for exaggerating the magnitude
-and the effect of my operations, I suppose, was the
-need to satisfy the public’s insatiable demand for reasons
-for each and every price movement.</p>
-
-<p>As I have said a thousand times, no manipulation can put
-stocks down and keep them down. There is nothing mysterious
-about this. The reason is plain to everybody who will
-take the trouble to think about it half a minute. Suppose an
-operator raided a stock—that is, put the price down to a
-level below its real value—what would inevitably happen?
-Why, the raider would at once be up against the best kind
-of inside buying. The people who know what a stock is
-worth will always buy it when it is selling at bargain prices.
-<em>If the insiders are not able to buy, it will be because general
-conditions are against their free command of their own resources,
-and such conditions are not bull conditions.</em> When
-people speak about raids the inference is that the raids are
-unjustified; almost criminal. But selling a stock down to a
-price much below what it is worth is mighty dangerous business.
-It is well to bear in mind that a raided stock that fails
-to rally is not getting much inside buying and where there
-is a raid—that is, unjustified short selling—there is usually
-apt to be inside buying; and when there is that, the price
-does not stay down. I should say that in ninety-nine cases
-out of a hundred, so-called raids are really legitimate declines,
-accelerated at times but not primarily caused by the operations
-of a professional trader, however big a line he may be
-able to swing.</p>
-
-<p><span class="pagenum" id="Page_198">198</span>
-The theory that most of the sudden declines or particular
-sharp breaks are the results of some plunger’s operations
-probably was invented as an easy way of supplying reasons
-to those speculators who, being nothing but blind gamblers,
-will believe anything that is told them rather than do a little
-thinking. The raid excuse for losses that unfortunate speculators
-so often receive from brokers and financial gossipers
-is really an inverted tip. The difference lies in this: A bear
-tip is distinct, positive advice to sell short. But the inverted
-tip—that is, the explanation that does not explain—serves
-merely to keep you from wisely selling short. <em>The natural
-tendency when a stock breaks badly is to sell it. There is a
-reason—an unknown reason but a good reason; therefore,
-get out.</em> But it is not wise to get out when the break is the
-result of a raid by an operator, because the moment he stops
-the price must rebound. Inverted tips!</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_199">199</span></p>
-
-<div class="chapter">
-<h2 id="XVI"><i>XVI</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">Tips!</span> How people want tips! They crave not only to get
-them but to give them. There is greed involved, and vanity.
-It is very amusing, at times, to watch really intelligent
-people fish for them. And the tip-giver need not hesitate
-about the quality, for the tip-seeker is not really after good
-tips, but after any tip. If it makes good, fine! If it doesn’t,
-better luck with the next. I am thinking of the average
-customer of the average commission house. There is a type
-of promoter or manipulator that believes in tips first, last
-and all the time. A good flow of tips is considered by him as
-a sort of sublimated publicity work, the best merchandising
-dope in the world, for, since tip-seekers and tip-takers are
-invariably tip-passers, tip-broadcasting becomes a sort of
-endless-chain advertising. The tipster-promoter labours under
-the delusion that no human being breathes who can
-resist a tip if properly delivered. He studies the art of handing
-them out artistically.</p>
-
-<p>I get tips by the hundreds every day from all sorts of
-people. I’ll tell you a story about Borneo Tin. You remember
-when the stock was brought out? It was at the height of the
-boom. The promoter’s pool had taken the advice of a very
-clever banker and decided to float the new company in the
-open market at once instead of letting an underwriting syndicate
-take its time about it. It was good advice. The only
-mistake the members of the pool made came from inexperience.
-They did not know what the stock market was capable<span class="pagenum" id="Page_200">200</span>
-of doing during a crazy boom and at the same time they
-were not intelligently liberal. They were agreed on the need
-of marking up the price in order to market the stock, but
-they started the trading at a figure at which the traders and
-the speculative pioneers could not buy it without misgivings.</p>
-
-<p>By rights the promoters ought to have got stuck with it,
-but in the wild bull market their hoggishness turned out to
-be rank conservatism. The public was buying anything that
-was adequately tipped. Investments were not wanted. The
-demand was for easy money; for the sure gambling profit.
-Gold was pouring into this country through the huge purchases
-of war material. They tell me that the promoters,
-while making their plans for bringing out Borneo stock,
-marked up the opening price three different times before
-their first transaction was officially recorded for the benefit
-of the public.</p>
-
-<p>I had been approached to join the pool and I had looked
-into it but I didn’t accept the offer because if there is any
-market manoeuvring to do, I like to do it myself. I trade on
-my own information and follow my own methods. When
-Borneo Tin was brought out, knowing what the pool’s resources
-were and what they had planned to do, and also
-knowing what the public was capable of, I bought ten thousand
-shares during the first hour of the first day. Its market
-début was successful at least to that extent. As a matter of
-fact the promoters found the demand so active that they
-decided it would be a mistake to lose so much stock so soon.
-They found out that I had acquired my ten thousand shares
-about at the same time that they found out that they would
-probably be able to sell every share they owned if they
-merely marked up the price twenty-five or thirty points.
-They therefore concluded that the profit on my ten thousand
-shares would take too big a chunk out of the millions
-they felt were already as good as banked. So they actually
-ceased their bull operations and tried to shake me out. But
-I simply sat tight. They gave me up as a bad job because<span class="pagenum" id="Page_201">201</span>
-they didn’t want the market to get away from them, and
-then they began to put up the price, without losing any
-more stock than they could help.</p>
-
-<p>They saw the crazy height that other stocks rose to and
-they began to think in billions. Well, when Borneo Tin got
-up to 120 I let them have my ten thousand shares. It
-checked the rise and the pool managers let up on their jacking-up
-process. On the next general rally they again tried to
-make an active market for it and disposed of quite a little,
-but the merchandising proved to be rather expensive. Finally
-they marked it up to 150. But the bloom was off the
-bull market for keeps, so the pool was compelled to market
-what stock it could on the way down to those people who
-love to buy after a good reaction, on the fallacy that a stock
-that has once sold at 150 must be cheap at 130 and a great
-bargain at 120. Also, they passed the tip to the floor traders,
-who often are able to make a temporary market, and later
-to the commission houses. Every little helped and the pool
-was using every device known. The trouble was that the
-time for bulling stocks had passed. The suckers had
-swallowed other hooks. The Borneo bunch didn’t or
-wouldn’t see it.</p>
-
-<p>I was down in Palm Beach with my wife. One day I made
-a little money at Gridley’s and when I got home I gave Mrs.
-Livingston a five-hundred-dollar bill out of it. It was a curious
-coincidence, but that same night she met at a dinner the
-president of the Borneo Tin Company, a Mr. Wisenstein,
-who had become the manager of the stock pool. We didn’t
-learn until some time afterward that this Wisenstein deliberately
-manœuvred so that he sat next to Mrs. Livingston
-at dinner.</p>
-
-<p>He laid himself out to be particularly nice to her and
-talked most entertainingly. In the end he told her, very confidentially,
-“Mrs. Livingston, I’m going to do something I’ve
-never done before. I am very glad to do it because you know
-exactly what it means.” He stopped and looked at Mrs.<span class="pagenum" id="Page_202">202</span>
-Livingston anxiously, to make sure she was not only wise
-but discreet. She could read it on his face, plain as print.
-But all she said was, “Yes.”</p>
-
-<p>“Yes, Mrs. Livingston. It has been a very great pleasure
-to meet you and your husband, and I want to prove that I
-am sincere in saying this because I hope to see a great deal
-of both of you. I am sure I don’t have to tell you that what I
-am going to say is strictly confidential!” Then he whispered,
-“If you will buy some Borneo Tin you will make a great
-deal of money.”</p>
-
-<p>“Do you think so?” she asked.</p>
-
-<p>“Just before I left the hotel,” he said, “I received some
-cables with news that won’t be known to the public for
-several days at least. I am going to gather in as much of the
-stock as I can. If you get some at the opening to-morrow
-you will be buying it at the same time and at the same price
-as I. I give you my word that Borneo Tin will surely advance.
-You are the only person that I have told this to.
-Absolutely the only one!”</p>
-
-<p>She thanked him and then she told him that she didn’t
-know anything about speculating in stocks. But he assured
-her it wasn’t necessary for her to know any more than he
-had told her. To make sure she heard it correctly he repeated
-his advice to her:</p>
-
-<p>“All you have to do is to buy as much Borneo Tin as you
-wish. I can give you my word that if you do you will not
-lose a cent. I’ve never before told a woman—or a man, for
-that matter—to buy anything in my life. But I am so sure
-the stock won’t stop this side of 200 that I’d like you to make
-some money. I can’t buy all the stock myself, you know, and
-if somebody besides myself is going to benefit by the rise I’d
-rather it was you than some stranger. Much rather! I’ve told
-you in confidence because I know you won’t talk about it.
-Take my word for it, Mrs. Livingston, and buy Borneo Tin!”</p>
-
-<p>He was very earnest about it and succeeded in so impressing
-her that she began to think she had found an excellent<span class="pagenum" id="Page_203">203</span>
-use for the five hundred dollars I had given her that afternoon.
-That money hadn’t cost me anything and was outside
-of her allowance. In other words, it was easy money to lose
-if the luck went against her. But he had said she would
-surely win. It would be nice to make money on her own
-hook—and tell me all about it afterwards.</p>
-
-<p>Well, sir, the very next morning before the market opened
-she went into Harding’s office and said to the manager:</p>
-
-<p>“Mr. Haley, I want to buy some stock, but I don’t want it
-to go in my regular account because I don’t wish my husband
-to know anything about it until I’ve made some money.
-Can you fix it for me?”</p>
-
-<p>Haley, the manager, said, “Oh, yes. We can make it a
-special account. What’s the stock and how much of it do
-you want to buy?”</p>
-
-<p>She gave him the five hundred dollars and told him,
-“Listen, please. I do not wish to lose more than this money.
-If that goes I don’t want to owe you anything; and remember,
-I don’t want Mr. Livingston to know anything about
-this. Buy me as much Borneo Tin as you can for the money,
-at the opening.”</p>
-
-<p>Haley took the money and told her he’d never say a word
-to a soul, and bought her a hundred shares at the opening. I
-think she got it at 108. The stock was very active that day
-and closed at an advance of three points. Mrs. Livingston
-was so delighted with her exploit that it was all she could
-do to keep from telling me all about it.</p>
-
-<p>It so happened that I had been getting more and more
-bearish on the general market. The unusual activity in
-Borneo Tin drew my attention to it. I didn’t think the time
-was right for any stock to advance, much less one like that.
-I had decided to begin my bear operations that very day,
-and I started by selling about ten thousand shares of Borneo.
-If I had not I rather think the stock would have gone up
-five or six points instead of three.</p>
-
-<p>On the very next day I sold two thousand shares at the<span class="pagenum" id="Page_204">204</span>
-opening and two thousand shares just before the close, and
-the stock broke to 102.</p>
-
-<p>Haley, the manager of Harding Brothers’ Palm Beach
-Branch, was waiting for Mrs. Livingston to call there on the
-third morning. She usually strolled in about eleven to see
-how things were, if I was doing anything.</p>
-
-<p>Haley took her aside and said, “Mrs. Livingston, if you
-want me to carry that hundred shares of Borneo Tin for you
-you will have to give me more margin.”</p>
-
-<p>“But I haven’t any more,” she told him.</p>
-
-<p>“I can transfer it to your regular account,” he said.</p>
-
-<p>“No,” she objected, “because that way L.L. would learn
-about it.”</p>
-
-<p>“But the account already shows a loss of—” he began.</p>
-
-<p>“But I told you distinctly I didn’t want to lose more than
-the five hundred dollars. I didn’t even want to lose that,”
-she said.</p>
-
-<p>“I know, Mrs. Livingston, but I didn’t want to sell it without
-consulting you, and now unless you authorise me to hold
-it I’ll have to let it go.”</p>
-
-<p>“But it did so nicely the day I bought it,” she said, “that
-I didn’t believe it would act this way so soon. Did you?”</p>
-
-<p>“No,” answered Haley, “I didn’t.” They have to be diplomatic
-in brokers’ offices.</p>
-
-<p>“What’s gone wrong with it, Mr. Haley?”</p>
-
-<p>Haley knew, but he could not tell her without giving me
-away, and a customer’s business is sacred. So he said, “I
-don’t hear anything special about it, one way or the other.
-There she goes! That’s low for the move!” and he pointed to
-the quotation board.</p>
-
-<p>Mrs. Livingston gazed at the sinking stock and cried: “Oh,
-Mr. Haley! I don’t want to lose my five hundred dollars!
-What shall I do?”</p>
-
-<p>“I don’t know, Mrs. Livingston, but if I were you I’d ask
-Mr. Livingston.”</p>
-
-<p>“Oh, no! He doesn’t want me to speculate on my own<span class="pagenum" id="Page_205">205</span>
-hook. He told me so. He’ll buy or sell stock for me, if I
-ask him, but I’ve never before done trading that he did not
-know all about. I wouldn’t dare tell him.”</p>
-
-<p>“That’s all right,” said Haley soothingly. “He is a wonderful
-trader and he’ll know just what to do.” Seeing her
-shake her head violently he added devilishly: “Or else you
-put up a thousand or two to take care of your Borneo.”</p>
-
-<p>The alternative decided her then and there. She hung
-about the office, but as the market got weaker and weaker
-she came over to where I sat watching the board and told
-me she wanted to speak to me. We went into the private
-office and she told me the whole story. So I just said to her:
-“You foolish little girl, you keep your hands off this deal.”</p>
-
-<p>She promised that she would, and so I gave her back her
-five hundred dollars and she went away happy. The stock
-was par by that time.</p>
-
-<p>I saw what had happened. Wisenstein was an astute person.
-He figured that Mrs. Livingston would tell me what he
-had told her and I’d study the stock. He knew that activity
-always attracted me and I was known to swing a pretty fair
-line. I suppose he thought I’d buy ten or twenty thousand
-shares.</p>
-
-<p>It was one of the most cleverly planned and artistically
-propelled tips I’ve ever heard of. But it went wrong. It
-had to. In the first place, the lady had that very day received
-an unearned five hundred dollars and was therefore
-in a much more venturesome mood than usual. She wished
-to make some money all by herself, and womanlike dramatised
-the temptation so attractively that it was irresistible.
-She knew how I felt about stock speculation as practised by
-outsiders, and she didn’t dare mention the matter to me.
-Wisenstein didn’t size up her psychology right.</p>
-
-<p>He also was utterly wrong in his guess about the kind of
-trader I was. I never take tips and I was bearish on the entire
-market. The tactics that he thought would prove effective
-in inducing me to buy Borneo—that is, the activity and<span class="pagenum" id="Page_206">206</span>
-the three-point rise—were precisely what made me pick
-Borneo as a starter when I decided to sell the entire market.</p>
-
-<p>After I heard Mrs. Livingston’s story I was keener than
-ever to sell Borneo. Every morning at the opening and every
-afternoon just before closing I let him have some stock regularly,
-until I saw a chance to take in my shorts at a handsome
-profit.</p>
-
-<p>It has always seemed to me the height of damfoolishness
-to trade on tips. I suppose I am not built the way a tip-taker
-is. I sometimes think that tip-takers are like drunkards.
-There are some who can’t resist the craving and always look
-forward to those jags which they consider indispensable to
-their happiness. It is so easy to open your ears and let the
-tip in. To be told precisely what to do to be happy in such
-a manner that you can easily obey is the next nicest thing to
-being happy—which is a mighty long first step toward the
-fulfilment of your heart’s desire. It is not so much greed
-made blind by eagerness as it is hope bandaged by the unwillingness
-to do any thinking.</p>
-
-<p>And it is not only among the outside public that you find
-inveterate tip-takers. The professional trader on the floor of
-the New York Stock Exchange is quite as bad. I am definitely
-aware that no end of them cherish mistaken notions
-of me because I never give anybody tips. If I told the average
-man, “Sell yourself five thousand Steel!” he would do it
-on the spot. But if I tell him I am quite bearish on the entire
-market and give him my reasons in detail, he finds trouble in
-listening and after I’m done talking he will glare at me for
-wasting his time expressing my views on general conditions
-instead of giving him a direct and specific tip, like a real
-philanthropist of the type that is so abundant in Wall Street—the
-sort who loves to put millions into the pockets of
-friends, acquaintances and utter strangers alike.</p>
-
-<p>The belief in miracles that all men cherish is born of immoderate
-indulgence in hope. There are people who go on
-hope sprees periodically and we all know the chronic hope<span class="pagenum" id="Page_207">207</span>
-drunkard that is held up before us as an exemplary optimist.
-Tip-takers are all they really are.</p>
-
-<p>I have an acquaintance, a member of the New York Stock
-Exchange, who was one of those who thought I was a selfish,
-cold-blooded pig because I never gave tips or put friends
-into things. One day—this was some years ago—he was
-talking to a newspaper man who casually mentioned that he
-had had it from a good source that G.O.H. was going up. My
-broker friend promptly bought a thousand shares and saw
-the price decline so quickly that he was out thirty-five hundred
-dollars before he could stop his loss. He met the newspaper
-man a day or two later, while he was still sore.</p>
-
-<p>“That was a hell of a tip you gave me,” he complained.</p>
-
-<p>“What tip was that?” asked the reporter, who did not remember.</p>
-
-<p>“About G.O.H. You said you had it from a good source.”</p>
-
-<p>“So I did. A director of the company who is a member
-of the finance committee told me.”</p>
-
-<p>“Which of them was it?” asked the broker vindictively.</p>
-
-<p>“If you must know,” answered the newspaper man, “it was
-your own father-in-law, Mr. Westlake.”</p>
-
-<p>“Why in Hades didn’t you tell me you meant him!” yelled
-the broker. “You cost me thirty-five hundred dollars!” He
-didn’t believe in family tips. The farther away the source the
-purer the tip.</p>
-
-<p>Old Westlake was a rich and successful banker and promoter.
-He ran across John W. Gates one day. Gates asked
-him what he knew. “If you will act on it I’ll give you a tip.
-If you won’t I’ll save my breath,” answered old Westlake
-grumpily.</p>
-
-<p>“Of course I’ll act on it,” promised Gates cheerfully.</p>
-
-<p>“Sell Reading! There is a sure twenty-five points in it,
-and possibly more. But twenty-five absolutely certain,” said
-Westlake impressively.</p>
-
-<p>“I’m much obliged to you,” and Bet-you-a-million Gates<span class="pagenum" id="Page_208">208</span>
-shook hands warmly and went away in the direction of his
-broker’s office.</p>
-
-<p>Westlake had specialized on Reading. He knew all about
-the company and stood in with the insiders so that the market
-for the stock was an open book to him and everybody
-knew it. Now he was advising the Western plunger to go
-short of it.</p>
-
-<p>Well, Reading never stopped going up. It rose something
-like one hundred points in a few weeks. One day old Westlake
-ran smack up against John W. in the Street, but he
-made out he hadn’t seen him and was walking on. John W.
-Gates caught up with him, his face all smiles and held out
-his hand. Old Westlake shook it dazedly.</p>
-
-<p>“I want to thank you for that tip you gave me on Reading,”
-said Gates.</p>
-
-<p>“I didn’t give you any tip,” said Westlake, frowning.</p>
-
-<p>“Sure you did. And it was a Jim Hickey of a tip too. I
-made sixty thousand dollars.”</p>
-
-<p>“Made sixty thousand dollars?”</p>
-
-<p>“Sure! Don’t you remember? You told me to sell Reading;
-so I bought it! I’ve always made money coppering your
-tips, Westlake,” said John W. Gates pleasantly. “Always!”</p>
-
-<p>Old Westlake looked at the bluff Westerner and presently
-remarked admiringly, “Gates, what a rich man I’d be if I had
-your brains!”</p>
-
-<p>The other day I met Mr. W. A. Rogers, the famous cartoonist,
-whose Wall Street drawings brokers so greatly admire.
-His daily cartoons in the New York <i>Herald</i> for years
-gave pleasure to thousands. Well, he told me a story. It was
-just before we went to war with Spain. He was spending an
-evening with a broker friend. When he left he picked up his
-derby hat from the rack, at least he thought it was his hat,
-for it was the same shape and fitted him perfectly.</p>
-
-<p>The Street at that time was thinking and talking of
-nothing but war with Spain. Was there to be one or not? If
-it was to be war the market would go down; not so much on<span class="pagenum" id="Page_209">209</span>
-our own selling as on pressure from European holders of our
-securities. If peace, it would be a cinch to buy stocks, as
-there had been considerable declines prompted by the sensational
-clamorings of the yellow papers. Mr. Rogers told me
-the rest of the story as follows:</p>
-
-<p>“My friend, the broker, at whose house I had been the
-night before, stood in the Exchange the next day anxiously
-debating in his mind which side of the market to play. He
-went over the pros and cons, but it was impossible to distinguish
-which were rumors and which were facts. There
-was no authentic news to guide him. At one moment he
-thought war was inevitable, and on the next he almost convinced
-himself that it was utterly unlikely. His perplexity
-must have caused a rise in his temperature, for he took off
-his derby to wipe his fevered brow. He couldn’t tell whether
-he should buy or sell.</p>
-
-<p>“He happened to look inside of his hat. There in gold
-letters was the word WAR. That was all the hunch he
-needed. Was it not a tip from Providence via my hat? So he
-sold a raft of stock, war was duly declared, he covered on
-the break and made a killing.” And then W. A. Rogers finished,
-“I never got back that hat!”</p>
-
-<p>But the prize tip story of my collection concerns one of
-the most popular members of the New York Stock Exchange,
-J. T. Hood. One day another floor trader, Bert Walker, told
-him that he had done a good turn to a prominent director of
-the Atlantic &amp; Southern. In return the grateful insider told
-him to buy all the A. &amp; S. he could carry. The directors were
-going to do something that would put the stock up at least
-twenty-five points. All the directors were not in the deal, but
-the majority would be sure to vote as wanted.</p>
-
-<p>Bert Walker concluded that the dividend rate was going
-to be raised. He told his friend Hood and they each bought
-a couple of thousand shares of A. &amp; S. The stock was very
-weak, before and after they bought, but Hood said that was<span class="pagenum" id="Page_210">210</span>
-obviously intended to facilitate accumulation by the inside
-clique, headed by Bert’s grateful friend.</p>
-
-<p>On the following Thursday, after the market closed, the
-directors of the Atlantic &amp; Southern met and passed the
-dividend. The stock broke six points in the first six minutes
-of trading Friday morning.</p>
-
-<p>Bert Walker was sore as a pup. He called on the grateful
-director, who was broken-hearted about it and very penitent.
-He said that he had forgotten that he had told Walker
-to buy. That was the reason he had neglected to call him up
-to tell him of a change in the plans of the dominant faction
-in the board. The remorseful director was so anxious to
-make up that he gave Bert another tip. He kindly explained
-that a couple of his colleagues wanted to get cheap stock
-and against his judgment resorted to coarse work. He had to
-yield to win their votes. But now that they all had accumulated
-their full lines there was nothing to stop the advance.
-It was a double-riveted, lead-pipe cinch to buy A. &amp;
-S. now.</p>
-
-<p>Bert not only forgave him but shook hands warmly with
-the high financier. Naturally he hastened to find his friend
-and fellow-victim, Hood, to impart the glad tidings to him.
-They were going to make a killing. The stock had been
-tipped for a rise before and they bought. But now it was
-fifteen points lower. That made it a cinch. So they bought
-five thousand shares, joint account.</p>
-
-<p>As if they had rung a bell to start it, the stock broke badly
-on what quite obviously was inside selling. Two specialists
-cheerfully confirmed the suspicion. Hood sold out their five
-thousand shares. When he got through Bert Walker said
-to him, “If that blankety-blank blanker hadn’t gone to Florida
-day before yesterday I’d lick the stuffing out of him. Yes,
-I would. But you come with me.”</p>
-
-<p>“Where to?” asked Hood.</p>
-
-<p>“To the telegraph office. I want to send that skunk a telegram
-that he’ll never forget. Come on.”</p>
-
-<p><span class="pagenum" id="Page_211">211</span>
-Hood went on. Bert led the way to the telegraph office.
-There, carried away by his feelings—they had taken quite a
-loss on the five thousand shares—he composed a masterpiece
-of vituperation. He read it to Hood and finished, “That
-will come pretty near to showing him what I think of him.”</p>
-
-<p>He was about to slide it toward the waiting clerk when
-Hood said, “Hold on, Bert!”</p>
-
-<p>“What’s the matter?”</p>
-
-<p>“I wouldn’t send it,” advised Hood earnestly.</p>
-
-<p>“Why not?” snapped Bert.</p>
-
-<p>“It will make him sore as the dickens.”</p>
-
-<p>“That’s what we want, isn’t it?” said Bert, looking at
-Hood in surprise.</p>
-
-<p>But Hood shook his head disapprovingly and said in all
-seriousness, “We’ll never get another tip from him if you
-send that telegram!”</p>
-
-<p>A professional trader actually said that. Now what’s the
-use of talking about sucker tip-takers? Men do not take tips
-because they are bally asses but because they like those
-hope cocktails I spoke of. Old Baron Rothschild’s recipe for
-wealth winning applies with greater force than ever to
-speculation. Somebody asked him if making money in the
-Bourse was not a very difficult matter, and he replied that,
-on the contrary, he thought it was very easy.</p>
-
-<p>“That is because you are so rich,” objected the interviewer.</p>
-
-<p>“Not at all. I have found an easy way and I stick to it. I
-simply cannot help making money. I will tell you my secret
-if you wish. It is this: <em>I never buy at the bottom and I
-always sell too soon</em>.”</p>
-
-<p>Investors are a different breed of cats. Most of them go
-in strong for inventories and statistics of earnings and all
-sorts of mathematical data, as though that meant facts and
-certainties. <em>The human factor is minimised as a rule.</em> Very
-few people like to buy into a one-man business. But the
-wisest investor I ever knew was a man who began by being<span class="pagenum" id="Page_212">212</span>
-a Pennsylvania Dutchman and followed it up by coming to
-Wall Street and seeing a great deal of Russell Sage.</p>
-
-<p>He was a great investigator, an indefatigable Missourian.
-He believed in asking his own questions and in doing his
-seeing with his own eyes. He had no use for another man’s
-spectacles. This was years ago. It seems he held quite a
-little Atchison. Presently he began to hear disquieting reports
-about the company and its management. He was told
-that Mr. Reinhart, the president, instead of being the marvel
-he was credited with being, in reality was a most extravagant
-manager whose recklessness was fast pushing the company
-into a mess. There would be the deuce to pay on the inevitable
-day of reckoning.</p>
-
-<p>This was precisely the kind of news that was as the breath
-of life to the Pennsylvania Dutchman. He hurried over to
-Boston to interview Mr. Reinhart and ask him a few questions.
-The questions consisted of repeating the accusations
-he had heard and then asking the president of the Atchison,
-Topeka &amp; Santa Fe Railroad if they were true.</p>
-
-<p>Mr. Reinhart not only denied the allegations emphatically
-but said even more: He proceeded to prove by figures that
-the allegators were malicious liars. The Pennsylvania Dutchman
-had asked for exact information and the president gave
-it to him, showing him what the company was doing and
-how it stood financially, to a cent.</p>
-
-<p>The Pennsylvania Dutchman thanked President Reinhart,
-returned to New York and promptly sold all his Atchison
-holdings. A week or so later he used his idle funds to buy a
-big lot of Delaware, Lackawanna &amp; Western.</p>
-
-<p>Years afterward we were talking of lucky swaps and he
-cited his own case. He explained what prompted him to
-make it.</p>
-
-<p>“You see,” he said, “I noticed that President Reinhart,
-when he wrote down figures, took sheets of letter paper from
-a pigeonhole in his mahogany roll-top desk. It was fine heavy
-linen paper with beautifully engraved letterheads in two<span class="pagenum" id="Page_213">213</span>
-colors. It was not only very expensive but worse—it was unnecessarily
-expensive. He would write a few figures on a
-sheet to show me exactly what the company was earning on
-certain divisions or to prove how they were cutting down
-expenses or reducing operating costs, and then he would
-crumple up the sheet of the expensive paper and throw it in
-the waste-basket. Pretty soon he would want to impress me
-with the economies they were introducing and he would
-reach for a fresh sheet of the beautiful notepaper with the
-engraved letterheads in two colors. A few figures—and
-bingo, into the waste-basket! More money wasted without a
-thought. It struck me that if the president was that kind of
-a man he would scarcely be likely to insist upon having or
-rewarding economical assistants. I therefore decided to believe
-the people who had told me the management was extravagant
-instead of accepting the president’s version and I
-sold what Atchison stock I held.</p>
-
-<p>“It so happened that I had occasion to go to the offices of
-the Delaware, Lackawanna &amp; Western a few days later. Old
-Sam Sloan was the president. His office was the nearest to
-the entrance and his door was wide open. It was always
-open. Nobody could walk into the general offices of the
-D.L.&amp;W. in those days and not see the president of the company
-seated at his desk. Any man could walk in and do
-business with him right off, if he had any business to do. The
-financial reporters used to tell me that they never had to
-beat around the bush with old Sam Sloan, but would ask
-their questions and get a straight yes or no from him, no
-matter what the stock-market exigencies of the other directors
-might be.</p>
-
-<p>“When I walked in I saw the old man was busy. I thought
-at first that he was opening his mail, but after I got inside
-close to the desk I saw what he was doing. I learned afterwards
-that it was his daily custom to do it. After the mail
-was sorted and open, instead of throwing away the empty
-envelopes he had them gathered up and taken to his office.<span class="pagenum" id="Page_214">214</span>
-In his leisure moments he would rip the envelope all around.
-That gave him two bits of paper, each with one clean blank
-side. He would pile these up and then he would have them
-distributed about, to be used in lieu of scratch pads for such
-figuring as Reinhart had done for me on engraved notepaper.
-No waste of empty envelopes and no waste of the
-president’s idle moments. Everything utilised.</p>
-
-<p>“It struck me that if that was the kind of man the
-D.L.&amp;W. had for president, the company was managed
-economically in all departments. The president would see to
-that! Of course I knew the company was paying regular
-dividends and had a good property. I bought all the
-D.L.&amp;W. stock I could. Since that time the capital stock has
-been doubled and quadrupled. My annual dividends amount
-to as much as my original investment. I still have my D.L.&amp;W.
-And Atchison went into the hands of a receiver a few
-months after I saw the president throwing sheet after sheet
-of linen paper with engraved letterheads in two colors into
-the waste-basket to prove to me with figures that he was not
-extravagant.”</p>
-
-<p>And the beauty of that story is that it is true and that no
-other stock that the Pennsylvania Dutchman could have
-bought would have proved to be so good an investment as
-D.L.&amp;W.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_215">215</span></p>
-
-<div class="chapter">
-<h2 id="XVII"><i>XVII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">One of my most intimate friends</span> is very fond of telling
-stories about what he calls my hunches. He is forever ascribing
-to me powers that defy analysis. He declares I
-merely follow blindly certain mysterious impulses and
-thereby get out of the stock market at precisely the right
-time. His pet yarn is about a black cat that told me, at his
-breakfast-table, to sell a lot of stock I was carrying, and that
-after I got the pussy’s message I was grouchy and nervous
-until I sold every share I was long of. I got practically the
-top prices of the movement, which of course strengthened
-the hunch theory of my hard-headed friend.</p>
-
-<p>I had gone to Washington to endeavor to convince a few
-Congressmen that there was no wisdom in taxing us to death
-and I wasn’t paying much attention to the stock market. My
-decision to sell out my line came suddenly, hence my
-friend’s yarn.</p>
-
-<p>I admit that I do get irresistible impulses at times to do
-certain things in the market. It doesn’t matter whether I am
-long or short of stocks. I must get out. I am uncomfortable
-until I do. I myself think that what happens is that I see
-a lot of warning-signals. Perhaps not a single one may be
-sufficiently clear or powerful to afford me a positive, definite
-reason for doing what I suddenly feel like doing. Probably
-that is all there is to what they call “ticker-sense” that old
-traders say James R. Keene had so strongly developed and
-other operators before him. Usually, I confess, the warning<span class="pagenum" id="Page_216">216</span>
-turns out to be not only sound but timed to the minute. But
-in this particular instance there was no hunch. The black cat
-had nothing to do with it. What he tells everybody about
-my getting up so grumpy that morning I suppose can be explained—if
-I in truth was grouchy—by my disappointment.
-I knew I was not convincing the Congressman I talked to
-and the Committee did not view the problem of taxing Wall
-Street as I did. I wasn’t trying to arrest or evade taxation on
-stock transactions but to suggest a tax that I as an experienced
-stock operator felt was neither unfair nor unintelligent.
-I didn’t want Uncle Sam to kill the goose that could
-lay so many golden eggs with fair treatment. Possibly my
-lack of success not only irritated me but made me pessimistic
-over the future of an unfairly taxed business. But I’ll tell
-you exactly what happened.</p>
-
-<p>At the beginning of the bull market I thought well of the
-outlook in both the Steel trade and the Copper market and I
-therefore felt bullish on stocks of both groups. So I started
-to accumulate some of them. I began by buying 5000 shares
-of Utah Copper and stopped because it didn’t act right. That
-is, it did not behave as it should have behaved to make me
-feel I was wise in buying it. I think the price was around
-114. I also started to buy United States Steel at almost the
-same price. I bought in all 20,000 shares the first day because
-it did act right. I followed the method I have described
-before.</p>
-
-<p>Steel continued to act right and I therefore continued to
-accumulate it until I was carrying 72,000 shares of it in all.
-But my holdings of Utah Copper consisted of my initial purchase.
-I never got above the 5000 shares. Its behaviour
-did not encourage me to do more with it.</p>
-
-<p>Everybody knows what happened. We had a big bull
-movement. I knew the market was going up. General conditions
-were favourable. Even after stocks had gone up extensively
-and my paper profit was not to be sneezed at, the
-tape kept trumpeting: <em>Not yet! Not yet!</em> When I arrived in<span class="pagenum" id="Page_217">217</span>
-Washington the tape was still saying that to me. Of course,
-I had no intention of increasing my line at that late day,
-even though I was still bullish. At the same time, the market
-was plainly going my way and there was no occasion for me
-to sit in front of a quotation board all day, in hourly expectation
-of getting a tip to get out. Before the clarion call to retreat
-came—barring an utterly unexpected catastrophe, of
-course—the market would hesitate or otherwise prepare me
-for a reversal of the speculative situation. That was the
-reason why I went blithely about my business with my Congressman.</p>
-
-<p>At the same time, prices kept going up and that meant
-that the end of the bull market was drawing nearer. I did
-not look for the end on any fixed date. That was something
-quite beyond my power to determine. But I needn’t tell you
-that I was on the watch for the tip-off. I always am, anyhow.
-It has become a matter of business habit with me.</p>
-
-<p>I cannot swear to it but I rather suspect that the day before
-I sold out, seeing the high prices made me think of the
-magnitude of my paper profit as well as of the line I was
-carrying and, later on, of my vain efforts to induce our legislators
-to deal fairly and intelligently by Wall Street. That was
-probably the way and the time the seed was sown within
-me. The subconscious mind worked on it all night. In the
-morning I thought of the market and began to wonder how
-it would act that day. When I went down to the office I saw
-not so much that prices were still higher and that I had a
-satisfying profit but that there was a great big market with
-a tremendous power of absorption. I could sell any amount
-of stock in that market; and, of course, when a man is carrying
-his full line of stocks, he must be on the watch for an
-opportunity to change his paper profit into actual cash. He
-should try to lose as little of the profit as possible in the
-swapping. Experience has taught me that a man can always
-find an opportunity to make his profits real and that this opportunity<span class="pagenum" id="Page_218">218</span>
-usually comes at the end of the move. That isn’t
-tape-reading or a hunch.</p>
-
-<p>Of course, when I found that morning a market in which
-I could sell out all my stocks without any trouble I did so.
-When you are selling out it is no wiser or braver to sell fifty
-shares than fifty thousand; but fifty shares you can sell in the
-dullest market without breaking the price and fifty thousand
-shares of a single stock is a different proposition. I had
-seventy-two thousand shares of U.S. Steel. This may not
-seem a colossal line, but you can’t always sell that much
-without losing some of that profit that looks so nice on paper
-when you figure it out and that hurts as much to lose as if
-you actually had it safe in the bank.</p>
-
-<p>I had a total profit of about $1,500,000 and I grabbed it
-while the grabbing was good. But that wasn’t the principal
-reason for thinking that I did the right thing in selling out
-when I did. The market proved it for me and that was indeed
-a source of satisfaction for me. It was this way: I succeeded
-in selling my entire line of seventy-two thousand
-shares of U.S. Steel at a price which averaged me just one
-point from the top of the day and of the movement. It
-proved that I was right, to the minute. But when, on the
-very same hour of the very same day I came to sell my
-5000 shares of Utah Copper, the price broke five points.
-Please recall that I began buying both stocks at the same
-time and that I acted wisely in increasing my line of U.S.
-Steel from twenty thousand shares to seventy-two thousand,
-and equally wisely in not increasing my line of Utah from
-the original 5000 shares. The reason why I didn’t sell out my
-Utah Copper before was that I was bullish on the copper
-trade and it was a bull market in stocks and I didn’t think
-that Utah would hurt me much even if I didn’t make a killing
-in it. But as for hunches, there weren’t any.</p>
-
-<p>The training of a stock trader is like a medical education.
-The physician has to spend long years learning anatomy,
-physiology, materia medica and collateral subjects by the<span class="pagenum" id="Page_219">219</span>
-dozen. He learns the theory and then proceeds to devote his
-life to the practice. He observes and classifies all sorts of
-pathological phenomena. He learns to diagnose. If his diagnosis
-is correct—and that depends upon the accuracy of his
-observation—he ought to do pretty well in his prognosis,
-always keeping in mind, of course, that human fallibility
-and the utterly unforeseen will keep him from scoring 100
-per cent of bull’s-eyes. And then, as he gains in experience,
-he learns not only to do the right thing but to do it instantly,
-so that many people will think he does it instinctively. It
-really isn’t automatism. It is that he has diagnosed the case
-according to his observations of such cases during a period
-of many years; and, naturally, after he has diagnosed it, he
-can only treat it in the way that experience has taught him
-is the proper treatment. You can transmit knowledge—that
-is, your particular collection of card-indexed facts—but not
-your experience. <em>A man may know what to do and lose
-money—if he doesn’t do it quickly enough.</em></p>
-
-<p>Observation, experience, memory and mathematics—these
-are what the successful trader must depend on. He
-must not only observe accurately but remember at all times
-what he has observed. He cannot bet on the unreasonable
-or on the unexpected, however strong his personal convictions
-may be about man’s unreasonableness or however certain
-he may feel that the unexpected happens very frequently.
-He must bet always on probabilities—that is, try
-to anticipate them. Years of practice at the game, of constant
-study, of always remembering, enable the trader to act on
-the instant when the unexpected happens as well as when
-the expected comes to pass.</p>
-
-<p>A man can have great mathematical ability and an unusual
-power of accurate observation and yet fail in speculation
-unless he also possesses <em>the experience and the memory</em>.
-And then, like the physician who keeps up with the advances
-of science, <em>the wise trader never ceases to study
-general conditions, to keep track of developments everywhere<span class="pagenum" id="Page_220">220</span>
-that are likely to affect or influence the course of the
-various markets</em>. After years at the game it becomes a habit
-to keep posted. He acts almost automatically. He requires
-the invaluable professional attitude and that enables him to
-beat the game—at times! This difference between the professional
-and the amateur or occasional trader cannot be
-overemphasised. I find, for instance, that memory and mathematics
-help me very much. Wall Street makes its money on
-a mathematical basis. I mean, <em>it makes its money by dealing
-with facts and figures</em>.</p>
-
-<p>When I said that a trader has to keep posted to the minute
-and that he must take a purely professional attitude toward
-all markets and all developments, I merely meant to emphasise
-again that hunches and the mysterious ticker-sense
-haven’t so much to do with success. Of course, it often happens
-that an experienced trader acts so quickly that he
-hasn’t time to give all his reasons in advance—but nevertheless
-they are good and sufficient reasons, because they are
-based on facts collected by him in his years of working and
-thinking and seeing things from the angle of the professional,
-to whom everything that comes to his mill is grist.
-Let me illustrate what I mean by professional attitude.</p>
-
-<p>I keep track of the commodities markets, always. It is a
-habit of years. As you know, the Government reports indicated
-a winter wheat crop about the same as last year and a
-bigger spring wheat crop than in 1921. The condition was
-much better and we probably would have an earlier harvest
-than usual. When I got the figures of condition and I saw
-what we might expect in the way of yield—mathematics—I
-also thought at once of the coal miner’s strike and the railroad
-shopmen’s strike. I couldn’t help thinking of them because
-my mind always thinks of all developments that have
-a bearing on the markets. It instantly struck me that the
-strike which had already affected the movement of freight
-everywhere must affect wheat prices adversely. I figured this
-way: There was bound to be considerable delay in moving<span class="pagenum" id="Page_221">221</span>
-winter wheat to market by reason of the strike-crippled
-transportation facilities, and by the time those improved the
-spring wheat crop would be ready to move. That meant that
-when the railroads were able to move wheat in quantity
-they would be bringing in both crops together—the delayed
-winter and the early spring wheat—and that would mean a
-vast quantity of wheat pouring into the market at one fell
-swoop. Such being the facts of the case—the obvious probabilities—the
-traders, who would know and figure as I did,
-would not bull wheat for a while. They would not feel like
-buying it unless the price declined to such figures as made
-the purchase of wheat a good investment. With no buying
-power in the market, the price ought to go down. Thinking
-the way I did I must find whether I was right or not. As old
-Pat Hearne used to remark, “You can’t tell till you bet.”
-Between being bearish and selling there is no need to waste
-time.</p>
-
-<p><em>Experience has taught me that the way a market behaves
-is an excellent guide for an operator to follow. It is like
-taking a patient’s temperature and pulse or noting the colour
-of the eyeballs and the coating of the tongue.</em></p>
-
-<p>Now, ordinarily a man ought to be able to buy or sell a
-million bushels of wheat within a range of ¼ cent. On this
-day when I sold the 250,000 bushels to test the market for
-timeliness, the price went down ¼ cent. Then, since the reaction
-did not definitely tell me all I wished to know, I sold
-another quarter of a million bushels. I noticed that it was
-taken in driblets; that is, the buying was in lots of 10,000 or
-15,000 bushels instead of being taken in two or three transactions
-which would have been the normal way. In addition
-to the homeopathic buying the price went down 1¼ cents on
-my selling. Now, I need not waste my time pointing out that
-the way in which the market took my wheat and the disproportionate
-decline on my selling told me that there was
-no buying power there. Such being the case, what was the
-only thing to do? Of course, to sell a lot more. Following the<span class="pagenum" id="Page_222">222</span>
-dictates of experience may possibly fool you, now and then.
-But not following them invariably makes an ass of you.
-So I sold 2,000,000 bushels and the price went down some
-more. A few days later the market’s behaviour practically
-compelled me to sell an additional 2,000,000 bushels and
-the price declined further still; a few days later wheat
-started to break badly and slumped off 6 cents a bushel.
-And it didn’t stop there. It has been going down, with short-lived
-rallies.</p>
-
-<p>Now, I didn’t follow a hunch. Nobody gave me a tip. It
-was my habitual or professional mental attitude toward the
-commodities markets that gave me the profit and that attitude
-came from my years at this business. I study because
-my business is to trade. The moment the tape told me that I
-was on the right track my business duty was to increase my
-line. I did. That is all there is to it.</p>
-
-<p>I have found that experience is apt to be a steady dividend
-payer in this game and that observation gives you the best
-tips of all. The behaviour of a certain stock is all you need
-at times. You observe it. Then experience shows you how to
-profit by variations from the usual, that is, from the probable.
-For example, we know <em>that all stocks do not move one
-way together but that all the stocks of a group will move up
-in a bull market and down in a bear market</em>. This is a common-place
-of speculation. It is the commonest of all self-given
-tips and the commission houses are well aware of it
-and pass it on to any customer who has not thought of it
-himself; I mean, the advice to trade in those stocks which
-have lagged behind other stocks of the same group. Thus, if
-U.S. Steel goes up, it is logically assumed that it is only a
-matter of time when Crucible or Republic or Bethlehem will
-follow suit. Trade conditions and prospects should work
-alike with all stocks of a group and the prosperity should be
-shared by all. On the theory, corroborated by experience
-times without number, that every dog has his day in the<span class="pagenum" id="Page_223">223</span>
-market, the public will buy A.B. Steel because it has not
-advanced while C.D. Steel and X.Y. Steel have gone up.</p>
-
-<p>I never buy a stock even in a bull market, if it doesn’t act
-as it ought to act in that kind of market. I have sometimes
-bought a stock during an undoubted bull market and found
-out that other stocks in the same group were not acting bullishly
-and I have sold out my stock. Why? <em>Experience tells
-me that it is not wise to buck against what I may call the
-manifest group-tendency.</em> I cannot expect to play certainties
-only. I must reckon on probabilities—and anticipate them.
-An old broker once said to me: “If I am walking along a
-railroad track and I see a train coming toward me at sixty
-miles an hour, do I keep on walking on the ties? Friend, I
-sidestep. And I don’t even pat myself on the back for being
-so wise and prudent.”</p>
-
-<p>Last year, after the general bull movement was well under
-way, I noticed that one stock in a certain group was not
-going with the rest of the group, though the group with that
-one exception was going with the rest of the market. I was
-long a very fair amount of Blackwood Motors. Everybody
-knew that the company was doing a very big business. The
-price was rising from one to three points a day and the public
-was coming in more and more. This naturally centered attention
-on the group and all the various motor stocks began
-to go up. One of them, however, persistently held back and
-that was Chester. It lagged behind the others so that it
-was not long before it made people talk. The low price of
-Chester and its apathy was contrasted with the strength and
-activity in Blackwood and other motor stocks and the public
-logically enough listened to the touts and tipsters and wise-acres
-and began to buy Chester on the theory that it must
-presently move up with the rest of the group.</p>
-
-<p>Instead of going on this moderate public buying, Chester
-actually declined. Now, it would have been no job to put it
-up in that bull market, considering that Blackwood, a stock
-of the same group, was one of the sensational leaders of the<span class="pagenum" id="Page_224">224</span>
-general advance and we were hearing nothing but the
-wonderful improvement in the demand for automobiles of
-all kinds and the record output.</p>
-
-<p>It was thus plain that the inside clique in Chester were
-not doing any of the things that inside cliques invariably do
-in a bull market. For this failure to do the usual thing there
-might be two reasons. Perhaps the insiders did not put it up
-because they wished to accumulate more stock before advancing
-the price. But this was an untenable theory if you
-analysed the volume and character of the trading in Chester.
-The other reason was that they did not put it up because
-they were afraid of getting stock if they tried to.</p>
-
-<p>When the men who ought to want a stock don’t want it,
-why should I want it? I figured that no matter how prosperous
-other automobile companies might be, it was a cinch to
-sell Chester short. <em>Experiences had taught me to beware of
-buying a stock that refuses to follow the group-leader.</em></p>
-
-<p>I easily established the fact that not only there was no inside
-buying but that there was actually inside selling. There
-were other symptomatic warnings against buying Chester,
-though all I required was its inconsistent market behaviour.
-It was again the tape that tipped me off and that was why
-I sold Chester short. One day, not very long afterward, the
-stock broke wide open. Later on we learned—officially, as it
-were—that insiders had indeed been selling it, knowing full
-well that the condition of the company was not good. The
-reason, as usual, was disclosed after the break. But the warning
-came before the break. <em>I don’t look out for the breaks;
-I look out for the warnings.</em> I didn’t know what was the
-trouble with Chester; neither did I follow a hunch. I merely
-knew that something must be wrong.</p>
-
-<p>Only the other day we had what the newspapers called a
-sensational movement in Guiana Gold. After selling on the
-Curb at 50 or close to it, it was listed on the Stock Exchange.
-It started there at around 35, began to go down and finally
-broke 20.</p>
-
-<p><span class="pagenum" id="Page_225">225</span>
-Now, I’d never have called that break sensational because
-it was fully to be expected. If you had asked you could have
-learned the history of the company. No end of people knew
-it. It was told to me as follows: A syndicate was formed consisting
-of a half dozen extremely well-known capitalists and
-a prominent banking house. One of the members was the
-head of the Belle Isle Exploration Company, which advanced
-Guiana over $10,000,000 cash and received in return
-bonds and 250,000 shares out of a total of one million shares
-of the Guiana Gold Mining Company. The stock went on a
-dividend basis and it was mighty well advertised. The Belle
-Isle people thought it well to cash in and they gave a call on
-their 250,000 shares to the bankers, who arranged to try to
-market that stock and some of their own holdings as well.
-They thought of entrusting the market manipulation to a
-professional whose fee was to be one third of the profits
-from the sale of the 250,000 shares above 36. I understand
-that the agreement was drawn up and ready to be signed
-but at the last moment the bankers decided to undertake the
-marketing themselves and save the fee. So they organized an
-inside pool. The bankers had a call on the Belle Isle holdings
-of 250,000 at 36. They put this in at 41. That is, insiders paid
-their own banking colleagues a 5-point profit to start with. I
-don’t know whether they knew it or not.</p>
-
-<p>It is perfectly plain that to the bankers the operation had
-every semblance of a cinch. We had run into a bull market
-and the stocks of the group to which Guiana Gold belonged
-were among the market leaders. The company was making
-big profits and paying regular dividends. This together with
-the high character of the sponsors made the public regard
-Guiana almost as an investment stock. I was told that about
-400,000 shares were sold to the public all the way up to 47.</p>
-
-<p>The gold group was very strong. But presently Guiana
-began to sag. It declined ten points. That was all right if
-the pool was marketing stock. But pretty soon the Street
-began to hear that things were not altogether satisfactory<span class="pagenum" id="Page_226">226</span>
-and the property was not bearing out the high expectations
-of the promoters. Then, of course, the reason for the decline
-became plain. But before the reason was known I had
-the warning and had taken steps to test the market for
-Guiana. The stock was acting pretty much as Chester
-Motors did. I sold Guiana. The price went down. I sold
-more. The price went still lower. The stock was repeating
-the performance of Chester and of a dozen other stocks
-whose clinical history I remembered. The tape plainly told
-me that there was something wrong—something that kept
-insiders from buying it—insiders who knew exactly why
-they should not buy their own stock in a bull market. On the
-other hand, outsiders, who did not know, were now buying
-because having sold at 45 and higher the stock looked cheap
-at 35 and lower. The dividend was still being paid. The stock
-was a bargain.</p>
-
-<p>Then the news came. It reached me, as important market
-news often does, before it reached the public. But the confirmation
-of the reports of striking barren rock instead of
-rich ore merely gave me the reason for the earlier inside selling.
-I myself didn’t sell on the news. I had sold long before,
-on the stock’s behaviour. My concern with it was not philosophical.
-I am a trader and therefore looked for one sign: Inside
-buying. There wasn’t any. I didn’t have to know why the
-insiders did not think enough of their own stock to buy it on
-the decline. It was enough that their market plans plainly did
-not include further manipulation for the rise. That made it
-a cinch to sell the stock short. The public had bought almost
-a half million shares and the only change in ownership
-possible was from one set of ignorant outsiders who would
-sell in the hope of stopping losses to another set of ignorant
-outsiders who might buy in the hope of making money.</p>
-
-<p>I am not telling you this to moralise on the public’s losses
-through their buying of Guiana or on my profit through my
-selling of it, but to emphasise how important the study of
-group-behaviourism is and how its lessons are disregarded<span class="pagenum" id="Page_227">227</span>
-by inadequately equipped traders, big and little. And it is
-not only in the stock market that the tape warns you. It
-blows the whistle quite as loudly in commodities.</p>
-
-<p>I had an interesting experience in cotton. I was bearish on
-stocks and put out a moderate short line. At the same time I
-sold cotton short; 50,000 bales. My stock deal proved profitable
-and I neglected my cotton. The first thing I knew I had
-a loss of $250,000 on my 50,000 bales. As I said, my stock
-deal was so interesting and I was doing so well in it that I
-did not wish to take my mind off it. Whenever I thought
-of cotton I just said to myself: “I’ll wait for a reaction and
-cover.” The price would react a little but before I could
-decide to take my loss and cover, the price would rally again,
-and go higher than ever. So I’d decide again to wait a little
-and I’d go back to my stock deal and confine my attention
-to that. Finally I closed out my stocks at a very handsome
-profit and went away to Hot Springs for a rest and a holiday.</p>
-
-<p>That really was the first time that I had my mind free to
-deal with the problem of my losing deal in cotton. The trade
-had gone against me. There were times when it almost
-looked as if I might win out. I noticed that whenever anybody
-sold heavily there was a good reaction. But almost
-instantly the price would rally and make a new high for the
-move.</p>
-
-<p>Finally, by the time I had been in Hot Springs a few days,
-I was a million to the bad and no let up in the rising tendency.
-I thought over all I had done and had not done and
-I said to myself: “I must be wrong!” With me to feel that I
-am wrong and to decide to get out are practically one
-process. So I covered, at a loss of about one million.</p>
-
-<p>The next morning I was playing golf and not thinking of
-anything else. I had made my play in cotton. I had been
-wrong. I had paid for being wrong and the receipted bill was
-in my pocket. I had no more concern with the cotton market
-than I have at this moment. When I went back to the hotel
-for luncheon I stopped at the broker’s office and took a look<span class="pagenum" id="Page_228">228</span>
-at the quotations. I saw that cotton had gone off 50 points.
-That wasn’t anything. But I also noticed that it had not rallied
-as it had been in the habit of doing for weeks, as soon
-as the pressure of the particular selling that had depressed it
-eased up. This had indicated that the line of least resistance
-was upward and it had cost me a million to shut my eyes to
-it.</p>
-
-<p>Now, however, the reason that had made me cover at a
-big loss was no longer a good reason since there had not
-been the usual prompt and vigorous rally. So I sold 10,000
-bales and waited. Pretty soon the market went off 50 points.
-I waited a little while longer. There was no rally. I had got
-pretty hungry by now, so I went into the dining-room and
-ordered my luncheon. Before the waiter could serve it, I
-jumped up, went to the broker’s office, I saw that there had
-been no rally and so I sold 10,000 bales more. I waited a
-little and had the pleasure of seeing the price decline 40
-points more. That showed me I was trading correctly so I
-returned to the dining-room ate my luncheon and went back
-to the broker’s. There was no rally in cotton that day. That
-very night I left Hot Springs.</p>
-
-<p>It was all very well to play golf but I had been wrong in
-cotton in selling when I did and in covering when I did. So I
-simply had to get back on the job and be where I could
-trade in comfort. The way the market took my first ten thousand
-bales made me sell the second ten thousand, and the
-way the market took the second made me certain the turn
-had come. It was the difference in behaviour.</p>
-
-<p>Well, I reached Washington and went to my brokers’
-office there, which was in charge of my old friend Tucker.
-While I was there the market went down some more. I was
-more confident of being right now than I had been of being
-wrong before. So I sold 40,000 bales and the market went off
-75 points. It showed that there was no support there. That
-night the market closed still lower. The old buying power
-was plainly gone. There was no telling at what level that<span class="pagenum" id="Page_229">229</span>
-power would again develop, but I felt confident of the wisdom
-of my position. The next morning I left Washington for
-New York by motor. There was no need to hurry.</p>
-
-<p>When we got to Philadelphia I drove to a broker’s office.
-I saw that there was the very dickens to pay in the cotton
-market. Prices had broken badly and there was a small-sized
-panic on. I didn’t wait to get to New York. I called up my
-brokers on the long distance and I covered my shorts. As
-soon as I got my reports and found that I had practically
-made up my previous loss, I motored on to New York without
-having to stop en route to see any more quotations.</p>
-
-<p>Some friends who were with me in Hot Springs talk to
-this day of the way I jumped up from the luncheon table to
-sell that second lot of 10,000 bales. But again that clearly
-was not a hunch. It was an impulse that came from the conviction
-that the time to sell cotton had now come, however
-great my previous mistake had been. I had to take advantage
-of it. It was my chance. The subconscious mind probably
-went on working, reaching conclusions for me. The decision
-to sell in Washington was the result of my observation. My
-years of experience in trading told me that the line of least
-resistance had changed from up to down.</p>
-
-<p>I bore the cotton market no grudge for taking a million
-dollars out of me and I did not hate myself for making a mistake
-of that calibre any more than I felt proud for covering
-in Philadelphia and making up my loss. My trading mind
-concerns itself with trading problems and I think I am justified
-in asserting that I made up my first loss because I had
-the experience and the memory.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_230">230</span></p>
-
-<div class="chapter">
-<h2 id="XVIII"><i>XVIII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">History repeats itself</span> all the time in Wall Street. Do you
-remember a story I told you about covering my shorts at the
-time Stratton had corn cornered? Well, another time I used
-practically the same tactics in the stock market. The stock
-was Tropical Trading. I have made money bulling it and
-also bearing it. It always was an active stock and a favourite
-with adventurous traders. The inside coterie has been accused
-time and again by the newspapers of being more concerned
-over the fluctuations in the stock than with encouraging
-permanent investment in it. The other day one of the
-ablest brokers I know asserted that not even Daniel Drew in
-Erie or H. O. Havemeyer in Sugar developed so perfect a
-method for milking the market for a stock as President Mulligan
-and his friends have done in Tropical Trading. Many
-times they have encouraged the bears to sell TT short and
-then have proceeded to squeeze them with business-like
-thoroughness. There was no more vindictiveness about the
-process than is felt by a hydraulic press—or no more
-squeamishness, either.</p>
-
-<p>Of course, there have been people who have spoken about
-certain “unsavory incidents” in the market career of TT
-stock. But I dare say these critics were suffering from the
-squeezing. Why do the room traders, who have suffered so
-often from the loaded dice of the insiders, continue to go up
-against the game? Well, for one thing they like action and
-they certainly get it in Tropical Trading. No prolonged spells<span class="pagenum" id="Page_231">231</span>
-of dullness. No reasons asked or given. No time wasted. No
-patience strained by waiting for the tipped movement to
-begin. Always enough stock to go around—except when the
-short interest is big enough to make the scarcity worthwhile.
-One born every minute!</p>
-
-<p>It so happened some time ago that I was in Florida on my
-usual winter vacation. I was fishing and enjoying myself
-without any thought of the markets excepting when we
-received a batch of newspapers. One morning when the
-semi-weekly mail came in I looked at the stock quotations
-and saw that Tropical Trading was selling at 155. The last
-time I’d seen a quotation in it, I think, was around 140. My
-opinion was that we were going into a bear market and I was
-biding my time before going short of stocks. But there was
-no mad rush. That was why I was fishing and out of hearing
-of the ticker. I knew that I’d be back home when the real
-call came. In the meanwhile nothing that I did or failed to
-do would hurry matters a bit.</p>
-
-<p>The behaviour of Tropical Trading was the outstanding
-feature of the market, according to the newspapers I got that
-morning. It served to crystallise my general bearishness because
-I thought it particularly asinine for the insiders to run
-up the price of TT in the face of the heaviness of the general
-list. There are times when the milking process must be suspended.
-What is abnormal is seldom a desirable factor in a
-trader’s calculations and it looked to me as if the marking up
-of that stock were a capital blunder. Nobody can make
-blunders of that magnitude with impunity; not in the stock
-market.</p>
-
-<p>After I got through reading the newspapers I went back
-to my fishing but I kept thinking of what the insiders in
-Tropical Trading were trying to do. That they were bound
-to fail was as certain as that a man is bound to smash himself
-if he jumps from the roof of a twenty-story building
-without a parachute. I couldn’t think of anything else and
-finally I gave up trying to fish and sent off a telegram to my<span class="pagenum" id="Page_232">232</span>
-brokers to sell 2000 shares of TT at the market. After that I
-was able to go back to my fishing. I did pretty well.</p>
-
-<p>That afternoon I received the reply to my telegram by
-special courier. My brokers reported that they had sold the
-2000 shares of Tropical Trading at 153. So far so good. I was
-selling short on a declining market, which was as it should
-be. But I could not fish any more. I was too far away from
-a quotation board. I discovered this after I began to think of
-all the reasons why Tropical Trading should go down with
-the rest of the market instead of going up on inside manipulation.
-I therefore left my fishing camp and returned to Palm
-Beach; or, rather, to the direct wire to New York.</p>
-
-<p>The moment I got to Palm Beach and saw what the misguided
-insiders were still trying to do, I let them have a second
-lot of 2000 TT. Back came the report and I sold another
-2000 shares. The market behaved excellently. That is, it
-declined on my selling. Everything being satisfactory I went
-out and had a chair ride. But I wasn’t happy. The more I
-thought the unhappier it made me to think that I hadn’t
-sold more. So back I went to the broker’s office and sold
-another 2000 shares.</p>
-
-<p>I was happy only when I was selling that stock. Presently
-I was short 10,000 shares. Then I decided to return to New
-York. I had business to do now. My fishing I would do some
-other time.</p>
-
-<p>When I arrived in New York I made it a point to get a
-line on the company’s business, actual and prospective. What
-I learned strengthened my conviction that the insiders had
-been worse than reckless in jacking up the price at a time
-when such an advance was not justified either by the tone
-of the general market or by the company’s earnings.</p>
-
-<p>The rise, illogical and ill-timed though it was, had developed
-some public following and this doubtless encouraged
-the insiders to pursue their unwise tactics. Therefore I sold
-more stock. The insiders ceased their folly. So I tested the
-market again and again, in accordance with my trading<span class="pagenum" id="Page_233">233</span>
-methods, until finally I was short 30,000 shares of the stock
-of the Tropical Trading Company. By then the price was
-133.</p>
-
-<p>I had been warned that the TT insiders knew the exact
-whereabouts of every stock certificate in the Street and the
-precise dimensions and identity of the short interest as well
-as other facts of tactical importance. They were able men
-and shrewd traders. Altogether it was a dangerous combination
-to go up against. But facts are facts and the strongest of
-all allies are conditions.</p>
-
-<p>Of course, on the way down from 153 to 133 the short interest
-had grown and the public that buys on reactions began
-to argue as usual: That stock had been considered a
-good purchase at 153 and higher. Now 20 points lower, it
-was necessarily a much better purchase. Same stock; same
-dividend rate; same officers; same business. Great bargain!</p>
-
-<p>The public’s purchases reduced the floating supply and
-the insiders, knowing that a lot of room traders were short,
-thought the time propitious for a squeezing. The price was
-duly run up to 150. I daresay there was plenty of covering
-but I stayed pat. Why shouldn’t I? The insiders might know
-that a short line of 30,000 shares had not been taken in but
-why should that frighten me? The reasons that had impelled
-me to begin selling at 153 and keep at it on the way down to
-133, not only still existed but were stronger than ever. The
-insiders might desire to force me to cover but they adduced
-no convincing arguments. Fundamental conditions were
-fighting for me. It was not difficult to be both fearless and
-patient. A speculator must have faith in himself and in his
-judgment. The late Dickson G. Watts, ex-President of the
-New York Cotton Exchange and famous author of “Speculation
-as a Fine Art,” says that courage in a speculator is
-merely confidence to act on the decision of his mind. With
-me, I cannot fear to be wrong because I never think I am
-wrong until I am proven wrong. In fact, I am uncomfortable
-unless I am capitalising my experience. The course of the<span class="pagenum" id="Page_234">234</span>
-market at a given time does not necessarily prove me wrong.
-It is the character of the advance—or of the decline—that
-determines for me the correctness or the fallacy of my
-market position. I can only rise by knowledge. If I fall it
-must be by my own blunders.</p>
-
-<p>There was nothing in the character of the rally from 133
-to 150 to frighten me into covering and presently the stock,
-as was to be expected, started down again. It broke 140 before
-the inside clique began to give it support. Their buying
-was coincident with a flood of bull rumors about the stock.
-The company, we heard, was making perfectly fabulous
-profits, and the earnings justified an increase in the regular
-dividend rate. Also, the short interest was said to be perfectly
-huge and the squeeze of the century was about to be
-inflicted on the bear party in general and in particular on a
-certain operator who was more than over-extended. I
-couldn’t begin to tell you all I heard as they ran the price up
-ten points.</p>
-
-<p>The manipulation did not seem particularly dangerous to
-me but when the price touched 149 I decided that it was not
-wise to let the Street accept as true all the bull statements
-that were floating around. Of course, there was nothing that
-I or any other rank outsider could say that would carry conviction
-either to the frightened shorts or to those credulous
-customers of commission houses that trade on hearsay tips.
-The most effective retort courteous is that which the tape
-alone can print. People will believe that when they will not
-believe an affidavit from any living man, much less one from
-a chap who is short 30,000 shares. So I used the same tactics
-that I did at the time of the Stratton corner in corn, when I
-sold oats to make the traders bearish on corn. Experience
-and memory again.</p>
-
-<p>When the insiders jacked up the price of Tropical Trading
-with a view to frightening the shorts I didn’t try to check the
-rise by selling that stock. I was already short 30,000 shares
-of it which was as big a percentage of the floating supply as
-I thought wise to be short of. I did not propose to put my<span class="pagenum" id="Page_235">235</span>
-head into the noose so obligingly held open for me—the
-second rally was really an urgent invitation. What I did
-when TT touched 149 was to sell about 10,000 shares of
-Equatorial Commercial Corporation. This company owned
-a large block of Tropical Trading.</p>
-
-<p>Equatorial Commercial, which was not as active a stock
-as TT, broke badly on my selling, as I had foreseen; and, of
-course, my purpose was achieved. When the traders—and
-the customers of the commission houses who had listened to
-the uncontradicted bull dope on TT—saw that the rise in
-Tropical synchronised with heavy selling and a sharp break
-in Equatorial, they naturally concluded that the strength of
-TT was merely a smoke-screen—a manipulated advance obviously
-designed to facilitate inside liquidation in Equatorial
-Commercial, which was largest holder of TT stock. It must
-be both long stock and inside stock in Equatorial, because
-no outsider would dream of selling so much short stock at
-the very moment when Tropical Trading was so very strong.
-So they sold Tropical Trading and checked the rise in that
-stock, the insiders very properly not wishing to take all the
-stock that was pressed for sale. The moment the insiders
-took away their support the price of TT declined. The traders
-and principal commission houses now sold some Equatorial
-also and I took in my short line in that at a small profit.
-I hadn’t sold it to make money out of the operation but to
-check the rise in TT.</p>
-
-<p>Time and again the Tropical Trading insiders and their
-hard-working publicity man flooded the Street with all manner
-of bull items and tried to put up the price. And every
-time they did I sold Equatorial Commercial short and covered
-it with TT reacted and carried EC with it. It took the
-wind out of the manipulators’ sails. The price of TT finally
-went down to 125 and the short interest really grew so big
-that the insiders were enabled to run it up 20 or 25 points.
-This time it was a legitimate enough drive against an over-extended
-short interest; but while I foresaw the rally I did
-not cover, not wishing to lose my position. Before Equatorial<span class="pagenum" id="Page_236">236</span>
-Commercial could advance in sympathy with the rise in TT
-I sold a raft of it short—with the usual results. This gave the
-lie to the bull talk in TT which had got quite boisterous
-after the latest sensational rise.</p>
-
-<p>By this time the general market had grown quite weak. As
-I told you, it was the conviction that we were in a bear market
-that started me selling TT short in the fishing-camp in
-Florida. I was short of quite a few other stocks but TT was
-my pet. Finally, general conditions proved too much for the
-inside clique to defy and TT hit the toboggan slide. It went
-below 120 for the first time in years; then below 110; below
-par; and still I did not cover. One day when the entire market
-was extremely weak Tropical Trading broke 90 and on
-the demoralisation I covered. Same old reason! I had the opportunity—the
-big market and the weakness and the excess
-of sellers over buyers. I may tell you, even at the risk of
-appearing to be monotonously bragging of my cleverness,
-that I took in my 30,000 shares of TT at practically the lowest
-prices of the movement. But I wasn’t thinking of covering
-at the bottom. I was intent on turning my paper profits into
-cash without losing much of the profit in the changing.</p>
-
-<p>I stood pat throughout because I knew my position was
-sound. I wasn’t bucking the trend of the market or going
-against basic conditions but the reverse, and that was what
-made me so sure of the failure of an over-confident inside
-clique. What they tried to do others had tried before and it
-had always failed. The frequent rallies, even when I knew
-as well as anybody that they were due, could not frighten
-me. I knew I’d do much better in the end by staying pat
-than by trying to cover to put out a new short line at a
-higher price. By sticking to the position that I felt was right
-I made over a million dollars. I was not indebted to hunches
-or to skillful tape reading or to stubborn courage. It was a
-dividend declared by my faith in my judgment and not by
-my cleverness or by my vanity. Knowledge is power and
-power need not fear lies—not even when the tape prints
-them. The retraction follows pretty quickly.</p>
-
-<p><span class="pagenum" id="Page_237">237</span>
-A year later, TT was jacked up again to 150 and hung
-around there for a couple of weeks. The entire market was
-entitled to a good reaction for it had risen uninterruptedly
-and it did not bull any longer. I know because I tested it.
-Now, the group to which TT belonged had been suffering
-from very poor business and I couldn’t see anything to bull
-those stocks on anyhow, even if the rest of the market were
-due for a rise, which it wasn’t. So I began to sell Tropical
-Trading. I intended to put out 10,000 shares in all. The price
-broke on my selling. I couldn’t see that there was any support
-whatever. Then suddenly, the character of the buying
-changed.</p>
-
-<p>I am not trying to make myself out a wizard when I assure
-you that I could tell the moment support came in. It instantly
-struck me that if the insiders in that stock, who never
-felt a moral obligation to keep the price up, were now buying
-the stock in the face of a declining general market there
-must be a reason. They were not ignorant asses nor philanthropists
-nor yet bankers concerned with keeping the price
-up to sell more securities over the counter. The price rose
-notwithstanding my selling and the selling of others. At
-153 I covered my 10,000 shares and at 156 I actually went
-long because by that time the tape told me the line of least
-resistance was upward. I was bearish on the general market
-but I was confronted by a trading condition in a certain
-stock and not by a speculative theory in general. The price
-went out of sight, above 200. It was the sensation of the
-year. I was flattered by reports spoken and printed that I
-had been squeezed out of eight or nine millions of dollars.
-As a matter of fact, instead of being short I was long of TT
-all the way up. In fact, I held on a little too long and let
-some of my paper profits get away. Do you wish to know
-why I did? Because I thought the TT insiders would naturally
-do what I would have done had I been in their place.
-But that was something I had no business to think because
-my business is to trade—that is, to stick to the facts before
-me and not to what I think other people ought to do.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_238">238</span></p>
-
-<div class="chapter">
-<h2 id="XIX"><i>XIX</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">I do not know</span> when or by whom the word “manipulation”
-was first used in connection with what really are no more
-than common merchandising processes applied to the sale in
-bulk of securities on the Stock Exchange. Rigging the market
-to facilitate cheap purchases of a stock which it is desired
-to accumulate is also manipulation. But it is different.
-It may not be necessary to stoop to illegal practices, but it
-would be difficult to avoid doing what some would think
-illegitimate. How are you going to buy a big block of a stock
-in a bull market without putting up the price on yourself?
-That would be the problem. How can it be solved? It depends
-upon so many things that you can’t give a general
-solution unless you say: possibly by means of very adroit
-manipulation. For instance? Well, it would depend upon
-conditions. You can’t give any closer answer than that.</p>
-
-<p>I am profoundly interested in all phases of my business,
-and of course I learn from the experience of others as well as
-from my own. But it is very difficult to learn how to manipulate
-stocks to-day from such yarns as are told of an afternoon
-in the brokers’ offices after the close. Most of the tricks, devices
-and expedients of bygone days are obsolete and futile;
-or illegal and impracticable. Stock Exchange rules and conditions
-have changed, and the story—even the accurately
-detailed story—of what Daniel Drew or Jacob Little or Jay
-Gould could do fifty or seventy-five years ago is scarcely
-worth listening to. The manipulator to-day has no more need<span class="pagenum" id="Page_239">239</span>
-to consider what they did and how they did it than a cadet
-at West Point need study archery as practiced by the ancients
-in order to increase his working knowledge of ballistics.</p>
-
-<p>On the other hand there is profit in studying the human
-factors—the ease with which human beings believe what it
-pleases them to believe; and how they allow themselves—indeed,
-urge themselves—to be influenced by their cupidity
-or by the dollar-cost of the average man’s carelessness. Fear
-and hope remain the same; therefore the study of the psychology
-of speculators is as valuable as it ever was. Weapons
-change, but strategy remains strategy, on the New York
-Stock Exchange as on the battlefield. I think the clearest
-summing up of the whole thing was expressed by Thomas F.
-Woodlock when he declared: “The principles of successful
-stock speculation are based on the supposition that people
-will continue in the future to make the mistakes that they
-have made in the past.”</p>
-
-<p>In booms, which is when the public is in the market in the
-greatest numbers, there is never any need of subtlety, so
-there is no sense of wasting time discussing either manipulation
-or speculation during such times; it would be like trying
-to find the difference in raindrops that are falling synchronously
-on the same roof across the street. The sucker
-has always tried to get something for nothing, and the appeal
-in all booms is always frankly to the gambling instinct
-aroused by cupidity and spurred by a pervasive prosperity.
-People who look for easy money invariably pay for the
-privilege of proving conclusively that it cannot be found on
-this sordid earth. At first, when I listened to the accounts of
-old-time deals and devices I used to think that people were
-more gullible in the 1860’s and ’70’s than in the 1900’s. But
-I was sure to read in the newspapers that very day or the
-next something about the latest Ponzi or the bust-up of some
-bucketing broker and about the millions of sucker money
-gone to join the silent majority of vanished savings.</p>
-
-<p><span class="pagenum" id="Page_240">240</span>
-When I first came to New York there was a great fuss
-made about wash sales and matched orders, for all that such
-practices were forbidden by the Stock Exchange. At times
-the washing was too crude to deceive anyone. The brokers
-had no hesitation in saying that “the laundry was active”
-whenever anybody tried to wash up some stock or other,
-and, as I have said before, more than once they had what
-were frankly referred to as “bucket-shop drives,” when a
-stock was offered down two or three points in a jiffy just to
-establish the decline on the tape and wipe up the myriad
-shoe-string traders who were long of the stock in the bucket
-shops. As for matched orders, they were always used with
-some misgivings by reason of the difficulty of coordinating
-and synchronising operations by brokers, all such business
-being against Stock Exchange rules. A few years ago a famous
-operator canceled the selling but not the buying part
-of his matched orders, and the result was that an innocent
-broker ran up the price twenty-five points or so in a few
-minutes, only to see it break with equal celerity as soon as
-his buying ceased. The original intention was to create an
-appearance of activity. Bad business, playing with such unreliable
-weapons. You see, you can’t take your best brokers
-into your confidence—not if you want them to remain members
-of the New York Stock Exchange. Then also, the taxes
-have made all practices involving fictitious transactions
-much more expensive than they used to be in the old times.</p>
-
-<p>The dictionary definition of manipulation includes corners.
-Now, a corner might be the result of manipulation or it might
-be the result of competitive buying, as, for instance, the
-Northern Pacific corner on May 9, 1901, which certainly was
-not manipulation. The Stutz corner was expensive to everybody
-concerned, both in money and in prestige. And it was
-not a deliberately engineered corner, at that.</p>
-
-<p>As a matter of fact very few of the great corners were
-profitable to the engineers of them. Both Commodore Vanderbilt’s
-Harlem corners paid big, but the old chap deserved<span class="pagenum" id="Page_241">241</span>
-the millions he made out of a lot of short sports, crooked
-legislators and aldermen who tried to double-cross him. On
-the other hand, Jay Gould lost in his Northwestern corner.
-Deacon S. V. White made a million in his Lackawanna
-corner, but Jim Keene dropped a million in the Hannibal &amp;
-St. Joe deal. The financial success of a corner of course depends
-upon the marketing of the accumulated holdings at
-higher than cost, and the short interest has to be of some
-magnitude for that to happen easily.</p>
-
-<p>I used to wonder why corners were so popular among the
-big operators of a half-century ago. They were men of ability
-and experience, wide-awake and not prone to childlike trust
-in the philanthropy of their fellow traders. Yet they used to
-get stung with an astonishing frequency. A wise old broker
-told me that all the big operators of the ’60’s and ’70’s had
-one ambition, and that was to work a corner. In many cases
-this was the offspring of vanity; in others, of the desire for
-revenge. At all events, to be pointed out as the man who had
-successfully cornered this or the other stock was in reality
-recognition of brains, boldness and boodle. It gave the cornerer
-the right to be haughty. He accepted the plaudits of
-his fellows as fully earned. It was more than the prospective
-money profit that prompted the engineers of corners to do
-their damnedest. It was the vanity complex asserting itself
-among cold-blooded operators.</p>
-
-<p>Dog certainly ate dog in those days with relish and ease.
-I think I told you before that I have managed to escape being
-squeezed more than once, not because of the possession
-of a mysterious ticker-sense but because I can generally tell
-the moment the character of the buying in the stock makes
-it imprudent for me to be short of it. This I do by common-sense
-tests, which must have been tried in the old times
-also. Old Daniel Drew used to squeeze the boys with some
-frequency and make them pay high prices for the Erie
-“sheers” they had sold short to him. He was himself squeezed
-by Commodore Vanderbilt in Erie, and when old Drew<span class="pagenum" id="Page_242">242</span>
-begged for mercy the Commodore grimly quoted the Great
-Bear’s own deathless distich:</p>
-
-<div class="poem-container">
-<div class="poem"><div class="stanza"><i>
-<span class="i0">He that sells what isn’t hisn<br /></span>
-<span class="i0">Must buy it back or go to prisn.<br /></span></i>
-</div></div>
-</div>
-
-<p>Wall Street remembers very little of an operator who for
-more than a generation was one of its Titans. His chief claim
-to immortality seems to be the phrase “watering stock.”</p>
-
-<p>Addison G. Jerome was the acknowledged king of the
-Public Board in the spring of 1863. His market tips, they tell
-me, were considered as good as cash in bank. From all accounts
-he was a great trader and made millions. He was
-liberal, to the point of extravagance and had a great following
-in the Street—until Henry Keep, known as William the
-Silent, squeezed him out of all his millions in the Old Southern
-corner. Keep, by the way, was the brother-in-law of Gov.
-Roswell P. Flower.</p>
-
-<p>In most of the old corners the manipulation consisted
-chiefly of not letting the other man know that you were
-cornering the stock which he was variously invited to sell
-short. It therefore was aimed chiefly at fellow professionals,
-for the general public does not take kindly to the short side
-of the account. The reasons that prompted these wise professionals
-to put out short lines in such stocks were pretty
-much the same as prompts them to do the same thing to-day.
-Apart from the selling by faith-breaking politicians in
-the Harlem corner of the Commodore, I gather from the
-stories I have read that the professional traders sold the
-stock because it was too high. And the reason they thought
-it was too high was that it never before had sold so high;
-and that made it too high to buy; and if it was too high to
-buy it was just right to sell. That sounds pretty modern,
-doesn’t it? They were thinking of the price, and the Commodore
-was thinking of the value! And so, for years afterwards,
-old-timers tell me that people used to say, “He went short of
-Harlem!” whenever they wished to describe abject poverty.</p>
-
-<p><span class="pagenum" id="Page_243">243</span>
-Many years ago I happened to be speaking to one of Jay
-Gould’s old brokers. He assured me earnestly that Mr. Gould
-not only was a most unusual man—it was of him that old
-Daniel Drew shiveringly remarked, “His touch is Death!”—but
-that he was head and shoulders above all other manipulators
-past and present. He must have been a financial
-wizard indeed to have done what he did; there can be no
-question of that. Even at this distance I can see that he had
-an amazing knack for adapting himself to new conditions,
-and that is valuable in a trader. He varied his methods of
-attack and defense without a pang because he was more concerned
-with the manipulation of properties than with stock
-speculation. He manipulated for investment rather than for
-a market turn. He early saw that the big money was in owning
-the railroads instead of rigging their securities on the
-floor of the Stock Exchange. He utilised the stock market of
-course. But I suspect it was because that was the quickest
-and easiest way to quick and easy money and he needed
-many millions, just as old Collis P. Huntington was always
-hard up because he always needed twenty or thirty millions
-more than the bankers were willing to lend him. Vision without
-money means heartaches; with money, it means achievement;
-and that means power; and that means money; and
-that means achievement; and so on, over and over and over.</p>
-
-<p>Of course manipulation was not confined to the great figures
-of those days. There were scores of minor manipulators.
-I remember a story an old broker told me about the
-manners and morals of the early ’60’s. He said:</p>
-
-<p>“The earliest recollection I have of Wall Street is of my
-first visit to the financial district. My father had some business
-to attend to there and for some reason or other took me
-with him. We came down Broadway and I remember turning
-off at Wall Street. We walked down Wall and just as we
-came to Broad or, rather, Nassau Street, to the corner where
-the Bankers’ Trust Company’s building now stands, I saw a
-crowd following two men. The first was walking eastward,<span class="pagenum" id="Page_244">244</span>
-trying to look unconcerned. He was followed by the other, a
-red-faced man who was wildly waving his hat with one hand
-and shaking the other fist in the air. He was yelling to beat
-the band: ‘Shylock! Shylock! What’s the price of money?
-Shylock! Shylock!’ I could see heads sticking out of windows.
-They didn’t have skyscrapers in those days, but I was sure
-the second- and third-story rubbernecks would tumble out.
-My father asked what was the matter, and somebody answered
-something I didn’t hear. I was too busy keeping a
-death clutch on my father’s hand so that the jostling
-wouldn’t separate us. The crowd was growing, as street
-crowds do, and I wasn’t comfortable. Wild-eyed men came
-running down from Nassau Street and up from Broad as well
-as east and west on Wall Street. After we finally got out of
-the jam my father explained to me that the man who was
-shouting ‘Shylock’ was So-and-So. I have forgotten the name,
-but he was the biggest operator in clique stocks in the city
-and was understood to have made—and lost—more money
-than any other man in Wall Street with the exception of
-Jacob Little. I remember Jacob Little’s name because I
-thought it was a funny name for a man to have. The other
-man, the Shylock, was a notorious locker-up of money. His
-name has also gone from me. But I remember he was tall and
-thin and pale. In those days the cliques used to lock up
-money by borrowing it or, rather, by reducing the amount
-available to Stock Exchange borrowers. They would borrow
-it and get a certified check. They wouldn’t actually take the
-money out and use it. Of course that was rigging. It was a
-form of manipulation, I think.”</p>
-
-<p>I agree with the old chap. It was a phase of manipulation
-that we don’t have nowadays.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_245">245</span></p>
-
-<div class="chapter">
-<h2 id="XX"><i>XX</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">I myself</span> never spoke to any of the great stock manipulators
-that the Street still talks about. I don’t mean leaders; I mean
-manipulators. They were all before my time, although when
-I first came to New York, <em>James R. Keene, greatest of them
-all</em>, was in his prime. But I was a mere youngster then, exclusively
-concerned with duplicating, in a reputable broker’s
-office, the success I had enjoyed in the bucket shops of my
-native city. And, then, too, at the time Keene was busy with
-the U.S. Steel stocks—his manipulative masterpiece—I had
-no experience with manipulation, no real knowledge of it or
-of its value or meaning, and, for that matter, no great need
-of such knowledge. If I thought about it at all I suppose I
-must have regarded it as a well-dressed form of thimble-rigging,
-of which the lowbrow form was such tricks as had
-been tried on me in the bucket shops. Such talk as I since
-have heard on the subject has consisted in great part of surmises
-and suspicions; of guesses rather than intelligent analyses.</p>
-
-<p>More than one man who knew him well has told me that
-Keene was the boldest and most brilliant operator that ever
-worked in Wall Street. That is saying a great deal, for there
-have been some great traders. Their names are now all but
-forgotten, but nevertheless they were kings in their day—for
-a day! They were pulled up out of obscurity into the sunlight
-of financial fame by the ticker tape—and the little
-paper ribbon didn’t prove strong enough to keep them suspended<span class="pagenum" id="Page_246">246</span>
-there long enough for them to become historical fixtures.
-At all events Keene was by all odds the best manipulator
-of his day—and it was a long and exciting day.</p>
-
-<p>He capitalized his knowledge of the game, his experience
-as an operator and his talents when he sold his services to
-the Havemeyer brothers, who wanted him to develop a
-market for the Sugar stocks. He was broke at the time or he
-would have continued to trade on his own hook; and he was
-some plunger! He was successful with Sugar; made the
-shares trading favourites, and that made them easily vendible.
-After that, he was asked time and again to take charge
-of pools. I am told that in these pool operations he never
-asked nor accepted a fee, but paid for his share like the other
-members of the pool. The market conduct of the stock, of
-course, was exclusively in his charge. Often there was talk
-of treachery—on both sides. His feud with the Whitney-Ryan
-clique arose from such accusations. It is not difficult
-for a manipulator to be misunderstood by his associates.
-They don’t see his needs as he himself does. I know this
-from my own experience.</p>
-
-<p>It is a matter of regret that Keene did not leave an accurate
-record of his greatest exploit—the successful manipulation
-of the U.S. Steel shares in the spring of 1901. As I
-understand it, Keene never had an interview with J. P. Morgan
-about it. Morgan’s firm dealt with or through Talbot J.
-Taylor &amp; Co., at whose office Keene made his headquarters.
-Talbot Taylor was Keene’s son-in-law. I am assured that
-Keene’s fee for his work consisted of the pleasure he derived
-from the work. That he made millions trading in the market
-he helped to put up that spring is well known. He told a
-friend of mine that in the course of a few weeks he sold in
-the open market for the underwriters’ syndicate more than
-seven hundred and fifty thousand shares. Not bad when you
-consider two things: That they were new and untried stocks
-of a corporation whose capitalization was greater than the
-entire debt of the United States at that time; and second,<span class="pagenum" id="Page_247">247</span>
-that men like D. G. Reid, W. B. Leeds, the Moore brothers,
-Henry Phipps, H. C. Frick and the other Steel magnates also
-sold hundreds of thousands of shares to the public at the
-same time in the same market that Keene helped to create.</p>
-
-<p>Of course, general conditions favoured him. Not only actual
-business but sentiment and his unlimited financial backing
-made possible his success. What we had was not merely
-a big bull market but a boom and a state of mind not likely
-to be seen again. The undigested-securities panic came later,
-when Steel common, which Keene had marked up to 55 in
-1901, sold at 10 in 1903 and at 8⅞ in 1904.</p>
-
-<p>We can’t analyse Keene’s manipulative campaigns. His
-books are not available; the adequately detailed record is
-nonexistent. For example, it would be interesting to see how
-he worked in Amalgamated Copper. H. H. Rogers and William
-Rockefeller had tried to dispose of their surplus stock
-in the market and had failed. Finally they asked Keene to
-market their line, and he agreed. Bear in mind that H. H.
-Rogers was one of the ablest business men of his day in Wall
-Street and that William Rockefeller was the boldest speculator
-of the entire Standard Oil coterie. They had practically
-unlimited resources and vast prestige as well as years of experience
-in the stock-market game. And yet they had to go
-to Keene. I mention this to show you that there are some
-tasks which it requires a specialist to perform. Here was a
-widely touted stock, sponsored by America’s greatest capitalists,
-that could not be sold except at a great sacrifice of
-money and prestige. Rogers and Rockefeller were intelligent
-enough to decide that Keene alone might help them.</p>
-
-<p>Keene began to work at once. He had a bull market to
-work in and sold two hundred and twenty thousand shares
-of Amalgamated at around par. After he disposed of the
-insiders’ line the public kept on buying and the price went
-ten points higher. Indeed the insiders got bullish on the
-stock they had sold when they saw how eagerly the public
-was taking it. There was a story that Rogers actually advised<span class="pagenum" id="Page_248">248</span>
-Keene to go long of Amalgamated. It is scarcely credible
-that Rogers meant to unload on Keene. He was too
-shrewd a man not to know that Keene was no bleating lamb.
-Keene worked as he always did—that is, <em>doing his big selling
-on the way down after the big rise</em>. Of course his tactical
-moves were directed by his needs and by the minor currents
-that changed from day to day. In the stock market, as in
-warfare, it is well to keep in mind the difference between
-strategy and tactics.</p>
-
-<p>One of Keene’s confidential men—he is the best fly fisherman
-I know—told me only the other day that during the
-Amalgamated campaign Keene would find himself almost
-out of stock one day—that is, out of the stock he had been
-forced to take in marking up the price; and on the next day
-he would buy back thousands of shares. On the day after
-that, he would sell on balance. Then he would leave the
-market absolutely alone, to see how it would take care of
-itself and also to accustom it to do so. When it came to the
-actual marketing of the line he did what I told you: he sold
-it on the way down. The trading public is always looking for
-a rally, and, besides, there is the covering by the shorts.</p>
-
-<p>The man who was closest to Keene during that deal told
-me that after Keene sold the Rogers-Rockefeller line for
-something like twenty or twenty-five million dollars in cash
-Rogers sent him a check for two hundred thousand. This reminds
-you of the millionaire’s wife who gave the Metropolitan
-Opera House scrub-woman fifty cents reward for finding
-the one-hundred-thousand-dollar pearl necklace. Keene sent
-the check back with a polite note saying he was not a stock
-broker and that he was glad to have been of some service to
-them. They kept the check and wrote him that they would
-be glad to work with him again. Shortly after that it was
-that H. H. Rogers gave Keene the friendly tip to buy Amalgamated
-at around 130!</p>
-
-<p>A brilliant operator, James R. Keene! His private secretary
-told me that when the market was going his way Mr. Keene<span class="pagenum" id="Page_249">249</span>
-was irascible; and those who knew him say his irascibility
-was expressed in sardonic phrases that lingered long in the
-memory of his hearers. But when he was losing he was in
-the best of humour, a polished man of the world, agreeable,
-epigrammatic, interesting.</p>
-
-<p>He had in superlative degree the qualities of mind that
-are associated with successful speculators anywhere. That
-he did not argue with the tape is plain. He was utterly fearless
-but never reckless. He could and did turn in a twinkling,
-if he found he was wrong.</p>
-
-<p>Since his day there have been so many changes in Stock
-Exchange rules and so much more rigorous enforcement of
-old rules, so many new taxes on stock sales and profits, and
-so on, that the game seems different. Devices that Keene
-could use with skill and profit can no longer be utilised. Also,
-we are assured, the business morality of Wall Street is on a
-higher plane. Nevertheless it is fair to say that in any period
-of our financial history Keene would have been a great
-manipulator because he was a great stock operator and knew
-the game of speculation from the ground up. He achieved
-what he did because conditions at the time permitted him
-to do so. He would have been as successful in his undertakings
-in 1922 as he was in 1901 or in 1876, when he first came
-to New York from California and made nine million dollars
-in two years. There are men whose gait is far quicker than
-the mob’s. They are bound to lead—no matter how much
-the mob changes.</p>
-
-<p>As a matter of fact, the change is by no means as radical
-as you’d imagine. The rewards are not so great, for it is no
-longer pioneer work and therefore it is not pioneer’s pay.
-But in certain respects manipulation is easier than it was; in
-other ways much harder than in Keene’s day.</p>
-
-<p>There is no question that advertising is an art, and manipulation
-is the art of advertising through the medium of the
-tape. The tape should tell the story the manipulator wishes
-its readers to see. The truer the story the more convincing it<span class="pagenum" id="Page_250">250</span>
-is bound to be, and the more convincing it is the better the
-advertising is. A manipulator to-day, for instance, has not
-only to make a stock look strong but also to make it be
-strong. Manipulation therefore must be based on sound trading
-principles. That is what made Keene such a marvellous
-manipulator; he was a consummate trader to begin with.</p>
-
-<p>The word “manipulation” has come to have an ugly sound.
-It needs an alias. I do not think there is anything so very
-mysterious or crooked about the process itself when it has
-for an object the selling of a stock in bulk, provided, of
-course, that such operations are not accompanied by misrepresentation.
-There is little question that a manipulator necessarily
-seeks his buyers among speculators. He turns to men
-who are looking for big returns on their capital and are
-therefore willing to run a greater than normal business risk.
-I can’t have much sympathy for the man who, knowing this,
-nevertheless blames others for his own failure to make easy
-money. He is a devil of a clever fellow when he wins. But
-when he loses money the other fellow was a crook; a manipulator!
-In such moments and from such lips the word connotes
-the use of marked cards. But this is not so.</p>
-
-<p>Usually the object of manipulation is to develop marketability—that
-is, the ability to dispose of fair-sized blocks at
-some price at any time. Of course a pool, by reason of a reversal
-of general market conditions, may find itself unable
-to sell except at a sacrifice too great to be pleasing. They
-then may decide to employ a professional, believing that
-his skill and experience will enable him to conduct an
-orderly retreat instead of suffering an appalling rout.</p>
-
-<p>You will notice that I do not speak of manipulation designed
-to permit considerable accumulation of a stock as
-cheaply as possible, as, for instance, in buying for control,
-because this does not happen often nowadays.</p>
-
-<p>When Jay Gould wished to cinch his control of Western
-Union and decided to buy a big block of the stock, Washington
-E. Connor, who had not been seen on the floor of the<span class="pagenum" id="Page_251">251</span>
-Stock Exchange for years, suddenly showed up in person at
-the Western Union Post. He began to bid for Western
-Union. The traders to a man laughed—at his stupidity in
-thinking them so simple—and they cheerfully sold him all
-the stock he wanted to buy. It was too raw a trick, to think
-he could put up the price by acting as though Mr. Gould
-wanted to buy Western Union. Was that manipulation? I
-think I can only answer that by saying “No; and yes!”</p>
-
-<p>In the majority of cases the object of manipulation is, as
-I said, to sell stock to the public at the best possible price.
-It is not alone a question of selling but of distributing. It is
-obviously better in every way for a stock to be held by a
-thousand people than by one man—better for the market in
-it. So it is not alone the sale at a good price but the character
-of the distribution that a manipulator must consider.</p>
-
-<p>There is no sense in marking up the price to a very high
-level if you cannot induce the public to take it off your
-hands later. Whenever inexperienced manipulators try to
-unload at the top and fail, old-timers look mighty wise and
-tell you that you can lead a horse to water but you cannot
-make him drink. Original devils! As a matter of fact, it is
-well to remember a rule of manipulation, a rule that Keene
-and his able predecessors well knew. It is this: <em>Stocks are
-manipulated to the highest point possible and then sold to
-the public on the way down</em>.</p>
-
-<p>Let me begin at the beginning. Assume that there is some
-one—an underwriting syndicate or a pool or an individual—that
-has a block of stock which it is desired to sell at the best
-price possible. It is a stock duly listed on the New York
-Stock Exchange. The best place for selling it ought to be the
-open market, and the best buyer ought to be the general
-public. The negotiations for the sale are in charge of a man.
-He—or some present or former associate—has tried to sell
-the stock on the Stock Exchange and has not succeeded. He
-is—or soon becomes—sufficiently familiar with stock-market
-operations to realise that more experience and greater aptitude<span class="pagenum" id="Page_252">252</span>
-for the work are needed than he possesses. He knows
-personally or by hearsay several men who have been successful
-in their handling of similar deals, and he decides to
-avail himself of their professional skill. He seeks one of them
-as he would seek a physician if he were ill or an engineer if
-he needed that kind of expert.</p>
-
-<p>Suppose he has heard of me as a man who knows the
-game. Well, I take it that he tries to find out all he can about
-me. He then arranges for an interview, and in due time calls
-at my office.</p>
-
-<p>Of course, the chances are that I know about the stock
-and what it represents. It is my business to know. That is
-how I make my living. My visitor tells me what he and his
-associates wish to do, and asks me to undertake the deal.</p>
-
-<p>It is then my turn to talk. I ask for whatever information
-I deem necessary to give me a clear understanding of what I
-am asked to undertake. I determine the value and estimate
-the market possibilities of that stock. That and my reading
-of current conditions in turn help me to gauge the likelihood
-of success for the proposed operation.</p>
-
-<p>If my information inclines me to a favourable view I accept
-the proposition and tell him then and there what my
-terms will be for my services. If he in turn accepts my terms—the
-honorarium and the conditions—I begin my work at
-once.</p>
-
-<p>I generally ask and receive calls on a block of stock. I insist
-upon graduated calls as the fairest to all concerned. The
-price of the call begins at a little below the prevailing market
-price and goes up; say, for example, that I get calls on one
-hundred thousand shares and the stock is quoted at 40. I
-begin with a call for some thousands of shares at 35, another
-at 37, another at 40, and at 45 and 50, and so on up to 75
-or 80.</p>
-
-<p>If as the result of my professional work—my manipulation—the
-price goes up, and if at the highest level there is a
-good demand for the stock so that I can sell fair-sized blocks<span class="pagenum" id="Page_253">253</span>
-of it I of course call the stock. I am making money; but so
-are my clients making money. This is as it should be. If my
-skill is what they are paying for they ought to get value. Of
-course, there are times when a pool may be wound up at a
-loss, but that is seldom, for I do not undertake the work unless
-I see my way clear to a profit. This year I was not so
-fortunate in one or two deals, and I did not make a profit.
-There are reasons, but that is another story, to be told later—perhaps.</p>
-
-<p>The first step in a bull movement in a stock is to advertise
-the fact that there is a bull movement on. Sounds silly,
-doesn’t it? Well, think a moment. It isn’t as silly as it
-sounded, is it? The most effective way to advertise what, in
-effect, are your honourable intentions is to make the stock
-active and strong. After all is said and done, <em>the greatest
-publicity agent in the wide world is the ticker, and by far
-the best advertising medium is the tape</em>. I do not need to
-put out any literature for my clients. I do not have to inform
-the daily press as to the value of the stock or to work the
-financial reviews for notices about the company’s prospects.
-Neither do I have to get a following. I accomplish all these
-highly desirable things by merely making the stock active.
-<em>When there is activity there is a synchronous demand for
-explanations</em>; and that means, of course, that the necessary
-reasons—for publication—supply themselves without the
-slightest aid from me.</p>
-
-<p>Activity is all that the floor traders ask. They will buy or
-sell any stock at any level if only there is a free market for
-it. They will deal in thousands of shares wherever they see
-activity, and their aggregate capacity is considerable. It
-necessarily happens that they constitute the manipulator’s
-first crop of buyers. They will follow you all the way up and
-they thus are a great help at all the stages of the operation.
-I understand that James R. Keene used habitually to employ
-the most active of the room traders, both to conceal the
-source of the manipulation and also because he knew that<span class="pagenum" id="Page_254">254</span>
-they were by far the best business-spreaders and tip-distributors.
-He often gave calls to them—verbal calls—above
-the market, so that they might do some helpful work
-before they could cash in. He made them earn their profit.
-To get a professional following I myself have never had to
-do more than to make a stock active. Traders don’t ask for
-more. It is well, of course, to remember that these professionals
-on the floor of the Exchange buy stocks with the intention
-of selling them at a profit. They do not insist on its
-being a big profit; but it must be a quick profit.</p>
-
-<p>I make the stock active in order to draw the attention of
-speculators to it, for the reasons I have given. I buy it and I
-sell it and the traders follow suit. The selling pressure is not
-apt to be strong where a man has as much speculatively held
-stock sewed up—in calls—as I insist on having. The buying,
-therefore, prevails over the selling, and the public follows
-the lead not so much of the manipulator as of the room traders.
-It comes in as a buyer. This highly desirable demand I
-fill—that is, I sell stock on balance. If the demand is what it
-ought to be it will absorb more than the amount of stock I
-was compelled to accumulate in the earlier stages of the
-manipulation; and when this happens I sell the stock short—that
-is, technically. In other words, I sell more stock than I
-actually hold. It is perfectly safe for me to do so since I am
-really selling against my calls. Of course, when the demand
-from the public slackens, the stock ceases to advance. Then
-I wait.</p>
-
-<p>Say, then, that the stock has ceased to advance. There
-comes a weak day. The entire market may develop a reactionary
-tendency or some sharp-eyed trader may perceive
-that there are no buying orders to speak of in my stock, and
-he sells it, and his fellows follow. Whatever the reason may
-be, my stock starts to go down. Well, I begin to buy it. I
-give it the support that a stock ought to have if it is in good
-odour with its own sponsors. And more: I am able to support
-it without accumulating it—that is, without increasing the<span class="pagenum" id="Page_255">255</span>
-amount I shall have to sell later on. Observe that I do this
-without decreasing my financial resources. Of course what
-I am really doing is covering stock I sold short at higher
-prices when the demand from the public or from the traders
-or from both enabled me to do it. It is always well to make
-it plain to the traders—and to the public, also—that there is
-a demand for the stock on the way down. That tends to
-check both reckless short selling by the professionals and
-liquidation by frightened holders—which is the selling you
-usually see when a stock gets weaker and weaker, which in
-turn is what a stock does when it is not supported. These
-covering purchases of mine constitute what I call the stabilising
-process.</p>
-
-<p>As the market broadens I of course sell stock on the way
-up, but never enough to check the rise. This is in strict accordance
-with my stabilising plans. It is obvious that the
-more stock I sell on a reasonable and orderly advance the
-more I encourage the conservative speculators, who are
-more numerous than the reckless room traders; and in addition
-the more support I shall be able to give to the stock on
-the inevitable weak days. By always being short I always am
-in a position to support the stock without danger to myself.
-As a rule I begin my selling at a price that will show me a
-profit. But I often sell without having a profit, simply to
-create or to increase what I may call my riskless buying
-power. My business is not alone to put up the price or to
-sell a big block of stock for a client but to make money for
-myself. That is why I do not ask my clients to finance my
-operations. My fee is contingent upon my success.</p>
-
-<p>Of course what I have described is not my invariable
-practice. I neither have nor adhere to an inflexible system. I
-modify my terms and conditions according to circumstances.</p>
-
-<p>A stock which it is desired to distribute should be manipulated
-to the highest possible point and then sold. I repeat
-this both because it is fundamental and because the public
-apparently believes that the selling is all done at the top.<span class="pagenum" id="Page_256">256</span>
-Sometimes a stock gets waterlogged, as it were; it doesn’t go
-up. That is the time to sell. The price naturally will go down
-on your selling rather further than you wish, but you can
-generally nurse it back. As long as a stock that I am manipulating
-goes up on my buying I know I am hunky, and if need
-be I buy it with confidence and use my own money without
-fear—precisely as I would any other stock that acts the same
-way. It is the line of least resistance. You remember my trading
-theories about that line, don’t you? Well, when the price
-line of least resistance is established I follow it, not because
-I am manipulating that particular stock at that particular
-moment but because I am a stock operator at all times.</p>
-
-<p>When my buying does not put the stock up I stop buying
-and then proceed to sell it down; and that also is exactly
-what I would do with that same stock if I did not happen to
-be manipulating it. The principal marketing of the stock, as
-you know, is done on the way down. <em>It is perfectly astonishing
-how much stock a man can get rid of on a decline.</em></p>
-
-<p>I repeat that at no time during the manipulation do I forget
-to be a stock trader. My problems as a manipulator, after
-all, are the same that confront me as an operator. All manipulation
-comes to an end when the manipulator cannot make
-a stock do what he wants it to do. <em>When the stock you are
-manipulating doesn’t act as it should, quit. Don’t argue with
-the tape. Do not seek to lure the profit back. Quit while the
-quitting is good—and cheap.</em></p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_257">257</span></p>
-
-<div class="chapter">
-<h2 id="XXI"><i>XXI</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">I am well aware</span> that all these generalities do not sound
-especially impressive. Generalities seldom do. Possibly I may
-succeed better if I give a concrete example. I’ll tell you how
-I marked up the price of a stock 30 points, and in so doing
-accumulated only seven thousand shares and developed a
-market that would absorb almost any amount of stock.</p>
-
-<p>It was Imperial Steel. The stock had been brought out by
-reputable people and it had been fairly well tipped as a
-property of value. About 30 per cent of the capital stock was
-placed with the general public through various Wall Street
-houses, but there had been no significant activity in the
-shares after they were listed. From time to time somebody
-would ask about it and one or another insider—members of
-the original underwriting syndicate—would say that the
-company’s earnings were better than expected and the prospects
-more than encouraging. This was true enough and
-very good as far as it went, but not exactly thrilling. The
-speculative appeal was absent, and from the investor’s point
-of view the price stability and dividend permanency of the
-stock were not yet demonstrated. It was a stock that never
-behaved sensationally. It was so gentlemanly that no corroborative
-rise ever followed the insiders’ eminently truthful
-reports. On the other hand, neither did the price decline.</p>
-
-<p>Imperial Steel remained unhonoured and unsung and untipped,
-content to be one of those stocks that don’t go down
-because nobody sells and that nobody sells because nobody<span class="pagenum" id="Page_258">258</span>
-likes to go short of a stock that is not well distributed; the
-seller is too much at the mercy of the loaded-up inside
-clique. Similarly, there is no inducement to buy such a stock.
-To the investor Imperial Steel therefore remained a speculation.
-To the speculator it was a dead one—the kind that
-makes an investor of you against your will by the simple
-expedient of falling into a trance the moment you go long
-of it. The chap who is compelled to lug a corpse a year or
-two always loses more than the original cost of the deceased;
-he is sure to find himself tied up with it when some really
-good things come his way.</p>
-
-<p>One day the foremost member of the Imperial Steel syndicate,
-acting for himself and associates, came to see me.
-They wished to create a market for the stock, of which they
-controlled the undistributed 70 per cent. They wanted me
-to dispose of their holdings at better prices than they
-thought they would obtain if they tried to sell in the open
-market. They wanted to know on what terms I would undertake
-the job.</p>
-
-<p>I told him that I would let him know in a few days. Then
-I looked into the property. I had experts go over the various
-departments of the company—industrial, commercial and
-financial. They made reports to me which were unbiased. I
-wasn’t looking for the good or the bad points, but for the
-facts, such as they were.</p>
-
-<p>The reports showed that it was a valuable property. The
-prospects justified purchases of the stock at the prevailing
-market price—if the investor were willing to wait a little.
-Under the circumstances an advance in the price would in
-reality be the commonest and most legitimate of all market
-movements—to wit, the process of discounting the future.
-There was therefore no reason that I could see why I should
-not conscientiously and confidently undertake the bull
-manipulation of Imperial Steel.</p>
-
-<p>I let my man know my mind and he called at my office to
-talk the deal over in detail. I told him what my terms were.<span class="pagenum" id="Page_259">259</span>
-For my services I asked no cash, but calls on one hundred
-thousand shares of the Imperial Steel stock. The price of the
-calls ran up from 70 to 100. That may seem like a big fee to
-some. But they should consider that the insiders were certain
-they themselves could not sell one hundred thousand
-shares, or even fifty thousand shares, at 70. There was no
-market for the stock. All the talk about wonderful earnings
-and excellent prospects had not brought in buyers, not to
-any great extent. In addition, I could not get my fee in cash
-without my clients first making some millions of dollars.
-What I stood to make was not an exorbitant selling commission.
-It was a fair contingent fee.</p>
-
-<p>Knowing that the stock had real value and that general
-market conditions were bullish and therefore favourable for
-an advance in all good stocks, I figured that I ought to do
-pretty well. My clients were encouraged by the opinions I
-expressed, agreed to my terms at once, and the deal began
-with pleasant feelings all around.</p>
-
-<p>I proceeded to protect myself as thoroughly as I could.
-The syndicate owned or controlled about 70 per cent of the
-outstanding stock. I had them deposit their 70 per cent
-under a trust agreement. I didn’t propose to be used as a
-dumping ground for the big holders. With the majority
-holdings thus securely tied up, I still had 30 per cent of scattered
-holdings to consider, but that was a risk I had to take.
-Experienced speculators do not expect ever to engage in
-utterly riskless ventures. As a matter of fact, it was not much
-more likely that all the untrusteed stock would be thrown on
-the market at one fell swoop than that all the policyholders
-of a life-insurance company would die at the same hour, the
-same day. There are unprinted actuarial tables of stock-market
-risks as well as of human mortality.</p>
-
-<p>Having protected myself from some of the avoidable dangers
-of a stock-market deal of that sort, I was ready to begin
-my campaign. Its objective was to make my calls valuable.
-To do this I must put up the price and develop a market in<span class="pagenum" id="Page_260">260</span>
-which I could sell one hundred thousand shares—the stock
-in which I held options.</p>
-
-<p>The first thing I did was to find out how much stock was
-likely to come on the market on an advance. This was easily
-done through my brokers, who had no trouble in ascertaining
-what stock was for sale at or a little above the market. I
-don’t know whether the specialists told them what orders
-they had on their books or not. The price was nominally 70,
-but I could not have sold one thousand shares at that price.
-I had no evidence of even a moderate demand at that figure
-or even a few points lower. I had to go by what my brokers
-found out. But it was enough to show me how much stock
-there was for sale and how little was wanted.</p>
-
-<p>As soon as I had a line on these points I quietly took all
-the stock that was for sale at 70 and higher. When I say “I”
-you will understand that I mean my brokers. The sales were
-for account of some of the minority holders because my
-clients naturally had cancelled whatever selling orders they
-might have given out before they tied up their stock.</p>
-
-<p>I didn’t have to buy very much stock. Moreover, I knew
-that the right kind of advance would bring in other buying
-orders—and, of course, selling orders also.</p>
-
-<p>I didn’t give bull tips on Imperial Steel to anybody. I
-didn’t have to. My job was to seek directly to influence sentiment
-by the best possible kind of publicity. I do not say that
-there should never be bull propaganda. It is as legitimate
-and indeed as desirable to advertise the value of a new stock
-as to advertise the value of woolens or shoes or automobiles.
-Accurate and reliable information should be given by the
-public. But what I meant was that the tape did all that was
-needed for my purpose. As I said before, the reputable
-newspapers always try to print explanations for market
-movements. It is news. Their readers demand to know not
-only what happens in the stock market but why it happens.
-Therefore without the manipulator lifting a finger the financial
-writers will print all the available information and gossip,<span class="pagenum" id="Page_261">261</span>
-and also analyse the reports of earnings, trade condition
-and outlook; in short, whatever may throw light on the advance.
-Whenever a newspaperman or an acquaintance asks
-my opinion of a stock and I have one I do not hesitate to
-express it. I do not volunteer advice and I never give tips,
-but I have nothing to gain in my operations from secrecy.
-At the same time I realise that the best of all tipsters, the
-most persuasive of all salesmen, is the tape.</p>
-
-<p>When I had absorbed all the stock that was for sale at 70
-and a little higher I relieved the market of that pressure, and
-naturally that made clear for trading purposes the line of
-least resistance in Imperial Steel. It was manifestly upward.
-The moment that fact was perceived by the observant traders
-on the floor they logically assumed that the stock was in
-for an advance the extent of which they could not know; but
-they knew enough to begin buying. Their demand for Imperial
-Steel, created exclusively by the obviousness of the
-stock’s rising tendency—the tape’s infallible bull tip!—I
-promptly filled. I sold to the traders the stock that I had
-bought from the tired-out holders at the beginning. Of
-course this selling was judiciously done; I contented myself
-with supplying the demand. I was not forcing my stock on
-the market and I did not want too rapid an advance. It
-wouldn’t have been good business to sell out the half of my
-one hundred thousand shares at that stage of the proceedings.
-My job was to make a market on which I might sell
-my entire line.</p>
-
-<p>But even though I sold only as much as the traders were
-anxious to buy, the market was temporarily deprived of my
-own buying power, which I had hitherto exerted steadily.
-In due course the traders’ purchases ceased and the price
-stopped rising. As soon as that happened there began the
-selling by disappointed bulls or by those traders whose reasons
-for buying disappeared the instant the rising tendency
-was checked. But I was ready for this selling, and on the
-way down I bought back the stock I had sold to the traders<span class="pagenum" id="Page_262">262</span>
-a couple of points higher. This buying of stock I knew was
-bound to be sold in turn checked the downward course; and
-when the price stopped going down the selling orders
-stopped coming in.</p>
-
-<p>I then began all over again. I took all the stock that was
-for sale on the way up—it wasn’t very much—and the price
-began to rise a second time; from a higher starting point
-than 70. <em>Don’t</em> forget that on the way down there are many
-holders who wish to heaven they had sold theirs but won’t
-do it three or four points from the top. Such speculators always
-vow they will surely sell out if there is a rally. They
-put in their orders to sell on the way up, and then they
-change their minds with the change in the stock’s price-trend.
-Of course there is always profit taking from safe-playing
-quick runners to whom a profit is always a profit to
-be taken.</p>
-
-<p>All I had to do after that was to repeat the process; alternately
-buying and selling; but always working higher.</p>
-
-<p>Sometimes, after you have taken all the stock that is for
-sale, it pays to rush up the price sharply, to have what might
-be called little bull flurries in the stock you are manipulating.
-It is excellent advertising, because it makes talk and also
-brings in both the professional traders and that portion of
-the speculating public that likes action. It is, I think, a large
-portion. I did that in Imperial Steel, and whatever demand
-was created by those spurts I supplied. My selling always
-kept the upward movement within bounds both as to extent
-and as to speed. In buying on the way down and selling on
-the way up I was doing more than marking up the price: I
-was developing the marketability of Imperial Steel.</p>
-
-<p>After I began my operations in it there never was a time
-when a man could not buy or sell the stock freely; I mean by
-this, buy or sell a reasonable amount without causing over-violent
-fluctuations in the price. The fear of being left high
-and dry if he bought, or squeezed to death if he sold, was
-gone. The gradual spread among the professionals and the<span class="pagenum" id="Page_263">263</span>
-public of a belief in the permanence of the market for Imperial
-Steel had much to do with creating confidence in the
-movement; and, of course, the activity also put an end to a
-lot of other objections. The result was that after buying and
-selling a good many thousands of shares I succeeded in
-making the stocks sell at par. At one hundred dollars a share
-everybody wanted to buy Imperial Steel. Why not? Everybody
-now knew that it was a good stock; that it had been
-and still was a bargain. The proof was the rise. A stock that
-could go thirty points from 70 could go up thirty more from
-par. That is the way a good many argued.</p>
-
-<p>In the course of marking up the price those thirty points I
-accumulated only seven thousand shares. The price on this
-line averaged me almost exactly 85. That meant a profit of
-fifteen points on it; but, of course, my entire profit, still on
-paper, was much more. It was a safe enough profit, for I had
-a market for all I wanted to sell. The stock would sell higher
-on judicious manipulation and I had graduated calls on one
-hundred thousand shares beginning at 70 and ending at 100.</p>
-
-<p>Circumstances prevented me from carrying out certain
-plans of mine for converting my paper profits into good hard
-cash. It had been, if I do say so myself, a beautiful piece of
-manipulation, strictly legitimate and deservedly successful.
-The property of the company was valuable and the stock
-was not dear at the higher price. One of the members of the
-original syndicate developed a desire to secure the control
-of the property—a prominent banking house with ample resources.
-The control of a prosperous and growing concern
-like the Imperial Steel Corporation is possibly more valuable
-to a banking firm than to individual investors. At all events,
-this firm made me an offer for all my options on the stock. It
-meant an enormous profit for me, and I instantly took it. I
-am always willing to sell out when I can do so in a lump at
-a good profit. I was quite content with what I made out of it.</p>
-
-<p>Before I disposed of my calls on the hundred thousand
-shares I learned that these bankers had employed more experts<span class="pagenum" id="Page_264">264</span>
-to make a still more thorough examination of the property.
-Their reports showed enough to bring me in the offer I
-got. I kept several thousand shares of the stock for investment.
-I believe in it.</p>
-
-<p>There wasn’t anything about my manipulation of Imperial
-Steel that wasn’t normal and sound. As long as the price
-went up on my buying I knew I was O.K. The stock never
-got waterlogged, as a stock sometimes does. When you find
-that it fails to respond adequately to your buying you don’t
-need any better tip to sell. You know that if there is any
-value to a stock and general market conditions are right you
-can always nurse it back after a decline, no matter if it’s
-twenty points. But I never had to do anything like that in
-Imperial Steel.</p>
-
-<p>In my manipulation of stocks I never lose sight of basic
-trading principles. Perhaps you wonder why I repeat this or
-why I keep on harping on the fact that I never argue with
-the tape or lose my temper at the market because of its behaviour.
-You would think—wouldn’t you?—that shrewd
-men who have made millions in their own business and in
-addition have successfully operated in Wall Street at times
-would realise the wisdom of playing the game dispassionately.
-Well, you would be surprised at the frequency with
-which some of our most successful promoters behave like
-peevish women because the market does not act the way
-they wish it to act. They seem to take it as a personal slight,
-and they proceed to lose money by first losing their temper.</p>
-
-<p>There has been much gossip about a disagreement between
-John Prentiss and myself. People have been led to
-expect a dramatic narrative of a stock-market deal that went
-wrong or some double-crossing that cost me—or him—millions;
-or something of that sort. Well, it wasn’t.</p>
-
-<p>Prentiss and I had been friendly for years. He had given
-me at various times information that I was able to utilise
-profitably, and I had given him advice which he may or may
-not have followed. If he did he saved money.</p>
-
-<p><span class="pagenum" id="Page_265">265</span>
-He was largely instrumental in the organisation and promotion
-of the Petroleum Products Company. After a more
-or less successful market début general conditions changed
-for the worse and the new stock did not fare as well as
-Prentiss and his associates had hoped. When basic conditions
-took a turn for the better Prentiss formed a pool and
-began operations in Pete Products.</p>
-
-<p>I cannot tell you anything about his technique. He didn’t
-tell me how he worked and I didn’t ask him. But it was plain
-that notwithstanding his Wall Street experience and his undoubted
-cleverness, whatever it was he did proved of little
-value and it didn’t take the pool long to find out that they
-couldn’t get rid of much stock. He must have tried everything
-he knew, because a pool manager does not ask to be
-superseded by an outsider unless he feels unequal to the
-task, and that is the last thing the average man likes to admit.
-At all events he came to me and after some friendly
-preliminaries he said he wanted me to take charge of the
-market for Pete Products and dispose of the pool’s holdings,
-which amounted to a little over one hundred thousand
-shares. The stock was selling at 102 to 103.</p>
-
-<p>The thing looked dubious to me and I declined his proposition
-with thanks. But he insisted that I accept. He put it
-on personal grounds, so that in the end I consented. I constitutionally
-dislike to identify myself with enterprises in the
-success of which I cannot feel confidence, but I also think a
-man owes something to his friends and acquaintances. I said
-I would do my best, but I told him I did not feel very cocky
-about it and I enumerated the adverse factors that I would
-have to contend with. But all Prentiss said to that was that
-he wasn’t asking me to guarantee millions in profits to the
-pool. He was sure that if I took hold I’d make out well
-enough to satisfy any reasonable being.</p>
-
-<p>Well, there I was, engaged in doing something against my
-own judgment. I found, as I feared, a pretty tough state of
-affairs, due in great measure to Prentiss’ own mistakes while<span class="pagenum" id="Page_266">266</span>
-he was manipulating the stock for account of the pool. But
-the chief factor against me was time. I was convinced that
-we were rapidly approaching the end of a bull swing and
-therefore that the improvement in the market, which had
-so encouraged Prentiss, would prove to be merely a short-lived
-rally. I feared that the market would turn definitely
-bearish before I could accomplish much with Pete Products.
-However, I had given my promise and I decided to work as
-hard as I knew how.</p>
-
-<p>I started to put up the price. I had moderate success. I
-think I ran it up to 107 or thereabouts, which was pretty
-fair, and I was even able to sell a little stock on balance. It
-wasn’t much, but I was glad not to have increased the pool’s
-holdings. There were a lot of people not in the pool who
-were just waiting for a small rise to dump their stock, and I
-was a godsend to them. Had general conditions been better
-I also would have done better. It was too bad that I wasn’t
-called in earlier. All I could do now, I felt, was to get out
-with as little loss as possible to the pool.</p>
-
-<p>I sent for Prentiss and told him my views. But he started
-to object. I then explained to him why I took the position I
-did. I said: “Prentiss, I can feel very plainly the pulse of the
-market. There is no follow-up in your stock. It is no trick to
-see just what the public’s reaction is to my manipulation.
-Listen: When Pete Products is made as attractive to traders
-as possible and you give it all the support needed at all times
-and notwithstanding all that you find that the public leaves
-it alone you may be sure that there is something wrong, not
-with the stock but with the market. There is absolutely no
-use in trying to force matters. You are bound to lose if you
-do. A pool manager should be willing to buy his own stock
-when he has company. But when he is the only buyer in the
-market he’d be an ass to buy it. For every five thousand
-shares I buy the public ought to be willing or able to buy
-five thousand more. But I certainly am not going to do all
-the buying. If I did, all I would succeed in doing would be<span class="pagenum" id="Page_267">267</span>
-to get soaked with a lot of long stock that I don’t want.
-There is only one thing to do, and that is to sell. And the
-only way to sell is to sell.”</p>
-
-<p>“You mean, sell for what you can get?” asked Prentiss.</p>
-
-<p>“Right!” I said. I could see he was getting ready to object.
-“If I am to sell the pool’s stock at all you can make up your
-mind that the price is going to break through par and——”</p>
-
-<p>“Oh, no! Never!” he yelled. You’d have imagined I was
-asking him to join a suicide club.</p>
-
-<p>“Prentiss,” I said to him, “it is a cardinal principle of stock
-manipulation to put up a stock in order to sell it. But you
-don’t sell in bulk on the advance. You can’t. The big selling
-is done on the way down from the top. I cannot put up your
-stock to 125 or 130. I’d like to, but it can’t be done. So you
-will have to begin your selling from this level. In my opinion
-all stocks are going down, and Petroleum Products isn’t going
-to be the one exception. It is better for it to go down
-now on the pool’s selling than for it to break next month on
-selling by some one else. It will go down anyhow.”</p>
-
-<p>I can’t see that I said anything harrowing, but you could
-have heard his howls in China. He simply wouldn’t listen to
-such a thing. It would never do. It would play the dickens
-with the stock’s record, to say nothing of inconvenient possibilities
-at the banks where the stock was held as collateral
-on loans, and so on.</p>
-
-<p>I told him again that in my judgment nothing in the world
-could prevent Pete Products from breaking fifteen or twenty
-points, because the entire market was headed that way, and
-I once more said it was absurd to expect his stock to be a
-dazzling exception. But again my talk went for nothing. He
-insisted that I support the stock.</p>
-
-<p>Here was a shrewd business man, one of the most successful
-promoters of the day, who had made millions in Wall
-Street deals and knew much more than the average man
-about the game of speculation, actually insisting on supporting
-a stock in an incipient bear market. It was his stock, to<span class="pagenum" id="Page_268">268</span>
-be sure, but it was nevertheless bad business. So much so
-that it went against the grain and I again began to argue
-with him. But it was no use. He insisted on putting in supporting
-orders.</p>
-
-<p>Of course when the general market got weak and the decline
-began in earnest Pete Products went with the rest.
-Instead of selling I actually bought stock for the insiders’
-pool—by Prentiss’ orders.</p>
-
-<p>The only explanation is that Prentiss did not believe the
-bear market was right on top of us. I myself was confident
-that the bull market was over. I had verified my first surmise
-by tests not alone in Pete Products but in other stocks as
-well. I didn’t wait for the bear market to announce its safe
-arrival before I started selling. Of course I didn’t sell a share
-of Pete Products, though I was short of other stocks.</p>
-
-<p>The Pete Products pool, as I expected, was hung up with
-all they held to begin with and with all they had to take in
-their futile effort to hold up the price. In the end they did
-liquidate; but at much lower figures than they would have
-got if Prentiss had let me sell when and as I wished. It
-could not be otherwise. But Prentiss still thinks he was right—or
-says he does. I understand he says the reason I gave
-him the advice I did was that I was short of other stocks and
-the general market was going up. It implies, of course, that
-the break in Pete Products that would have resulted from
-selling out the pool’s holdings at any price would have
-helped my bear position in other stocks.</p>
-
-<p>That is all tommyrot. I was not bearish because I was
-short of stocks. I was bearish because that was the way I
-sized up the situation, and I sold stocks short only after I
-turned bearish. There never is much money in doing things
-wrong end to; not in the stock market. My plan for selling
-the pool’s stock was based on what the experience of twenty
-years told me alone was feasible and therefore wise. Prentiss
-ought to have been enough of a trader to see it as plainly as
-I did. It was too late to try to do anything else.</p>
-
-<p><span class="pagenum" id="Page_269">269</span>
-I suppose Prentiss shares the delusion of thousands of outsiders
-who think a manipulator can do anything. He can’t.
-The biggest thing Keene did was his manipulation of U.S.
-Steel common and preferred in the spring of 1901. He succeeded
-not because he was clever and resourceful and not
-because he had a syndicate of the richest men in the country
-back of him. He succeeded partly because of those reasons
-but chiefly because the general market was right and the
-public’s state of mind was right.</p>
-
-<p>It isn’t good business for a man to act against the teachings
-of experience and against common sense. But the suckers
-in Wall Street are not all outsiders. Prentiss’ grievance
-against me is what I have just told you. He feels sore because
-I did my manipulation not as I wanted to but as he
-asked me to.</p>
-
-<p>There isn’t anything mysterious or underhanded or
-crooked about manipulation designed to sell a stock in bulk
-provided such operations are not accompanied by deliberate
-misrepresentations. Sound manipulation must be based on
-sound trading principles. People lay great stress on old-time
-practices, such as wash sales. But I can assure you that the
-mere mechanics of deception count for very little. The difference
-between stock-market manipulation and the over-the-counter
-sale of stocks and bonds is in the character of the
-clientele rather than in the character of the appeal. J. P.
-Morgan &amp; Co. sell an issue of bonds to the public—that is,
-to investors. A manipulator disposes of a block of stock to
-the public—that is, to speculators. An investor looks for
-safety, for permanence of the interest return on the capital
-he invests. The speculator looks for a quick profit.</p>
-
-<p>The manipulator necessarily finds his primary market
-among speculators—who are willing to run a greater than
-normal business risk so long as they have a reasonable
-chance to get a big return on their capital. I myself never
-have believed in blind gambling. I may plunge or I may buy<span class="pagenum" id="Page_270">270</span>
-one hundred shares. But in either case I must have a reason
-for what I do.</p>
-
-<p>I distinctly remember how I got into the game of manipulation—that
-is, in the marketing of stocks for others. It gives
-me pleasure to recall it because it shows so beautifully the
-professional Wall Street attitude toward stock-market operations.
-It happened after I had “come back”—that is, after
-my Bethlehem Steel trade in 1915 started me on the road to
-financial recovery.</p>
-
-<p>I traded pretty steadily and had very good luck. I have
-never sought newspaper publicity, but neither have I gone
-out of my way to hide myself. At the same time, you know
-that professional Wall Street exaggerates both the successes
-and the failures of whichever operator happens to be active;
-and, of course, the newspapers hear about him and print
-rumors. I have been broke so many times, according to the
-gossips, or have made so many millions, according to the
-same authorities, that my only reaction to such reports is to
-wonder how and where they are born. And how they grow!
-I have had broker friend after broker friend bring the same
-story to me, a little changed each time, improved, more circumstantial.</p>
-
-<p>All this preface is to tell you how I first came to undertake
-the manipulation of a stock for someone else. The
-stories the newspapers printed of how I had paid back in full
-the millions I owed did the trick. My plungings and my
-winnings were so magnified by the newspapers that I was
-talked about in Wall Street. The day was past when an
-operator swinging a line of two hundred thousand shares of
-stock could dominate the market. But, as you know, the
-public always desires to find successors to the old leaders. It
-was Mr. Keene’s reputation as a skillful stock operator, a
-winner of millions on his own hook, that made promoters
-and banking houses apply to him for selling large blocks of
-securities. In short, his services as manipulator were in demand<span class="pagenum" id="Page_271">271</span>
-because of the stories the Street had heard about his
-previous successes as a trader.</p>
-
-<p>But Keene was gone—passed on to that heaven where he
-once said he wouldn’t stay a moment unless he found Sysonby
-there waiting for him. Two or three other men who
-made stock-market history for a few months had relapsed
-into the obscurity of prolonged inactivity. I refer particularly
-to certain of those plunging Westerners who came to
-Wall Street in 1901 and after making many millions out of
-their Steel holdings remained in Wall Street. They were in
-reality superpromoters rather than operators of the Keene
-type. But they were extremely able, extremely rich and extremely
-successful in the securities of the companies which
-they and their friends controlled. They were not really great
-manipulators, like Keene or Governor Flower. Still, the
-Street found in them plenty to gossip about and they certainly
-had a following among the professionals and the
-sportier commission houses. After they ceased to trade actively
-the Street found itself without manipulators; at least,
-it couldn’t read about them in the newspapers.</p>
-
-<p>You remember the big bull market that began when the
-Stock Exchange resumed business in 1915. As the market
-broadened and the Allies’ purchases in this country mounted
-into billions we ran into a boom. As far as manipulation
-went, it wasn’t necessary for anybody to lift a finger to create
-an unlimited market for a war bride. Scores of men made
-millions by capitalizing contracts or even promises of contracts.
-They became successful promoters, either with the
-aid of friendly bankers or by bringing out their companies
-on the Curb market. The public bought anything that was
-adequately touted.</p>
-
-<p>When the bloom wore off the boom, some of these promoters
-found themselves in need of help from experts in
-stock salesmanship. When the public is hung up with all
-kinds of securities, some of them purchased at higher prices,
-it is not an easy task to dispose of untried stocks. <em>After a<span class="pagenum" id="Page_272">272</span>
-boom the public is positive that nothing is going up. It isn’t
-that buyers become more discriminating, but that the blind
-buying is over. It is the state of mind that has changed.
-Prices don’t even have to go down to make people pessimistic.
-It is enough if the market gets dull and stays dull for a
-time.</em></p>
-
-<p>In every boom companies are formed primarily if not
-exclusively to take advantage of the public’s appetite for all
-kinds of stocks. Also there are belated promotions. The reason
-why promoters make that mistake is that being human
-they are unwilling to see the end of the boom. Moreover, it
-is good business to take chances when the possible profit is
-big enough. <em>The top is never in sight when the vision is
-vitiated by hope.</em> The average man sees a stock that nobody
-wanted at twelve dollars or fourteen dollars a share suddenly
-advance to thirty—which surely is the top—until it
-rises to fifty. That is absolutely the end of the rise. Then it
-goes to sixty; to seventy; to seventy-five. It then becomes a
-certainty that this stock, which a few weeks ago was selling
-for less than fifteen, can’t go any higher. But it goes to
-eighty; and to eighty-five. Whereupon the average man, who
-never thinks of values but of prices, and is not governed in
-his actions by conditions but by fears, takes the easiest way—he
-stops thinking that there must be a limit to the advances.
-That is why those outsiders who are wise enough
-not to buy at the top make up for it by not taking profits.
-The big money in booms is always made first by the public—on
-paper. And it remains on paper.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_273">273</span></p>
-
-<div class="chapter">
-<h2 id="XXII"><i>XXII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">One day</span> Jim Barnes, who not only was one of my principal
-brokers but an intimate friend as well, called on me. He
-said he wanted me to do him a great favour. He never before
-had talked that way, and so I asked him to tell me what the
-favour was, hoping it was something I could do, for I certainly
-wished to oblige him. He then told me that his firm
-was interested in a certain stock; in fact, they had been the
-principal promoters of the company and had placed the
-greater part of the stock. Circumstances had arisen that
-made it imperative for them to market a rather large block.
-Jim wanted me to undertake to do the marketing for him.
-The stock was Consolidated Stove.</p>
-
-<p>I did not wish to have anything to do with it for various
-reasons. But Barnes, to whom I was under some obligations,
-insisted on the personal-favour phase of the matter, which
-alone could overcome my objections. He was a good fellow,
-a friend, and his firm, I gathered, was pretty heavily involved,
-so in the end I consented to do what I could.</p>
-
-<p>It has always seemed to me that the most picturesque
-point of difference between the war boom and other booms
-was the part that was played by a type new in stock-market
-affairs—the boy banker.</p>
-
-<p>The boom was stupendous and its origins and causes were
-plainly to be grasped by all. But at the same time the greatest
-banks and trust companies in the country certainly did
-all they could to help make millionaires overnight of all sorts<span class="pagenum" id="Page_274">274</span>
-and conditions of promoters and munition makers. It got so
-that all a man had to do was to say that he had a friend who
-was a friend of a member of one of the Allied commissions
-and he would be offered all the capital needed to carry out
-the contracts he had not yet secured. I used to hear incredible
-stories of clerks becoming presidents of companies
-doing a business of millions of dollars on money borrowed
-from trusting trust companies, and of contracts that left a
-trail of profits as they passed from man to man. A flood of
-gold was pouring into this country from Europe and the
-banks had to find ways of impounding it.</p>
-
-<p>The way business was done might have been regarded
-with misgivings by the old, but there didn’t seem to be so
-many of them about. The fashion for gray-haired presidents
-of banks was all very well in tranquil times, but youth was
-the chief qualification in these strenuous times. The banks
-certainly did make enormous profits.</p>
-
-<p>Jim Barnes and his associates, enjoying the friendship and
-confidence of the youthful president of the Marshall National
-Bank, decided to consolidate three well-known stove
-companies and sell the stock of the new company to the
-public that for months had been buying any old thing in the
-way of engraved stock certificates.</p>
-
-<p>One trouble was that the stove business was so prosperous
-that all three companies were actually earning dividends on
-their common stock for the first time in their history. Their
-principal stockholders did not wish to part with the control.
-There was a good market for their stocks on the Curb; and
-they had sold as much as they cared to part with and they
-were content with things as they were. Their individual
-capitalisation was too small to justify big market movements,
-and that is where Jim Barnes’ firm came in. It pointed out
-that the consolidated company must be big enough to list on
-the Stock Exchange, where the new shares could be made
-more valuable than the old ones. It is an old device in Wall
-Street—to change the colour of the certificates in order to<span class="pagenum" id="Page_275">275</span>
-make them more valuable. Say a stock ceases to be easily
-vendible at war. Well, sometimes by quadrupling the stock
-you may make the new shares sell at 30 or 35. This is equivalent
-to 120 or 140 for the old stock—a figure it never could
-have reached.</p>
-
-<p>It seems that Barnes and his associates succeeded in inducing
-some of their friends who held speculatively some
-blocks of Gray Stove Company—a large concern—to come
-into the consolidation on the basis of four shares of Consolidated
-for each share of Gray. Then the Midland and the
-Western followed their big sister and came in on the basis of
-share for share. Theirs had been quoted on the Curb at
-around 25 to 30, and the Gray, which was better known and
-paid dividends, hung around 125.</p>
-
-<p>In order to raise the money to buy out those holders who
-insisted upon selling for cash, and also to provide additional
-working capital for improvements and promotion expenses,
-it became necessary to raise a few millions. So Barnes saw
-the president of his bank, who kindly lent his syndicate three
-million five hundred thousand dollars. The collateral was
-one hundred thousand shares of the newly organised corporation.
-The syndicate assured the president, or so I was told,
-that the price would not go below 50. It would be a very
-profitable deal as there was big value there.</p>
-
-<p>The promoters’ first mistake was in the matter of timeliness.
-The saturation point for new stock issues had been
-reached by the market, and they should have seen it. But
-even then they might have made a fair profit after all if they
-had not tried to duplicate the unreasonable killings which
-other promoters had made at the very height of the boom.</p>
-
-<p>Now you must not run away with the notion that Jim
-Barnes and his associates were fools or inexperienced kids.
-They were shrewd men. All of them were familiar with Wall
-Street methods and some of them were exceptionally successful
-stock traders. But they did rather more than merely
-overestimate the public’s buying capacity. After all, that<span class="pagenum" id="Page_276">276</span>
-capacity was something that they could determine only by
-actual tests. Where they erred more expensively was in expecting
-the bull market to last longer than it did. I suppose
-the reason was that these same men had met with such great
-and particularly with such quick success that they didn’t
-doubt they’d be all through with the deal before the bull
-market turned. They were all well known and had a considerable
-following among the professional traders and the
-wire houses.</p>
-
-<p>The deal was extremely well advertised. The newspapers
-certainly were generous with their space. The older concerns
-were identified with the stove industry of America and their
-product was known the world over. It was a patriotic amalgamation
-and there was a heap of literature in the daily
-papers about the world conquests. The markets of Asia,
-Africa and South America were as good as cinched.</p>
-
-<p>The directors of the company were all men whose names
-were familiar to all readers of the financial pages. The publicity
-work was so well handled and the promises of unnamed
-insiders as to what the price was going to do were so
-definite and convincing that a great demand for the new
-stock was created. The result was that when the books were
-closed it was found that the stock which was offered to the
-public at fifty dollars a share had been oversubscribed by 25
-per cent.</p>
-
-<p>Think of it! The best the promoters should have expected
-was to succeed in selling the new stock at that price after
-weeks of work and after putting up the price to 75 or higher
-in order to average 50. At that, it meant an advance of about
-100 per cent in the old prices of the stocks of the constituent
-companies. That was the crisis and they did not meet it as it
-should have been met. It shows you that every business has
-its own needs. General wisdom is less valuable than specific
-savvy. The promoters, delighted by the unexpected oversubscription,
-concluded that the public was ready to pay
-any price for any quantity of that stock. And they actually<span class="pagenum" id="Page_277">277</span>
-were stupid enough to underallot the stock. After the promoters
-made up their minds to be hoggish they should have
-tried to be intelligently hoggish.</p>
-
-<p>What they should have done, of course, was to allot the
-stock in full. That would have made them short to the extent
-of 25 per cent of the total amount offered for subscription
-to the public, and that, of course, would have enabled them
-to support the stock when necessary and at no cost to themselves.
-Without any effort on their part they would have
-been in the strong strategic position that I always try to find
-myself in when I am manipulating a stock. They could have
-kept the price from sagging, thereby inspiring confidence in
-the new stock’s stability and in the underwriting syndicate
-back of it. They should have remembered that their work
-was not over when they sold the stock offered to the public.
-That was only a part of what they had to market.</p>
-
-<p>They thought they had been very successful, but it was
-not long before the consequences of their two capital blunders
-became apparent. The public did not buy any more of
-the new stock, because the entire market developed reactionary
-tendencies. The insiders got cold feet and did not
-support Consolidated Stove; and if insiders don’t buy their
-own stock on recessions, who should? The absence of inside
-support is generally accepted as a pretty good bear tip.</p>
-
-<p>There is no need to go into statistical details. The price of
-Consolidated Stove fluctuated with the rest of the market,
-but it never went above the initial market quotations, which
-were only a fraction above 50. Barnes and his friends in the
-end had to come in as buyers in order to keep it above 40.
-Not to have supported that stock at the outset of its market
-career was regrettable. But not to have sold all the stock the
-public subscribed for was much worse.</p>
-
-<p>At all events, the stock was duly listed on the New York
-Stock Exchange and the price of it duly kept sagging until
-it nominally stood at 37. And it stood there because Jim
-Barnes and his associates had to keep it there because their<span class="pagenum" id="Page_278">278</span>
-bank had loaned them thirty-five dollars a share on one hundred
-thousand shares. If the bank ever tried to liquidate that
-loan there was no telling what the price would break to. The
-public that had been eager to buy it at 50, now didn’t care
-for it at 37, and probably wouldn’t want it at 27.</p>
-
-<p>As time went on the banks’ excesses in the matter of extensions
-of credits made people think. The day of the boy
-banker was over. The banking business appeared to be on
-the ragged edge of suddenly relapsing into conservatism.
-Intimate friends were now asked to pay off loans, for all the
-world as though they had never played golf with the president.</p>
-
-<p>There was no need to threaten on the lender’s part or to
-plead for more time on the borrower’s. The situation was
-highly uncomfortable for both. The bank, for example, with
-which my friend Jim Barnes did business, was still kindly
-disposed. But it was a case of “For heaven’s sake take up
-that loan or we’ll all be in a dickens of a mess!”</p>
-
-<p>The character of the mess and its explosive possibilities
-were enough to make Jim Barnes come to me to ask me to
-sell the one hundred thousand shares for enough to pay off
-the bank’s three-million-five-hundred-thousand-dollar loan.
-Jim did not now expect to make a profit on that stock. If the
-syndicate only made a small loss on it they would be more
-than grateful.</p>
-
-<p>It seemed a hopeless task. The general market was neither
-active nor strong, though at times there were rallies, when
-everybody perked up and tried to believe the bull swing was
-about to resume.</p>
-
-<p>The answer I gave Barnes was that I’d look into the matter
-and let him know under what conditions I’d undertake
-the work. Well, I did look into it. I didn’t analyse the company’s
-last annual report. My studies were confined to the
-stock-market phases of the problem. I was not going to tout
-the stock for a rise on its earnings or its prospects, but to dispose
-of that block in the open market. All I considered was<span class="pagenum" id="Page_279">279</span>
-what should, could or might help or hinder me in that task.</p>
-
-<p>I discovered for one thing that there was too much stock
-held by too few people—that is, too much for safety and far
-too much for comfort. Clifton P. Kane &amp; Co., bankers and
-brokers, members of the New York Stock Exchange, were
-carrying seventy thousand shares. They were intimate
-friends of Barnes and had been influential in effecting the
-consolidation, as they had made a specialty of stove stocks
-for years. Their customers had been let into the good thing.
-Ex-Senator Samuel Gordon, who was the special partner in
-his nephews’ firm, Gordon Bros., was the owner of a second
-block of seventy thousand shares; and the famous Joshua
-Wolff had sixty thousand shares. This made a total of two
-hundred thousand shares of Consolidated Stove held by this
-handful of veteran Wall Street professionals. They did not
-need any kind person to tell them when to sell their stock.
-If I did anything in the manipulating line calculated to bring
-in public buying—that is to say, if I made the stock strong
-and active—I could see Kane and Gordon and Wolff unloading,
-and not in homeopathic doses either. The vision of their
-two hundred thousand shares Niagaraing into the market
-was not exactly entrancing. Don’t forget that the cream was
-off the bull movement and that no overwhelming demand
-was going to be manufactured by my operations, however
-skillfully conducted they might be. Jim Barnes had no illusions
-about the job he was modestly sidestepping in my
-favour. He had given me a waterlogged stock to sell on a
-bull market that was about to breathe its last. Of course
-there was no talk in the newspapers about the ending of the
-bull market, but I knew it, and Jim Barnes knew it, and you
-bet the bank knew it.</p>
-
-<p>Still, I had given Jim my word, so I sent for Kane, Gordon
-and Wolff. Their two hundred thousand shares was the
-sword of Damocles. I thought I’d like to substitute a steel
-chain for the hair. The easiest way, it seemed to me, was by
-some sort of reciprocity agreement. If they helped me passively<span class="pagenum" id="Page_280">280</span>
-by holding off while I sold the bank’s one hundred
-thousand shares, I would help them actively by trying to
-make a market for all of us to unload on. As things were,
-they couldn’t sell one-tenth of their holdings without having
-Consolidated Stove break wide open, and they knew it so
-well that they had never dreamed of trying. All I asked of
-them was judgment in timing the selling and an intelligent
-unselfishness in order not to be unintelligently selfish. It
-never pays to be a dog in the manger in Wall Street or anywhere
-else. I desired to convince them that premature or ill-considered
-unloading would prevent complete unloading.
-Time urged.</p>
-
-<p>I hoped my proposition would appeal to them because
-they were experienced Wall Street men and had no illusions
-about the actual demand for Consolidated Stove. Clifton P.
-Kane was the head of a prosperous commission house with
-branches in eleven cities and customers by the hundreds.
-His firm had acted as managers for more than one pool in
-the past.</p>
-
-<p>Senator Gordon, who held seventy thousand shares, was
-an exceedingly wealthy man. His name was as familiar to the
-readers of the metropolitan press as though he had been sued
-for breach of promise by a sixteen-year-old manicurist possessing
-a five-thousand-dollar mink coat and one hundred
-and thirty-two letters from the defendant. He had started his
-nephews in business as brokers and he was a special partner
-in their firm. He had been in dozens of pools. He had inherited
-a large interest in the Midland Stove Company and he
-got one hundred thousand shares of Consolidated Stove for
-it. He had been carrying enough to disregard Jim Barnes’
-wild bull tips and had cashed in on thirty thousand shares
-before the market petered out on him. He told a friend later
-that he would have sold more only the other big holders,
-who were old and intimate friends, pleaded with him not to
-sell any more, and out of regard for them he stopped. Besides
-which, as I said, he had no market to unload on.</p>
-
-<p><span class="pagenum" id="Page_281">281</span>
-The third man was Joshua Wolff. He was probably the
-best know of all the traders. For twenty years everybody had
-know him as one of the plungers on the floor. In bidding up
-stocks or offering them down he had few equals, for ten or
-twenty thousand shares meant no more to him than two or
-three hundred. Before I came to New York I had heard of
-him as a plunger. He was then trailing with a sporting
-coterie that played a no limit game, whether on the race
-track or in the stock market.</p>
-
-<p>They used to accuse him of being nothing but a gambler,
-but he had real ability and a strongly developed aptitude for
-the speculative game. At the same time his reputed indifference
-to highbrow pursuits made him the hero of numberless
-anecdotes. One of the most highly circulated of the yarns
-was that Joshua was a guest at what he called a swell dinner
-and by some oversight of the hostess several of the other
-guests began to discuss literature before they could be
-stopped.</p>
-
-<p>A girl who sat next to Josh and had not heard him use his
-mouth except for masticating purposes, turned to him and
-looking anxious to hear the great financier’s opinion asked
-him, “Oh, Mr. Wolff, what do you think of Balzac?”</p>
-
-<p>Josh politely ceased to masticate, swallowed and answered,
-“I never trade in them Curb stocks!”</p>
-
-<p>Such were the three largest individual holders of Consolidated
-Stove. When they came over to see me I told them
-that if they formed a syndicate to put up some cash and gave
-me a call on their stock at a little above the market I would
-do what I could to make a market. They promptly asked me
-how much money would be required.</p>
-
-<p>I answered, “You’ve had that stock a long time and you
-can’t do a thing with it. Between the three of you you’ve got
-two hundred thousand shares, and you know very well that
-you haven’t the slightest chance of getting rid of it unless
-you make a market for it. It’s got be some market to absorb
-what you’ve got to give it, and it will be wise to have enough<span class="pagenum" id="Page_282">282</span>
-cash to pay for whatever stock it may be necessary to buy at
-first. It’s no use to begin and then have to stop because there
-isn’t enough money. I suggest that you form a syndicate and
-raise six millions in cash. Then give the syndicate a call on
-your two hundred thousand shares at 40 and put all your
-stock in escrow. If everything goes well you chaps will get
-rid of your dead pet and the syndicate will make some
-money.”</p>
-
-<p>As I told you before, there had been all sorts of rumours
-about my stock-market winnings. I suppose that helped, for
-nothing succeeds like success. At all events, I didn’t have to
-do much explaining to these chaps. They knew exactly how
-far they’d get if they tried to play a lone hand. They thought
-mine was a good plan. When they went away they said they
-would form the syndicate at once.</p>
-
-<p>They didn’t have much trouble in inducing a lot of their
-friends to join them. I suppose they spoke with more assurance
-than I had of the syndicate’s profits. From all I heard
-they really believed it, so theirs were no conscienceless tips.
-At all events the syndicate was formed in a couple of days.
-Kane, Gordon and Wolff gave calls on the two hundred
-thousand shares at 40 and I saw to it that the stock itself was
-put in escrow, so that none of it would come out on the market
-if I should put up the price. I had to protect myself.
-More than one promising deal has failed to pan out as expected
-because the members of the pool or clique failed to
-keep faith with one another. Dog has no foolish prejudices
-against eating dog in Wall Street. At the time the second
-American Steel and Wire Company was brought out the insiders
-accused one another of breach of faith and trying to
-unload. There had been a gentlemen’s agreement between
-John W. Gates and his pals and the Seligmans and their
-banking associates. Well, I heard somebody in a broker’s
-office reciting this quatrain, which was said to have been
-composed by John W. Gates:</p>
-
-<p><span class="pagenum" id="Page_283">283</span></p>
-
-<div class="poem-container">
-<div class="poem"><div class="stanza"><i>
-<span class="i0">The tarantula jumped on the centipede’s back<br /></span>
-<span class="i2">And chortled with ghoulish glee:<br /></span>
-<span class="i0">“I’ll poison this murderous son of a gun.<br /></span>
-<span class="i2">If I don’t he’ll poison me!”<br /></span></i>
-</div></div>
-</div>
-
-<p>Mind you, I do not mean for one moment to imply that
-any of my friends in Wall Street would even dream of
-double-crossing me in a stock deal. But on general principles
-it is just as well to provide for any and all contingencies. It’s
-plain sense.</p>
-
-<p>After Wolff and Kane and Gordon told me that they had
-formed their syndicate to put up six millions in cash there
-was nothing for me to do but wait for the money to come in.
-I had urged the vital need of haste. Nevertheless the money
-came in driblets. I think it took four or five installments. I
-don’t know what the reason was, but I remember that I had
-to send out an S O S call to Wolff and Kane and Gordon.</p>
-
-<p>That afternoon I got some big checks that brought the
-cash in my possession to about four million dollars and the
-promise of the rest in a day or two. It began to look as
-though the syndicate might do something before the bull
-market passed away. At best it would be no cinch, and the
-sooner I began work the better. The public had not been
-particularly keen about new market movements in inactive
-stocks. But a man could do a great deal to arouse interest in
-any stock with four millions in cash. It was enough to absorb
-all the probable offerings. If time urged, as I had said, there
-was no sense in waiting for the other two millions. The
-sooner the stock got up to 50 the better for the syndicate.
-That was obvious.</p>
-
-<p>The next morning at the opening I was surprised to see
-that there were unusually heavy dealings in Consolidated
-Stove. As I told you before, the stock had been waterlogged
-for months. The price had been pegged at 37, Jim Barnes
-taking good care not to let it go any lower on account of the
-big bank loan at 35. But as for going any higher, he’d as soon
-expect to see the Rock of Gibraltar shimmying across the<span class="pagenum" id="Page_284">284</span>
-Strait as to see Consolidated Stove do any climbing on the
-tape.</p>
-
-<p>Well, sir, this morning there was quite a demand for the
-stock, and the price went up to 39. In the first hour of the
-trading the transactions were heavier than for the whole previous
-half year. It was the sensation of the day and affected
-bullishly the entire market. I heard afterwards that nothing
-else was talked about in the customers’ rooms of the commission
-houses.</p>
-
-<p>I didn’t know what it meant, but it didn’t hurt my feelings
-any to see Consolidated Stove perk up. As a rule I do not
-have to ask about any unusual movement in any stock because
-my friends on the floor—brokers who do business for
-me, as well as personal friends among the room traders—keep
-me posted. They assume I’d like to know and they
-telephone me any news or gossip they pick up. On this day
-all I heard was that there was unmistakable inside buying
-in Consolidated Stove. There wasn’t any washing. It was all
-genuine. The purchasers took all the offerings from 37 to 39
-and when importuned for reasons or begged for a tip, flatly
-refused to give any. This made the wily and watchful traders
-conclude that there was something doing; something big.
-When a stock goes up on buying by insiders who refuse to
-encourage the world at large to follow suit the ticker hounds
-begin to wonder aloud when the official notice will be given
-out.</p>
-
-<p>I didn’t do anything myself. I watched and wondered and
-kept track of the transactions. But on the next day the buying
-was not only greater in volume but more aggressive in
-character. The selling orders that had been on the specialists’
-books for months at above the pegged price of 37 were absorbed
-without any trouble, and not enough new selling
-orders came in to check the rise. Naturally, up went the
-price. It crossed 40. Presently it touched 42.</p>
-
-<p>The moment it touched that figure I felt that I was justified
-in starting to sell the stock the bank held as collateral.<span class="pagenum" id="Page_285">285</span>
-Of course I figured that the price would go down on my selling,
-but if my average on the entire line was 37 I’d have no
-fault to find. I knew what the stock was worth and I had
-gathered some idea of the vendibility from the months of
-inactivity. Well, sir, I let them have stock carefully until I
-had got rid of thirty thousand shares. And the advance was
-not checked!</p>
-
-<p>That afternoon I was told the reason for that opportune
-but mystifying rise. It seems that the floor traders had been
-tipped off after the close the night before and also the next
-morning before the opening, that I was bullish as blazes on
-Consolidated Stove and was going to rush the price right up
-fifteen or twenty points without a reaction, as was my custom—that
-is, my custom according to people who never
-kept my books. The tipster in chief was no less a personage
-than Joshua Wolff. It was his own inside buying that started
-the rise of the day before. His cronies among the floor
-traders were only too willing to follow his tip, for he knew
-too much to give wrong steers to his fellows.</p>
-
-<p>As a matter of fact, there was not so much stock pressing
-on the market as had been feared. Consider that I had tied
-up three hundred thousand shares and you will realize that
-the old fears had been well founded. It now proved less of
-a job than I had anticipated to put up the stock. After all,
-Governor Flower was right. Whenever he was accused of
-manipulating his firm’s specialties, like Chicago Gas, Federal
-Steel or B. R. T., he used to say: “The only way I know
-of making a stock go up is to buy it.” That also was the floor
-traders’ only way, and the price responded.</p>
-
-<p>On the next day, before breakfast, I read in the morning
-papers what was read by thousands and what undoubtedly
-was sent over the wires to hundreds of branches and out-of-town
-offices, and that was that Larry Livingston was about
-to begin active bull operations in Consolidated Stove. The
-additional details differed. One version had it that I had
-formed an insiders’ pool and was going to punish the over-extended<span class="pagenum" id="Page_286">286</span>
-short interest. Another hinted at dividend announcements
-in the near future. Another reminded the
-world that what I usually did to a stock I was bullish on was
-something to remember. Still another accused the company
-of concealing its assets in order to permit accumulation by
-insiders. And all of them agreed that the rise hadn’t fairly
-started.</p>
-
-<p>By the time I reached my office and read my mail before
-the market opened I was made aware that the Street was
-flooded with red-hot tips to buy Consolidated Stove at once.
-My telephone bell kept ringing and the clerk who answered
-the calls heard the same question asked in one form or another
-a hundred times that morning: Was it true that Consolidated
-Stove was going up? I must say that Joshua Wolff
-and Kane and Gordon—and possibly Jim Barnes—handled
-that little tipping job mighty well.</p>
-
-<p>I had no idea that I had such a following. Why, that morning
-the buying orders came in from all over the country—orders
-to buy thousands of shares of a stock that nobody
-wanted at any price three days before. And don’t forget that,
-as a matter of fact, all that the public had to go by was my
-newspaper reputation as a successful plunger; something for
-which I had to thank an imaginative reporter or two.</p>
-
-<p>Well, sir, on that, the third day of the rise, I sold Consolidated
-Stove; and on the fourth day and the fifth; and the
-first thing I knew I had sold for Jim Barnes the one hundred
-thousand shares of stock which the Marshall National Bank
-held as collateral on the three-million-five-hundred-thousand-dollar
-loan that needed paying off. If the most successful
-manipulation consists of that in which the desired end is
-gained at the least possible cost to the manipulator, the
-Consolidated Stove deal is by all means the most successful
-of my Wall Street career. Why, at no time did I have to take
-any stock. I didn’t have to buy first in order to sell the more
-easily later on. I did not put up the price to the highest possible
-point and then begin my real selling. I didn’t even do<span class="pagenum" id="Page_287">287</span>
-my principal selling on the way down, but on the way up.
-It was like a dream of Paradise to find an adequate buying
-power created for you without your stirring a finger to bring
-it about, particularly when you were in a hurry. I once heard
-a friend of Governor Flower’s say that in one of the great
-bull-leader’s operations for the account of a pool in B. R. T.
-the pool sold fifty thousand shares of the stock at a profit,
-but Flower &amp; Co. got commissions on more than two hundred
-and fifty thousand shares and W. P. Hamilton says that
-to distribute two hundred and twenty thousand shares of
-Amalgamated Copper, James R. Keene must have traded in
-at least seven hundred thousand shares of the stock during
-the necessary manipulation. Some commission bill! Think of
-that and then consider that the only commissions that I had
-to pay were the commissions on the one hundred thousand
-shares I actually sold for Jim Barnes. I call that some saving.</p>
-
-<p>Having sold what I had engaged to sell for my friend Jim,
-and all the money the syndicate had agreed to raise not having
-been sent in, and feeling no desire to buy back any of
-the stock I had sold, I rather think I went away somewhere
-for a short vacation. I do not remember exactly. But I do
-remember very well that I let the stock alone and that it was
-not long before the price began to sag. One day, when the
-entire market was weak, some disappointed bull wanted to
-get rid of his Consolidated Stove in a hurry, and on his offerings
-the stock broke below the call price, which was 40. Nobody
-seemed to want any of it. As I told you before, I wasn’t
-bullish on the general situation and that made me more
-grateful than ever for the miracle that had enabled me to
-dispose of the one hundred thousand shares without having
-to put the price up twenty or thirty points in a week, as the
-kindly tipsters had prophesied.</p>
-
-<p>Finding no support, the price developed a habit of declining
-regularly until one day it broke rather badly and
-touched 32. That was the lowest that had ever been recorded
-for it, for, as you will remember, Jim Barnes and the<span class="pagenum" id="Page_288">288</span>
-original syndicate had pegged it at 37 in order not to have
-their one hundred thousand shares dumped on the market
-by the bank.</p>
-
-<p>I was in my office that day peacefully studying the tape
-when Joshua Wolff was announced. I said I would see him.
-He rushed in. He is not a very large man, but he certainly
-seemed all swelled up—with anger, as I instantly discovered.</p>
-
-<p>He ran to where I stood by the ticker and yelled, “Hey?
-What the devil’s the matter?”</p>
-
-<p>“Have a chair, Mr. Wolff,” I said politely and sat down
-myself to encourage him to talk calmly.</p>
-
-<p>“I don’t want any chair! I want to know what it means!”
-he cried at the top of his voice.</p>
-
-<p>“What does what mean?”</p>
-
-<p>“What in hell are you doing to it?”</p>
-
-<p>“What am I doing to what?”</p>
-
-<p>“That stock! That stock!”</p>
-
-<p>“What stock?” I asked him.</p>
-
-<p>But that only made him see red, for he shouted, “Consolidated
-Stove! What are you doing to it?”</p>
-
-<p>“Nothing! Absolutely nothing. What’s wrong?” I said.</p>
-
-<p>He stared at me fully five seconds before he exploded:
-“Look at the price! Look at it!”</p>
-
-<p>He certainly was angry. So I got up and looked at the tape.</p>
-
-<p>I said, “The price of it is now 31¼.”</p>
-
-<p>“Yeh! Thirty-one and a quarter, and I’ve got a raft of it.”</p>
-
-<p>“I know you have sixty thousand shares. You have had it
-a long time, because when you originally bought your Gray
-Stove——”</p>
-
-<p>But he didn’t let me finish. He said, “But I bought a lot
-more. Some of it cost me as high as 40! And I’ve got it yet!”</p>
-
-<p>He was glaring at me so hostilely that I said, “I didn’t tell
-you to buy it.”</p>
-
-<p>“You didn’t what?”</p>
-
-<p>“I didn’t tell you to load up with it.”</p>
-
-<p>“I didn’t say you did. But you were going to put it up——”</p>
-
-<p>“Why was I?” I interrupted.<span class="pagenum" id="Page_289">289</span>
-He looked at me, unable to speak for anger. When he
-found his voice again, he said, “You were going to put it up.
-You had the money to buy it.”</p>
-
-<p>“Yes. But I didn’t buy a share,” I told him.</p>
-
-<p>That was the last straw.</p>
-
-<p>“You didn’t buy a share, and you had over four millions
-in cash to buy with? You didn’t buy any?”</p>
-
-<p>“Not a share!” I repeated.</p>
-
-<p>He was so mad by now that he couldn’t talk plainly.
-Finally he managed to say, “What kind of a game do you
-call that?”</p>
-
-<p>He was inwardly accusing me of all sorts of unspeakable
-crimes. I sure could see a long list of them in his eyes. It
-made me say to him: “What you really mean to ask me,
-Wolff, is, why I didn’t buy from you above 50 the stock you
-bought below 40. Isn’t that it?”</p>
-
-<p>“No, it isn’t. You had a call at 40 and four millions in cash
-to put up the price with.”</p>
-
-<p>“Yes, but I didn’t touch the money and the syndicate has
-not lost a cent by my operations.”</p>
-
-<p>“Look here, Livingston—” he began.</p>
-
-<p>But I didn’t let him say any more.</p>
-
-<p>“You listen to me, Wolff. You knew that the two hundred
-thousand shares you and Gordon and Kane held were tied
-up, and that there wouldn’t be an awful lot of floating stock
-to come on the market if I put up the price, as I’d have to do
-for two reasons: The first to make a market for the stock;
-and the second to make a profit out of the call at 40. But you
-weren’t satisfied to get 40 for the sixty thousand shares you’d
-been lugging for months or with your share of the syndicate
-profits, if any; so you decided to take on a lot of stock under
-40 to unload on me when I put the price up with the syndicate’s
-money, as you were sure I meant to do. You’d buy before
-I did and you’d unload before I did; in all probability
-I’d be the one to unload on. I suspect you figured on my<span class="pagenum" id="Page_290">290</span>
-having to put the price up to 60. It was such a cinch that
-you probably bought ten thousand shares strictly for unloading
-purposes, and to make sure somebody held the bag if I
-didn’t, you tipped off everybody in the United States,
-Canada and Mexico without thinking of my added difficulties.
-All your friends knew what I was supposed to do. Between
-their buying and mine you were going to be all
-hunky. Well, your intimate friends to whom you gave the tip
-passed it on to their friends after they had bought their
-lines, and the third stratum of tip-takers planned to supply
-the fourth, fifth and possibly sixth strata of suckers, so that
-when I finally came to do some selling I’d find myself anticipated
-by a few thousands of wise speculators. It was a
-friendly thought, that notion of yours, Wolff. You can’t imagine
-how surprised I was when Consolidated Stove began
-to go up before I even thought of buying a single share; or
-how grateful, either, when the underwriting syndicate sold
-one hundred thousand shares around 40 to the people who
-were going to sell those same shares to me at 50 or 60. I sure
-was a sucker not to use the four millions to make money for
-them, wasn’t I? The cash was supplied to buy stock with,
-but only if I thought it necessary to do so. Well, I didn’t.”</p>
-
-<p>Joshua had been in Wall Street long enough not to let
-anger interfere with business. He cooled off as he heard me,
-and when I was through talking he said in a friendly tone
-of voice, “Look here, Larry, old chap, what shall we do?”</p>
-
-<p>“Do whatever you please.”</p>
-
-<p>“Aw, be a sport. What would you do if you were in our
-place?”</p>
-
-<p>“If I were in your place,” I said solemnly, “do you know
-what I’d do?”</p>
-
-<p>“What?”</p>
-
-<p>“I’d sell out!” I told him.</p>
-
-<p>He looked at me a moment, and without another word
-turned on his heel and walked out of my office. He’s never
-been in it since.</p>
-
-<p><span class="pagenum" id="Page_291">291</span>
-Not long after that, Senator Gordon also called. He, too,
-was quite peevish and blamed me for their troubles. Then
-Kane joined the anvil chorus. They forgot that their stock
-had been unsalable in bulk when they formed the syndicate.
-All they could remember was that I didn’t sell their holdings
-when I had the syndicate’s millions and the stock was active
-at 44, and that now it was 30 and dull as dishwater. To their
-way of thinking I should have sold out at a good fat profit.</p>
-
-<p>Of course they also cooled down in due time. The syndicate
-wasn’t out a cent and the main problem remained unchanged:
-to sell their stock. A day or two later they came
-back and asked me to help them out. Gordon was particularly
-insistent, and in the end I made them put in their
-pooled stock at 25½. My fee for my services was to be one-half
-of whatever I got above that figure. The last sale had
-been at about 30.</p>
-
-<p>There I was with their stock to liquidate. Given general
-market conditions and specifically the behaviour of Consolidated
-Stove, there was only one way to do it, and that was,
-of course, to sell on the way down and without first trying
-to put up the price, and I certainly would have got stock by
-the ream on the way up. But on the way down I could reach
-those buyers who always argue that a stock is cheap when
-it sells fifteen or twenty points below the top of the movement,
-particularly when that top is a matter of recent history.
-A rally is due, in their opinion. After seeing Consolidated
-Stove sell up to close to 44 it sure looked like a good
-thing below 30.</p>
-
-<p>It worked out as always. Bargain hunters bought it in
-sufficient volume to enable me to liquidate the pool’s holdings.
-But do you think that Gordon or Wolff or Kane felt
-any gratitude? Not a bit of it. They are still sore at me, or so
-their friends tell me. They often tell people how I did them.
-They cannot forgive me for not putting up the price on myself,
-as they expected.</p>
-
-<p>As a matter of fact I never would have been able to sell<span class="pagenum" id="Page_292">292</span>
-the bank’s hundred thousand shares if Wolff and the rest
-had not passed around those red-hot bull tips of theirs. If I
-had worked as I usually do—that is, in a logical natural way—I
-would have had to take whatever price I could get. I
-told you we ran into a declining market. The only way to
-sell on such a market is to sell not necessarily recklessly but
-really regardless of price. No other way was possible, but I
-suppose they do not believe this. They are still angry. I am
-not. Getting angry doesn’t get a man anywhere. More than
-once it has been borne in on me that a speculator who loses
-his temper is a goner. In this case there was no aftermath to
-the grouches. But I’ll tell you something curious. One day
-Mrs. Livingston went to a dressmaker who had been warmly
-recommended to her. The woman was competent and obliging
-and had a very pleasing personality. At the third or
-fourth visit, when the dressmaker felt less like a stranger,
-she said to Mrs. Livingston: “I hope Mr. Livingston puts up
-Consolidated Stove soon. We have some that we bought because
-we were told he was going to put it up, and we’d
-always heard that he was very successful in all his deals.”</p>
-
-<p>I tell you it isn’t pleasant to think that innocent people
-may have lost money following a tip of that sort. Perhaps
-you understand why I never give any myself. That dressmaker
-made me feel that in the matter of grievances I had
-a real one against Wolff.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_293">293</span></p>
-
-<div class="chapter">
-<h2 id="XXIII"><i>XXIII</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">Speculation in stocks</span> will never disappear. It isn’t desirable
-that it should. It cannot be checked by warnings as to
-its dangers. You cannot prevent people from guessing wrong
-no matter how able or how experienced they may be. Carefully
-laid plans will miscarry because the unexpected and
-even the unexpectable will happen. Disaster may come from
-a convulsion of nature or from the weather, from your own
-greed or from some man’s vanity; from fear or from uncontrolled
-hope. But apart from what one might call his natural
-foes, a speculator in stocks has to contend with certain practices
-or abuses that are indefensible normally as well as
-commercially.</p>
-
-<p>As I look back and consider what were the common practices
-twenty-five years ago when I first came to Wall Street,
-I have to admit that there have been many changes for the
-better. The old-fashioned bucket shops are gone, though
-bucketeering “brokerage” houses still prosper at the expense
-of men and women who persist in playing the game of
-getting rich quick. The Stock Exchange is doing excellent
-work not only in getting after these out-and-out swindlers
-but in insisting upon strict adherence to its rules by its own
-members. Many wholesome regulations and restrictions are
-now strictly enforced but there is still room for improvement.
-The ingrained conservatism of Wall Street rather than
-ethical callousness is to blame for the persistence of certain
-abuses.</p>
-
-<p><span class="pagenum" id="Page_294">294</span>
-Difficult as profitable stock speculation always has been it
-is becoming even more difficult every day. It was not so long
-ago when a real trader could have a good working knowledge
-of practically every stock on the list. In 1901, when J.
-P. Morgan brought out the United States Steel Corporation,
-which was merely a consolidation of lesser consolidations
-most of which were less than two years old, the Stock Exchange
-had 275 stocks on its list and about 100 in its “unlisted
-department”; and this included a lot that a chap
-didn’t have to know anything about because they were small
-issues, or inactive by reason of being minority or guaranteed
-stocks and therefore lacking in speculative attractions. In
-fact, an overwhelming majority were stocks in which there
-had not been a sale in years. Today there are about 900
-stocks on the regular list and in our recent active markets
-about 600 separate issues were traded in. Moreover, the old
-groups or classes of stocks were easier to keep track of. They
-not only were fewer but the capitalization was smaller and
-the news a trader had to be on the lookout for did not cover
-so wide a field. But today, a man is trading in everything;
-almost every industry in the world is represented. It requires
-more time and more work to keep posted and to that
-extent speculation has become much more difficult for those
-who operate intelligently.</p>
-
-<p>There are many thousands of people who buy and sell
-stocks speculatively but the number of those who speculate
-profitably is small. As the public always is “in” the market to
-some extent, it follows that there are losses by the public all
-the time. The speculator’s deadly enemies are: Ignorance,
-greed, fear and hope. All the statute books in the world and
-all the rules of all the Exchanges on earth cannot eliminate
-these from the human animal. Accidents which knock carefully
-conceived plans skyhigh also are beyond regulation by
-bodies of cold-blooded economists or warm-hearted philanthropists.
-There remains another source of loss and that is,
-deliberate misinformation as distinguished from straight<span class="pagenum" id="Page_295">295</span>
-tips. And because it is apt to come to a stock trader variously
-disguised and camouflaged, it is the more insidious and
-dangerous.</p>
-
-<p>The average outsider, of course, trades either on tips or on
-rumours, spoken or printed, direct or implied. Against ordinary
-tips you cannot guard. For instance, a lifelong friend
-sincerely desires to make you rich by telling you what he has
-done, that is, to buy or sell some stock. His intent is good.
-If the tip goes wrong what can you do? Also against the professional
-or crooked tipster the public is protected to about
-the same extent that he is against gold-bricks or wood-alcohol.
-But against the typical Wall Street rumours, the
-speculating public has neither protection nor redress.
-Wholesale dealers in securities, manipulators, pools and individuals
-resort to various devices to aid them in disposing
-of their surplus holdings at the best possible prices. The circulation
-of bullish items by the newspapers and the tickers
-is the most pernicious of all.</p>
-
-<p>Get the slips of the financial news-agencies any day and it
-will surprise you to see how many statements of an implied
-semi-official nature they print. The authority is some “leading
-insider” or “a prominent director” or “a high official”
-or someone “in authority” who presumably knows what he
-is talking about. Here are today’s slips. I pick an item at
-random. Listen to this: “A leading banker says it is too early
-yet to expect a declining market.”</p>
-
-<p>Did a leading banker really say that and if he said it why
-did he say it? Why does he not allow his name to be printed?
-Is he afraid that people will believe him if he does?</p>
-
-<p>Here is another one about a company the stock of which
-has been active this week. This time the man who makes the
-statement is a “prominent director.” Now which—if any—of
-the company’s dozen directors is doing the talking? It is
-plain that by remaining anonymous nobody can be blamed
-for any damage that may be done by the statement.</p>
-
-<p>Quite apart from the intelligent study of speculation<span class="pagenum" id="Page_296">296</span>
-everywhere the trader in stocks must consider certain facts
-in connection with the game in Wall Street. In addition to
-trying to determine how to make money one must also try
-to keep from losing money. It is almost as important to know
-what not to do as to know what should be done. It is therefore
-well to remember that manipulation of some sort enters
-into practically all advances in individual stocks and that
-such advances are engineered by insiders with one object in
-view and one only and that is to sell at the best profit possible.
-However, the average broker’s customer believes himself
-to be a business man from Missouri if he insists upon
-being told why a certain stock goes up. Naturally, the
-manipulators “explain” the advance in a way calculated to
-facilitate distribution. I am firmly convinced that the public’s
-losses would be greatly reduced if no anonymous statements
-of a bullish nature were allowed to be printed. I mean statements
-calculated to make the public buy or hold stocks.</p>
-
-<p>The overwhelming majority of the bullish articles printed
-on the authority of unnamed directors or insiders convey
-unreliable and misleading impressions to the public. The
-public loses many millions of dollars every year by accepting
-such statements as semi-official and therefore trustworthy.</p>
-
-<p>Say for example that a company has gone through a
-period of depression in its particular line of business. The
-stock is inactive. The quotation represents the general and
-presumably accurate belief of its actual value. If the stock
-were too cheap at that level somebody would know it and
-buy it and it would advance. If too dear somebody would
-know enough to sell it and the price would decline. As nothing
-happens one way or another nobody talks about it or
-does anything.</p>
-
-<p>The turn comes in the line of business the company is engaged
-in. Who are the first to know it, the insiders or the
-public? You can bet it isn’t the public. What happens next?
-Why, if the improvement continues the earnings will increase<span class="pagenum" id="Page_297">297</span>
-and the company will be in position to resume dividends
-on the stock; or, if dividends were not discontinued,
-to pay a higher rate. That is, the value of the stock will
-increase.</p>
-
-<p>Say that the improvement keeps up. Does the management
-make public that glad fact? Does the president tell the
-stockholders? Does a philanthropic director come out with
-a signed statement for the benefit of that part of the public
-that reads the financial page in the newspapers and the slips
-of the news agencies? Does some modest insider pursuing
-his usual policy of anonymity come out with an unsigned
-statement to the effect that the company’s future is most
-promising? Not this time. Not a word is said by anyone and
-no statement whatever is printed by newspapers or tickers.</p>
-
-<p>The value-making information is carefully kept from the
-public while the now taciturn “prominent insiders” go into
-the market and buy all the cheap stock they can lay their
-hands on. As this well-informed but unostentatious buying
-keeps on, the stock rises. The financial reporters, knowing
-that the insiders ought to know the reason for the rise, ask
-questions. The unanimously anonymous insiders unanimously
-declare that they have no news to give out. They do
-not know that there is any warrant for the rise. Sometimes
-they even state that they are not particularly concerned
-with the vagaries of the stock market or the actions of stock
-speculators.</p>
-
-<p>The rise continues and there comes a happy day when
-those who know have all the stock they want or can carry.
-The Street at once begins to hear all kinds of bullish rumours.
-The tickers tell the traders “on good authority” that the
-company has definitely turned the corner. The same modest
-director who did not wish his name used when he said he
-knew no warrant for the rise in the stock is now quoted—of
-course not by name—as saying that the stockholders have
-every reason to feel greatly encouraged over the outlook.</p>
-
-<p>Urged by the deluge of bullish news items the public begins<span class="pagenum" id="Page_298">298</span>
-to buy the stock. These purchases help to put the price
-still higher. In due course the predictions of the uniformly
-unnamed directors come true and the company resumes dividend
-payments; or increases the rate, as the case may be.
-With that the bullish items multiply. They not only are more
-numerous than ever but much more enthusiastic. A “leading
-director,” asked point blank for a statement of conditions,
-informs the world that the improvement is more than keeping
-up. A “prominent insider,” after much coaxing, is finally
-induced by a news-agency to confess that the earnings are
-nothing short of phenomenal. A “well-known banker,” who
-is affiliated in a business way with the company, is made to
-say that the expansion in the volume of sales is simply unprecedented
-in the history of the trade. If not another order
-came in the company would run night and day for heaven
-knows how many months. A “member of the finance committee,”
-in a double-leaded manifesto, expresses his astonishment
-at the public’s astonishment over the stock’s rise. The
-only astonishing thing is the stock’s moderation in the climbing
-line. Anybody who will analyse the forthcoming annual
-report can easily figure how much more than the market-price
-the book-value of the stock is. But in no instance is
-the name of the communicative philanthropist given.</p>
-
-<p>As long as the earnings continue good and the insiders do
-not discern any sign of a let up in the company’s prosperity
-they sit on the stock they bought at the low prices. There is
-nothing to put the price down, so why should they sell? But
-the moment there is a turn for the worse in the company’s
-business, what happens? Do they come out with statements
-or warnings or the faintest of hints? Not much. The trend is
-now downward. Just as they bought without any flourish of
-trumpets when the company’s business turned for the better,
-they now silently sell. On this inside selling the stock naturally
-declines. Then the public begins to get the familiar “explanations.”
-A “leading insider” asserts that everything is
-O.K. and the decline is merely the result of selling by bears<span class="pagenum" id="Page_299">299</span>
-who are trying to affect the general market. If on one fine
-day, after the stock has been declining for some time, there
-should be a sharp break, the demand for “reasons” or “explanations”
-becomes clamorous. Unless somebody says something
-the public will fear the worst. So the news-tickers now
-print something like this: “When we asked a prominent
-director of the company to explain the weakness in the
-stock, he replied that the only conclusion he could arrive at
-was that the decline today was caused by a bear drive. Underlying
-conditions are unchanged. The business of the
-company was never better than at present and the probabilities
-are that unless something entirely unforeseen happens
-in the meanwhile, there will be an increase in the rate
-at the next dividend meeting. The bear party in the market
-has become aggressive and the weakness in the stock was
-clearly a raid intended to dislodge weakly held stock.” The
-news-tickers, wishing to give good measure, as likely as not
-will go on to state that they are “reliably informed” that
-most of the stock bought on the day’s decline was taken by
-inside interests and that the bears will find that they have
-sold themselves into a trap. There will be a day of reckoning.</p>
-
-<p>In addition to the losses sustained by the public through
-believing bullish statements and buying stocks, there are the
-losses that come through being dissuaded from selling out.
-The next best thing to having people buy the stock the
-“prominent insider” wishes to sell is to prevent people from
-selling the same stock when he does not wish to support or
-accumulate it. What is the public to believe after reading
-the statement of the “prominent director?” What can the
-average outsider think? Of course, that the stock should
-never have gone down; that it was forced down by bear-selling
-and that as soon as the bears stop the insiders will
-engineer a punitive advance during which the shorts will be
-driven to cover at high prices. The public properly believes
-this because it is exactly what would happen if the decline
-had in truth been caused by a bear raid.</p>
-
-<p><span class="pagenum" id="Page_300">300</span>
-The stock in question, notwithstanding all the threats or
-promises of a tremendous squeeze of the over-extended
-short interest, does not rally. It keeps on going down. It
-can’t help it. There has been too much stock fed to the
-market from the inside to be digested.</p>
-
-<p>And this inside stock that has been sold by the “prominent
-directors” and “leading insiders” becomes a football
-among the professional traders. It keeps on going down.
-There seems to be no bottom for it. The insiders knowing
-that trade conditions will adversely affect the company’s
-future earnings do not dare to support that stock until the
-next turn for the better in the company’s business. Then
-there will be inside buying and inside silence.</p>
-
-<p>I have done my share of trading and have kept fairly well
-posted on the stock market for many years and I can say
-that I do not recall an instance when a bear raid caused a
-stock to decline extensively. What was called bear raiding
-was nothing but selling based on accurate knowledge of real
-conditions. But it would not do to say that the stock declined
-on inside selling or on inside non-buying. Everybody
-would hasten to sell and when everybody sells and nobody
-buys there is the dickens to pay.</p>
-
-<p>The public ought to grasp firmly this one point: That the
-real reason for a protracted decline is never bear raiding.
-When a stock keeps on going down you can bet there is
-something wrong with it, either with the market for it or
-with the company. If the decline were unjustified the stock
-would soon sell below its real value and that would bring in
-buying that would check the decline. As a matter of fact,
-the only time a bear can make big money selling a stock is
-when that stock is too high. And you can gamble your last
-cent on the certainty that insiders will not proclaim that
-fact to the world.</p>
-
-<p>Of course, the classic example is the New Haven. Everybody
-knows today what only a few knew at the time. The
-stock sold at 255 in 1902 and was the premier railroad investment<span class="pagenum" id="Page_301">301</span>
-of New England. A man in that part of the country
-measured his respectability and standing in the community
-by his holdings of it. If somebody had said that the company
-was on the road to insolvency he would not have been sent
-to jail for saying it. They would have clapped him in an insane
-asylum with other lunatics. But when a new and aggressive
-president was placed in charge by Mr. Morgan and
-the débâcle began, it was not clear from the first that the
-new policies would land the road where it did. But as property
-after property began to be saddled in the Consolidated
-Road at inflated prices, a few clear sighted observers began
-to doubt the wisdom of the <em>Mellen</em> policies. A trolley system
-was bought for two million and sold to the New Haven for
-$10,000,000; whereupon a reckless man or two committed
-lèse majesté by saying that the management was acting
-recklessly. Hinting that not even the New Haven could stand
-such extravagance was like impugning the strength of
-Gibraltar.</p>
-
-<p>Of course, the first to see breakers ahead were the insiders.
-They became aware of the real condition of the company
-and they reduced their holdings of the stock. On their
-selling as well as on their non-support, the price of New
-England’s gilt-edged railroad stock began to yield. Questions
-were asked, and explanations were demanded as usual; and
-the usual explanations were promptly forthcoming. “Prominent
-insiders” declared that there was nothing wrong that
-they knew of and that the decline was due to reckless bear
-selling. So the “investors” of New England kept their holdings
-of New York, New Haven &amp; Hartford stock. Why
-shouldn’t they? Didn’t insiders say there was nothing wrong
-and cry bear selling? Didn’t dividends continue to be declared
-and paid?</p>
-
-<p>In the meantime the promised squeeze of the bears did not
-come but new low records did. The insider selling became
-more urgent and less disguised. Nevertheless public spirited
-men in Boston were denounced as stock-jobbers and demagogues<span class="pagenum" id="Page_302">302</span>
-for demanding a genuine explanation for the stock’s
-deplorable decline that meant appalling losses to everybody
-in New England who had wanted a safe investment and a
-steady dividend payer.</p>
-
-<p>That historic break from $255 to $12 a share never was
-and never could have been a bear drive. It was not started
-and it was not kept up by bear operations. The insiders sold
-right along and always at higher prices than they could have
-done if they had told the truth or allowed the truth to be
-told. It did not matter whether the price was 250 or 200 or
-150 or 100 or 50 or 25, it still was too high for that stock,
-and the insiders knew it and the public did not. The public
-might profitably consider the disadvantages under which it
-labours when it tries to make money buying and selling the
-stock of a company concerning whose affairs only a few men
-are in position to know the whole truth.</p>
-
-<p>The stocks which have had the worst breaks in the past 20
-years did not decline on bear raiding. But the easy acceptance
-of that form of explanation has been responsible for
-losses by the public amounting to millions upon millions of
-dollars. It has kept people from selling who did not like the
-way his stock was acting and would have liquidated if they
-had not expected the price to go right back after the bears
-stopped their raiding. I used to hear Keene blamed in the
-old days. Before him they used to accuse Charley
-Woerishoffer or Addison Cammack. Later on I became the
-stock excuse.</p>
-
-<p>I recall the case of Intervale Oil. There was a pool in it
-that put the stock up and found some buyers on the advance.
-The manipulators ran the price to 50. There the pool
-sold and there was a quick break. The usual demand for
-explanations followed. Why was Intervale so weak? Enough
-people asked this question to make the answer important
-news. One of the financial news tickers called up the brokers
-who knew the most about Intervale Oil’s advance and ought
-to be equally well posted as to the decline. What did these<span class="pagenum" id="Page_303">303</span>
-brokers, members of the bull pool, say when the news
-agency asked them for a reason that could be printed and
-sent broadcast over the country? Why, that Larry Livingston
-was raiding the market! And that wasn’t enough. They
-added that they were going to “get” him. But of course, the
-Intervale pool continued to sell. The stock only stood then
-about $12 a share and they could sell it down to 10 or lower
-and their average selling price would still be above cost.</p>
-
-<p>It was wise and proper for insiders to sell on the decline.
-But for outsiders who had paid 35 or 40, it was a different
-matter. Reading what the tickers printed there outsiders
-held on and waited for Larry Livingston to get what was
-coming to him at the hands of the indignant inside pool.</p>
-
-<p>In a bull market and particularly in booms the public at
-first makes money which it later loses simply by overstaying
-the bull market. This talk of “bear raids” helps them to overstay.
-The public should beware of explanations that explain
-only what unnamed insiders wish the public to believe.</p>
-
-<hr />
-
-<p><span class="pagenum" id="Page_304">304</span></p>
-
-<div class="chapter">
-<h2 id="XXIV"><i>XXIV</i></h2>
-</div>
-
-<p class="in0"><span class="firstword">The public</span> always wants to be told. That is what makes tip-giving
-and tip-taking universal practices. It is proper that
-brokers should give their customers trading advice through
-the medium of their market letters as well as by word of
-mouth. But brokers should not dwell too strongly on actual
-conditions because the course of the market is always from
-six to nine months ahead of actual conditions. Today’s earnings
-do not justify brokers in advising their customers to buy
-stocks unless there is some assurance that six or nine months
-from today the business outlook will warrant the belief that
-the same rate of earnings will be maintained. If on looking
-that far ahead you can see, reasonably clearly, that conditions
-are developing which will change the present actual
-power, the argument about stocks being cheap today will
-disappear. The trader must look far ahead, but the broker
-is concerned with getting commissions now; hence the inescapable
-fallacy of the average market letter. Brokers make
-their living out of commissions from the public and yet they
-will try to induce the public through their market letters or
-by word of mouth to buy the same stocks in which they have
-received selling orders from insiders or manipulators.</p>
-
-<p>It often happens that an insider goes to the head of a
-brokerage concern and says: “I wish you’d make a market
-in which to dispose of 50,000 shares of my stock.”</p>
-
-<p>The broker asks for further details. Let us say that the
-quoted price of that stock is 50. The insider tells him: “I<span class="pagenum" id="Page_305">305</span>
-will give you calls on 5000 shares at 45 and 5000 shares
-every point up for the entire fifty thousand shares. I also
-will give you a put on 50,000 shares at the market.”</p>
-
-<p>Now, this is pretty easy money for the broker, if he has a
-large following and of course this is precisely the kind of
-broker the insider seeks. A house with direct wires to
-branches and connections in various parts of the country can
-usually get a large following in a deal of that kind. Remember
-that in any event the broker is playing absolutely safe
-by reason of the put. If he can get his public to follow he
-will be able to dispose of his entire line at a big profit in
-addition to his regular commissions.</p>
-
-<p>I have in mind the exploits of an “insider” who is well-known
-in Wall Street.</p>
-
-<p>He will call up the head customers’ man of a large brokerage
-house. At times he goes even further and calls up one of
-the junior partners of the firm. He will say something like
-this:</p>
-
-<p>“Say, old man, I want to show you that I appreciate what
-you have done for me at various times. I am going to give
-you a chance to make some real money. We are forming a
-new company to absorb the assets of one of our companies
-and we’ll take over that stock at a big advance over present
-quotations. I’m going to send in to you 500 shares of Bantam
-Shops at $65. The stock is now quoted at 72.”</p>
-
-<p>The grateful insider tells the thing to a dozen of the headmen
-in various big brokerage houses. Now since these recipients
-of the insider’s bounty are in Wall Street what are they
-going to do when they get that stock that already shows
-them a profit? Of course, advise every man and woman they
-can reach to buy that stock. The kind donor knew this. They
-will help to create a market in which the kind insider can
-sell his good things at high prices to the poor public.</p>
-
-<p>There are other devices of stock-selling promoters that
-should be barred. The Exchanges should not allow trading
-in listed stocks that are offered outside to the public on the<span class="pagenum" id="Page_306">306</span>
-partial payment plan. To have the price officially quoted
-gives a sort of sanction to any stock. Moreover, the official
-evidence of a free market, and at times the difference in
-prices, is all the inducement needed.</p>
-
-<p>Another common selling device that costs the unthinking
-public many millions of dollars and sends nobody to jail because
-it is perfectly legal, is that of increasing the capital
-stock exclusively by reason of market exigencies. The process
-does not really amount to much more than changing the
-color of the stock certificates.</p>
-
-<p>The juggling whereby 2 or 4 or even 10 shares of new
-stock are given in exchange for one of the old, is usually
-prompted by a desire to make the old merchandise easily
-vendible. The old price was $1 per pound package and hard
-to move. At 25 cents for a quarter-pound box it might go
-better; and perhaps at 27 or 30 cents.</p>
-
-<p>Why does not the public ask why the stock is made easy
-to buy? It is a case of the Wall Street philanthropist operating
-again, but the wise trader bewares of the Greeks bearing
-gifts. It is all the warning needed. The public disregards it
-and loses millions of dollars annually.</p>
-
-<p>The law punishes whoever originates or circulates rumors
-calculated to affect adversely the credit or business of individuals
-or corporations, that is, that tend to depress the
-values of securities by influencing the public to sell. Originally,
-the chief intention may have been to reduce the
-danger of panic by punishing anyone who doubted aloud
-the solvency of banks in times of stress. But of course, it
-serves also to protect the public against selling stocks below
-their real value. In other words the law of the land punishes
-the disseminator of bearish items of that nature.</p>
-
-<p>How is the public protected against the danger of buying
-stocks above their real value? Who punishes the distributor
-of unjustified bullish news items? Nobody; and yet, the public
-loses more money buying stocks on anonymous inside advice
-when they are too high than it does selling out stocks<span class="pagenum" id="Page_307">307</span>
-below their value as a consequence of bearish advice during
-so-called “raids.”</p>
-
-<p>If a law were passed that would punish bull liars as the
-law now punishes bear liars, I believe the public would save
-millions.</p>
-
-<p>Naturally, promoters, manipulators and other beneficiaries
-of anonymous optimism will tell you that anyone who trades
-on rumors and unsigned statements has only himself to
-blame for his losses. One might as well argue that any one
-who is silly enough to be a drug addict is not entitled to protection.</p>
-
-<p>The Stock Exchange should help. It is vitally interested
-in protecting the public against unfair practices. If a man in
-position to know wishes to make the public accept his statements
-of fact or even his opinions, let him sign his name.
-Signing bullish items would not necessarily make them true.
-But it would make the “insiders” and “directors” more careful.</p>
-
-<p>The public ought always to keep in mind the elementals
-of stock trading. When a stock is going up no elaborate explanation
-is needed as to why it is going up. It takes continuous
-buying to make a stock keep on going up. As long as it
-does so, with only small and natural reactions from time to
-time, it is a pretty safe proposition to trail along with it. But
-if after a long steady rise a stock turns and gradually begins
-to go down, with only occasional small rallies, it is obvious
-that the line of least resistance has changed from upward
-to downward. Such being the case why should any one ask
-for explanations? There are probably very good reasons why
-it should go down, but these reasons are known only to a
-few people who either keep those reasons to themselves, or
-else actually tell the public that the stock is cheap. The nature
-of the game as it is played is such that the public should
-realise that the truth cannot be told by the few who know.</p>
-
-<p>Many of the so-called statements attributed to “insiders”
-or officials have no basis in fact. Sometimes the insiders are<span class="pagenum" id="Page_308">308</span>
-not even asked to make a statement, anonymous or signed.
-These stories are invented by somebody or other who has a
-large interest in the market. At a certain stage of an advance
-in the market-price of a security the big insiders are not
-averse to getting the help of the professional element to
-trade in that stock. But while the insider might tell the big
-plunger the right time to buy, you can bet he will never tell
-when is the time to sell. That puts the big professional
-in the same position as the public, only he has to have a
-market big enough for him to get out on. Then is when you
-get the most misleading “information.” Of course, there are
-certain insiders who cannot be trusted at any stage of the
-game. As a rule the men who are the head of big corporations
-may act in the market upon their inside knowledge,
-but they don’t actually tell lies. They merely say nothing,
-for they have discovered that there are times when silence is
-golden.</p>
-
-<p>I have said many times and cannot say it too often that
-the experience of years as a stock operator has convinced me
-that no man can consistently and continuously beat the stock
-market though he may make money in individual stocks on
-certain occasions. No matter how experienced a trader is the
-possibility of his making losing plays is always present because
-speculation cannot be made 100 per cent safe. Wall
-Street professionals know that acting on “inside” tips will
-break a man more quickly than famine, pestilence, crop failures,
-political readjustments or what might be called normal
-accidents. There is no asphalt boulevard to success in Wall
-Street or anywhere else. Why additionally block traffic?</p>
-
-<div class="chapter"><div class="transnote">
-<h2 class="nobreak p1" id="Transcribers_Notes">Transcriber’s Notes</h2>
-
-<p>Punctuation and spelling were made
-consistent when a predominant preference was found
-in the original book; otherwise they were not changed.
-Inconsistent hyphenation was not changed.</p>
-
-<p>Simple typographical errors were corrected; unbalanced
-quotation marks were remedied when the change was
-obvious, and otherwise left unbalanced.</p>
-
-<p>The illustration on the title page is the
-publisher’s logo.</p>
-
-<p>Page <a href="#Page_224">224</a>: “they were afraid of getting stock if they tried to”
-was printed that way; “stock” may be a typographic error for “stuck”.</p>
-</div></div>
-
-
-
-
-
-
-
-
-<pre>
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