In the Press
Bloomberg Businessweek: Risk-On or Risk-Off
Max Wasserman appeared on Bloomberg News to discuss the overvaluation and risk in the Nasdaq, which experienced its worst day since September 2022. However, Max highlights that the general market still has lots of opportunity which is why Miramar Capital is lowering tech exposure and eyeing sectors such as consumer staples, energy and healthcare.
Listen to Max’s full interview below for more information beginning at the 30:11 mark.
Stocks Fall as Tariff Fears Ripple Through Economy
Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, spoke with Karen Langley following market reaction to President Trump’s 25% tariffs on goods from Mexico and Canada taking effect. Max highlighted the that “rich valuations of the tech-oriented Nasdaq left it vulnerable to a selloff,” and because of that, Miramar Capital has been trimming positions in tech stocks and bought shares of healthcare, energy, and staples companies.
Money Life Show With Chuck Jaffe: Dividend Investing
Max Wasserman joined ‘Money Life with Chuck Jaffe’ where he highlights Miramar’s investment philosophy and what characteristics the companies we invest in must possess. Max also shares his view on dividend payers like Qualcomm, UPS, Waste Management, CME Group & AbbVie.
Listen to his full interview beginning at the 37:43 mark.
Capitalizing On Dividend Stocks: Opportunities In A Declining Interest Rate Environment
Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, was recently featured in Financial Advisor Magazine, discussing how investors can capitalize on dividend stocks in a declining interest rate environment, and the specific sectors and companies that are poised to benefit the most, such as The Home Depot, McDonald’s, and General Parts, among others.
Bloomberg Businessweek: Google Antitrust
Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, joined Bloomberg News to share his thoughts on the risks that come along with the amount of optimism surrounding the Fed’s drastic interest rate cuts. Max also shared what sectors and companies he sees benefiting the most within a falling rate environment, such as home improvement stocks like The Home Depot and consumer stocks, such as McDonald’s.
Max’s segment starts at the 35:28 mark.
The Stock Market’s Wild Week Was a Wake-Up Call. What to Do Now.
Last week’s volatility was a great reminder for investors to remember how much risk they’re taking on in a concentrated market. In Paul La Monica’s cover story for Barron’s, Max Wasserman suggests “investors should step back and make sure they aren’t following the day-to-day whipsaw action of the market.”