In the Press
Businessweek Daily: Apple, Amazon Earnings, Musk’s DOGE Days
This week, Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, joined Bloomberg News Radio: Businessweek to share timely insights on the macro environment in light of the recent market rally. He also offered perspective on how investors can navigate tariff-related volatility and what to watch for on the inflation front going forward.
Listen to Max’s full interview beginning at the 36:50 mark.
VIEW Cool March CPI may be short-lived distraction from tariff-led inflation
Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, spoke with Reuters about how the latest CPI data is a “non-event,” and that the real concern is what happens next: tariffs, signs of stagflation, and whether sticky inflation plus slowing growth forces the Fed to rethink rate cuts.
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.