In the Press

Bloomberg Businessweek: Netflix Earnings

Check out Max Wasserman on Bloomberg Radio at the 43:31 mark where he discusses the economic split between the haves and have nots, the companies that can benefit from change in consumer spending, his economic outlook and the opportunity in Hershey & General Dynamics.

Listen >

July 19th, 2024|

No Nvidia in Your Portfolio? ‘You’re Just Toast’

Max Wasserman spoke with Charley Grant, CFA regarding Nvidia’s performance in 2024 thus far, the level of enthusiasm surrounding the stock headed into the second half of the year, and just how much upside is left.

Read Article >

July 1st, 2024|

These consumer stocks are struggling. What it says about the market and U.S. households.

Max Wasserman recently connected with Isabel Wang of MarketWatch to discuss struggling consumer stocks and what that says about the market.

Read Article >

June 6th, 2024|

Big Tech Faces Earnings Test After Market Rout

Following last week’s sharp selloff of big tech companies, Bob Kalman shared his view of the Magnificent 7 with Charley Grant of the Wall Street Journal. Bob discussed how “significant disappointment from market leaders could put the stock market at risk of a deeper selloff.

Read Article >

April 22nd, 2024|

S&P 500 Rally Gets a Costly Layer of Risk in Rise of Chipmakers

Max Wasserman shares his outlook on chipstocks and their lofty valuations. Max suggests traders need to ask themselves “what is my risk versus reward for these chip stocks at their current prices?”

Read Article >

March 27th, 2024|

Money Life Show With Chuck Jaffe: Dividend-Growth Investing

Max Wasserman rejoined ‘Money Life Show with Chuck Jaffe’ and discussed Miramar’s investment philosophy and its attractiveness in today’s current market environment, how the demand for dividend growth has changed in recent years, and opportunistic areas of the market. Check out Max’s full interview beginning at the 40:12 mark.

Listen >

March 8th, 2024|

Wall Street weighs in on what’s wrong with Apple and whether the stock can make a comeback

Max Wasserman discussed his outlook on Apple, investor concerns related to its AI strategy and what the company may have to do to reignite consumer spending and excitement.

Read Article >

March 7th, 2024|

5 steady-rising stocks for 2024

In Lawrence Light’s Fortune piece, Max Wasserman discussed CME Group’s outperformance, which according to Max is led by its profitability and great growth potential.

Read Article>

February 14th, 2024|

Tech’s ‘Magnificent Seven’ Stocks Are Back on Top

In Charley Grant, CFA’s recent The Wall Street Journal piece, Max Wasserman shared his thoughts on Tech’s ‘Magnificent 7’ stocks, the concentration risk people are starting to take again, and whether or not the trade is losing steam.

Read Article >

January 25th, 2024|