In the Press

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.

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October 10th, 2024|

Why Stocks Are Seeing a Big Selloff on a Tiny Inflation Surprise

Following a sell-off, Max Wasserman spoke with Karishma Vanjani at Barron’s and shared that because there was such optimism that inflation was going to come below expectations the market’s reaction may be justified.

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September 11th, 2024|

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.”

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August 12th, 2024|

Wall St Week Ahead Rollercoaster week in US stocks leaves investors braced for bumps ahead

Following recent market swings, Bob Kalman, caught up with David Randall regarding worries about the economy and his take on the market facing “fear of significant geopolitical risks, a hotly contested election and volatility that is not going away.”

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August 9th, 2024|

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.

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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.

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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.

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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.

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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?”

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March 27th, 2024|