In the Press

The Big Bond Market Event Wednesday Is at Treasury, Not the Fed

Check out Max Wasserman’s appearance on Bloomberg News Radio, beginning at the 24:08 mark, where he discussed his views on where we are in the market cycle, market expectations on a rate cut and the opportunity he is seeing in stocks like Chevron, General Dynamics and Pepsi.

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November 1st, 2023|

When Cash Is King, Financial Advisors Rule

Max Wasserman recently discussed higher-yielding cash alternatives with Jeff Benjamin of etf.com. Max highlighted that “investors are gaining almost a full percentage point worth of yield by buying one-year Treasurys instead of five-year Treasurys.”

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September 26th, 2023|

The Tech Trade Is Showing Cracks. Higher Rates for Longer Spell More Trouble.

Max Wasserman recently spoke with Karen Langley of The Wall Street Journal regarding why he sees the market as a little rich, but if you remove technology, it’s much more reasonably valued in areas like industrials and financials.

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September 18th, 2023|

Analysis: US healthcare stocks roiled by investor tug of war over economy

In David K. Randall’s recent Reuters piece, Bob Kalman discussed his views on the current state of the healthcare sector, why he believes it’s too early to add to his healthcare allocation, and what continued inflows to the sector may tell us about how investors feel about the economic outlook.

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September 7th, 2023|

30 dividend-paying stocks in solid sectors with upside outside the AI hype, according to a 30-year fund manager

We’re pleased to share that Max Wasserman has been featured in Insider highlighting our dividend investing strategy and the stocks/sectors that we’re bullish on at the moment. Max also shared his view on what to make of the AI hype.

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August 27th, 2023|

Best of both worlds: 20 high dividend-paying stocks that Wall Street analysts expect to also beat the market, according to TipRanks

In a recent Insider piece on opportunistic dividend stocks, Max Wasserman shared the ways we identify dividend paying stocks with price upside, which includes paying attention to what each company is paying out relative to its industry average.

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August 27th, 2023|

Nasdaq 100 Drops 2% as Yields Rise Before Powell: Markets Wrap

Earlier this week Max Wasserman was quoted in Bloomberg News regarding where he believes the Fed is at in its fight against inflation, how many more interest rate hikes we can expect to see and how fragile the market really is.

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August 25th, 2023|

Forget overpriced mega-cap tech: Goldman Sachs identities 50 stocks across 15 industries set to be the true long-term beneficiaries of AI ad

Max Wasserman was recently quoted in Business Insider regarding the over concentration in the Nasdaq and how any hiccup could bring the market back down.

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August 24th, 2023|

Wall St Week Ahead Hopes of ‘Goldilocks’ economy, rate peak buoy US stocks

Bob Kalman discussed with David K. Randall how the market has accepted that the economy is moving towards a so-called Goldilocks scenario, which Bob suggests there’s a 50-50 chance that we’ll get that or a stronger downturn.

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August 1st, 2023|