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.
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.
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.
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.
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.
Bob Kalman discussed Miramar’s investment philosophy with Jessica Nix of Forbes and highlighted some opportunities in the healthcare & industrials sectors due to “new product rollouts and easing supply-chain snarls” that were caused from the pandemic.
Check out Max Wasserman in David K. Randall’s recent Reuters article where he shared why he’s optimistic about the healthcare sector because of a “backlog of delayed care during the coronavirus pandemic.” Max notes that demand should drive growth regardless of the direction of the economy.
Max Wasserman spoke with Jeff Benjamin about how he believes the Fed won’t cut rates for some time, thus creating opportunity in bonds as fixed income is the “alternative to the traditional stock market.”
Max Wasserman spoke with David K. Randall about the recent stock market rally and current economic optimism. Max notes that he expects restaurants & retailers to “outperform as growth stabilizes in the second half of the year.”
