In the Press2023-05-11T15:03:44+00:00

In the Press

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|

Undervalued And Unsexy: 6 Bargain Stocks In Industrials And Healthcare

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.

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July 17th, 2023|

Wall St Week Ahead As earnings loom, investors weigh recession resilience

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.

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July 11th, 2023|

Bonds shaping up to be the new alternative investment

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.”

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July 10th, 2023|

Wall Street Week Ahead: Investors rethink recession plays, boosting U.S. stock market laggards

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.”

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June 13th, 2023|

Max Wasserman Drive to Close (Audio)

Max Wasserman appeared on Bloomberg News Radio and shared his views on the disparity within the market, the budget debt ceiling, and how Fed decisions impact our strategy.

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May 23rd, 2023|

How To Construct The Perfect Portfolio In 2023

Max Wasserman recently appeared on the RiXtrema ‘Investing Counterpoint’ podcast with Yon Perullo where he discussed Miramar’s investment philosophy, how he approaches risk when picking specific stocks and bonds, and where he is finding opportunity in today’s economic environment.

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May 19th, 2023|
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