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

In the Press

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|

How Financial Advisors See the Debt Ceiling Drama Playing Out for Investors

Max Wasserman was recently quoted in Steve Garmhausen’s Barron’s Advisor article discussing how the debt ceiling drama could play out for investors. According to Max, a failure to raise the debt ceiling could delay Social Security payments and that the market could back off 5% or 10% depending on the length of the delay, creating an incredible opportunity for investors to step in and buy great companies.

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May 19th, 2023|

Financial advisors shun ‘sell in May’ — but still make the case for selling

Max Wasserman discusses how he views the ‘sell-in-May’ strategy as timing the market, but should a profit taker want to sell, they may want to look at higher risk categories like technology.

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May 11th, 2023|
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