In the Press

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.”

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.

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.

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.

Max Wasserman spoke with David K. Randall of Reuters regarding the market rally in megacap growth and tech stocks. Max believes the assumption the Fed will soon stop its tightening of monetary policy is “faulty” and “the risk-reward is not in your favor.”

Bob Kalman recently spoke with David K. Randall of Reuters regarding the recent bank failures, what the Fed will do next and why he views inflation as a “much larger concern in the economy.”

Miramar Co-Founder & Senior Portfolio Manager, Max Wasserman, says the Fed needs to raise rates another 100 basis points to tame inflation, and highlights how investors no longer need to hold their noses when investing in stocks since there’s no other alternative.