Miramar Capital LLC

In his latest appearance on CNBC The Exchange, Max Wasserman discussed the #markets and his outlook on #NVIDIA and AI #stocks - momentum type securities which Max says is hard to value. For more of Max's views, see his appearance here: https://shorturl.at/Dn2Er

Max Wasserman joined Brad Smith in NYC for Yahoo Finance’s ‘Wealth’ segment to share his #market expectations, what a short-term basis cut is signaling and how #investors should be taking a long-term market outlook: https://yhoo.it/4dPK3Gc 

Max Wasserman appeared on the Schwab Network with Nicole Petallides to discuss his expectations for this week’s Fed meeting at #JacksonHole and projections for potential interest rate cuts later this year. Max also highlighted opportunities outside of technology in sectors such as #consumerdiscretionary, #financials, #healthcare and #energy which could benefit from rate cuts. Watch Max’s full interview below: https://lnkd.in/gSJHmi7y

During Miramar’s latest video commentary, Max Wasserman and Bob Kalman provide their views on signs of a slowing #economy, a shift in Fed policy, #inflation, #AI, the potential impact the #PresidentialElection may have on the market, and areas of opportunity. Watch their full discussion below to learn more: https://lnkd.in/gQCbMdGy

Last week’s volatility was a great reminder for investors to remember how much risk they’re taking on in a concentrated market. In Paul La Monica’s cover story for Barron's, Max Wasserman suggests “investors should step back and make sure they aren’t following the day-to-day whipsaw action of the market.” Read the full piece below: https://lnkd.in/g8aDPSaX

Following recent market swings, Bob Kalman, caught up with David Randall regarding worries about the #economy and his take on the market facing “fear of significant geopolitical risks, a hotly contested election and volatility that is not going away.” Read more from Bob in Reuters below: https://lnkd.in/g4iEt262

Check out Max Wasserman’s latest appearance on Bloomberg Radio where he discusses the economic split between the haves and have nots, the companies that can benefit from change in #consumerspending, his #economicoutlook and the opportunity he sees in #Hershey and #GeneralDynamics. Listen to Max’s full appearance below beginning at the 43:31 mark: https://lnkd.in/gdWSCapT

Max Wasserman spoke with Charley Grant, CFA regarding Nvidia’s performance in 2024 thus far, the level of enthusiasm surrounding the stock headed into the second half of the year, and just how much upside is left. Read the full The Wall Street Journal article below: https://lnkd.in/e_Qn_uc4 #chipstocks #AI

Don’t miss Max Wasserman’s latest appearance on the Schwab Network with Nicole Petallides where he discusses areas of the market he sees as fairly valued, what the potential short-term risks are, and the opportunity in #Visa, #Hershey & #McDonalds: https://lnkd.in/gjEftB2y

Max Wasserman recently connected with Isabel Wang of MarketWatch to discuss struggling #consumerstocks and what that says about the market. Max notes that “as long as the labor market remains relatively strong with a low unemployment rate, a slowdown in consumer spending doesn't imply that people stop spending,” but rather they’ll just spend less and differently. Read more from Max below:https://lnkd.in/gPYG8c3Z