Max Wasserman’s Post

In Steve Garmhausen's recent Barron's article, Max Wasserman spoke about the success of the Mag 7 stocks and how long investors can expect it to last. Max dove deeply into how Miramar Capital is playing the tech trade, and the companies he’s actively buying. For Max's full insight, read the full piece here: https://lnkd.in/gbRPzM6Y

 In Steve Garmhausen's recent Barron's article, Max Wasserman spoke about the success of the Mag 7 stocks and how long investors can expect it to last. Max dove deeply into how Miramar Capital is playing the tech trade, and the companies he’s actively buying. For Max's full insight, read the full piece below: https://lnkd.in/gTZ5c8a2

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N|B POST - The Magnificent 7. Resplendence and Risk   Envy of the other 493 stocks in the S&P 500, the so-called Magnificent Seven—including Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla—wears extraordinary stripes. Even in a challenging growth environment, these heavyweights delivered impressively in 2023. Find out the view of our experts and stay informed with #NBPOST - Financial markets that make headlines. > https://lnkd.in/eEFAMZGJ   #equity #marketview #thematic #megatrends Neuberger Berman Nicole Vettise, CAIA

Join us for our next Pulse Webinar on the shifting trends in large-cap technology stocks... In 2023 and early 2024, the 'Magnificent Seven' – Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla – outperformed the average US stock by 93% in 2023 and nearly 32% in early 2024. But since mid-July, this dominance has reversed, leaving investors questioning: what’s next? On October 1st, we are excited to welcome Justin Oliver from Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) as he joins Linda (McLaren) Johnstone to explore: 📋 Key Discussion Points: ▪ The recent underperformance of large-cap tech and what’s driving it. ▪ The potential for these stocks to regain their momentum. ▪ Alternative areas where investors might want to focus for the rest of 2024 and beyond. ▪ Strategies to navigate these evolving market dynamics. This session is designed to give you timely insights to better position your clients and portfolios. 📅 Date: 1st October, 10am (UK) 🔗 Register below to secure your spot, and if you can’t attend live, a recording will be available. https://lnkd.in/eE-sDRQA #webinar #investing #wealthmanagement #technology #stockmarket #investmentstrategy

Unlock the Secrets Behind Today's Market Moves! The Motley Fool's "Why Nvidia Stock Popped Today" is your insider's guide to navigating the ever-shifting currents of the stock market. Get an in-depth analysis of the forces driving Nvidia's stock price, from game-changing product releases to industry-shaking acquisitions. Our expert analysts leave no stone unturned, providing you with invaluable insights into the company's performance, competitive landscape, and future prospects. Stay ahead of the curve and make informed investment decisions with this indispensable resource. Elevate your investing game and subscribe now! The Motley Fool NVIDIA Super Affiliate Marketing  https://lnkd.in/grCFTigD Make Money Online  https://lnkd.in/gNXhxNuR Free Facebook Traffic  https://lnkd.in/g3NpXMei

Please join me and Novia Global on 1st October as we look at the current hot topic in financial markets - large-cap technology stocks - and the investment outlook moving forward. Thanks to Novia Global for the invitation to speak. #investments #financialmarkets #wealthmanagement

Value investing has never been more important than now! The Magnificent 7 stocks (Alphabet, Amazon,Apple,Meta,Microsoft, NVIDIA & Tesla) have achieved great returns for investors. This last month has seen huge volatility. Great to include in any portfolio, but Investors should not get too concentrated with a small number of stock holdings. Buy the market and take the value premium on offer. Here is a great slide from our friends Dimensional Fund Advisors that illustrates the benefits of Value stocks. EVIDENCE BASED INVESTING.

Active funds as a whole have struggled with being underweight the "Magnificent Seven" (Apple, Microsoft, Amazon, Alphabet, Nvidia, Tesla, and Meta) as these stocks have dominated market returns. Many fund managers viewed these stocks as overvalued and opted to avoid overexposure, only to see them deliver outsized performance, further widening the gap between passive index funds and active strategies. This dilemma highlights the challenge of balancing valuation discipline with market trends in concentrated markets. #invest #investing #valuation #stocks #technology

Positioning your portfolio for outperformance requires strategic weighting, especially in a market where dominant tech giants can tip the scales. To stay ahead, consider the impact of underweighting key players like Nvidia in relation to their index weightings. #FinancialStrategy #WealthManagement #InvestmentInsights