Andersen Capital: The Fed’s Mistakes Continue
 
Andersen Capital on Mornings With Maria: The Fed’s Recent Decision
 
Andersen on the Fed & AI: The Truth that No One Likes to Hear!
 
“The Fed & AI”
 
“Time to Trim”
 
“Defining Sell Triggers for A.I.”
 
“Rotation into small cap? Way too early to declare!”
 
Andersen to CNBC: Here are my AI sell triggers!
 
Andersen to Bartiromo: NVDA doesn’t care about interest rates!
 
When to Sell the A.I. Rally
 
Andersen’s latest article published in Forbes — Common Sense Is AI’s Glass
Ceiling
 
Andersen on Schwab TV:  Preparing for an “AI Betrayal”
 
 
Andersen on CNBC:  How I logged in 60% net returns for 2023
 
 
 
Andersen to Maria B:  I’ll never buy Apple stock–here’s why:
 
 
 
Andersen on Schwab Network–My outlook for 2023 never changed:
 
 
 
Andersen Capital, up 43% YTD, says to Reuters: “I’ll Never Buy Apple Stock”
 
 
 
Andersen to CNBC: I LOVE 5% rates!
 
 
 
Andersen Capital to FBN: “Higher rates for longer” is really “Normal rates for longer
 
 
 
 
Andersen to CNBC the market will rally in Q4
 
 
  
 
 
Andersen on Schwab Network TV: Lets stop the pointless economic abstract debates and focus on practical stock picking for a change…
 
 
 
 
 
Andersen to Reuters TV: The Fed’s next moves through year end:
 
 
 
Andersen on FBN: Is the Fed’s 2% inflation target a natural law or simply from New Zealand?
 
Andersen Capital Ranked 5th in Pension and Investments for one year return; CNBC interview on stock selection process:
 
 
 
 
 
Andersen’s latest article published in Forbes–A true perspective on AI: Rare!
 
 
Andersen on Reuters TV: Market Outlook
 
 
Andersen on CNBC today: What can go right (and wrong) in the 2nd half of the year:
 
 
 
Andersen on Bloomberg radio today–reality check on AI’s prospects compared to public expectations, and realistic stock picks. I have done the deepest dive on AI out there–you might find my view disappointing!
 
Andersen on FBN TV: only 3 of the 10 rate hikes are impacting the current economy now:
 
 
 
Andersen on Reuters TV: six more months of optimism?
 
Andersen on FBN TV: Did you know AI has been around for a long time, quietly working in the background? Chatbots simply made the public suddenly aware. How will this impact investing in AI?
 
 
 
 
 
 
Andersen on TD Ameritrade Network TV: Market Outlook; Risk of AI Bubble; Stock Picks:
 
Andersen to Reuters TV: AI is over-hyped….and that debt ceiling?
 
 
 
Andersen on FBN: Debt Ceiling Worries? “Nothing to see here folks…move along please!”
 
 
Andersen to Reuters TV: AI? Both fans & doomsayers need a dose of reality:
 
 
Andersen to Bartiromo: Let’s not get ahead of ourselves about AI!
 
 
 
 
 
Andersen to Bartiromo: Why do older banks have such huge lobbies? Andersen’s answer is timely!
 
Andersen to Reuters TV–“The 2nd oldest profession (banking) meets a new profession (media “influencers”) supercharging a classic bank run:
 
 
Andersen on CNBC: Dancing between raindrops (or volcanic ash?) to a 16% return:
 
 
Andersen on TD TV: The absence of valuation supports crypto as “religion”
 
Andersen to Bartiromo:  Is this the end of all crypto?
 
 
 
 
 
 
CNBC: Andersen buys NVDA and COTY stock
 
 
 
Andersen on CNBC:
 
 
 
Andersen Capital to Reuters TV: The Fed’s good work—artfully timing the smaller hikes with the pending effects of last year’s hikes.
 
 
 
 
Andersen’s thoughts “Morning Trade Live”–crypto recovery a head fake & the value of shorting stocks
 
 
 
Andersen to Reuters TV: If the experts confidently predict a recession–why aren’t they all in cash?
 
 
 
 
 
Andersen to Cheddar TV–even Santa has no market edge this year, but crypto presents unlikely
 
 
 
Andersen is a Forbes columnist:  The fallacy of an inverted yield curve and why we should not care!  
 
 
 
Andersen on CNBC: The yield curve is not a divine message sent from the heavens—we construct it ourselves…
 
 
 
 
 
Andersen to Reuters TV: I don’t expect much fallout from China/Covid—but I do care about the Fed & crypto!
 
 
 
Andersen on FTX: Crypto’s complicated nature compounds the “whodunit” discovery:
 
 
 
 
Andersen on Reuters TV: Market Outlook
 
 
 

On FBN:  Is the Fed on a predetermined course?

https://video.foxbusiness.com/v/6312966644112#sp=show-clips

Andersen to Bartiromo: Stock Ideas for 2023
 
 
 
Andersen on Reuters TV: Fed, rates…and crypto craziness
 
 
 
On CNBC:  Anyone that needs to repair a clogged artery (Shockwave Medical) won’t cancel the procedure because of higher interest rates or inflation!
 
 
 
On CNBC: Few stocks are trading on fundamentals now…why?
 
 
 
 
 
Andersen on Reuters TV: These stocks are immune to higher rates:
 
 
 
Andersen on Reuters TV: On Record against all Crypto! 

 
Andersen is a Forbes  Columnist: “Intelligent Investor” series
 
 
Andersen with Maria Bartiromo:Inflation mania; growth stocks misunderstood; Musk Madness!
 
 
 
 
Andersen to CNBC: 4 Ways to Cope with Earnings Season
 
 
 
 
 
Andersen on FBN: Market Outlook
 
 
  
Andersen to CNBC:  These stocks are my current shorts:
 
 
 
On CNBC:  Why I only own 14 stocks
 
 
 
Andersen on Cheddar TV: Market Update
 
 
 
 
 
Twitter/Musk bid–a classic governance case that many are too timid to discuss honestly—Andersen on FBN:
 
 
 
 
 
 
 
 
 
 
 
Andersen article in Forbes:
 I was not allowed to express my opinion on “quant investing” while I worked in large investment firms for obvious reasons
 
 
 
 
Andersen on FBN: It helps to separate all the market’s problems in order to find a roadmap:
 
 
 
 
 
 
Andersen in WSJ today—everyone calm down please…
THE WALL STREET JOURNAL
 
 
Fox Business: I expect another huge selloff in crypto:
 
 
 
 
 
Cheddar TV:  5G–More antennas than  you can imagine!  1000 per square mile!
 
 
 
Bloomberg Radio: Investing, Rate Hikes, & Value Versus Growth
 
CNBC: Equities could become a “stockpicker’s market” in 2022
  
  
On FBN: Crypto — “discussed by many, understood by few” –is not an investment strategy
 
 
FBN: Suddenly crypto is an inflation hedge? It’s only a “FOMO” hedge!
 
CNBC: There are still plenty of stocks to buy, says Andersen who saw 40% returns in 2020
 
 
 
 
Andersen to Bartiromo: Most bitcoin investors would be challenged to explain what is actually is:
 
 
 
 
Andersen to FBN: Thoughts on the debt ceiling, congressional bills and investment strategy.
 
 
 
 
 
Andersen to CNBC:  Stick with stocks that depend less on inflation:
 
 
How high can the SP500 rise?  My answer on FBN:
 
 
Andersen with Maria Bartiromo:  The Fed doesn’t know any more than we do!
 
 
 
 
 
 
 
Andersen to CNBC: Here’s a roadmap for present times
 
 
 
 
 
Andersen to CNBC: Growth
Stocks Are On Sale Now!
 
 
Andersen on Maria Bartiromo: These Stocks Still Have Much Potential
 
 
 
Andersen Capital Posts Back-to-Back 40% Returns for ’19 & ’20
 
 
Andersen Comments on the Gamestop Phenomenon
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
 
Andersen to Fox Business:  “Lockdown Stock” Earnings Strong fading on the News” is a fool’s errand.  Try this insteador Now, but….
 
 
 
 
 
 
Where’s the conviction?
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Andersen Featured in Barron’s:

Trade wars? Ignore the beautiful blonde, Forbes

“Don’t worry about oil prices or 3% rates” CNBC

(subscribers only)Financial Times asks me if giant LBOs are possible:

CNBC asks my view on earnings

Andersen on CNBC: Earnings season

Are big dividend stocks in your future?

Andersen to Marketwatch: Trump’s AMZN tweets

Why is Facebook impacting Nvidia?

CNBC: Wall Street prefers street smarts over book smarts

Forbes: Feynman Diagrams, Euler Theorems, oh my!

Big selloff today; What’s causing it? CNBC

My Latest Forbes Article: Don’t Sell All REITs!

My Thoughts on the Market Selloff: CNBC Feb5th 201

 

High Conviction Stock Picking:  Employs deep credit research to identify opportunities in equities. Concentrated, go-anywhere, long stock portfolio of 10-15 high-conviction holdings. Focus on situations that equity markets are often ill-equipped to assess, particularly with companies in early stages of capital structure or credit-related inflection points. Also identifies other market inefficiencies overlooked by traditional securities analysts. Andersen utilizes disconnects between debt and equity markets created by differences in analyst training, asset manager organization, and fund mandates.

Andersen Capital Management is an SEC-registered, Boston-based investment firm founded in 2018.

 

For specific details on the strategy such as historic return history, current stock holdings, and other important data, fill out the form below:

High Conviction Stock Picking:  Employs deep credit research to identify opportunities in equities. Concentrated, go-anywhere, long stock portfolio of 10-15 high-conviction holdings. Focus on situations that equity markets are often ill-equipped to assess, particularly with companies in early stages of capital structure or credit-related inflection points. Also identifies other market inefficiencies overlooked by traditional securities analysts. Andersen utilizes disconnects between debt and equity markets created by differences in analyst training, asset manager organization, and fund mandates.

Andersen Capital Management is an SEC-registered, Boston-based investment firm founded in 2018.

 

For specific details on the strategy such as historic return history, current stock holdings, and other important data, fill out the form below: