


In this pre-Thanksgiving edition of “Maltbie’s Minute on the Market,” Robert Maltbie discusses the second leg of the secular bull market, highlighting broadening earnings growth beyond the “Magnificent 7” into industrials, healthcare, and infrastructure. He outlines catalysts including rate-cut expectations, rising M2, and sustained AI-driven capital investment—projecting the S&P 500 could reach 8,000 within 12 months. Maltbie also spotlights small-cap pick Mistras Group (MG), citing strong earnings, guidance raises, and a potential 50% upside.

Introducing Singular Research’s new private fund, which leverages the firm’s expertise in small and micro-cap stocks. This fund targets under-covered stocks with significant upside potential, offering preferred returns to investors. Backed by a track record of outperforming major indices, the fund aims to capitalize on market inefficiencies, identifying undervalued opportunities that larger institutions may overlook.

In this edition of Maltbie’s Minute in the Market for March 2025, Robert Maltbie discusses “The Cold Shower” effect—how tariffs and economic shifts are realigning capital flows, driving private sector investment, and reshaping global markets.

Robert Maltbie spots a “silver lining” in strategic minerals (especially silver and rare-earth elements) and outlines several upside plays poised to benefit from coming policy and demand tailwinds.

The 20th Annual Best of the Uncovereds was a standing-room-only event, showcasing two dynamic tracks of undercovered micro and small-cap equities, expertly analyzed by our team.









