Robert is President of Singular Research, a leading independent boutique research firm, which provides performance-based research to over one hundred institutional clients with over $60 billion in assets under management. He also manages a private fund for high-net-worth institutions and corporate executives, leveraging Singular’s proprietary research and networked industry insights. Robert is a frequent financial contributor to major media such as CNBC, Fox, Barron’s, and now also Yahoo finance. He has over thirty-five years of high-level experience in Investment Management and Research. He is a five-star ranked equity research analyst and one of the first analysts to predict the sub-prime collapse of 2008-09. He has C-Level suite skills in Equity Research, Investor Relations, Asset Management, and Investment Management. He has a bachelor’s degree in Political Science and Government from the University of California, Los Angeles. He studied at the USC Marshall School of Business to obtain the CFA credential.

This presentation outlines a disciplined, institutional framework for navigating today’s market, where liquidity is supporting prices but valuation and earnings trends are constraining broad upside. Using Singular Research’s proprietary MMI (Major Market Indicators), we identify a “selective alpha” environment—one that rewards stock picking over passive exposure. The talk highlights where inefficiencies are most pronounced, including small and micro caps, special situations, and mispriced assets, supported by high-conviction investment ideas. It also challenges conventional macro narratives—such as oil shocks—showing why their impact is structurally diminished in today’s economy.

Attend this talk and learn…