1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my wife Chris and I had just turned 30 years old. Back then I thought I knew a fair amount about investing. More than two decades later, I realize that successful investing goes hand-in-hand with lifelong […]
JAG Team Insights — Q1 2024: Thematic Insights
April 2024 Summary Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out to know where we are.” We agree with Mr. Marks. What follows is a brief overview of several of JAG’s Growth Portfolio Themes. Artificial Intelligence Secures Its Place GLP-1’s – A Disruptive Force in Medicine […]
4th Quarter 2023: A Catalyst-Driven Rally for Investors
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted strong quarterly gains, including the 3rd-best combined November and December performance in the almost 100-year history of the S&P 500. After almost two years of hawkish Fed policy, investors have begun to project rate cuts […]
3rd Quarter 2021: Ch-ch-ch-changes
Firm Highlights Welcome Kate! Kate Hurt has joined JAG as Senior Vice President of Operations. Kate will work closely with JAG’s CEO and senior leadership to drive continued operational excellence throughout our firm. JAG’s new website will launch in early November. Please explore all the new information, enjoy the beautiful images, and share with your […]
Two Minute Insight: Timber! Could Inflation Fears be Calming Down?
Fears of higher inflation and interest rates have echoed through the capital markets for most of 2021. Although Fed Chairman Powell and most of his colleagues on the Federal Reserve Open Market Committee believe that recent inflationary pressures are “transitory,” the truth is that no one can be sure about the precise future path or […]
1st Quarter 2021: Spring Has Sprung!
Firm Highlights Last quarter, we welcomed two new members to the JAG team: Senior Fixed Income Analyst Cynthia Ma (St. Louis office) and Junior Equity Research Analyst Tucker O’Neil (Chicago office). Our new 3-minute cinematic videos of six members of the JAG team convey our personal values as well as insights about the firm. JAG Video […]
Bloomberg.com — JAG CEO/CIO Norm Conley Discusses GameStop & Market Volatility
Norm Conley, chief executive officer of JAG Capital Management, last week said the whole GameStop ride had been the wildest thing he’d seen in markets in nearly three decades. Now he says: “You never know how long these sorts of things will last but you can be pretty sure it’s not sustainable for the long […]
4th Quarter 2020: Happy (Finally!) New Year!
Firm Highlights JAG continues to make long-term investments in our clients and our future growth. Last quarter, we welcomed two more members to our JAG Team. Wealth Advisor Connor Pastoor joined our Chicago office bringing with him a wide range of wealth management experience in investment management, financial planning, and intergenerational wealth transfer advice for […]
Two Minute Insight: Historical Returns Tell A Different Story Than Recent Record Highs
The S&P 500 was up 33% in 2019 and is up over 50% since March 2020. It continues to push all-time highs. The Dow Jones Industrial Average and other equity indices are also breaking records while showcasing similarly eye-popping performance over the same timeframe. While welcomed by many long-term investors, these returns may be viewed […]
TDAmeritrade “Morning Trade Live” Expectations for Market Performance Heading into 2021
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