JAG Team Insights: Sentiment Index
March 18, 2022 — Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at 40-year highs, a hawkish Fed, a horrific war in Ukraine, a sharp correction in many growth stocks, and news of a COVID-19 surge in China, there is a veritable hailstorm […]
JAG Team Insights: Energy Market
March 8, 2022 — Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely to have only a temporary impact. Announced sanctions on Russia so far largely exclude the Energy sector, but banks globally are curbing lending for Russian commodity trading. While the US […]
JAG Team Insights: Why We Stay Positive on Semiconductor Industry Fundamentals
January 6, 2022 — Global semiconductor sales continue to trend upward, growing close to +24% year over year in November 2021 (Figure 1). The strong demand environment is a byproduct of several factors, including robust personal computer (PC) sales due to work-from-home initiatives, rising demand from applications such as data center and high-performance computing (HPC), […]
JAG Team Insights: Health Care Infrastructure – Opportunities Abound!
October 5, 2021 — The COVID-19 pandemic exposed major flaws in the public health infrastructure in the US and worldwide. Across the board, countries were faced with the realization they lacked adequate supplies, personnel, and processes essential to respond to a large-scale public health emergency. In hindsight, it is clear the lack of preparation deserves […]
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 […]
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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3rd Quarter 2020: Navigating the 2020 Elections
Firm Highlights JAG continues to make long-term investments in our clients and our future growth. Over the last six months, we have welcomed three team members to our St. Louis and Chicago offices. Gregory Lowhorn joined our business development team in St. Louis, and we recently hired Jason Ng as an equity research analyst. Sheryl […]
Nvidia vs. Advanced Micro Devices: Which Is the Better Buy?
WITH TECHNOLOGICAL innovations accelerating, there have been many players emerging – developing new products for ease of use, storage and efficiency. Two companies in particular, Nvidia Corp. (ticker: NVDA) and Advanced Micro Devices (AMD), have ascended to the limelight for their unique capabilities and proprietary products. These tech powerhouses have been delivering state-of-the-art graphics and quick computing […]
Barron’s Interview with JAG CEO/CIO Norm Conley “Why Your Fund Manager Isn’t Looking for Fraud”
September 9, 2020 — For more than a decade, short sellers had questioned German payments processor Wirecard’s accounting—so much so that hedge fund manager Leo Perry of Ennismore Fund Management called the company’s suspect financials “the best documented fraud that we’ve ever come across.” Yet mutual funds run by DWS Group, Artisan Partners, and Grandeur Peak Global Advisors […]