TDAmeritrade “The Watch List” Q2 2020 Market Outlook and Stock Picks
July 30, 2020 — JAG Capital Management CEO and CIO Norm Conley appeared on TD Ameritrade Network’s “The Watch List” to share his Q2 2020 market outlook and stock picks. Click here to watch.
COVID-19 Accelerates Disruption: HTZ Edition
The COVID-19 crisis has compressed years of technological disruption into the space of just a few months. Taken as a whole, it is likely that businesses and consumers will reap long-term benefits from the Mach-speed innovation we have seen in videoconferencing, tele-medicine, ecommerce, biotechnology, and streaming media since January. Unfortunately, the march forward comes at […]
COVID-19, the Economy, and the Capital Markets
Timely Observations & Insights from JAG’s Portfolio Management Team
Coronavirus Correction Market Impact: A Historical Perspective
What has happened following big six-day drops in the S&P 500?
Private Wealth Commentary: Q4 2019
Economic Outlook There is much media discussion and investor concern about what may be ahead in 2020 and beyond. Indeed, similar concerns came up at the beginning of 2019. It is not wise to manage investments based on emotions that the market is “due” for a correction, even while pundits foster this fear. Macro data […]
Revisiting the V bottom in Chip Equipment Makers
Semiconductor equipment companies produce the complex (and expensive) machines that are used to manufacture semiconductor chips. Although both industries are tied to the world’s insatiable demand for chips, their stock prices exhibit very dissimilar returns over various slices of time. This chart demonstrates the relative performance between the Semiconductor Equipment Index and the Semiconductor Index. […]
Are Rising Earnings Yields Pointing to Opportunity?
Investors have had a jittery August so far. The ongoing (never-ending?) US/China trade spat continues to lurch along with no resolution in sight, a potential “hard Brexit” looms in the UK, and EU powerhouse Germany is teetering on the edge of recession. These concerns helped drive a 6% pullback in the S&P 500 between the […]