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,… Read More
Insights & Commentary
In our ever-increasingly connected and digital world, raw information is freely and immediately available. Ironically however, variant and valuable investment insights are rarer than ever. JAG’s active research approach is designed to develop investment insights that diverge from consensus. Please view our latest financial market insights, commentaries, and more.
Market Insights
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…. Read More
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… Read More
Fishing for PIRRCCH Acronym — COVID-19 Investment Opportunity Framework
Fishing for PIRRCCH Challenges and Opportunities August 2020 — Near the beginning of the current pandemic, JAG’s research team developed… Read More
Quarterly Comments
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,… Read More
2nd Quarter 2020: Markets Make An Optimistic Forecast
Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end… Read More
1st Quarter 2020: Notes From Quarantine
The first quarter of 2020 will be remembered in decades to come as a time of significant and extremely compressed… Read More
4th Quarter 2019: 2020 Hindsight
Stocks broke out to all-time highs in the 4th quarter, after spending the prior three quarters struggling to meaningfully eclipse… Read More