JAG Capital Review & Outlook
Looking Back at 2019, Setting the Table for 2020
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
Rate of Returns During Rising Rates
Periods are for the calendar years stated. Quartile ranking data provided by PSN Informa, using the Core Fixed Income PSN… Read More
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… Read More
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… Read More
Quarterly Comments
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
3rd Quarter 2019: Excuse Me
Although stocks are up nicely so far in 2019, the S&P 500 is trading essentially flat with levels it was… Read More
2nd Quarter 2019: The Wall
As most of our clients and friends are aware, we do not make stock market forecasts. In fact, we believe… Read More
1st Quarter 2019: Rebounding Returns
Storm clouds gave way to sunshine for investors during the first quarter of 2019, resulting in very strong returns for… Read More
