JAG Growth Equity Thematic Insights: Q3 2024
September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary […]
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September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary […]
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]
June 2024 Summary “Creative destruction” is a feature of capitalism and the modern global economy. The forces of innovation push […]
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my […]
April 2024 Summary Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out […]
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted […]
December 14, 2023 — Learn about JAG’s history, investment philosophy, stock selection process, favorite investments, 2023 performance, and our 2024 […]
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at […]
September 30, 2023 Capital markets have been put through the wringer since the Fed started their rake hike cycle, resulting […]
Market Overview Stocks had a strong start to the third quarter before pulling back in August and September. Overall, the […]
Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]