JAG Team Insights — Putting Recent Tech Layoffs into Context
December 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and […]
Our active research approach is designed to develop investment insights that diverge from consensus. View our latest financial market insights, commentaries, and more.
December 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and […]
Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have […]
December 15, 2022 The US and much of the world is engaged in a multi-decade effort to replace fossil fuels […]
November 2022 Capital markets have been put through the wringer this year, resulting in many fixed income portfolios failing to […]
Looking Beyond the Risks “When you see only problems, you’re not seeing clearly.” – Phil Knight, Shoe Dog: A Memoir […]
August 22, 2022 The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses […]
Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third […]
June 24, 2022 Reliable, affordable electrical power is a key requirement for US businesses to compete effectively in a global […]
May 24, 2022 — Summary A confluence of factors including the recovery of demand, capacity reductions, lower China exports, and […]
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and […]
March 18, 2022 — Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in […]
March 8, 2022 — Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, […]