1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my […]
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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 […]
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]
Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. […]
April 4, 2023 Over the past several months, Artificial Intelligence (AI) has leaped from the realm of science fiction into […]