JAG Team Insights — Q1 2024: Thematic Insights
April 2024 Summary Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out […]
Category: Market Insights
Back to all posts
TWST’s Interview with JAG CEO/CIO Norm Conley “Magnificent Seven Could Continue to Dominate for a Long Time”
December 14, 2023 — Learn about JAG’s history, investment philosophy, stock selection process, favorite investments, 2023 performance, and our 2024 […]
JAG Team Insights — Getting (Re) Familiar with Discount Bonds
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at […]
JAG Team Insights — Fixing Your Fixed Income Allocation: Back to Basics
September 30, 2023 Capital markets have been put through the wringer since the Fed started their rake hike cycle, resulting […]
JAG Team Insights — Obesity Drug Craze Approaching Critical Milestone
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]
JAG Team Insights — The AI Revolution: Key Takeaways from Quarterly Earnings Calls
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]
