Quarterly Comments - JAG Capital Management

Tariff Tantrum Turbulence As usual, we completed a rough draft of this commentary a week or so prior to the […]

Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024’s gains […]

Closing the Gap Stocks continued to advance in the third quarter, albeit with more volatility than experienced during the first […]

The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]

Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my […]

Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted […]

Category: Quarterly Comments