JAG Team Insights: Assessing High Gas Prices and Shortage Risks
May 24, 2022 — Summary A confluence of factors including the recovery of demand, capacity reductions, lower China exports, and […]
Category: Research
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JAG Team Insights: Sentiment Index
March 18, 2022 — Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in […]
JAG Team Insights: Energy Market
March 8, 2022 — Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, […]
JAG Team Insights: Why We Stay Positive on Semiconductor Industry Fundamentals
January 6, 2022 — Global semiconductor sales continue to trend upward, growing close to +24% year over year in November […]
JAG Team Insights: BNPL – Not your Grandparents’ Installment Plan
December 13, 2021 — Throughout the years the financial world has used a variety of acronyms and confusing words to […]
JAG Team Insights: Health Care Infrastructure – Opportunities Abound!
October 5, 2021 — The COVID-19 pandemic exposed major flaws in the public health infrastructure in the US and worldwide. […]
