4th Quarter 2023: A Catalyst-Driven Rally for Investors
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted […]
Insights & Commentary
Our active research approach is designed to develop investment insights that diverge from consensus. View our latest financial market insights, commentaries, and more.
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 […]
3rd Quarter 2023: Rising Rates Create Opportunities…And Risks
Market Overview Stocks had a strong start to the third quarter before pulling back in August and September. Overall, the […]
2nd Quarter 2023: The Return of Guarded Optimism
Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]
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) […]
1st Quarter 2023: Markets Show Resilience to Start 2023
Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. […]
JAG Team Insights — The AI Revolution: Framing Risks and Opportunities
April 4, 2023 Over the past several months, Artificial Intelligence (AI) has leaped from the realm of science fiction into […]
JAG Team Insights — The Debt Ceiling Debate & Financial Market Impacts
February 17, 2023 Raising the debt ceiling is a regular feature of the US political and financial landscape. Since June […]
JAG Team Insights — Putting Recent Tech Layoffs into Context
January 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and […]
