Posts
- The Wall Street Transcript: An Interview with Norm Conley
- The Case for Momentum Investing: Building Better Portfolios
- In Defense of Momentum Investing
- 3rd Quarter 2016: Perspective is Everything
- ETFs Are Socially Irresponsible
- Ethical Eating as a Guide for Ethical Investing
- 4th Quarter 2016: The Bonfire of Consensus
- 1st Quarter 2017: Attitude Adjustment
- JAG Capital Management signs UN-supported Principles for Responsible Investment
- Got Growth?
- 2nd Quarter 2017: The Fed’s Inflation Conundrum
- 3rd Quarter 2017: Climbing the Wall of Worry
- JAG Earns PSN Top Guns Award by Informa Investment Solutions
- Game On: The New Golden Age for Video Games Has Arrived
- Consumer Staples Snapshot
- Market Sector Recap
- Streaming to Victory
- Growth vs. Value
- Health Care Snapshot
- Oil Price Rally
- Tax Reform Winners and Losers
- Is the Stock Market Overpriced?
- 2018 Stock Market Predictions
- 4th Quarter 2017: Omnipresent Optimism
- Inflation Expectations on the Rise
- The Mood on Main Street
- Our Favorite Hunting Ground for 2018
- What do higher bond yields mean for stocks?
- How does debt affect stock performance?
- Surprise! How do Earnings Surprises impact stock performance?
- Does This Car Make Me Look Heavy?
- Chill on the Content Bubble
- Consumer Staples: Safe Haven No More?
- How has “QT” affected the stock market and the economy?
- Data Center Hyper Growth – It’s Not What You Think
- Sector Valuations – Some (Surprising) Observations
- At The Ends Of The Days
- Correction Territory
- Assessing “Real” Returns
- Meet Rosie Jetson
- 1st Quarter 2018: A Visit From An Old Friend
- The Closely-Watched Treasury Yield Curve
- Passive Activism. What the What?
- Disruption Eruption
- Debt and Growth Don’t Mix
- On The Defense
- Strike Down the Band
- Inflationary Pressure
- Does the Energy Sector Rally Have Legs?
- Here Comes the Boom
- Business Owner Optimism at All-Time Highs
- Surprise! It Still Works!
- Previewing September’s Big Sector Shuffle
- Are Stock Investors (Really) Too Exuberant?
- Change is Coming
- Should We Be Banking on Bank Stocks?
- 2nd Quarter 2018: Reviewing the Big Picture
- What is Ailing the Industrials Sector?
- Norm Conley Talks Tech Stocks Leading Market Rally
- Dinner at Your Doorstep
- Where Are We in the Semiconductor Cycle?
- Streaming Killed the Cable Star
- In the Dark
- Would You Rather?
- Some Mergers are Shareholder Friendly This Year
- Should We Be Worried About Market Breadth?
- SRI, ESG And Impact Investing: A Natural Evolution For Investment Management?
- Norm Conley: JAG’s Stance on Cloud Stocks
- Small Business Owners are Thinking Big!
- Emerging Bullish Signs in Semiconductor Equipment Stocks
- How Does a Momentum Manager Measure Risk?
- Cautionary Signals from the “New” Communications Sector?
- Bullish Signals in Industrials and Healthcare
- 3rd Quarter 2018: Lapping Lehman
- Inflation Nation
- Norm Conley Talks JAG’s Large Cap Growth Fund with Ticker Magazine
- Have You Recently Suffered from Recency Bias?
- Boutique of the Week: JAG Capital Management
- Are Stocks Oversold Enough to Rally?
- Is the Tech Sector Tempting?
- Is the Current Stock Market Correction a Normal Pull-Back, or a Sign of Worse to Come?
- Roses and Thorns in Semiconductors?
- U.S. Stocks Make a Comeback
- Credit Market Clues on the Correction
- Is the Energy Sector Tempting, or a Trap?
- The (Long Term) Trend is Your Friend
- Disruption and Value Traps
- A Bullish (and Rare) Signal for Stocks in 2019
- Another Bullish Signal: S&P 500 vs. Predicted Value
- Investors Remain Surprisingly Skeptical on Stocks
- 4th Quarter 2018: A “Glitch” Down the Stretch
- Bezos’ Private Life is No Concern to Investors
- Could Cyclicals Make a Comeback in 2019?
- Time to Tilt Away from Mega Caps?
- Pay No Attention to the Inversion Behind the Curtain
- Valuation Snapshot: Earnings Yields versus Bond Yields
- Salesforce Has Developed into a ‘Winner Take Most’ in CRM
- A Buyable Trough in Semiconductor Orders?
- Consumer Staples: (Still) Expensive
- Markets Vote “No” on More Fed Rate Hikes
- 1st Quarter 2019: Rebounding Returns
- 2Q Earnings Results Hint at Firming Fundamentals
- To Impossible & Beyond
- Towering to New Speeds
- Norm Conley Talks Investing in Large Cap Names
- Amazon A Top Stock Pick For Investors?
- Norm Conley Discusses Why Stocks Are Nearing All Time Highs
- Retirement Income: A Lower Risk Recipe To Yields Of 2.5% To 7% — Or More
- 2nd Quarter 2019: The Wall
- Norm Conley Discusses How To Invest Amid August Market Volatility
- Are Rising Earnings Yields Pointing to Opportunity?
- Revisiting the V bottom in Chip Equipment Makers
- Norm Conley Shares Stock Picks
- 3rd Quarter 2019: Excuse Me
- Rate of Returns During Rising Rates
- 4th Quarter 2019: 2020 Hindsight
- Private Wealth Commentary: Q4 2019
- JAG Capital Review & Outlook
- Coronavirus Correction Market Impact: A Historical Perspective
- How Safe is the “Flight to Safety” Trade?
- Important Notice: St. Louis Office Opening By Appointment Only
- COVID-19, the Economy, and the Capital Markets
- 1st Quarter 2020: Notes From Quarantine
- COVID-19 Accelerates Disruption: HTZ Edition
- JAG Capital Management/JAG Private Wealth Hires Gregory Lowhorn & Sheryl Dineen
- CIO Magazine Interview
- 2nd Quarter 2020: Markets Make An Optimistic Forecast
- TDAmeritrade “The Watch List” Q2 2020 Market Outlook and Stock Picks
- Barron’s Interview with JAG CEO/CIO Norm Conley “Why Your Fund Manager Isn’t Looking for Fraud”
- Nvidia vs. Advanced Micro Devices: Which Is the Better Buy?
- 3rd Quarter 2020: Navigating the 2020 Elections
- TDAmeritrade “Morning Trade Live” Expectations for Market Performance Heading into 2021
- Two Minute Insight: Historical Returns Tell A Different Story Than Recent Record Highs
- 4th Quarter 2020: Happy (Finally!) New Year!
- Bloomberg.com — JAG CEO/CIO Norm Conley Discusses GameStop & Market Volatility
- 1st Quarter 2021: Spring Has Sprung!
- Two Minute Insight: Timber! Could Inflation Fears be Calming Down?
- 2nd Quarter 2021: Celebration(ish) Economy
- JAG Team Insights: Health Care Infrastructure – Opportunities Abound!
- 3rd Quarter 2021: Ch-ch-ch-changes
- JAG Welcomes Senior Vice President Kate Hurt & Equity Research Analyst George Margvelashvili
- JAG Team Insights: Why We Stay Positive on Semiconductor Industry Fundamentals
- JAG Capital Management Awarded Top Guns Designation by Informa Financial Intelligence
- 4th Quarter 2021: Retrospectives and Perspectives for The New Year
- JAG Team Insights: Energy Market
- JAG Team Insights: Sentiment Index
- 1st Quarter 2022: Stormy Weather
- JAG Team Insights: Assessing High Gas Prices and Shortage Risks
- JAG Team Insights: Electric Opportunity – Upgrading the Grid
- 2nd Quarter 2022: Inflating Worries
- JAG Team Insights: What’s Next for Health Care Investors?
- 3rd Quarter 2022: Looking Beyond Risks
- JAG Team Insights — An Electric Opportunity: Renewable Energy Generation
- 4th Quarter 2022: Opportunity Set is Growing Despite Fears
- JAG Team Insights — Putting Recent Tech Layoffs into Context
- JAG Team Insights — The Debt Ceiling Debate & Financial Market Impacts
- JAG Team Insights — The AI Revolution: Framing Risks and Opportunities
- 1st Quarter 2023: Markets Show Resilience to Start 2023
- JAG Team Insights — The AI Revolution: Key Takeaways from Quarterly Earnings Calls
- JAG Team Insights — Obesity Drug Craze Approaching Critical Milestone
- 2nd Quarter 2023: The Return of Guarded Optimism
- 3rd Quarter 2023: Rising Rates Create Opportunities…And Risks
- JAG Team Insights — Fixing Your Fixed Income Allocation: Back to Basics
- JAG Team Insights — Getting (Re) Familiar with Discount Bonds
- TWST’s Interview with JAG CEO/CIO Norm Conley “Magnificent Seven Could Continue to Dominate for a Long Time”
- 4th Quarter 2023: A Catalyst-Driven Rally for Investors
- JAG Team Insights — Q1 2024: Thematic Insights
- 1st Quarter 2024: Time Flies
- JAG Growth Equity Thematic Insights: Q2 2024
- 2nd Quarter 2024: The Concentration Conundrum
- JAG Growth Equity Thematic Insights: Q3 2024
- 3rd Quarter 2024: Closing the Gap
- JAG Fixed Income Thematic Insights: Q4 2024
- JAG Growth Equity Thematic Insights: Q4 2024
- 4th Quarter 2024: Back to Back Bulls
- JAG Fixed Income Thematic Insights: Q1 2025
- JAG Growth Equity Thematic Insights: Q1 2025
- 1st Quarter 2025: Tariff Tantrum Turbulence
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