Bloomberg.com — JAG CEO/CIO Norm Conley Discusses GameStop & Market Volatility
Norm Conley, chief executive officer of JAG Capital Management, last week said the whole GameStop ride had been the wildest… Read More
Two Minute Insight: Historical Returns Tell A Different Story Than Recent Record Highs
The S&P 500 was up 33% in 2019 and is up over 50% since March 2020. It continues to push… Read More
TDAmeritrade “Morning Trade Live” Expectations for Market Performance Heading into 2021
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3rd Quarter 2020: Navigating the 2020 Elections
Firm Highlights JAG continues to make long-term investments in our clients and our future growth. Over the last six months,… Read More
Nvidia vs. Advanced Micro Devices: Which Is the Better Buy?
WITH TECHNOLOGICAL innovations accelerating, there have been many players emerging – developing new products for ease of use, storage and efficiency…. Read More
Barron’s Interview with JAG CEO/CIO Norm Conley “Why Your Fund Manager Isn’t Looking for Fraud”
September 9, 2020 — For more than a decade, short sellers had questioned German payments processor Wirecard’s accounting—so much so that… Read More
Fishing for PIRRCCH Acronym — COVID-19 Investment Opportunity Framework
Fishing for PIRRCCH Challenges and Opportunities August 2020 — Near the beginning of the current pandemic, JAG’s research team developed… Read More
COVID-19 Accelerates Disruption: HTZ Edition
The COVID-19 crisis has compressed years of technological disruption into the space of just a few months. Taken as a… Read More
COVID-19, the Economy, and the Capital Markets
Timely Observations & Insights from JAG’s Portfolio Management Team
How Safe is the “Flight to Safety” Trade?
Coronavirus fears have driven an epic cascade of capital into risk-free assets like US Treasuries. 10-year Treasury yields have collapsed… Read More