4th Quarter 2024: Back to Back Bulls
Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024’s gains […]
Category: Quarterly Comments
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3rd Quarter 2024: Closing the Gap
Closing the Gap Stocks continued to advance in the third quarter, albeit with more volatility than experienced during the first […]
2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]
1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my […]
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 […]
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 […]
