{"id":8627,"date":"2019-01-17T23:28:02","date_gmt":"2019-01-17T23:28:02","guid":{"rendered":"https:\/\/fundamentalis.com\/?p=8627"},"modified":"2019-01-18T19:44:19","modified_gmt":"2019-01-18T19:44:19","slug":"great-read-from-jag-capital","status":"publish","type":"post","link":"https:\/\/fundamentalis.com\/?p=8627","title":{"rendered":"Great Read from Jag Capital"},"content":{"rendered":"\n<figure class=\"wp-block-embed-wordpress wp-block-embed is-type-wp-embed is-provider-jag-capital-management\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"6lRQwRpebM\"><a href=\"https:\/\/www.jagcapm.com\/the-long-term-trend-is-your-friend\/\">The (Long Term) Trend is Your Friend<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;The (Long Term) Trend is Your Friend&#8221; &#8212; JAG Capital Management\" src=\"https:\/\/www.jagcapm.com\/the-long-term-trend-is-your-friend\/embed\/#?secret=6lRQwRpebM\" data-secret=\"6lRQwRpebM\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch and its also written in a way that is readily digestible for readers. <\/p>\n\n\n\n<p>Today&#8217;s piece is from Norm Conley of JAG Capital out of St. Louis. Like Jeff Miller, Norm and I got to know each other when we both wrote for Jim Cramer&#8217;s, &#8220;TheStreet.com&#8221; back in the 2000&#8217;s. That was a tough decade for growth managers, but to Jim&#8217;s credit he always attracted top-quality talent like Jeff and Norm (present company excepted). <\/p>\n\n\n\n<p>Norm and I spoke frequently off the forum: I distinctly remember getting an instant message from him in January &#8217;09 (or maybe early February &#8217;09) where he said &#8220;the monthly, rolling, 10-year return on the SP 500 hasn&#8217;t  been this low since the 1930&#8217;s.&#8221; <\/p>\n\n\n\n<p>The SP 500 put in a secular low within the next 6 weeks. <\/p>\n\n\n\n<p>Read the above piece about the &#8220;Long Term Trend is Your Friend&#8221;. <\/p>\n\n\n\n<p>It is quite good. <\/p>\n\n\n\n<p>There is more upside for this secular bull market. <\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch&hellip;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-8627","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/8627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8627"}],"version-history":[{"count":2,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/8627\/revisions"}],"predecessor-version":[{"id":8630,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/8627\/revisions\/8630"}],"wp:attachment":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}