CONTRIBUTORS

Lessons Learned From the Onset of the Pandemic, Terry Gardner, C.J. Lawrence Market Comment 031124

In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic.

2023 Market Recap and Outlook, Bernhard Koepp, C.J.L. 1.3.24

In this video, Bernhard Koepp summarizes 2023 as a year of exceptional performance, but active management needed to catch up with concentrated market gains. As he looks at 2024, calling it a year of potential, he offers advice for a patient and selective approach. This is Bernhard Koepp from C.J. Lawrence wishing you a happy […]

Turkey Dinner Deflation, Soft Landings, and Onshoring Opportunities, Terry Gardner, C.J.L.12.6.23

In this video, Terry Gardner talks about the post-Thanksgiving market, covering inflation’s impact on holiday meals, the broader economic landscape of rates, inflation, and growth, and explores promising sectors like industrials for 2024 earnings potential.     Hi everyone, it’s Terry Gardner from CJ Lawrence, coming to you from Midtown Manhattan. It’s Wednesday, December 6th. […]

Investing in Innovation: A Conversation with Terry Gardner

In a recent interview with Jason Raznick, CEO of Benzinga on the Raz Report podcast, Terry Gardner, Investment Manager and Portfolio Strategist at CJ Lawrence, shared valuable insights about innovation-focused investing. Their wide-ranging discussion touched on various market-related topics, including Terry’s unique approach and potential investment opportunities in innovation. Let’s dive into the key takeaways: […]

Mid-Summer Market Update, Bernhard Koepp, C.J. Lawrence Commentary, 7/21/23

Hi there. This is Bernhard Koepp at CJ Lawrence. It is July 21st, and I wanted to give you a midsummer update on what we’re seeing in the markets. Our second quarter letter has gone out to clients. It’s been quite a year. The second quarter was another positive quarter. There is a saying in […]

Product Cycles Often Trump Market Cycles… C.J. Lawrence – Market Commentary – 6/13/23

Hi. Good afternoon, everyone. It’s Terry Gardner from CJ Lawrence on the 13th of June, Tuesday, coming to you from sunny Midtown Manhattan. There are three points to our call today:  First, we want to take a look at product cycle versus market cycle; secondly, we want to talk about how the game is tied; […]

This Time It’s Different – Bernhard Koepp, C.J. Lawrence – Market Commentary 6/7/2023

Markets are up over 20% since the October 12 low, which typically signals the start of a new bull market.  The Nasdaq is up 35% and the Dow Jones Industrial Average is up 15% for the same period, but nobody cares.  Sentiment remains bearish. Short interest remains high and if you followed the talking heads […]

C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q4 2022

June 1, 2023, 09:10 AM Eastern Daylight Time Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies New York, NY, June 1, 2023 — C.J. Lawrence announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains […]

Market Outlook Following the Silicon Valley Bank Failure, Bernhard Koepp, C.J. Lawrence Commentary, 3/14/23

In this video, Bernhard Koepp discusses the fallout from the Silicon Valley Bank (SVB) failure, how it may change Fed policy and the latest data on inflation for February 2023.   Hi there. This is Bernard Koepp from CJ Lawrence coming to you from snowy Midtown Manhattan. It’s been quite a week and I’m not […]

Innovation at a Reasonable Price Investing Is Always In Favor, Terry Gardner, C.J. Lawrence 3/8/23

In this video, Terry Gardner discusses CJL’s Innovation at a Reasonable Price investment strategy. Terry contends that IRP is always in favor and that today’s innovators have more attractive investment characteristics than those in past cycles. Good afternoon, everyone.  I’m Terry Gardner from CJ Lawrence coming to you from Midtown Manhattan on Wednesday, March 8th.  […]

CJ Lawrence Models and Tools That Have Stood the Test of Time, Terry Gardner, C.J. Lawrence 1/18/23

In this video, Terry Gardner introduces us to three CJ Lawrence investment models, created in the 1970s and 1980s, that have stood the test of time. Hi, good evening, everyone. This is Terry Gardner from CJ Lawrence. It is January 18, 2023. I hope your year is off to a good start. The market has […]

2022 Market Recap and 2023 Outlook, Bernhard Koepp, C.J. Lawrence 1/10/23 

In this video, Bernhard Koepp gives a market recap of 2022 and an outlook on markets and global economies for 2023. Hi there. This is Bernard Koepp at CJ Lawrence. Happy New Year. Well, we’re happy 2022 is over. In terms of the markets, it was certainly not a good year. If you go through the […]

Inflation slows, yields peak, the market pops, and fizzles into the holiday. – C.J. Lawrence – Market Commentary – 12/19/22

As we prepare for the holiday, the market looks like stale Champagne. There was an initial 900-point pop in the DOW on the better inflation number for November (CPI) at 7.1%. Markets were ready to pop the cork and declare inflation dead. That quickly fizzled when Fed Chair Jay Powell delivered another hawkish statement after […]

C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q3 2022

December 16, 2022 09:10 AM Eastern Daylight Time Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies NEW YORK, NY—December 16, 2022—  C.J. Lawrence announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed […]

When good news is bad news; the case for GOLD – C.J. Lawrence – Market Commentary 12.2.2022

It’s jobs Friday, and the November data shows the US economy continues to add 200,000-plus new jobs. No slowdown there!  That is in line with the stronger than expected Q3 reading for GDP, which was revised up to 2.9% annually.  Hourly wages also came in higher than expected, up 0.6% versus the expected 0.3%.  Why […]