Economy Archives - C.J. Lawrence // Investment Management

April 6, 2020
Blog , News & Media , The Portfolio Strategist - Terry Gardner

Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi – April 6, 2020

Futures jump on hopes coronavirus spread may be stabilizing https://finance.yahoo.com/video/futures-jump-hopes-coronavirus-spread-133055157.html Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi to discuss how the coronavirus is impacting m...

February 12, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Volatility Returns (Chairman, James Moltz)

This week we are pleased to offer thoughts on the market from our Chairman, James Moltz. Jim launched the Weekly Market Comment at the original CJ. Lawrence back in the early 1970s and authored the piece for several decades. We are fortunate to have his perspectives and are grateful for his lead...

January 17, 2018
Blog , The Trusted Navigator - Bernhard Koepp

The Death of “New Normal” – Preparing for Normal

The term, New Normal became the new paradigm in business and economics to describe the financial environment in the wake of the 2008 crisis and the global recession that followed. Mohammed El-Erian, the then head of PIMCO, first used the term in 2010 in a lecture titled “Navigating the New Nor...

January 8, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – CJL Market Monitor Continues to Favor Stocks

As investment managers, we sleep with one eye open and the other on our Market Monitor. The C.J. Lawrence Market Monitor was created in the early 1980s to measure the attractiveness of the stock market. It calibrates the relative appeal of stocks versus fixed income and tests the internal technical ...

December 28, 2017
Blog , The Trusted Navigator - Bernhard Koepp

“US GDP Moves Above Potential” – Implications for Markets

Using Reinhart and Rogoff’s work, suggesting that it normally takes a decade for an economy to reach potential output growth following a financial crisis, our former CJL colleague, Ed Hyman, at Evercore ISI points out that the US economy has finally broken out of its decade of sub-par growth (see ...

December 4, 2017
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Improving Earnings Growth Forecasts Suggest the Bull May be Sharpening His Horns

Friday’s stock market roller coaster ride ended on a down note, but finished well off the lows of the day. Speculation about what former National Security Director, Michael Flynn, might say to the U.S. Special Prosecutor investigating his pre-inauguration activities, reversed the equity market’s...

Economy

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