Blog

June 17, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

Central Banks Find Inflation Fighting Mojo – C.J. Lawrence Market Commentary – June 17, 2022

Markets on Wednesday rejoiced with a nice broad-based rally once the Fed confirmed the 75bps raise to the Fed Funds rate at its regular meeting. Fed Funds now stand at 1.50-1.75%. Even the Swiss National Banksurprised, raising rates by 50bp, a first in 15 years, lifting negative rates from -0.75% to...

June 11, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

C.J. Lawrence Market Commentary – Inflation peaking? Not quite…

Every release of the consumer price index (CPI) is highly anticipated in the current environment, and today was no exception. May’s CPI was a disappointment to investors, including yours truly, who were looking for a continued gradual decline in the headline inflation rate in line with the previ...

May 28, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

C.J. Lawrence Market Commentary – This Is Not March 2000, Valuations are Much More Reasonable

In summary, from this stock picker’s point of view, the relative valuations of stocks were much more extreme in March of 2000 versus today. We have also gone through 20 years of digital transformation since the dot.com bubble which has changed the business models of many companies, especially in t...

May 18, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner
Comments : 0

Sifting Through the Damage, Terry Gardner, C.J. Lawrence Market Comment 051822

In this video, Terry Gardner shares his thoughts on earnings and interest rates, sector leadership, the outlook for the stock market and economy in late 2022 and 2023, and the benefits of long term investing. ...

May 17, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

C.J. Lawrence Market Commentary – Markets grind lower; travel expenses up 18.6% in April

Despite a nice relief rally going into the weekend, the market continues to grind lower, down 2.4% for the week for the broader S&P500, now down 16% for the year. The Tech-heavy Nasdaq is down 24% for the year (up 29% in 2021). ...

April 29, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

C.J. Lawrence Market Commentary – Market down 3.6% for the week, S&P500’s p/e back to historical average

The first quarter of 2022 finished yesterday with the S&P500 down 4.9%, the Tech-heavy Nasdaq down 9.1%, and the Dow Industrials down 4.6%. Oil prices peaked on March 8th at $128 per barrel (Brent crude oil) and the market bottomed around that same time, clawing back about half of the loss incurr...

April 20, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner
Comments : 0

Earnings are OK but Rising Rates Weigh on Stocks, Terry Gardner, C.J. Lawrence Market Comment 042022 – YouTube Video & Transcript

April 7, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

Markets Bottomed in Q1 When Oil Peaked

April 5, 2022
Blog , News & Media
Comments : 0

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence, Achieving Top Guns status Within Zephyr’s PSN Manager Database for 4Q 2021

C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers....

March 18, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

“Oil and Stocks Don’t Mix” Lessons Learned From the Past

A moderation of inflation would certainly be welcome if the Fed is to orchestrate a soft landing in the US Economy and avoid stagflation. One thing we have learned from history, severe oil spikes create interesting entry points for stocks in near term. ...

March 16, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

More Volatility Ahead…

It goes without saying, there is unprecedented pressure on Putin to change course in the coming weeks or risk complete economic collapse and isolation. We remain patient regarding our portfolio positioning. ...

March 5, 2022
Blog , The Trusted Navigator - Bernhard Koepp
Comments : 0

Market Impact & Implications of Ukraine War – Part IV

Stagflation remains the key market risk as the Ukraine war enters week 2. Stagflation, which is defined as stagnant demand combined with rising inflation and high unemployment, was the low probably scenario going into 2022. (We remind our investors that during time...

Read More

February 28, 2022

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Market Impact & Implications of Ukraine War – Part III

This morning markets were dominated by the repercussions of the severe sanctions imposed on Russia by the European Union. ...

Read More

February 25, 2022

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Market Impact & Implications of Ukraine War – Part II

After indiscriminate selling at the open of the market this morning, the Nasdaq and then the broader market staged quite a dramatic reversal and closed up 1.5% for the S&P500 and the Tech heavy Nasdaq up 3.5%....

Read More

February 24, 2022

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Market Impact & Implications of Ukraine War – Part I

Today the market is pricing in the potential market disruption of the Russian invasion of Ukraine beyond the disputed territories. ...

Read More

February 17, 2022

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

Earnings Outlook Matters During Rising Rate Cycles -T Gardner, CJ Lawrence Market Comment 2.15.22 – YouTube Video & Transcript

In this video, Terry Gardner discusses 4Q21 earnings results for the S&P 500, summarizes the macro backdrop for the economy and stocks, shares CJL proprietary work on interest rate cycles, and suggests a portfolio strategy for the next 12-18 months. ...

Read More

December 16, 2021

Blog , News & Media

Comments : 0

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence

NEW YORK--(BUSINESS WIRE)--C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers....

Read More

November 22, 2021

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

Expensive Turkeys and Supply Chain Glimmers, Terry Gardner, CJ Lawrence Market Comment 11.22.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by S&P 500 companies, examines profit margins and margin expectations, assesses the "market playbook", and advocates investing in IRP (Innovation at a Reasonable Price)....

Read More

November 5, 2021

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

Strong Earnings, Peak Margins, and 2022 Headwinds, Terry Gardner, CJ Lawrence Market Comment 11.3.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by S&P 500 companies, examines profit margins and margin expectations, assesses the "market playbook", and advocates investing in IRP (Innovation at a Reasonable Price)....

Read More

October 12, 2021

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Q3 Market Review and Risk of Stagflation Bernhard Koepp – C.J. Lawrence – October 4, 2021 – YouTube Video & Transcript

In this video, Bernhard Koepp gives an update on what he is watching at the end of Q3 2021 and discusses the rising risk of stagflation. ...

Read More

August 4, 2021

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

2Q Earnings Look Great, No Need to Try to Time the Market, Terry Gardner, CJL Market Comment 8.04.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by S&P 500 companies, examines profit margins and margin expectations, assesses the "market playbook", and advocates investing in IRP (Innovation at a Reasonable Price)....

Read More

July 9, 2021

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Mid-Year Market Review and Outlook by Bernhard Koepp – C.J. Lawrence – July 7, 2021 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence reviews the markets at the mid-point of the year 2021. He covers the active sector shifts in the first half of the year, reviews the strong macro conditions underpinning the US economy, discusses the debate on inflation and gives an outlook....

Read More

May 26, 2021

Blog , News & Media

Comments : 0

C.J. Lawrence Welcomes Paul Kehoe, Managing Director and Senior Analyst

C.J. Lawrence is pleased to announce the addition of Paul Kehoe as the newest member of the C.J. Lawrence family. He joins us in our long-term commitment to investment excellence. His arrival highlights C.J. Lawrence’s investment process and extensive experience in anticipating changes in global m...

Read More

May 1, 2021

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

Strong Results and Innovation at a Reasonable Price (IRP), Terry Gardner, CJL Market Comment 4.29.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by S&P 500 companies, examines profit margins and margin expectations, assesses the "market playbook", and advocates investing in IRP (Innovation at a Reasonable Price)....

Read More

March 17, 2021

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Interest Rate Hiccups & When Good News is Bad News – by Bernhard Koepp, C.J. Lawrence 3-4-21 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence, discusses the rise in interest rates and its effect on the market....

Read More

March 6, 2021

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

Market Playbook Creates Opportunities -Terry Gardner, CJ Lawrence Market Comment 2.24.2021 – YouTube Video & Transcript

In this video, Terry Gardner discusses the changes in the stock market backdrop, industry group rotations below the index level, and why winners can keep winning....

Read More

February 23, 2021

Blog , News & Media , The Trusted Navigator - Bernhard Koepp

Comments : 0

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence

C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. C.J. Lawrence was honored with a 4-Star Top Gun rating for its CJL Balanced - US Balanced Universe and a 3-Star Top...

Read More

January 13, 2021

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

2021 Commentary and Outlook. What’s next? – by Bernhard Koepp – CJ Lawrence 1-7-2021 – YouTube Video & Transcript

In this video, Bernhard Koepp discusses the events of January 6th, 2021 in Washington DC and gives an outlook on the economy and portfolio positioning for the coming year....

Read More

December 16, 2020

Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Comments : 0

Themes that Worked, Enjoying the View, Staying Selective – CJL Market Comment 12.15.20 – by Terry Gardner – YouTube Video & Transcript

In this pre-Thanksgiving video, Terry Gardner discusses the stock market rotation, the movement higher in earnings estimates, and bad news for turkeys!...

Read More

December 4, 2020

Blog , News & Media

Comments : 0

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence

C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. C.J. Lawrence was honored with a 4-Star Top Gun rating for its CJL Balanced - US Balanced Universe and a 3-Star Top...

Read More

December 3, 2020

Blog , Budget , CJ Lawrence , COVID-19 , Familly , Investments , News , The Portfolio Strategist - Terry Gardner

Comments : 0

Healthy Markets and Bad News for Turkeys, Market Comment – by Terry Gardner – YouTube Video & Transcript

In this pre-Thanksgiving video, Terry Gardner discusses the stock market rotation, the movement higher in earnings estimates, and bad news for turkeys!...

Read More

November 11, 2020

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Post Election Market Commentary & Outlook by Bernhard Koepp – C.J. Lawrence – 11/10/2020 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence discusses his economic outlook post election, the game-changing covid-19 vaccine and its implications for GDP growth in 2021, potential black swan events, worries about inflation and the US Dollar, as well as the debate on growth versus value inves...

Read More

September 25, 2020

Blog , Budget , CJ Lawrence , COVID-19 , Familly , Investments , Manage , News , PEG

Comments : 0

Earnings Growers Don’t Look Expensive vs Market, by Terry Gardner – YouTube Video & Transcript

In this video, Terry Gardner discusses the current stock market narrative, analyzes earnings per share growth on a two-year stack, and compares sectors and stocks on a P/E-to-growth rate (PEG) basis....

Read More

August 19, 2020

Blog , Budget , CJ Lawrence , COVID-19 , Familly , Investments , Manage , News , The Trusted Navigator - Bernhard Koepp

Comments : 0

Climbing the Wall of Worry – by Bernhard Koepp – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence discusses discusses 6 points: 1) Market nearing a new high; positive fundamentals remain with the crowded trade. 2) Economy- The parade of eye-popping Q2-GDP data is out but GDP outlook looks positive; Inflation – “Fed will tolerate higher infl...

Read More

July 28, 2020

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Mid-Year Update & Outlook – by Bernhard Koepp – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence provides a mid-year update & outlook for 2020. C.J. Lawrence is a New York based investment adviser providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates to 1864...

Read More

July 12, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

On Normalized Earnings Stocks are Not Overvalued – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist and Client Advisor, Terry Gardner, introduces the concept of “normalized earnings” and makes the case that, on that basis, the stock market is not over-valued....

Read More

May 20, 2020

Blog , News & Media

Comments : 0

C.J. Lawrence’s Bulldog Portfolio Sponsored by Advisors Asset Management Surpasses $1 Billion in Sales

C.J. Lawrence® a leading investment advisor, in partnership with Advisors Asset Management (AAM), announced today that its Bulldog Portfolio exceeded $1 billion in cumulative sales....

Read More

May 15, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

Looking Around Corners & the “Tilted-V” – YouTube Video & Transcript

In this video, Terry Gardner of C.J. Lawrence reviews this cycle’s three market phases, highlights “Whatever it Takes,” laments the lack of leadership from financial stocks, and shares his analysis of consistent sales growers....

Read More

May 3, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

Leadership Still Lacking; Sustainable Top-Line Growth is Key – YouTube Video & Transcript

In this video, Terry Gardner of C.J. Lawrence reviews this cycle’s three market phases, highlights “Whatever it Takes,” laments the lack of leadership from financial stocks, and shares his analysis of consistent sales growers....

Read More

April 28, 2020

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

A Day in the Life of Social Distancing – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence, describes a typical day in the life of social distancing to illustrate what companies are open for business during the economic shutdown and will emerge stronger after the crisis....

Read More

April 28, 2020

Blog , News & Media

Comments : 0

N.Y. Investment Management Firm Launches COVID-19 Campaign to Support Long Islanders

To respond to the needs of the community and to galvanize individuals ready to assist, New York-based investment management boutique, C.J. Lawrence, has launched a campaign to provide matching funds for local food banks and hospitals that are in desperate need of support....

Read More

April 17, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

Markets Recover but Leadership from Financials is Missing – YouTube Video & Transcript

In this video, In this video, Terry Gardner, Portfolio Strategist at C.J. Lawrence, reviews the stock market’s three peaks cycle in dealing with the coronavirus, examines recent economic and corporate data, and addresses the market’s recent leadership....

Read More

April 6, 2020

Blog , News & Media , The Portfolio Strategist - Terry Gardner

Comments : 0

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

Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi to discuss how the coronavirus is impacting markets....

Read More

April 4, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

The S&P 500 Will Recover Faster Than the Economy – YouTube Video & Transcript

In this video, Terry Gardner of C.J. Lawrence revisits the phases of the Corona Virus impact on the equity markets, reviews recession math and valuation range, and shares proprietary analysis of the S&P 500’s sub-groups and explains why the Index will recover faster than the broader economy....

Read More

April 2, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

Bottom or Not, 25% Down Has Been a Good Point to Buy Stocks – YouTube Video & Transcript

Here at C.J. Lawrence, we're very focused on the names that we have the highest conviction. We do believe there are going to be select companies and their stocks that come through this stronger than ever....

Read More

March 22, 2020

Blog , The Trusted Navigator - Bernhard Koepp

Comments : 0

Fiscal Response Larger Than in 2008 – YouTube Video & Transcript

In this video, Bernhard Koepp, C.J. Lawrence's CEO gives an update on the massive fiscal package being discussed on Capitol Hill in response to the economic shutdown and what we are watching in the week ahead....

Read More

January 13, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

C.J. Lawrence Weekly – Following the Smart Money May Not Be Such a Good Idea

Pension, foundation, and endowment funds are often referred to as the market’s “smart money”, owing to their resources and expertise, and the smart money has been consistently reducing equity exposure to fund entrée into new and diverse asset categories. To date, returns suggest that betting...

Read More

January 6, 2020

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

C.J. Lawrence Weekly – 2019 Didn’t Feel Great, but It Was!

What a difference a year makes! In the week leading up to New Year’s Day in 2018 not many pundits were forecasting that 2019 would produce one of the highest annual equity returns on record. At 28.9%, the 2019 price return on the S&P 500 is the fifth highest since 1960. But at the beginnin...

Read More

December 23, 2019

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

C.J. Lawrence Weekly – Uptick in Infrastructure Spending Looms

Investors who bought into the infrastructure theme previously have been disappointed. Despite the growing need for infrastructure investment, most related stocks have lagged the broader indices. The S&P Materials Sector, which represents chemicals, composite, aggregates, and metals and mining comp...

Read More

December 17, 2019

Blog , The Portfolio Strategist - Terry Gardner

Comments : 0

C.J. Lawrence Weekly – Trade Deal and an Earnings Driven Market

Our CJL Rule of 20 tells us that the sum of the forward P/E multiple on the S&P 500 added to the annual CPI core inflation rate should equal about 20. The current reading is 20.1, which sounds about right. Therefore, for stocks to move higher without violating the Rule, the “E” portion of the ...

Read More

1 2 … 4

Search for:

Follow Us
Follow Us
On Social Networks
Facebook
YouTube
Linkedin

Recent Posts

Central Banks Find Inflation Fighting Mojo – C.J. Lawrence Market Commentary – June 17, 2022

C.J. Lawrence Market Commentary – Inflation peaking? Not quite…

C.J. Lawrence Market Commentary – This Is Not March 2000, Valuations are Much More Reasonable

Sifting Through the Damage, Terry Gardner, C.J. Lawrence Market Comment 051822

C.J. Lawrence Market Commentary – Markets grind lower; travel expenses up 18.6% in April

Categories

Blog

Budget

CJ Lawrence

COVID-19

Familly

Investments

Manage

News

News & Media

PEG

The Portfolio Strategist – Terry Gardner

The Trusted Navigator – Bernhard Koepp

Uncategorized

Tags
Amazon Bernhard Koepp Bond Market Bulldogs C.J. Lawrence C.J. Lawrence Weekly Market Comment China China Trade Wars CJL Bulldog Equity Consumer Discretionary Sector Coronavirus COVID-19 Earnings Growth Energy Energy Sector Equity Market Equity Markets Facebook Federal Reserve Fundamentals GDP Global Economics Industrials Inflation Interest Rates Manufacturing Market Volatility Microsoft S&P 500 S&P 500 Index Stock Market Stocks Tariffs Technology Technology Sector Terry Gardner Terry Gardner Jr. The Portfolio Strategist Trade Wars U.S. 10-Year Treasury Bond Yield U.S. Economy U.S. Treasury Bonds Volatility YouTube YouTube Video

Login Area

Register New Account