Inflating European Expectations

The Wall Street Journal reported yesterday that for the first time in almost 4 years none of the Eurozone’s 19 member countries was in deflation during January. Aggregate Inflation across the region is now 1.8%, approaching the ECB’s target of 2.0%. The data is a notable marker that may be the...
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Election Tea Leaves

A global grass roots political upheaval is spreading. Brazil has ousted its president and Venezuela is an inch away. Brexit was a core “no more” vote against immigration. The U.S. was a surprise double header with Republicans taking both the White House and the Congress. France seems certain to ...
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The Opposite

Buy low sell high, it sounds simple enough but most investors avoid this anxiety ridden route at all costs.  Indeed, stocks are the one purchase item on the planet that buyers feel happier paying more for than less.  Such a paradox pervades global financial markets of every stripe.  Investors the...
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May Merkel Mediate an Amicable Divorce

Brexit, what Brexit?  Investors have largely brushed off the impact of the largest political event in the European Union’s short history.  The exit process will take years to unfold so the current relative market tranquility may be the most plausible outcome short-term but Brexit is real and und...
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Stay Away From Grisly Bears

Investors have pulled more than $60bn out of US equity funds since the start of this year. Outflows in the 2008 financial crisis were $85bn and $65bn during bear market of 2002. Flow data for 2016 is magnified given companies themselves are planning to buyback over $600bn in shares this year. At the...
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The Road from Nadir to Zenith

Oil industry observers around the world have been taken aback by the speed, ferocity, and steadiness of the downtrend in global crude oil prices over the past twenty months. They went from roughly $110 per bbl in June of 2014 to $33 per bbl at the end of January, 2016. This is a 70% fall if we avera...
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Back to School Financial Checklist

Summer is over, back to work everyone. I walked past a Christmas store on Fifth Avenue this morning. As we race towards the tail end of 2015 carve out some time in the coming weeks to make sure you are on target with the following checklist to help optimize your personal balance sheet to give you a ...
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How Much Time Does Money Buy?

Well it depends… but please read on because rather than evade the tough questions of investment management, we believe our job at C.J. Lawrence is to empower investors with the information they need to help guide their financial decisions for the future. But first the hard truths. On our website...
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