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...
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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...
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C.J. Lawrence Weekly – The U.S. Consumer Remains Healthy, While the Gap Between Sector Winners and Losers is Widening

The U.S. consumer is healthy and living within his/her means and that should be positive for consumer related stocks. But wide gaps are forming between those with cutting edge business models and those without. Passive investors in the sector may wind up with average returns, while active investor...
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C.J. Lawrence Weekly – Trade Stand-Off May Lead to Long Term Gain, Short Term Pain. Overweight Communications Services

We’ve written previously about the longer-term impact of the trade war on sourcing and manufacturing decisions, and our belief that one of the stand-off outcomes will be the re-shoring of manufacturing capacity back to the U.S. over the next several years. But in the meantime, the global economy ...
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