CONTRIBUTORS
Guest Contributor
Charles T. Maxwell
Apollon Wealth Management Expands to New York with acquisition of C.J. Lawrence®
CHARLESTON, S.C.– February 26, 2025 – Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with the acquisition of C.J. Lawrence®, a boutique investment management firm with a long-standing reputation for serving high-net-worth clients and institutions. This strategic expansion strengthens Apollon’s investment capabilities and establishes […]
DeepSeek or DeepFake? The Moore’s Law Moment for Large Language Model
It’s been an amazing week to be a technology investor. We got this news out of China, out of a company called DeepSeek, that’s been around for a while actually, where they have broken the code in open code, creating a model that supposedly replicates the performance of some of the closed generative AI, or […]
Strong Earnings and Growth Signal a Bright 2025 Outlook
In this video Bernhard shares how. despite high valuations, productivity gains and cooling inflation set the stage for continued expansion. Hi there. This is Bernhard Koepp wishing you a happy new year. Well, it’s been a happy new year if you’ve been long equities. We finished the year 25% plus for the S&P 500. That’s […]
The Thanksgiving Index: A Tasty Take on Inflation
Hey folks, it’s Terry Gordon from C.J. Lawrence. It’s Tuesday the 25th of November, just prior to Thanksgiving. This is the time of year we do our annual Thanksgiving dinner index review. We’re going to talk briefly about the bond vigilantes and whether or not they’ll ride in 2025, and then I’ll tell you where […]
The CJ Lawrence Market Monitor: Navigating Earnings Season and Market Valuations
Terry Gardner shares a mid-earnings season check-in that covers interest rates, valuations, and the Rule of 20’s impact on the Stock Market’s future. It’s Thursday, the 24th of October, about a third of the way through earnings season for the third quarter of ’24. I thought we should take stock of where we are right […]
Fed Cuts, Slaying Dragons and S&P Record
In this video Bernhard Koepp shares his perspective on the highly anticipated Fed rate cut. Hi there. This is Bernhard Koepp at C.J. Lawrence. We got the 50 basis points cut out of the Fed yesterday, which was highly anticipated, and the market is celebrating today making an all-time new high for the S&P 500 […]
C.J. Lawrence’s Strategies Hit $3 Billion UIT Sales Milestone at Advisors Asset Management
Innovative portfolio approach captures long-term market trends, with flagship Bulldog Portfolio contributing $2 billion to total UIT sales. New York, NY — September 9, 2024 —C.J. Lawrence (CJL) is pleased to announce that according to the Advisors Asset Management (AAM) August 13, 2024 press release, AAM exceeded $3 billion in cumulative unit investment trusts (UIT) […]
The Carry Trade Recovery and Slowing Growth Ahead
In this video, C.J. Lawrence’s Portfolio Strategist Terry Gardner explores recent market activity and its potential impact on future growth.
Big tech, gen AI, Warren Buffett and more: CJ Lawrence explores recent market activity
See what’s impacting the markets and where we’re keeping a close eye on risk and rewards.
Current Market Volatility, Capital Spending Conundrum, and Elections
In this video, Bernhard Koepp shares his perspective on the stock market based on productivity growth, potential Fed rate cuts, and forecasts for strong corporate earnings.
Special Report: Trump Trade 2.0 on Yahoo Finance’s Opening Bid
It’s a critical time for this country and also for investors. The recent assassination attempt on former President Donald Trump has intensified focus on the 2024 presidential race. This was the topic of a recent discussion on Opening Bid between Yahoo Finance Executive Editor Brian Sozzi, CJ Lawrence Investment Manager and Portfolio Strategist Terry Gardner, […]
Sell in May and go away? Not so fast…
In this video, Bernhard Koepp shares his perspective on the stock market based on productivity growth, potential Fed rate cuts, and forecasts for strong corporate earnings.
Consecutive Double Digit Earnings Growth is Bullish, Terry Gardner CJL Market Commentary 050224
In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic.
CJ Lawrence in AAM Viewpoints — The U.S. Manufacturing Renaissance Is Taking Shape
The CJ Lawrence team was recently featured in Advisor Asset Management’s Viewpoints series, sharing how the United States has become an increasingly attractive destination for global manufacturers, fueling what many call America’s manufacturing renaissance. A few key takeaways: Factors such as easy market access, favorable demographics, and low-cost energy have made the U.S. attractive to […]
Climbing the Wall of Worry – Are We in a Bubble Q1 2024
In this video, Bernhard Koepp gives a detailed review of the reasons behind the strong Q1 2024 performance of the US equity markets and reviews some of the investment themes followed by CJL’s investment management team.