CONTRIBUTORS
Guest Contributor
Charles T. Maxwell
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.
Lessons Learned From the Onset of the Pandemic, Terry Gardner, C.J. Lawrence Market Comment 031124
In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic.
2023 Market Recap and Outlook, Bernhard Koepp, C.J.L. 1.3.24
In this video, Bernhard Koepp summarizes 2023 as a year of exceptional performance, but active management needed to catch up with concentrated market gains. As he looks at 2024, calling it a year of potential, he offers advice for a patient and selective approach. This is Bernhard Koepp from C.J. Lawrence wishing you a happy […]
Turkey Dinner Deflation, Soft Landings, and Onshoring Opportunities, Terry Gardner, C.J.L.12.6.23
In this video, Terry Gardner talks about the post-Thanksgiving market, covering inflation’s impact on holiday meals, the broader economic landscape of rates, inflation, and growth, and explores promising sectors like industrials for 2024 earnings potential. Hi everyone, it’s Terry Gardner from CJ Lawrence, coming to you from Midtown Manhattan. It’s Wednesday, December 6th. […]
Investing in Innovation: A Conversation with Terry Gardner
In a recent interview with Jason Raznick, CEO of Benzinga on the Raz Report podcast, Terry Gardner, Investment Manager and Portfolio Strategist at CJ Lawrence, shared valuable insights about innovation-focused investing. Their wide-ranging discussion touched on various market-related topics, including Terry’s unique approach and potential investment opportunities in innovation. Let’s dive into the key takeaways: […]
Mid-Summer Market Update, Bernhard Koepp, C.J. Lawrence Commentary, 7/21/23
Hi there. This is Bernhard Koepp at CJ Lawrence. It is July 21st, and I wanted to give you a midsummer update on what we’re seeing in the markets. Our second quarter letter has gone out to clients. It’s been quite a year. The second quarter was another positive quarter. There is a saying in […]
Product Cycles Often Trump Market Cycles… C.J. Lawrence – Market Commentary – 6/13/23
Hi. Good afternoon, everyone. It’s Terry Gardner from CJ Lawrence on the 13th of June, Tuesday, coming to you from sunny Midtown Manhattan. There are three points to our call today: First, we want to take a look at product cycle versus market cycle; secondly, we want to talk about how the game is tied; […]
This Time It’s Different – Bernhard Koepp, C.J. Lawrence – Market Commentary 6/7/2023
Markets are up over 20% since the October 12 low, which typically signals the start of a new bull market. The Nasdaq is up 35% and the Dow Jones Industrial Average is up 15% for the same period, but nobody cares. Sentiment remains bearish. Short interest remains high and if you followed the talking heads […]
C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
June 1, 2023, 09:10 AM Eastern Daylight Time Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies New York, NY, June 1, 2023 — C.J. Lawrence announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains […]
Market Outlook Following the Silicon Valley Bank Failure, Bernhard Koepp, C.J. Lawrence Commentary, 3/14/23
In this video, Bernhard Koepp discusses the fallout from the Silicon Valley Bank (SVB) failure, how it may change Fed policy and the latest data on inflation for February 2023. Hi there. This is Bernard Koepp from CJ Lawrence coming to you from snowy Midtown Manhattan. It’s been quite a week and I’m not […]
Innovation at a Reasonable Price Investing Is Always In Favor, Terry Gardner, C.J. Lawrence 3/8/23
In this video, Terry Gardner discusses CJL’s Innovation at a Reasonable Price investment strategy. Terry contends that IRP is always in favor and that today’s innovators have more attractive investment characteristics than those in past cycles. Good afternoon, everyone. I’m Terry Gardner from CJ Lawrence coming to you from Midtown Manhattan on Wednesday, March 8th. […]