CONTRIBUTORS
Guest Contributor
Charles T. Maxwell
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 Bernard 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
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.
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.
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.
CJ Lawrence Models and Tools That Have Stood the Test of Time, Terry Gardner, C.J. Lawrence 1/18/23
In this video, Terry Gardner introduces us to three CJ Lawrence investment models, created in the 1970s and 1980s, that have stood the test of time.
2022 Market Recap and 2023 Outlook, Bernhard Koepp, C.J. Lawrence 1/10/23
In this video, Bernhard Koepp gives a market recap of 2022 and an outlook on markets and global economies for 2023.
Inflation slows, yields peak, the market pops, and fizzles into the holiday. – C.J. Lawrence – Market Commentary – 12/19/22
As we prepare for the holiday, the market looks like stale Champagne. There was an initial 900-point pop in the DOW on the better inflation number for November (CPI) at 7.1%. Markets were ready to pop the cork and declare inflation dead. That quickly fizzled when Fed Chair Jay Powell delivered another hawkish statement after […]
C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q3 2022
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.
When good news is bad news; the case for GOLD – C.J. Lawrence – Market Commentary 12.2.2022
Turning to the September inflation report, headline CPI year-on-year for September was down slightly at 8.2%, in line with the previous three declines. The all-important core inflation which excludes food and energy was unfortunately up again.
Getting Outside, Expensive Turkeys, and US Consumers, Terry Gardner, C.J. Lawrence 11.22.22
In this video, Terry Gardner reviews the American Farm Bureau’s survey of Thanksgiving dinner costs and examines the health of the U.S. consumer.
Market Outlook, the Broken Seesaw, and Year-End Checklist, Terry Gardner, CJ Lawrence 11.16.22
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.
Fed blinks; Inflation cools; America votes; China buys vaccines; Crypto implodes; Putin retreats. – C.J. Lawrence Market Commentary 11/11/2022
Turning to the September inflation report, headline CPI year-on-year for September was down slightly at 8.2%, in line with the previous three declines. The all-important core inflation which excludes food and energy was unfortunately up again.