CJL Rule of 20 Archives - C.J. Lawrence // Investment Management

June 27, 2022
Blog , The Trusted Navigator - Bernhard Koepp

Reversal of Fortune? Dr. Copper pointing to lower inflation ahead. – C.J. Lawrence – Market Commentary – June 25, 2022

This post was originally written on June 25, 2022, 2:39 PM EST. The S&P500 was up 6.5% last week. On the sector level, energy was down 2%, and consumer stocks were up 8%, a reversal of fortune to the year-to-date pattern. For the year, energy stocks are the best sector, up 29%, and consumer stoc...

November 5, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Strong Earnings, Peak Margins, and 2022 Headwinds, Terry Gardner, CJ Lawrence Market Comment 11.3.21 – YouTube Video & Transcript

In this video, Terry Gardner highlights the strong 3Q21 earnings reports being delivered by S&P 500 companies, questions consensus forecasts for profit margins, and highlights some potential market headwinds for stocks heading into 2022. Video Transcript Good afternoon, everyone. It’s Terr...

March 17, 2021
Blog , The Trusted Navigator - Bernhard Koepp

Interest Rate Hiccups & When Good News is Bad News – by Bernhard Koepp, C.J. Lawrence 3-4-21 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence, discusses the rise in interest rates and its effect on the market. Normalization of the economy also means ‘Good is Bad News’ until rates stabilize. Rotation between stocks that have done well and more economically sensitive ones that ...

January 13, 2021
Blog , The Trusted Navigator - Bernhard Koepp

2021 Commentary and Outlook. What’s next? – by Bernhard Koepp – CJ Lawrence 1-7-2021 – YouTube Video & Transcript

In this video, Bernhard Koepp discusses the events of January 6th, 2021 in Washington DC and gives an outlook on the economy and portfolio positioning for the coming year. Video Transcript Bernhard Koepp: This is Bernhard Koepp from the C.J. Lawrence, wishing you a happy new year. Well look for Amer...

November 11, 2020
Blog , The Trusted Navigator - Bernhard Koepp

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...

July 28, 2020
Blog , The Trusted Navigator - Bernhard Koepp

Mid-Year Update & Outlook – by Bernhard Koepp – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence provides a mid-year update & outlook for 2020. C.J. Lawrence is a New York based investment adviser providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates to ...

July 12, 2020
Blog , The Portfolio Strategist - Terry Gardner

On Normalized Earnings Stocks are Not Overvalued – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist and Client Advisor, Terry Gardner, introduces the concept of “normalized earnings” and makes the case that, on that basis, the stock market is not over-valued. Gardner incorporates the CJL Rule of 20, which was developed by C.J. Lawrence Chairman...

December 17, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Trade Deal and an Earnings Driven Market

Phase I of the U.S. – China trade deal was announced on Friday to much media, but little stock market, fanfare. The adage of “buy the rumor, sell the news” may have been in play. In fact, the S&P 500 Index price is up 5.4% in just the past three months, even as tariff deadlines [&helli...

September 23, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The CJL Rule of 20 Pegs the Stock Market Valuation at Fair Value

Equity investors demonstrated considerable buying restraint over the past several weeks as interest rates flirted with historic lows. In early September, the U.S. Benchmark 10-Year Treasury Bond yield slipped below 1.5%, where it had not been since 2016 and 2012 before that. Historically, as rat...

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