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  • January 22, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – 2019 Outperformance May Be Found in Unlikely Places

The stock market is off to a good start in 2019.  The rally began the day after Christmas and has continued through the first few weeks of January.  Investors expecting a Santa Claus rally in December had been sorely disappointed by the lump of coal they received instead.  But Santa l...
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  • July 23, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Favorable Risk-Reward Emerging in Leading Chinese Consumer Stocks

Trade and tariff concerns caused U.S. equity markets to stumble in early June and have dominated the business news flow since. But as investors turned their attention to 2Q18 earnings results, some fear subsided, and U.S. stock prices recovered. The S&P 500 Index price is up 3.1% since July 1. B...
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  • January 22, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Inflation Counter‐Forces in the New Economy

In the previous millennium, strategists and economists would sometimes gauge inflationary pressures by measuring and comparing the prices of New York City taxi medallions versus the price of a seat on the New York Stock Exchange. The price for a NYSE seats, which allowed the limited number of holder...
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  • America’s $3 Trillion Manufacturing Comeback: How Robots, Cheap Energy, and Skilled Workers Are Reshaping Global Industry

    June 27, 2025
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