• Follow Us:
  • Home
  • About Us
    • Our Team
  • Services
  • Insights
  • News & Media
  • Videos
  • Contact

Consumer Discretionary

  • Tag: Consumer Discretionary
  • March 11, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer is the Global Economy’s “Atlas”

Downwardly revised economic growth expectations for China and the Eurozone, and increasing risks to Japan’s economy, may be putting the prospects for continued global economic expansion squarely on the shoulders of the U.S. consumer.  A recent report from Deutsche Bank estimated the U.S. consumer...
Read More
  • February 18, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Global Freight Indices Showing Softness

The better-than-expected trade data out of China last week was downplayed by most economists who suggested that the data may have been distorted by the timing of the Chinese Lunar New Year.  Nonetheless, optimism has been rising, particularly in the Chinese equity markets, that a U.S.-China trade d...
Read More
  • December 3, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Earnings on Watch

The trade détente between the United States and China may provide temporary relief from the negative sentiment around global trade. Whether the dialogue can transition into an actual agreement will play out over the next several weeks. But to date, despite growing consensus expectations of both slo...
Read More
  • September 10, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Stock Valuations and Earnings Growth Play Tug-of-War in Earnings-Driven Markets

Better-than-expected economic data released last week did little to buoy stock prices.  The 49-year low in unemployment claims, impressive increase in the ISM non-manufacturing Index, jump in non-defense capital goods orders, and 2.9% year/year growth in wages all failed to propel the market higher...
Read More
  • August 13, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – S&P 500 Companies Beat High 2Q18 Expectations

Second quarter financial reporting season is approaching its close, with over 90% of S&P 500 constituents having announced quarterly results. If the remaining companies deliver results in line with expectations, earnings per share for the index will be up around 25% from last year’s level.  T...
Read More
  • June 18, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Moderate Inflation Supports Healthy S&P 500 Revenue Growth

The May Consumer Price Index (CPI) reading, released last week, came in close to 2.8% with the core reading at 2.2%.  The Producer Price Index (PPI) reading echoed the improvement with a 3.1% annualized advance.  The healthier pricing environment was confirmed in the Empire Manufacturing Index rea...
Read More
  • May 29, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Growth Stocks Reaccelerate

On a relative basis, it has been a challenging decade for value investing practitioners.  Since January of 2009, the S&P 500 Growth Index has delivered a 326% total return, while the S&P 500 Value Index returned 212% during the same period.  Definitions of what constitutes value stocks and...
Read More
  • April 2, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Bears are Back. Contrarians Take Note.

Despite a strong close to last week, the S&P 500 Index finished in negative territory for the first quarter of 2018. The Index is down 1.2% year-to-date. Interestingly, the headline-challenged Technology sector index continues to lead the performance pack among the major sectors, followed by Con...
Read More
  • March 12, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – New S&P Sector Construct Could Create Volatility this Summer

Followers of the CJL Weekly Market Comment are familiar with our practice of looking below the broader market indices to compare the fundamentals, price performance, and valuations of the 11 different S&P Sectors, 24 Industry Groups and, 157 Sub-Industries. This style of analysis dates back to t...
Read More
  • January 2, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – 2017 Scoreboard Highlights Consistent Technology Leadership

When we wrote the year-end market summary last year, we noted the high level of sector rotation that took place on a quarterly basis throughout 2016. In 2017, leadership was instead remarkably consistent. Of the major S&P 500 sectors, Technology led all others in three out of four quarters and f...
Read More

Follow Us

Follow Us
On Social Networks
  • Facebook
  • YouTube
  • Linkedin

Recent Posts

  • America’s $3 Trillion Manufacturing Comeback: How Robots, Cheap Energy, and Skilled Workers Are Reshaping Global Industry
  • Navigating Market Uncertainty: Insights From 2018 and the Path Ahead
  • Apollon Wealth Management Expands to New York with acquisition of C.J. Lawrence®
  • DeepSeek or DeepFake? The Moore’s Law Moment for Large Language Model
  • Strong Earnings and Growth Signal a Bright 2025 Outlook

Categories

  • Blog
  • Budget
  • CJ Lawrence
  • COVID-19
  • Familly
  • Investments
  • Manage
  • Market Commentary
  • News
  • News & Media
  • PEG
  • The Portfolio Strategist – Terry Gardner
  • The Trusted Navigator – Bernhard Koepp
  • Uncategorized

Tags

Amazon Bernhard Koepp Bond Market Bulldog Portfolio Bulldogs C.J. Lawrence C.J. Lawrence Weekly Market Comment China China Trade Wars CJL Bulldog Equity Consumer Discretionary Sector Coronavirus COVID-19 Energy Energy Sector Equity Market Equity Markets Facebook Federal Reserve GDP Industrials Inflation Innovation Interest Rates Market Commentery Market Volatility Microsoft Recession S&P 500 S&P 500 Index Stock Market Stocks Technology Technology Sector Terry Gardner Terry Gardner Jr. The Fed The Portfolio Strategist Trade Wars U.S. 10-Year Treasury Bond Yield U.S. Economy U.S. Treasury Bonds Volatility YouTube YouTube Video

Contact Info

1330 Avenue of The Americas, Suite 7A
New York, NY 10019
cjlawrence@apollonweath.com
Main Number 212-888-6158
Fax 212-888-2351

Recent Posts

  • America’s $3 Trillion Manufacturing Comeback: How Robots, Cheap Energy, and Skilled Workers Are Reshaping Global Industry

    June 27, 2025
  • Navigating Market Uncertainty: Insights From 2018 and the Path Ahead

    June 2, 2025

Connect With Us

  • Facebook
  • LinkedIn
  • YouTube
© 2025 C.J. Lawrence. | Check Background of Apollon, Form ADV & CRS | Privacy Policy | Disclosures | California Privacy
Advisory services offered through Apollon Wealth Management, LLC (“Apollon”), an investment advisor registered with the SEC. C.J. Lawrence is a division of Apollon.

Login Area

Welcome
Forget Password?
Dont have an account? Sign Up

Register New Account

Hello
have an account, Sign In Here
×