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Energy

  • Tag: Energy
  • March 18, 2022
  • Blog , The Trusted Navigator - Bernhard Koepp
  • Comments : 0

“Oil and Stocks Don’t Mix” Lessons Learned From the Past

A moderation of inflation would certainly be welcome if the Fed is to orchestrate a soft landing in the US Economy and avoid stagflation. One thing we have learned from history, severe oil spikes create interesting entry points for stocks in near term. ...
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  • March 16, 2022
  • Blog , The Trusted Navigator - Bernhard Koepp
  • Comments : 0

More Volatility Ahead…

It goes without saying, there is unprecedented pressure on Putin to change course in the coming weeks or risk complete economic collapse and isolation.   We remain patient regarding our portfolio positioning. ...
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  • March 5, 2022
  • Blog , The Trusted Navigator - Bernhard Koepp
  • Comments : 0

Market Impact & Implications of Ukraine War – Part IV

Stagflation remains the key market risk as the Ukraine war enters week 2.  Stagflation, which is defined as stagnant demand combined with rising inflation and high unemployment, was the low probably scenario going into 2022. (We remind our investors that during time...

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  • February 28, 2022
  • Blog , The Trusted Navigator - Bernhard Koepp
  • Comments : 0

Market Impact & Implications of Ukraine War – Part III

This morning markets were dominated by the repercussions of the severe sanctions imposed on Russia by the European Union. ...
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  • February 25, 2022
  • Blog , The Trusted Navigator - Bernhard Koepp
  • Comments : 0

Market Impact & Implications of Ukraine War – Part II

After indiscriminate selling at the open of the market this morning, the Nasdaq and then the broader market staged quite a dramatic reversal and closed up 1.5% for the S&P500 and the Tech heavy Nasdaq up 3.5%....
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  • February 24, 2022
  • Blog , The Trusted Navigator - Bernhard Koepp
  • Comments : 0

Market Impact & Implications of Ukraine War – Part I

Today the market is pricing in the potential market disruption of the Russian invasion of Ukraine beyond the disputed territories. ...
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  • May 26, 2021
  • Blog , News & Media
  • Comments : 0

C.J. Lawrence Welcomes Paul Kehoe, Managing Director and Senior Analyst

C.J. Lawrence is pleased to announce the addition of Paul Kehoe as the newest member of the C.J. Lawrence family. He joins us in our long-term commitment to investment excellence. His arrival highlights C.J. Lawrence’s investment process and extensive experience in anticipating changes in global m...
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  • September 10, 2019
  • Blog , The Portfolio Strategist - Terry Gardner
  • Comments : 0

C.J. Lawrence Weekly – Corporate Insiders Increasingly Like the Odds of their Own Stocks

Correlations between insider stock purchases and the company’s stock price are not always tight.  Some insiders are better buyers than others.  But in aggregate insider purchases can paint an important picture of insider confidence in their own company and stock and whether they are will...
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  • January 22, 2019
  • Blog , The Portfolio Strategist - Terry Gardner
  • Comments : 0

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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  • August 13, 2018
  • Blog , The Portfolio Strategist - Terry Gardner
  • Comments : 0

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

Second quarter earnings growth is now on track for the highest level achieved since the third quarter of 2010. According to data from FactSet, over 79% of reporting companies delivered positive earnings surprises in 2Q18, which is the highest positive surprise result since they began tracking the d...
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  • June 18, 2018
  • Blog , The Portfolio Strategist - Terry Gardner
  • Comments : 0

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

Consecutive multi-year revenue growth, above 4.0% annually, has historically been a strong underpinning for stock prices. Over the past 25 years, there have been three periods when the S&P 500 produced 4.0%+ revenue growth for three or more consecutive years. During those periods the average annua...
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  • May 29, 2018
  • Blog , The Portfolio Strategist - Terry Gardner
  • Comments : 0

C.J. Lawrence Weekly – Growth Stocks Reaccelerate

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 growth stocks differ, but most agree that to qualify as a value stock a company’s shares should ...
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  • C.J. Lawrence Market Commentary – Markets grind lower; travel expenses up 18.6% in April
  • C.J. Lawrence Market Commentary – Market down 3.6% for the week, S&P500’s p/e back to historical average
  • Earnings are OK but Rising Rates Weigh on Stocks, Terry Gardner, C.J. Lawrence Market Comment 042022 – YouTube Video & Transcript
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  • C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence, Achieving Top Guns status Within Zephyr’s PSN Manager Database for 4Q 2021

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  • C.J. Lawrence Market Commentary – Markets grind lower; travel expenses up 18.6% in April

    May 17, 2022
  • C.J. Lawrence Market Commentary – Market down 3.6% for the week, S&P500’s p/e back to historical average

    April 29, 2022

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