C.J. Lawrence Weekly Market Comment – Growth Remains Attractive…Comparisons to the “Nifty Fifty” and Internet Bubble Periods Miss the Mark

Some growth doubters have likened today’s environment to that of the “Nifty Fifty” period in the 1970s, or to the new economy stock mania in the late 1990s prior to the bursting of the internet bubble. But deeper analysis suggests that those comparisons don’t stand up. The original “Nift...
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C.J. Lawrence Weekly Market Comment – Healthy Corporate Fundamentals and Stalled Bond Yields Keep the CJL Market Monitor in BUY Territory

The Market Monitor’s current reading is “BUY”, with a numerical score of +1, the lowest reading in BUY territory, on a scale of -6 to +6. As the Fed has lifted the Fed Funds target rate, the year-over-year interest rate rate-of-change models have weighed on the Monitor score. But despite ri...
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C.J. Lawrence Weekly Market Comment – New S&P Sector Construct Could Create Volatility this Summer (Repost from March 12, 2018)

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 the o...
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