Government Shutdown Archives - C.J. Lawrence // Investment Management

February 11, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Bond Market and Stock Analysts in Sync on Slower Growth

The bond market and stock analysts are anticipating slow growth in the year ahead. But the market is starting to give signals that earnings growth expectations are bottoming. Companies with limited overseas sales exposure are expected to grow much faster than those with considerable foreign sales ...

February 4, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Many Will Survive but Only Few Will Thrive in a Healthy U.S. Consumer Economy

In 2003 the Federal Reserve began releasing its Financial Obligations Ratio (FOR) which captures the share of household after-tax income that is obligated to debt repayment (including mortgages, home equity lines of credit, auto loan payments, and credit card interest), including interest and princi...

January 28, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Revenue Growers Stand Out

Double digit revenue growth has become a market rarity and is impressive in any cycle. As companies report results and adjust forecasts, increased attention should be paid to companies with attractive top-line growth profiles, expanding market share, and strong competitive positions. ...

December 26, 2018
Blog , The Trusted Navigator - Bernhard Koepp

The Grinch that Stole Christmas – C.J. Lawrence Special Market Commentary – 12/26/18 by Bernhard Koepp

Looking at each of the 7 selloffs without recessions since 1984, see chart below, all ended with the central bank easing and a favorable environment for stock returns. We are therefore not ready to call this a bear market for stocks....

Government Shutdown

C.J. Lawrence Weekly – Bond Market and Stock Analysts in Sync on Slower Growth

C.J. Lawrence Weekly – Many Will Survive but Only Few Will Thrive in a Healthy U.S. Consumer Economy

C.J. Lawrence Weekly – Revenue Growers Stand Out

The Grinch that Stole Christmas – C.J. Lawrence Special Market Commentary – 12/26/18 by Bernhard Koepp

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