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  • July 30, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Supply-Demand Imbalance Bodes Well for Rebound in Housing Related Stocks

The growth in the pace of housing completions, now at a 1.26 million seasonally adjusted annualized rate (SAAR), suggests that the U.S. housing market remains under-supplied and is only inching its way back to balance. At the same time, millennials are entering the housing market at a rapid pace, h...
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  • March 23, 2018
  • Blog , The Trusted Navigator - Bernhard Koepp

Where to Hide In A Stormy Environment?

In short, rising trade wars or reciprocal tariffs regardless of what sector they effect, if implemented, make whatever they target more expensive. This adds fuel to the idea that we need to be positioned for inflation down the road....
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    September 22, 2023
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