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

Household Durables

  • Tag: Household Durables
  • December 2, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer Remains Healthy, While the Gap Between Sector Winners and Losers is Widening

Most preliminary reports suggest that Black Friday sales were robust, and that Cyber Monday retail activity is expected to reach a new high.  The reports dovetail recent U.S. consumer spending reports which continue to paint a picture of a healthy U.S. consumer.  Last Wednesday’s Commerce Depart...
Read More
  • April 29, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

When the Tax Cut and Jobs Act passed in December 2017 the consensus expectation was that lower corporate income tax rates, lower tax rates on repatriated overseas capital, and increased incentives for near-term capital investment would spur a durable capital spending cycle in the U.S.  Indeed, capi...
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
  • 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

Given the sharp decline in equities during the month of December, and the negative headlines generated by the U.S. federal government shut-down, it should not have come as a surprise that the January Consumer Confidence Index reading dropped below December’s level.  But the magnitude of the decli...
Read More
  • May 21, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C. J. Lawrence Weekly – Healthy U.S. Consumer is Bullish for Consumer Discretionary Sector Leaders  

After a difficult second half of 2017, the S&P Consumer Discretionary sector index has staged an impressive comeback.  In the past six months the sector price index is up 12.1%, 6.9% ahead of the broader S&P 500 Index.  Over the past several years, the bull-bear battles within the sector h...
Read More

Follow Us

Follow Us
On Social Networks
  • Facebook
  • YouTube
  • Linkedin

Recent Posts

  • 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
  • The Thanksgiving Index: A Tasty Take on Inflation

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
info@cjlawrence.com
Main Number 212-888-6158
Fax 212-888-2351

Recent Posts

  • Navigating Market Uncertainty: Insights From 2018 and the Path Ahead

    June 2, 2025
  • Apollon Wealth Management Expands to New York with acquisition of C.J. Lawrence®

    March 11, 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
×