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  • Tag: Internet
  • September 30, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Fundamentals Drive Stocks Even During Periods of Political Turmoil

Analyzing precedence is not a particularly insightful exercise when looking for correlations between market behavior and periods of U.S. Presidential turmoil.  Historically, markets have looked through Presidential crises remaining focused instead on the markets’ underlying fundamentals.  The cu...
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  • October 1, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Will China’s Pain be India’s Gain?

By many accounts, the pace of growth of the Chinese economy has been slowing over the past two quarters and the Chinese government is considering new sources of stimulus to help the country sustain its 6.5% target rate of GDP growth. The imposition of import tariffs on many Chinese goods destined fo...
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  • August 27, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Irrational Exuberance? No. Healthy Skepticism.

According to most conventional measures, the current bull market in stocks has now earned the moniker as the “longest bull market in history”. Most peg the beginning of the current bull run to March of 2009. Since then, the S&P 500 Index has risen over 320%. That falls short of the previous ...
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  • January 16, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Want Blockchain Exposure? Buy a Basket “OF MAGIC”

Until last week, Kodak was an imaging company struggling to manage the transition from film and hardware to digital and software. The 130-year-old company, which emerged from bankruptcy in 2012, had lost 80+% of its market value since re-emerging as a public company. But on Tuesday, Kodak announced ...
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