Long Term Investing Archives - C.J. Lawrence // Investment Management

December 10, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Overweight Communications Services Sector for Both Offense and Defense

Meanwhile, one sector that has been beaten down over the last year despite a good mix of both defensive and offensive characteristics is the recently created Communications Services Sector. It was formed this fall by S&P Global as part of their GICS (global industry classification system) sector re...

November 5, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – S&P 500 On Track for “Quiet” Year Despite Spike in VIX

Media headlines, suggesting that the recent spike in the VIX is associated with record high volatility in stocks, miss the mark. An analysis of historical patterns of annual high and low prices suggests that stock price differentials have been muted in 2018. ...

October 25, 2017
Blog , The Trusted Navigator - Bernhard Koepp

Applying The Long Wave in the Age of Disruptors – What Does This Mean for Stock Picking?

In the early 1920s, Russian Economist Nikolai Kondratiev developed the concept of the long wave when applying technological change to traditional economic cycles. He observed that these periods of long waves can range from forty to sixty years and consist of alternating intervals between high sector...

Long Term Investing

C.J. Lawrence Weekly – Overweight Communications Services Sector for Both Offense and Defense

C.J. Lawrence Weekly – S&P 500 On Track for “Quiet” Year Despite Spike in VIX

Applying The Long Wave in the Age of Disruptors – What Does This Mean for Stock Picking?

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