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Pharmaceuticials

  • Tag: Pharmaceuticials
  • October 21, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Patient is in Recovery and the Prognosis for Health Care Stocks Look Good

Health care stocks have been some of the market’s worst performers year-to-date.  The S&P 500 Health Care Sector Index is up 6% since Jan 1, 2019, lagging the S&P 500 by over 13%.  The sector is tracking ahead of only Energy, which is down ~1.0% for the year.  The underperformance comes...
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  • January 22, 2018
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Inflation Counter‐Forces in the New Economy

In the previous millennium, strategists and economists would sometimes gauge inflationary pressures by measuring and comparing the prices of New York City taxi medallions versus the price of a seat on the New York Stock Exchange. The price for a NYSE seats, which allowed the limited number of holder...
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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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  • America’s $3 Trillion Manufacturing Comeback: How Robots, Cheap Energy, and Skilled Workers Are Reshaping Global Industry

    June 27, 2025
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