President Trump Archives - C.J. Lawrence // Investment Management

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...

August 26, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Uncertainty Meter is Pegged

Friday’s stock market price action was emblematic of the current headline driven market. Initially, investors took comfort from comments that Federal Reserve Chairman Powell made at a gathering of central Bankers in Jackson Hole, suggesting that the Fed was ready to take further action if needed...

August 5, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Equity Risks Rise but Relative Yield Comparison Still Favors Stocks

The Federal Reserve Board’s Open Market Committee (FOMC) reduced the Fed Funds target rate by 25 basis points last week. The move marked the first time the Fed reduced the target rate in over a decade. While the broader markets may have been looking for more than 25 basis points, inves...

May 28, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Trade Stand-Off May Lead to Long Term Gain, Short Term Pain. Overweight Communications Services

U.S. – China trade talks, or the lack thereof, continue to dominate business news headlines and are creating an overhang on stock prices. Investors hope that the overhang will be lifted soon, but both the U.S. and China look to be digging in for a protracted battle. President Trump said last w...

December 26, 2018
Blog , The Trusted Navigator - Bernhard Koepp

The Grinch that Stole Christmas – C.J. Lawrence Special Market Commentary – 12/26/18 by Bernhard Koepp

A perfect storm of policy missteps is to blame for the current 20% market correction off the October high. The main culprits are: Unresolved trade dispute with China Fed Tightening/Miscommunication Government shutdown over border wall Trump cabinet resignations Treasury miscommunication re banks’ ...

June 25, 2018
News & Media

C.J. Lawrence’s Terry Gardner Quoted in TheStreet – June 25, 2018

C.J. Lawrence’s Terry Gardner Quoted in TheStreet was asked to provide his insights on the industrial sector – June 25, 2018 Harley Davidson’s Woes May Not Affect All Industrials Amid Strong U.S. Economy by John Pickering Rough day for Harley. Harley Davidson (HOG) shares fell as m...

President Trump

Login Area

Register New Account