C.J. Lawrence Weekly Market Comment – Growth Remains Attractive…Comparisons to the “Nifty Fifty” and Internet Bubble Periods Miss the Mark

Some growth doubters have likened today’s environment to that of the “Nifty Fifty” period in the 1970s, or to the new economy stock mania in the late 1990s prior to the bursting of the internet bubble. But deeper analysis suggests that those comparisons don’t stand up. The original “Nift...
Read More

C.J. Lawrence Weekly – The Tug‐of‐War Between Lower Valuations and Faster Earnings Growth Still Skews Towards Growth

The race between earnings growth rates and the rate of decline in the market’s P/E multiple is on. Along the way, the 10-30 year treasury bond spread may provide insights into the appropriate market multiple to apply. The challenge for equity investors will be to find stocks with earnings growth r...
Read More