Strong Earnings, Peak Margins, and 2022 Headwinds, Terry Gardner, CJ Lawrence Market Comment 11.3.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by S&P 500 companies, examines profit margins and margin expectations, assesses the "market playbook", and advocates investing in IRP (Innovation at a Reasonable Price)....
Read More

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 – Support for Consumer Discretionary Stocks…U.S. Household Net Worth Exceeds $100 Trillion for First Time

The Fed’s recent snapshot paints a picture of a healthy U.S. household sector.  That is good news for U.S. Gross Domestic Product (GDP), two-thirds of which is driven by consumer spending.  But while some market watchers suggest that the U.S. economy is late in the business cycle, U.S. household...
Read More