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

We’ve written previously about the longer-term impact of the trade war on sourcing and manufacturing decisions, and our belief that one of the stand-off outcomes will be the re-shoring of manufacturing capacity back to the U.S. over the next several years. But in the meantime, the global economy ...
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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...
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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...
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The Opposite

Buy low sell high, it sounds simple enough but most investors avoid this anxiety ridden route at all costs.  Indeed, stocks are the one purchase item on the planet that buyers feel happier paying more for than less.  Such a paradox pervades global financial markets of every stripe.  Investors the...
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