Inflation slows, yields peak, the market pops, and fizzles into the holiday. – C.J. Lawrence – Market Commentary – 12/19/22

As we prepare for the holiday, the market looks like stale Champagne. There was an initial 900-point pop in the DOW on the better inflation number for November (CPI) at 7.1%. Markets were ready to pop the cork and declare inflation dead. That quickly fizzled when Fed Chair Jay Powell delivered anoth...
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Strong Results and Innovation at a Reasonable Price (IRP), Terry Gardner, CJL Market Comment 4.29.21 – 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)....
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Post Election Market Commentary & Outlook by Bernhard Koepp – C.J. Lawrence – 11/10/2020 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence discusses his economic outlook post election, the game-changing covid-19 vaccine and its implications for GDP growth in 2021, potential black swan events, worries about inflation and the US Dollar, as well as the debate on growth versus value inves...
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C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

But the U.S., which has been undergoing its own industrial and manufacturing renaissance, catalyzed by the evolution of low-cost energy production and availability, is poised to gain its fair share of global industrial growth and new opportunities created by “reshoring” initiatives. Low cost en...
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