Supply Chain Archives - C.J. Lawrence // Investment Management

April 20, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Earnings are OK but Rising Rates Weigh on Stocks, Terry Gardner, C.J. Lawrence Market Comment 042022 – YouTube Video & Transcript

In this video, Terry Gardner shares his thoughts on earnings and interest rates, sector leadership, the outlook for the stock market and economy in late 2022 and 2023, and the benefits of long term investing. ...

February 17, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Earnings Outlook Matters During Rising Rate Cycles -T Gardner, CJ Lawrence Market Comment 2.15.22 – YouTube Video & Transcript

In this video, Terry Gardner discusses 4Q21 earnings results for the S&P 500, summarizes the macro backdrop for the economy and stocks, shares CJL proprietary work on interest rate cycles, and suggests a portfolio strategy for the next 12-18 months. ...

November 22, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Expensive Turkeys and Supply Chain Glimmers, Terry Gardner, CJ Lawrence Market Comment 11.22.21 – 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)....

Supply Chain

Earnings are OK but Rising Rates Weigh on Stocks, Terry Gardner, C.J. Lawrence Market Comment 042022 – YouTube Video & Transcript

Earnings Outlook Matters During Rising Rate Cycles -T Gardner, CJ Lawrence Market Comment 2.15.22 – YouTube Video & Transcript

Expensive Turkeys and Supply Chain Glimmers, Terry Gardner, CJ Lawrence Market Comment 11.22.21 – YouTube Video & Transcript

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