Treasury Yield Curve Archives - C.J. Lawrence // Investment Management

August 5, 2022
CJ Lawrence , Market Commentary , The Trusted Navigator - Bernhard Koepp

Recession? Not so fast! Unemployment Rate declines to 3.5%

The July jobs number today far exceeded expectations, increasing by 528,000, much faster than consensus for 250,000 jobs and above June’s upwardly revised 398,000 level, up from 372,000. This took the unemployment rate down from 3.6% to 3.5%. So much for a slowdown! There was a lot of hand w...

May 15, 2020
Blog , The Portfolio Strategist - Terry Gardner

Looking Around Corners & the “Tilted-V” – YouTube Video & Transcript

In this video, Terry Gardner of C.J. Lawrence reviews this cycle’s three market phases, highlights “Whatever it Takes,” laments the lack of leadership from financial stocks, and shares his analysis of consistent sales growers....

May 3, 2020
Blog , The Portfolio Strategist - Terry Gardner

Leadership Still Lacking; Sustainable Top-Line Growth is Key – YouTube Video & Transcript

April 1, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Market Gets a Lyft, but Equities Can’t Find Long Term Love

On Friday, Lyft raised $2.34 billion and saw its share price rise in the after-market from the offering price of $72 to close at $78. That values the “tech unicorn” at ~$22.4 billion, even though the company lost $911 million on $2.2 billion in revenue in 2018. ...

March 25, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The IPO Canary is Still Singing

Significant outflows from stock funds and into bond funds experienced during the past three years, and nine-year high cash levels in money market funds, suggest there is ample capital available for investors to deploy and/or reallocate for favored new issues. So long as the broader market remains i...

Treasury Yield Curve

Recession? Not so fast! Unemployment Rate declines to 3.5%

Looking Around Corners & the “Tilted-V” – YouTube Video & Transcript

Leadership Still Lacking; Sustainable Top-Line Growth is Key – YouTube Video & Transcript

C.J. Lawrence Weekly – The Market Gets a Lyft, but Equities Can’t Find Long Term Love

C.J. Lawrence Weekly – The IPO Canary is Still Singing

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