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Trump Trade

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  • August 5, 2019
  • Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Equity Risks Rise but Relative Yield Comparison Still Favors Stocks

The Federal Reserve Board’s Open Market Committee (FOMC) reduced the Fed Funds target rate by 25 basis points last week.  The move marked the first time the Fed reduced the target rate in over a decade.  While the broader markets may have been looking for more than 25 basis points, inves...
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  • October 31, 2017
  • Blog , The Trusted Navigator - Bernhard Koepp

American Renaissance in Manufacturing: Fact or Fiction?

Those of you who still read the daily newspapers in print, will have noticed a small article buried away in the back pages of the Wall Street Journal on October 3rd which did not get enough attention in my opinion. The title was “Manufacturing Hits a 13-Year High”. This fact did not escape our ...
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