Trump Archives - C.J. Lawrence // Investment Management

September 30, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Fundamentals Drive Stocks Even During Periods of Political Turmoil

Analyzing precedence is not a particularly insightful exercise when looking for correlations between market behavior and periods of U.S. Presidential turmoil. Historically, markets have looked through Presidential crises remaining focused instead on the markets’ underlying fundamentals. The cu...

December 26, 2018
Blog , The Trusted Navigator - Bernhard Koepp

The Grinch that Stole Christmas – C.J. Lawrence Special Market Commentary – 12/26/18 by Bernhard Koepp

Looking at each of the 7 selloffs without recessions since 1984, see chart below, all ended with the central bank easing and a favorable environment for stock returns. We are therefore not ready to call this a bear market for stocks....

March 23, 2018
Blog , The Trusted Navigator - Bernhard Koepp

Where to Hide In A Stormy Environment?

In short, rising trade wars or reciprocal tariffs regardless of what sector they effect, if implemented, make whatever they target more expensive. This adds fuel to the idea that we need to be positioned for inflation down the road....

Trump

C.J. Lawrence Weekly – Fundamentals Drive Stocks Even During Periods of Political Turmoil

The Grinch that Stole Christmas – C.J. Lawrence Special Market Commentary – 12/26/18 by Bernhard Koepp

Where to Hide In A Stormy Environment?

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