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

A perfect storm of policy missteps is to blame for the current 20% market correction off the October high. The main culprits are: Unresolved trade dispute with China Fed Tightening/Miscommunication Government shutdown over border wall Trump cabinet resignations Treasury miscommunication re banks’ ...

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

Where to Hide In A Stormy Environment?

As we recover from the 4th snow storm in the North East, markets this week succumbed to its own perfect storm. Five factors brought down the market this week: First, there was some concern about this week’s Fed meeting and how the new Fed Chair Powell would perform in his first live press conferen...

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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