U.S. Commerce Department Archives - C.J. Lawrence // Investment Management

December 2, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer Remains Healthy, While the Gap Between Sector Winners and Losers is Widening

The U.S. consumer is healthy and living within his/her means and that should be positive for consumer related stocks. But wide gaps are forming between those with cutting edge business models and those without. Passive investors in the sector may wind up with average returns, while active investor...

April 29, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

S&P 500 Index capex declined in both 2015 and 2016 suggesting that, if history repeats, 2017 through 2022 should be expansion years. Flush corporate balance sheets, combined with aged equipment fleets and trends towards cloud computing, 5G network transformation, and manufacturing automation should...

March 11, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer is the Global Economy’s “Atlas”

according to recent confidence and comfort index readings, the U.S. consumer is feeling strong and may be up to the task of playing the role of Atlas, who according to Greek mythology, carried the weight of the world on his shoulders. ...

U.S. Commerce Department

C.J. Lawrence Weekly – The U.S. Consumer Remains Healthy, While the Gap Between Sector Winners and Losers is Widening

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

C.J. Lawrence Weekly – The U.S. Consumer is the Global Economy’s “Atlas”

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