Robert Lloyd, CFA
- Mar 31, 2022
The dollar isn't dead, not by a long shot
Japan recently let their currency collapse. You don't hear much about it, but this policy is deliberate because in creates inflation for...
Robert Lloyd, CFA
- Mar 31, 2022
The Bond Market Hasn't Been A COMPLETE Disaster
Shorter duration bonds have held value as almost all other bonds have declined. Why can't your mutual fund prevent losses in a rising...
Robert Lloyd, CFA
- Mar 27, 2022
Stocks aren't Bonds; Bonds aren't Stocks
Well, yeah. Thanks for stating the obvious, Rob. The point is that bonds are getting pounded for a very specific reason: inflation has...
Robert Lloyd, CFA
- Mar 6, 2022
Wall Street Calculating Odds Of Nuclear War
I'm starting to see Wall Street writing about nuclear war...I guess we are going to pretend lower Manhattan isn't on the list of targets....
Robert Lloyd, CFA
- Mar 1, 2022
Our inflation problems just got worse
The Russian activity in Ukraine will push up oil prices and this will drive up the inflation impulse throughout the world. The analysts...