
Robert Lloyd, CFA
- Aug 31, 2022
Remember when I showed you these in June?
Bear markets provide rallies that allow you to re-balance or de-risk your portfolio to suit your needs. While I'm not making a prediction...

Robert Lloyd, CFA
- Aug 29, 2022
Are we reliving the 1970s or something else?
Well, just looking at inflation (headline CPI) and real GDP growth, 2022 is shaping up to look very similar to 1970: high inflation with...

Robert Lloyd, CFA
- Aug 28, 2022
Make It Stop!
Make it stop! When will the bear market end and things get back to normal? The answer is easy if you think about the market's Circle of...

Robert Lloyd, CFA
- Aug 8, 2022
The Fed is pulling our collective leg
Despite all the talk about fighting inflation, the Federal Reserve policy stance is anything but restrictive. By comparing the Federal...