Robert Lloyd, CFA
- Jun 14, 2021
Will They Or Won't They?
What is the Fed thinking? Will they or won't they? On the one hand, we have the highest core inflation readings in decades. On the other...
Robert Lloyd, CFA
- Jun 11, 2021
Is the Recovery Toast?
If bank lending doesn't pick up soon, the recovery is toast... With the yield curve flatter than the last 3 recoveries, bank incentives...
Robert Lloyd, CFA
- Jun 10, 2021
INFLATION!!!
#INFLATION!!!! Well, maybe "Inflation". Here are three ways to look at it: 1. The long term core inflation posted a new high of 3.8%....
Robert Lloyd, CFA
- Jun 10, 2021
Has Market Behavior Changed Permanently?
Josh Brown argues that the recent pattern in market behavior is a permanent change. While I don't agree, his observations are valid and...
Robert Lloyd, CFA
- Jun 6, 2021
Indexers Win Again
AMC Drama Is Exposing Risks in $11 Trillion World of Indexing (yahoo.com) Great Article. WRONG Conclusion. The rapid rise of AMC and...