Robert Lloyd, CFA
- Jun 6, 2021
The Bitcoin Bubble
There are 2 schools of thought regarding Bitcoin: 1) It is a speculative bubble and will eventually collapse 2) It is an alternative...
Robert Lloyd, CFA
- Jun 6, 2021
The Food Is Terrible And The Portions Are Small
Housing Market Commentary Interest rates are a key factor in home buying decisions, so it should be no surprise that existing home sales...
Robert Lloyd, CFA
- Jun 6, 2021
The Economy is Smoking Hot
The Purchasing Manager Indicators (PMIs) are great sentiment indicators that give us fairly current measurements of economic activity....
Robert Lloyd, CFA
- Jun 2, 2021
Employment Lags The Recovery
Employment Lags Recovery There is a glaring bifurcation between the profits/GDP growth story and employment. GDP has recently hit a new...
Robert Lloyd, CFA
- Mar 1, 2021
It Better Be A Taper Tantrum
In 2013, the Fed announced they would reduce stimulus by lowering the amount of bond purchases in the future. Naturally, the bond market...