Robert Lloyd, CFA
September 2022 Monthly Note
We just published our monthly note. A lot happened in August, so it is worth a quick read.
Topics in this month's note:
Fed Chairman Jerome Powell's Jackson Hole Speech
Recession update
Inflation update
Earnings update
Portfolio strategy
Market strategy
Medicare changes from Inflation Reduction Act of 2022
Robert Lloyd, CFA®
Chief Investment Officer
Lloyds Intrepid Wealth Management
Lloyds Intrepid LLC is doing business as Lloyds Intrepid Wealth Management. Lloyds Intrepid LLC offers investment advisory services in the State of Texas where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Lloyds Intrepid LLC and its advisers do not provide legal, tax or accounting advice. Lloyds Intrepid LLC formulates retirement plans, investment strategies, portfolio construction and investment due diligence for clients with signed investment advisory agreements with us. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All opinions and outlooks are subject to change.
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