Central Markets by Robert Lloyd, CFA

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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September 2022 Monthly Note

We just published our monthly note. A lot happened in August, so it is worth a quick read.


https://conta.cc/3CPoUMP


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.


© 2022 Lloyds Intrepid LLC

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