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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  • Robert Lloyd, CFA

The Party Continues...


The Fed maintains QE; Congress about to pass another $1 trillion stimulus bill.


But there is a distinct hint of narratives changing. Eventually, the Fed will be forced to scale back stimulus because of inflation. Congress will not always have the ability to pass trillion dollar spending bills. The huge cash flows of 2020 are receding in the mirror.


Narrative discussion here: https://www.lloydsintrepid.com/post/it-s-not-over-till-the-high-bmi-lady-sings-or-market-narrative-for-2021-s-second-half



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.


© 2021 Lloyds Intrepid LLC



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