Lance Roberts on 1H 2018 and Forward

Lance is dangerous for me to read as he exaggerates the echo chamber in my head.  His analysis is much more technical than i could ever imagine pulling off, but our portfolio management actions / bias usually map pretty well.  I was just remarking in my Q2 report that gains for the first 6 months were less than all the action, hype and angst we all lived through those 6 months.  The next 6 months will probably be just as difficult, but Lance has some good S&P risk management advice – a read worth the time, imho.

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