Category: LBA Monthly View

LBA Monthly View | March 2023

– Notable: Discount window, job openings, lending trends
– Company Highlights: American Tower, Amazon, Alphabet, S&P Global, ConocoPhillips
– On Our Minds: Choosing Purpose Over Panic

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | February 2023

– Notable: Bad year for IPOs, US’s Strategic Petroleum Preserve, landline trends
– Company Highlights: Nestlé, S&P Global, PAR Technology, Vontier
– On Our Minds: AI, Chatbots, and Tech-Giant Competition

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | January 2023

– Notable: Price of eggs, oil demand, builder cancellations
– Company Highlights: Johnson & Johnson, Proctor & Gamble, Apple, Microsoft, Amazon
– On Our Minds: Not Out of the Woods Yet

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | December 2022

– Notable: Holiday song streaming, cash trends, end of an era for Boeing
– Company Highlights: Johnson & Johnson, Home Depot, Visa, ConocoPhillips, Nestlé S.A.
– On Our Minds: World Cup Economics

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | November 2022

– Notable: Fed rate hikes, retail theft rates, year-over-year loan originations
– Company Highlights: Canadian National Railway, Keurig Dr. Pepper, Johnson & Johnson
– On Our Minds: Pension fund impacts

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | September 2022

– Notable: Fed rate hikes, large retailers slashing orders, household living expenses
– Company Highlights: Visa, Amazon, American Tower, Edwards Lifesciences, Apple
– On Our Minds: The US Dollar

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | August 2022

– Notable: on-demand streaming servicing trends, CEO resignation records, college tuition
– Company Highlights: Coloplast, Microsoft, Edwards, Apple, ConocoPhillips
– On Our Minds: What a difference a few weeks makes

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | July 2022

– Notable: Rising prices, quality of vehicles, 5G smartphone trends, China’s real estate market
– Company Highlights: Pepsi, American Town, Amazon, Keurig Dr. Pepper, Alphabet
– On Our Minds: What is a Yield Curve Inversion? Why Does it Matter?

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | June 2022

– Notable: price of avocados, US personal savings rate, gas prices, “crypto winter”
– Company Highlights: PAR Technology, Enterprise Products Partners, Alphabet, Apple, Keurig Dr. Pepper
– On Our Minds: Looking beyond the recent rate hikes

Read More

POSTED IN: LBA Monthly View

LBA Monthly View | April 2022

– Notable: battery production, pizza principle, Ax-1, canine trends
– Company Highlights: Johnson & Johnson, Amazon, Enterprise Products, Nike, Proctor & Gamble
– On Our Minds: Stock Splits Shouldn’t Create Value

Read More

POSTED IN: LBA Monthly View