– Notable: Fed announcement, US imports from Mexico, home builder pressures
– Company Highlights: Vontier, Canadian National Railway, Johnson & Johnson, Amazon, Ecolab
– ON Our Minds: Market breadth
Category: LBA Monthly View
LBA Monthly View | September 2023
POSTED IN: LBA Monthly View
LBA Monthly View | August 2023
– Notable: Vacation trends, US 10-year yield, Drug pricing, ChatGPT
– Company Highlights: Canadian National Railway Company, Henry Schein, Inc., Amazon, Vontier, Tyler Software
– ON Our Minds: Is an economic slowdown and recession still inevitable?”
POSTED IN: LBA Monthly View
LBA Monthly View | July 2023
– Notable: Back-to-school shopping, Government debt, Commercial real estate
– Company Highlights: Amazon, Microsoft, Visa, Thermo Fisher Scientific
– On Our Minds: Perspective on Acquisitions
POSTED IN: LBA Monthly View
LBA Monthly View | June 2023
– Notable: Interest rates, IPO mania, car dealer inventories
– Company Highlights: The Home Depot, Amazon, Nvidia, Apple
– On Our Minds: The Shadow Banking System
POSTED IN: LBA Monthly View
LBA Monthly View | April 2023
– Notable: Work from home trends, 2023 banking crisis, mortgage application rates
– Company Highlights: PepsiCo, Alphabet, Microsoft, Waste Connections, Apple
– On Our Minds: The dollar’s status as a global reserve currency
POSTED IN: 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
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
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
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
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
POSTED IN: LBA Monthly View