Category: LBA Monthly View

LBA Monthly View | January 2022

– Notable: Champagne prices, Nasdaq, reading trends, NFTs
– Company Highlights: Union Pacific, Alcon, Apple, Alphabet, Visa
– On Our Minds: Wondering why gas prices are so high?

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LBA Monthly View | December 2021

– Notable: Debt ceiling increase, COVID impacts to entertainment decisions, net worth for US households
– Company Highlights: Amazon, American Tower, Johnson & Johnson, Microsoft, Edwards Lifesciences
– On Our Minds: Back to the Future: The Metaverse

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LBA Monthly View | November 2021

– Notable: Thanksgiving travel, semiconductor shortages, heating costs, shipping industry delays
– Company Highlights: Enterprise Products Partners, Novartis, Par Technology, Emerson, Canadian National Railway
– On Our Minds: Inflations and Corporate Margins: A Thought Exercise

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LBA Monthly View | September 2021

– Notable: NYC subway ridership, sugar & coffee production, high yield bond market
– Company Highlights: Enterprise Products, Visa, Novartis, Apple, Johnson & Johnson
– On Our Minds: The economic impacts of returning (or not returning) to work

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LBA Monthly View | August 2021

– Notable: Increase in coffee prices, EU coal production, mobile commerce, gas prices
– Company Highlights: Canadian National Railway, Proctor & Gamble, Visa, Amazon, Apple
– On Our Minds: How to Benefit from Emerging Market Growth while Minimizing Risk

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LBA Monthly View | July 2021

– Notable: consumer waist sizes, corporate adoption of remote work, semiconductor production
– Company Highlights: Google, Nvidia, Home Depot, PepsiCo, ConocoPhillips
– On Our Minds: A Pandemic Silver Lining

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LBA Monthly View | June 2021

– Notable: US household net worth, lumber prices, IPO trends, American travel
– Company Highlights: Visa, Amazon, Apple, Edwards Lifesciences Corporation, Nestle
– On Our Minds: Semi shortage

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LBA Monthly View | April 2021

– Notable: Hubble telescope, vaccines, lumber prices, spring cleaning, RV sales
– Company Highlights: Amazon, PepsiCo, AMT, GOOGL, Microsoft, Alphabet
– On Our Minds: Time is the edge

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LBA Monthly View | March 2021

– Notable: semiconductor shortages, TSA screening volumes, Chinese car sales, gig worker taxes
– Company Highlights: Keurig Dr. Pepper, Johnson & Johnson, Visa, Procter & Gamble
– On Our Minds: How has the ARK sprung a leak?

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LBA Monthly View | February 2021

– Notable: Lumber prices, bankruptcies, US greenhouse gas emissions, credit card spending, retail growth
– Company Highlights: Tyler Technologies, Amazon, Madison Square Garden, Apple Union Pacific
– On Our Minds: SPAC Attack

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