Category: LBA Monthly View

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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LBA Monthly View | January 2021

– Notable: Instant ramen market, single-family home sales, bifurcation of US labor economy, mass vaccination sites
– Company Highlights: PepsiCo, Madison Square Garden Sports Corp, Johnson & Johnson, American Tower, Nvidia, Apple
– On Our Minds: The Tangible Thing About Intangibles

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LBA Monthly View | December 2020

– Notable: COVID-19, retail and digital spending trends, Christmas tree profit margins
– Company Highlights: Tyler Technologies, Amazon, American Tower Corp, Keurig Dr Pepper, Edwards Lifesciences Corp.
– On Our Minds: A message of unity and hope

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LBA Monthly View | November 2020

– Notable: Vaccine trials, savings deposits trends, cranberry consumption, cost of turkey, soybean prices
– Company Highlights: Nestle, ConocoPhillips, PepsiCo, Apple, Unilever
– On Our Minds: A forgotten piece of vaccine history

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LBA Monthly View | September 2020

– Notable: Interest rates, online home searches, DIY dentistry, SARS-CoV-2 vaccine storage
– Company Highlights: Novartis, Nestle, Tyler technologies, Nvidia, Walmart and Microsoft
– On Our Minds: The More Things Change, the More They Stay the Same

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LBA Monthly View | August 2020

– Notable: S&P 500 members’ share repurchases, Lumber prices, Champagne sales
– Company Highlights: Madison Square Garden Sports, Apple, Nike, Visa
– On Our Minds: What Bugs Us About Gold Bugs

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LBA Monthly View | July 2020

– Notable: Average rate for a 30-year mortgage; Almond prices
– Company Highlights: Johnson & Johnson, Madison Square Garden Sports, Novartis, Alphabet (Google), Home Depot, and Amazon
– On Our Minds: Sears Holdings

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