– 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

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– Notable: Alphabet, Union Pacific, Ecolab, NVDIA and Visa
– Company Highlights: Moscow exchange, rising interest rates, ride-sharing trends and average home price
– On Our Minds: Impacts of the Russia-Ukraine war

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– Notable: Consumer Price Index (CPI), rent prices, wedding trends
– Company Highlights: PepsiCo, Amazon, PAR Technology, Union Pacific, Apple
– On Our Minds: Trains and fuel efficiencies

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– 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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– 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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– 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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– 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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– 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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– 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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– 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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