Category: Reflections & Observations

Reflections & Observations: The US Unemployment Rate

In this newsletter edition we cover the following:
– US Unemployment Rate: What the Headline Number Does Not Reveal
– Dividend Growth: Why it Matters
– The Interesting Thing About Low Interest Rates
– The Dow’s Recent Adjustments
– The Ever-Evolving Payment System
– Looking Ahead: Taxes and Estate Planning

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Reflections & Observations: Impacts of a Global Pandemic

In this newsletter edition we cover the following:
– When the New Normal Becomes Just Normal
– Why a Stock’s Price Does Not Reflect its Value
– Drug Development: A Long, Costly Process
– Real Estate in the time of Coronavirus
– The SECURE Act
– Over the Hill, On the Horizon

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Reflections & Observations: Ignoring the Media Noise and Focusing on the Fundamentals

In this newsletter edition we cover the following:
– Three Demographic Trends in the US
– Developing Technologies from LBA Companies
– The Importance of Predictability in Cash Flows
– Boeing: The Consequences of Cost-Cutting
– The Death of US Retail?
– A Funny Thing Happened on the Way to the Fixed Income Shoppe

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Reflections & Observations: Economy’s Shift from the Industrial Age to the Digital Age

In this newsletter edition we cover the following:
– Buffet Abandons Book Value
– China’s Index Manipulation
– A Comparison of Price-to-Earnings: Emerging Markets vs. United States
– Big Tech, Fat Wallets: A Look at Microsoft, Apple, and Alphabet
– Five Reasons Why LBA Doesn’t Buy (or Chooses to Sell) a Stock
– The LBA Rules For Fixed Income

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Reflections & Observations: Innovation and Disruption

In this newsletter edition we cover the following:
– A Dose of Opimism
– Innovation and Productivity: Collaborators or Independents?
– Municipal Bonds: A New Strategy for State Defaults
– Cable and Satellite TV: The End of an Era?
– Leading CPGs Face Industry Upheaval
– Where Does LBA Get Its Ideas?

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Reflections & Observations: Three Primary Culprits of Economic Downturns

In this newsletter edition we cover the following:
– Debt, Financial Products, and Speculation
– A Timeline of Bubbles & Crises
– Notable Leadership
– Recent Changes To Tax Code
– Assessing a Charity
– What Our Clients Are Reading

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POSTED IN: Reflections & Observations