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LBA Monthly View | September 2022

– Notable: Fed rate hikes, large retailers slashing orders, household living expenses
– Company Highlights: Visa, Amazon, American Tower, Edwards Lifesciences, Apple
– On Our Minds: The US Dollar

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LBA Monthly View | August 2022

– Notable: on-demand streaming servicing trends, CEO resignation records, college tuition
– Company Highlights: Coloplast, Microsoft, Edwards, Apple, ConocoPhillips
– On Our Minds: What a difference a few weeks makes

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LBA Monthly View | July 2022

– Notable: Rising prices, quality of vehicles, 5G smartphone trends, China’s real estate market
– Company Highlights: Pepsi, American Town, Amazon, Keurig Dr. Pepper, Alphabet
– On Our Minds: What is a Yield Curve Inversion? Why Does it Matter?

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LBA Monthly View | June 2022

– Notable: price of avocados, US personal savings rate, gas prices, “crypto winter”
– Company Highlights: PAR Technology, Enterprise Products Partners, Alphabet, Apple, Keurig Dr. Pepper
– On Our Minds: Looking beyond the recent rate hikes

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Reflections & Observations: Long-Term Focus

In this newsletter edition we cover the following:
– Importance of Staying Invested
– E-Commerce Growth
– US Housing Market
– America’s Energy Renaissance
– Irrevocable Trusts
– Central Banks

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LBA Monthly View | April 2022

– 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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LBA Monthly View | March 2022

– 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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LBA Monthly View | February 2022

– 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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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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POSTED IN: LBA Monthly View