– 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
POSTED IN: LBA Monthly View
In this newsletter edition we cover the following:
– Understanding the Yield Curve
– Enhancing Privacy and Security to Protect Against Identity Theft
– Inflation and Deflation: The Ongoing Tug-of-War Underpinning the Inflation Debate
– Managing Through Life Events
– The Fed’s Ongoing Yield Curve Control Is Becoming More Apparent
– Why Does October Spook Investors?
POSTED IN: Reflections & Observations
– 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
POSTED IN: LBA Monthly View
– 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
POSTED IN: LBA Monthly View
– 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
POSTED IN: LBA Monthly View
– 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
POSTED IN: LBA Monthly View
In this newsletter edition we cover the following:
– Blockchains: What Are They and How Are They Used?
– Ethical Investing
– Inflation: The Push and Pull of Supply and Demand
– Death and Taxes
– A Closer Look at the Balance Sheet
– A Paradigm Shift in Funding Markets
POSTED IN: Reflections & Observations
– 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
POSTED IN: LBA Monthly View
– 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?
POSTED IN: LBA Monthly View
– 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
POSTED IN: LBA Monthly View
