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
POSTED IN: Reflections & Observations
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
POSTED IN: Reflections & Observations
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?
POSTED IN: Reflections & Observations
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
POSTED IN: Reflections & Observations
