The behavior of the markets over the course of the last six weeks has reminded me of the phrase “getting your ducks in a row.” While I know the analogy may not be a perfect fit for what I perceive is occurring in the markets, to me, it nevertheless feels right. “Getting one’s ducks in […]
The first quarter was a tale of two halves. During the first half, the stock market came under significant pressure as oil prices fell to new lows, broader credit concerns became elevated, and recessionary risks rose. The second half was marked by a bounce in oil prices on a hoped for production quota agreement from […]
After a brief upswing, the markets were caught in a downdraft last week with many of the innovative growth companies we own coming under significantly greater selling pressure. In the past, I’ve noticed that growth stocks, particularly those that are innovators and less susceptible to economic pressures, tend to do well in all types of […]
The markets are off to a rip-roaring start this year — in the wrong direction. We are hearing all sorts of sensationalized firsts, including the fact that we just endured the worst first few days of January on record. While this is a painful fact, it is also one that is perhaps more sensationalized than […]
Our portfolio and the stock market bounced back aggressively in the fourth quarter following the Chinese Yuan induced swoon during the third. We finished the full year in positive territory, substantially ahead of our comparative indices and peer group. While there has been much gnashing of teeth over the narrowness of the market’s gains this […]
It’s that time of year again. Time to take stock of the year that was and time to try pondering what 2016 could look like. Every now and then someone asks us how the stock market will do next year. Sometimes, they aren’t asking for a range but an actual number, and I suspect an […]
The financial markets have worn many masks this year. Like a ping pong ball, wide and powerful swings from Fed pronouncements, movements in the dollar, and the price of oil have contributed to violent and swift changes in mood. Perception and reality are almost entirely a function of macroeconomic news, but for the very brief […]
Hudson Ohio’s local newspaper, the Hudson Hub-Times, recently published an article celebrating Broadleaf Partners’ 10th anniversary. For a link to the article, click here.
Happy Ten Year Birthday, Broadleaf! As most people know, this was a difficult quarter for the stock market and our portfolio was not immune. Weakness was broad based across all sectors, with only utilities and select areas of the consumer discretionary space providing positive returns. Thanks to a strong first half performance, our results remain […]