About Kathleen Zullo

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So far Kathleen Zullo has created 17 blog entries.

Doug MacKay on CNBC’s Power Lunch – Look to Earnings Growth for Long-Term Gains

Earlier this afternoon, Broadleaf’s Doug MacKay joined CNBC’s Power Lunch to share his thoughts on the current state of the market. Despite the spotlight on interest rates and the Fed, earnings growth remains the primary factor driving long-term performance.  Click the image below to watch…

2024-05-02T16:27:51-04:00May 2nd, 2024|Videos|

Broadleaf Partners 2024 Investment Playbook

Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

2024-01-18T09:55:08-05:00January 18th, 2024|Economic Updates|

The Last Mile

On May 10, 2022, we published an update titled "Recession Looming?" as the consensus on Wall Street seemed to be that a widespread economic recession was all but inevitable. Fast forward a year, and the debate still rages on as the recession has yet to take hold. With many of the same factors at play as the previous year, we're also being faced with new challenges, including the recent debt ceiling issue, leaving many investors wondering where to go from here. For our latest thoughts, please read The Last Mile.  [Read More]

2023-05-24T10:56:35-04:00May 24th, 2023|Economic Updates|

Broadleaf Partners 2023 Investment Playbook

Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

2023-01-19T09:33:59-05:00January 19th, 2023|Economic Updates|

Recession Looming?

Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility. For our latest thoughts on navigating the market, please read our latest update, [Read More]

2022-05-10T22:19:01-04:00May 10th, 2022|Economic Updates|

Doug MacKay Recognized by Crain’s Cleveland Business

Discipline, hard work and lots of experience have served Doug and our Broadleaf Partners clients well. While some market environments are friendlier than others, this one not so much, they all require a high level of focus and attention. Doug's efforts were once again highlighted as he recently earned recognition by Crain's Cleveland Business as a 2022 Notable Professional in Finance. Congratulations Doug! Check out his profile at Crain's Cleveland Notables in Finance [Read More]

2022-04-26T14:15:19-04:00April 26th, 2022|News|

Bad Weather or Bad Clothing?

We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century.    These risks and uncertainties are almost of biblical or medieval proportions.  A global “plague” shuts down the economy driving supply shortages across a host of products, inflation spikes to levels not seen in decades, and now, “rumors of war” leading to actual war.     The playbook just keeps getting more interesting. [Read More]

2023-02-23T17:06:44-05:00March 8th, 2022|Economic Updates|

Broadleaf Partners 2022 Investment Playbook

Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

2022-01-13T16:32:31-05:00January 13th, 2022|Economic Updates|

Broadleaf Partners 2021 Investment Playbook

Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

2021-01-18T12:31:32-05:00January 18th, 2021|Economic Updates|
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