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Insights

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blog Institutional
Investment
Management
 /  Admin

Black Holes and Red Giants

As I write, there are a number of market technicians calling for a rally in gold to $2,000 an ounce and for the stock market, measured by the Dow, to fall an additional thousand points or so to 6500. While I do pay... read more
blog Wealth
Management
 /  Admin

A Tough Tape, Market Valuations, and More Thoughts on the Banks

After an extended three day weekend, the markets reopened yesterday and sold off aggressively, closing at the lowest levels since November 20th. There have been many reasons proposed for the recent declines, includ... read more
blog Wealth
Management
 /  Admin

Stimulus?

I have been relatively quiet on the whole Stimulus debate. A client, however, forwarded the following Bloomberg article on some of the health care provisions within the plan as well as some anecdotes regarding his ... read more
blog Wealth
Management
 /  Admin

Crying Uncle, Hot Potatoes, and Musical Chairs

After a strong showing on Monday, the markets pulled back aggressively yesterday as folks were largely disappointed by the Treasury Department's plans for helping the banking system. It was a clear case of buy the ... read more
blog Institutional
Investment
Management
 /  Admin

Bill Hoover Joins Broadleaf Partners as President and Chief Operating Officer

Bill Hoover Joins Broadleaf Partners It is with great pleasure that Jeff and I announce the arrival of William Hoover as President and Chief Operating Officer of Broadleaf Partners, LLC. Bill joins our firm as an e... read more
blog Wealth
Management
 /  Admin

Markets Making Progress on Positive Datapoints

The markets have been making some positive progress today. Each day of this troubled earnings season that goes by and we don't touch or break the November lows is a very positive and constructive sign. There have b... read more
blog Financial
Planning
 /  Admin

Thoughts for Today

Waking up to what the day holds can be difficult in an economy like this. While I generally expect things to be tough for most companies out there, it is nearly impossible to predict how the stock market will react... read more
blog Institutional
Investment
Management
 /  Admin

A January Dud, Bad Banks, and Earnings Insights

The markets have continued to sell off, heading towards but not yet hitting levels last seen in November. After a nice bounce off the November lows, January turned into a dud, the biggest one for the S&P 500 in ove... read more
blog Wealth
Management
 /  Admin

The Presidents

Over the past few days, I have been watching a history series on the American Presidents, past to present. The series, which I recorded from the History channel, covers the Presidents in order and includes commenta... read more
blog Institutional
Investment
Management
 /  Admin

Markets Manage Gains in Spite of Rising Layoffs

In addition to layoffs at Summitville Tile, the family which owns my beloved Spread Eagle Tavern located here in Ohio, the Wall Street Journal also reported on a host of other job cuts at many major organizations t... read more
blog Financial
Planning
 /  Admin

Bad Banks and the Land of Loan Quarantines

Financial stocks are ripping upwards in the aftermarket on rumors that the government may be getting closer to establishing a Bad Bank that would accept troubled loans, similar to the Resolution Trust Company that ... read more
blog Institutional
Investment
Management
 /  Admin

Recent Market Action

The markets have resumed their pattern of large daily swings. Much of the volatility has been centered within the banking sector (down 17% Tues, up 16% Wed, down 8% today), where loan loss provisions are increasing... read more
blog Wealth
Management
 /  Admin

Quote of the Day

"Obama was sworn in 1.5 hours ago. Why isn't the economy better? I voted for change." - Tongue in cheek humor from a friend and Obama supporter. ***************** The markets have been selling off most of the day, ... read more
blog Wealth
Management
 /  Admin

Nice Editorial by Colin Powell, Today's WSJ

Here is a nice editorial written by Colin Powell, in today's Wall Street Journal, just in case you missed it. Enjoy the rest of your weekend. read more
blog Institutional
Investment
Management
 /  Admin

Far Fetched

Only six months ago, I was visiting a large, privately held company and the subject of skyrocketing commodity prices entered the discussion. When I commented that inflation trends were likely headed down as the boi... read more
blog Institutional
Investment
Management
 /  Admin

Wide Tail Observations from Stifel Nicolaus

Friends at Stifel Nicholaus passed along the following observations from Richard Cripps, CIO at the firm. The last year - to be sure - has shown us that the highly improbable has been uncharacteristically commonpla... read more
blog Institutional
Investment
Management
 /  Admin

Revisiting Lows

After enjoying a nice twenty percent rebound from November 20th through the first week of this year, the markets are pulling back aggressively once again and threaten to test their prior lows. The reasons are alway... read more
blog Institutional
Investment
Management
 /  Admin

Sign of the Times

Much of our quarter end reporting season is winding down, so we hope to be back blogging in the coming weeks on our thoughts about the economy and the stock market. Our overall gameplan for 2009 remains the same. W... read more
blog Wealth
Management
 /  Admin

Fourth Quarter Portfolio Review and Commentary

The financial markets finished 2008 on a tough note. In fact, it was the third worst year in the last century for investors. Fortunately, it won't take much to make 2009 better. For details on our portfolio's fourt... read more
blog Wealth
Management
 /  Admin

Thoughts for 2009: CNBC Talking Points, December 29, 2008

Here are the thoughts we prepared ahead of this morning's CNBC appearance . ******* Thoughts for 2009. 2008 Destroyed Capital. 2009 Should Repair/Rebuild It. Economic Overview Unemployment will increase significant... read more
blog Wealth
Management
 /  Admin

Ohio Proud

It will certainly be a quiet trading day on Wall Street. Other than Amazon saying they had record unit sales this holiday season, nothing else has been very newsworthy. For about every other retailer, it will certa... read more