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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
 /  Admin

CNBC Appearance: The Commodities Debate

A blog entry we posted last week caught the eyes of CNBC's producers and they asked us to appear in a debate regarding the direction of commodity prices this morning, June 3rd. If you missed the interview, you shou... read more
blog Wealth
Management
 /  Admin

Where There is Smoke...

The biggest news of the day or perhaps yesterday, was that the CFTC will begin taking a closer look at the commodity exchanges to see if there have been any improprieties behind the massive increases in the price o... read more
blog Institutional
Investment
Management
 /  Admin

Fund Flows Gone Wild, Consumer Confidence and Baseball

We haven't written in about a week. Things have been pretty busy here as we gear up our marketing efforts ahead of the third year anniversary of our investment track record this summer. For the last three years our... read more
blog
 /  Admin

A Shocking Observation

A trader in the business just passed along the following observation from another buysider in the business. When the government passed the economic stimulus act a couple of months ago, oil was at $93 per barrell. W... read more
blog Institutional
Investment
Management
 /  Admin

Taking A Breather

The market has been very strong for most of the second quarter, nearly erasing its first quarter losses. The S&P 500, NASDAQ and Dow have all approached their 200 day moving averages in recent days and now, perhaps... read more
blog Institutional
Investment
Management
 /  Admin

Bubbles, Barron's & Broadleaf

The study of investment bubbles is getting alot of press these days, so much so that today's Wall Street Journal discusses how the subject has become a hot topic among young academics. My experience with bubbles ha... read more
blog Financial
Planning
 /  Admin

The Politics of Inflation & Work at Home Fridays

The CPI came out tamer than most had expected both at the core and non-core levels. The core CPI was up .2% month to month compared to expectations of .3% rise. Excluding food and energy, it was up .1% versus expec... read more
blog Institutional
Investment
Management
 /  Admin

High Flyers, Washed Outs, and Have Beens

For those that missed it, here are some of the written thoughts we prepared in advance of this morning's CNBC appearance, some of which we shared during the interview. (Readers may may need a CNBC.com password to w... read more
blog Wealth
Management
 /  Admin

Guitar Hero Rocks On

Activision just crushed earnings estimates on the strength of huge revenues from their Guitar Hero and Call of Duty video game franchises. It wasn't just a small beat, but a huge one and after Christmas at that. Re... read more
blog Institutional
Investment
Management
 /  Admin

How I Spent My Stimulus

In general, the retail same store sales figures that came out this morning were a tad better than most people had expected. While few folks have received their government rebate checks, perhaps simply knowing that ... read more
blog Wealth
Management
 /  Admin

Muddling on Through & The Lone Wolf

The ISM Services Index, a measure of economic activity, came out yesterday at 52 compared to the market's expectation of 49. In general, a number above 50 indicates an expanding economy and a number below that, a c... read more
blog Institutional
Investment
Management
 /  Admin

Over the River and Through the Woods

Non-farm payrolls declined only 20k in April versus expectations for about 75k, and the unemployment rate ticked DOWN to 5.0% versus expectations of an up tick to 5.3%. Needless to say, this news is causing the fut... read more
blog Institutional
Investment
Management
 /  Admin

Exxon, Energy and the Market

Exxon reported earnings that missed expectations due to cost pressures that hurt their refining margins. I don't know if their earnings are responsible, but the energy and materials sectors are both under extreme s... read more
blog Financial
Planning
 /  Admin

Why I Hate the Consumer Confidence Survey

There has been a great deal of talk about consumer confidence plunging to 26 year lows given rising oil and falling house prices. When I attended the University of Dayton's RISE Symposium in late March, students we... read more
blog Financial
Planning
 /  Admin

Storms, Steroids and Sunnier Skies

The Fed will meet next week to discuss their next move with interest rates and most believe it will be their final adjustment downward, by 25 basis points. In reaction to the expectation, the dollar firmed yesterda... read more
blog Wealth
Management
 /  Admin

Inflation, 1980's Style

A long time friend in the business passed along the following link to a Time Magazine article written in April of 1980. The article provides some perspective on inflationary troubles at the time that make today's c... read more
blog Wealth
Management
 /  Admin

General Observations

So far, for an economy flirting with recession, earnings results have been surprisingly good. The technology, energy and industrial sectors have generally been sources of strength, while write downs have continued ... read more
blog Institutional
Investment
Management
 /  Admin

A Little GOOG 'ill Do Ya GOOD

Well, the big news of the day is Google, if you hadn't heard, up 17% on last night's earnings news which assured investors that weaker paid click survey statistics from the past few months were not indicative of th... read more
blog Wealth
Management
 /  Admin

A Future Analyst?

Pepper & Salt, WSJ 4/18/08. read more
blog Institutional
Investment
Management
 /  Admin

Intel and Inflation

The stock market is doing quite nicely today with the S&P and Dow both up about 1.4% and the NASDAQ Composite up over 2%. Intel's better than expected earnings and decent guidance for the PC market are likely stoki... read more
blog Wealth
Management
 /  Admin

Earnings in Earnest and Taxes they Taketh

While there were a few earnings reports last week, the numbers should start flowing in earnest this week with companies like IBM, Google, Harley Davidson, Schwab and Schlumberger all scheduled to give us some insig... read more