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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
 /  Admin

Second Quarter 2011 Performance Commentary

The second quarter, unlike the first, was a rocky one for the stock market. While earnings season remained strong, a number of event driven factors including Japan, Greece, excessive rain in the U.S., and rising fo... read more
blog Institutional
Investment
Management
 /  Admin

Bytes Beat Bricks - Fortune Magazine

I thought the attached chart, Bytes beat Bricks , from this week's Fortune Magazine was worth passing along. On the one hand, the technology industry is tremendously innovative, yet on the other hand, this also mea... read more
blog Financial
Planning
 /  Admin

Chinese Entrepreneurs are Leaving China

I thought the following blog entry from Forbes was excellent. It just goes to show that the Laffer Curve concept is international in terms of its effects. Could we see a second brain/wealth drain as these entrepren... read more
blog Institutional
Investment
Management
 /  Admin

Broken Records

Our latest Economic Update, titled Broken Records, is available on our website. read more
blog Financial
Planning
 /  Admin

There is Always a Way Out

No matter how bad things may get - at work, at home, your stock portfolio, or in your daily exercise routine - there is always a way out. Never lose hope! . read more
blog Wealth
Management
 /  Admin

The Fed Loses Its Soul

I thought this piece, The Fed Loses Its Soul, was well done. My comments follow. read more
blog Wealth
Management
 /  Admin

Silver & Gold, Silver & Gold

A new Economic Update, published last week and titled Silver & Gold, Silver & Gold, is available on our website. read more
blog Financial
Planning
 /  Admin

What Your Tax Dollars Buy

Our friend, Karin Maloney Stifler of True Wealth Advisors, posted an interesting site on her blog that helps answer the question, "Where do my tax dollars go?". We thought we'd pass it along. read more
blog Institutional
Investment
Management
 /  Admin

First Quarter 2011 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the first quarter (+5.1%) and compared to the S&P 500 for the one, three, and five year periods ending March 31, 2011. For addition... read more
blog Institutional
Investment
Management
 /  Admin

Forgetful

We have posted a new Economic Update titled Forgetful to our website. In this update, we talk about our outlook for the economy and our investment strategy given the events in the Middle East and Japan. Enjoy! read more
blog Wealth
Management
 /  Admin

Technology, Revolution & Choice

For some reason, this blog entry was published before it was finished. My apologies. Here is the complete version. ********* It fascinates me to watch how the political unrest that started in Egypt has spread to ot... read more
blog Financial
Planning
 /  Admin

Let Yourself Feel Good Again

We have published a new Economic Update titled Let Yourself Feel Good Again. In this update, we discuss rising inflation expectations, the likelihood that the economy moves into expansion mode in 2011 and why you, ... read more
blog Financial
Planning
 /  Admin

Former Tech Fund Manager Doug MacKay quoted in CNN Money

Paul LaMonica, a financial reporter for CNN Money, called to talk about the resurgence of some long lost tech stocks from the dot com era this year. He said he had read our update on Steve Jobs and Apple last month... read more
blog Wealth
Management
 /  Admin

The Perfect Husband

Several men are in the locker room of a golf club when a cellular phone on a bench rings and a man engages the hands-free speaker function and begins to talk. Everyone else in the room stops to listen. MAN: "Hello!... read more
blog Institutional
Investment
Management
 /  Admin

Steve Jobs: Finding the Real Questions

For those that don't know, Steve Jobs, founder and CEO of Apple Computer, announced yesterday that he would be taking another indefinite medical leave of absence from the company to focus on his health related issu... read more
blog Institutional
Investment
Management
 /  Admin

Why Newton was Wrong

The Economist recently published an article on momentum in the financial markets titled Why Newton Was Wrong . While I believe that in some ways the article is describing a more general form of financial market mom... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter 2010 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the fourth quarter (+9.1%) and compared to the S&P 500 for the one, three, and five year periods ending December 31, 2010. read more
blog Wealth
Management
 /  Admin

200 Countries, 200 Years, Four Minutes

A former coworker just sent me this video which does a very clever job of showing the improvement in health and wealth of over 200 countries over the last 200 years. Pretty amazing visual, isn't it? http://www.flix... read more
blog Financial
Planning
 /  Admin

Christmas Break Video Fun

Like many of you, I get alot of funny videos sent to me every week. I thought these two British videos were particularly good. They are also kid friendly, meaning they just might keep the kids from killing each oth... read more
blog Institutional
Investment
Management
 /  Admin

The Year in Review

We have published a new Economic Update entitled The Year in Review. Please let us know your thoughts! Happy Holidays, Merry Christmas, and Happy New Year from all of us at Broadleaf Partners. read more
blog Financial
Planning
 /  Admin

A Surprisingly Accurate Picture of Recent Economics

Mary is the proprietor of a bar in Dublin . She realises that virtually all of her customers are unemployed alcoholics and, as such, can no longer afford to patronise her bar. To solve this problem, she comes up wi... read more