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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
 /  Admin

Next Stop, Perfect Games, Pepper and Salt

Earnings are for the most part now in the rear view mirror. As a result, stocks may likely take their short term trading cues from macroeconomic factors in coming weeks. On this front, retail sales were a mixed bag... read more
blog Institutional
Investment
Management
 /  Admin

Look Forward and Smile

Earnings season is winding down and now that Cisco's results are out of the way, only a few major companies have yet to report. As is always the case, I've read through a boatload of earnings results and conference... read more
blog Wealth
Management
 /  Admin

What I Learned this Morning (Including Baseball)

Earnings. The flurry of earnings continues in earnest and so far, things have been decent but not outstanding. I have been extremely impressed by corporate America's rapid cost cutting efforts which have boosted bo... read more
blog Financial
Planning
 /  Admin

Notable Quotable

I forgot to share a notable quote from this season's earnings calls. In describing the likely shape of this economic recovery -- whether it would be strong and "V" shaped or double-dipping "W" shaped, Scott McGrego... read more
blog Wealth
Management
 /  Admin

Avalon, the Beach, and the Jersey Shore

Last Sunday night, at 1am in the morning, my wife and I made the spontaneous decision to take the family on a last minute beach vacation to Avalon, New Jersey. We decided to make the trip earlier that day after our... read more
blog Financial
Planning
 /  Admin

Recent Thoughts

Gains ahead for financials? JP Morgan and Goldman Sachs both reported strong results, reflecting their success in taking significant market share from substantially weaker competitors. Cisco Systems, along with oth... read more
blog Financial
Planning
 /  Admin

All Aboard!

Over the last few weeks, the market has dropped its hyperactive fear of inflation (a fear we did not share) and has recently been obsessing over deflation. During the former period, we suggested that inflationary c... read more
blog Financial
Planning
 /  Admin

Acid Rain, Nukes, and A Diesel Rabbit

Do you remember Acid Rain and No More Nukes? When I was in high school a couple of decades ago, there was significant political and media attention paid to the potentially disastrous impacts that acid rain would ha... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter Performance Commentary and CNBC Appearance

This year has been a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio. For details on our performance and insights on our current market outlook and strategy, please read the atta... read more
blog Institutional
Investment
Management
 /  Admin

Quarter End Silence, Economic Datapoints to Watch, and Welfare Independence

We'll be very busy for the next week or so as we complete our quarter end activities. As a result, it will also be a little quieter on the blog front. Please bare with us. The good news is that it was a great quart... read more
blog Financial
Planning
 /  Admin

The Wrong Questions, 1965 Medicare Budget Estimates, FF on T Shirts & MJ on I Tunes

Ben Bernanke got a major grilling from Congress yesterday over whether or not he had threatened to replace Ken Lewis and the entire board of Bank America if he didn't follow through with the acquisition of Merrill ... read more
blog Financial
Planning
 /  Admin

Fund Flow Funk

I like this chart from JP Morgan. As many of you know, I strongly believe that fund flows into and out of equity funds are a huge and often overlooked determinant of stock market returns. In particular, when fund f... read more
blog Wealth
Management
 /  Admin

Wait and See Attitudes

The World Bank may be driving markets lower today on its disappointing outlook for worldwide economic growth this year - down 2.9% - and a tepid outlook for 2010. The truth, of course, is that no one knows what's r... read more
blog Wealth
Management Financial
Planning
 /  Admin

Health Care, New Financial Regulations and an Obama like Clinton

Health care stocks are enjoying a nice rally today. In fact, they are leading the markets higher for the first time I can remember in a very long time. What's also different about today's move is that it doesn't ap... read more
blog Financial
Planning
 /  Admin

Natural Gas, Roth IRA's, and Pepper and Salt

In recent weeks, I have been a buyer of late cyclical stocks, including energy, materials, and industrials. Within the energy space, I've really been interested in natural gas plays. I saw a chart that came across ... read more
blog Wealth
Management
 /  Admin

Technical, Practical, Theoretical; Observations on Bonds and Inflation

Long term treasury yields have backed up above 4% today, making a significant move off their lows in the 2's a number of months ago. While there are a number of folks claiming that this back up in yields reflects a... read more
blog Financial
Planning
 /  Admin

Bear Market Bubbles

New unemployment claims came in at 345,000 this morning. The bad news is that 345,000 more people lost their jobs, but the good news is that there has been a clear inflection point in the rate of change. A couple o... read more
blog Institutional
Investment
Management
 /  Admin

Continuing Strength

The markets have continued to do very well, moving above their 200 day moving average for the first time in eighteen months. Yesterday's ISM index continued to improve in April as it had in March. While it is not y... read more
blog Wealth
Management
 /  Admin

Milton Friedman by Stephen Moore and Phil Donahue

Stephen Moore wrote this excellent editorial today on Milton Friedman, a proud father of global capitalism, who passed away in 2006 at the age of 94. Friedman - like Reagan - had a way with words that helped capita... read more
blog Wealth
Management
 /  Admin

Consumer Staples and the Reflation Trade

Readers know that I'm intrigued by the prospects for consumer staples stocks. While we don't own anything in the space currently, this is largely because the area has tended to underperform during cyclical recoveri... read more
blog Wealth
Management
 /  Admin

Kids Say the Darndest Things - Art Linkletter on YouTube

A friend passed along the following YouTube clip of Art Linkletter interviewing children on his television show. Kids do indeed say some of the Darndest Things! This will make you laugh out loud! Art Linkletter on ... read more