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Insights

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blog Institutional
Investment
Management
 /  Admin

Catching Up

I'm hoping to put some more substantial thoughts into an update soon, but have been bogged down by this earnings season. So, here's a real quick summary of our current thinking on recent new data points. 1.) The ma... read more
blog Institutional
Investment
Management
 /  Admin

Insights from Google

Each quarter seems to have a rhythm to it in the investment management business - at least from where we sit. As a quarter winds down and comes to an end, we spend a fair amount of our time communicating those resu... read more
blog Wealth
Management
 /  Admin

The Flop, The Turn and The River Part II

So far, the economy's new cards have looked pretty good, at least compared to where we've been. Fed officials were on record last week claiming that the "worst" of the recession may now be past us and Treasury Secr... read more
blog Institutional
Investment
Management
 /  Admin

The Flop, The Turn and The River

Continuing yesterday's poker analogy, let's take a look at the cards dealt from today's deck of economic data. (Aka, the "flop".) Card #1. The Philadelphia Fed Index was similar to the Empire Manufacturing Index, s... read more
blog Institutional
Investment
Management
 /  Admin

Navel Gazing

As we head into earnings season, I've been reviewing the performance of different stocks and industry groups over various time periods, including year to date and from the market lows in both March and last Novembe... read more
blog Wealth
Management
 /  Admin

Green Shoots and New Life

Pepper & Salt, The Wall Street Journal 4/11/09 As we move into springtime, Wall Street has been using the term "green shoots" a great deal to describe signs of potential new life in the economy. The bears of course... read more
blog Institutional
Investment
Management
 /  Admin

Giant Pictures Paint A Thousand Words

First of all, my apologies for posting such a massive chart. I tried to make it smaller, but it wasn't readable and links just don't jump out at you like a picture does. Anyway, this graph shows the annualized rate... read more
blog Financial
Planning
 /  Admin

Things to Watch

Earnings season is always ushered in by the results of Alcoa - which reported last night - and then picks up steam, ending in a crescendo of conference calls four or so weeks later. We have had a nice bounce off th... read more
blog Institutional
Investment
Management
 /  Admin

Valleys, Foothills and New Mountains

It's hard to believe, but it's been another great week for the markets, the second in a row! Let's hope it's habit forming! So now what? Our basic premise remains the same. While the S&P 500 briefly violated its 74... read more
blog Institutional
Investment
Management
 /  Admin

Hocking Hills, The Markets, and A Dusting of Snow

I took a short spring break last week with my family and visited the amazing landscape of Hocking Hills based in southeastern Ohio. If you're looking for a fun weekend trip, I'd give it an enthusiastic nod. The ter... read more
blog Financial
Planning
 /  Admin

Pepper & Salt, The Wall Street Journal, 3/18/09

The Broadleaf blog will be on Spring Break next week, so we'll leave our texting to the Pileated woodpeckers out there. While the markets have pulled back a tad in the last two days, it has been a good couple of we... read more
blog Institutional
Investment
Management
 /  Admin

E Gads Moments and This Morning's CNBC Clip

For those that may have missed our CNBC appearance this morning, here is the clip , which should be available for the next week or so. The interview went well and we actually succeeded in getting a laugh out of hos... read more
blog Financial
Planning
 /  Admin

Less Bad

Less Bad. Those are the operative words of the past week. Retails sales, housing starts, new claims, company survey work, company stocks hitting new lows...all have been "less bad" than feared in recent days or rea... read more
blog Institutional
Investment
Management
 /  Admin

Something for Nothing, Free Lunches, and Fool's Gold

On the positive front, the market is posting nice gains today, up over 2%. Retail sales, excluding autos and gas, were up a surprising .5% month to month, clearly much better than the market had been expecting part... read more
blog Wealth
Management
 /  Admin

Pure Filth

The markets are enjoying a nice rally today likely spurred on by Citigroup's comment that they were profitable during the first two months of the quarter. Bank of America, JP Morgan and Wells Fargo made similar com... read more
blog Wealth
Management
 /  Admin

The Daily Show with Jon Stewart: A Humorous Rebuttal to Santelli and Cramer

In the past two weeks, I've posted comments made by Rick Santelli and Jim Cramer from CNBC. This segment by The Daily Show with Jon Stewart is a humorous rebuttal to their rants and a reminder to always be suspicio... read more
blog Wealth
Management
 /  Admin

Cramer's Response to White House

Jim Cramer published this letter this morning in response to White House criticism of comments he had made in this Today show interview on March 3rd. Whether you are liberal or conservative, it is worth reading. Cr... read more
blog Institutional
Investment
Management
 /  Admin

Today

It's Wednesday and the markets are acting a tad better. I am becoming increasingly convinced, based on conversations with others, that the market's latest downdraft through the November lows is related to Obama's a... read more
blog Wealth
Management
 /  Admin

Messy

I took Friday off to go skiing in Western New York. When we arrived at Peak N Peak, it was about fifty degrees outside and raining cats and dogs, so we took a pass and continued to a friend's house on Chautauqua, w... read more
blog Institutional
Investment
Management
 /  Admin

Caressing and Stressing, Shopping and Rebalancing

The S&P 500 came within a point of caressing the November lows yesterday and is bouncing a tad today. I wouldn't say that anything new has surfaced over the last few months to suggest that further weakness is likel... read more
blog Financial
Planning
 /  Admin

Rick Santelli CNBC Rant

If you read our blog or subscribe to any blog for that matter, you have probably already seen this morning's CNBC video clip of Rick Santelli speaking up on the government's mortgage bailout plan. But if not, it's ... read more