Skip to content
CONTACT
330-650-0921
Contact
Insights-1 M_Insights-1

Broadleaf Partners' Blog

Broadleaf Partners' Blog

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 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 Financial
Planning
 /  Admin

Today's News

There is a sizable divergence between the performance of the S&P 500 today, up about 1%, and the Russell 1000 Growth index, which is down slightly. The S&P 500 has a greater exposure to value stocks than the Russel... read more
blog Financial
Planning
 /  Admin

Learning to Ride

Yesterday, my five year old son Johnny learned to ride a bike. It was late in the evening and close to getting dark, but we had been talking about an attempt "sans" training wheels all day and so I said okay. Remov... 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 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 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 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
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 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 Financial
Planning
 /  Admin

Reader Comments on Madoff Blog Posting

A reader who happens to be a securities lawyer just sent the following comments on our most recent blog entry, Weighing in on Madoff and SEC Exams. "When I learned about the Madoff situation, the first name that ca... read more
blog Financial
Planning
 /  Admin

Pennyland, Echoes of the Great Depression

A reader of Friday's blog entry writes, "I saw your post A Historical Peek at Past Depression Talk. I think you may be interested in "Pennyland - Echoes of the Great Depression" -- which I created from an original ... read more
blog Financial
Planning
 /  Admin

A Historical Peek at Past Depression Talk

Our friends Jason Trennert and Nick Bohnsack at Strategas Research Partners suggest that the talk of a new Great Depression has been prevalent during many major periods of economic weakness. We thought we'd share t... read more
blog Financial
Planning
 /  Admin

Quote of the Day, Warren Buffett on recent Short Term Treasury Auction

Buffett's sent this email to his board after hearing that Treasuries have hit 0% - “This should be bullish for Berkshire. With great foresight, I long ago entered the mattress business in a big way through our furn... read more
blog Financial
Planning
 /  Admin

Doug MacKay, Morning CNBC Appearance

As some of our readers may know, we are occasional guests on CNBC's Squawk on the Street Show with Mark Haines and Erin Burnett. We were on the show this morning, sharing our thoughts about the markets and how inve... read more
blog Financial
Planning
 /  Admin

Pictures and Observations from a Friend in the Business

Here are some morning observations and pictures from a friend of mine in the business. "Well.....numbers on Black Friday a bit better (maybe the $1.55 gas I saw over the weekend helping a bit).....I know we (have b... read more
blog Financial
Planning
 /  Admin

WSJ Article: Fear & Frustration, Some Calling it Quits

Today's Wall Street Journal provided a profile on several investors who were calling it quits, moving to cash in the face of what has been a horrific market. I know that things have been extremely tough. It hasn't ... read more
blog Financial
Planning
 /  Admin

Are You Too Confident?

If you haven't been humbled by this market, then perhaps this test will offer some assistance. read more
blog Financial
Planning
 /  Admin

Comic Relief Friday

Questions and Answers from an AARP Forum Q: Where can men over the age of 60 find younger, sexy women who are interested in them? A: Try a bookstore under fiction. Q: What can a man do while his wife is going throu... read more
blog Financial
Planning
 /  Admin

Michael Lewis, Historic Bear Markets, and Recent Fund Flows

Michael Lewis, former Salomon Brothers bond trader turned famous author (Liar's Poker, Moneyball), published a new article on the collapse of Wall Street investment banks about a week ago. The title of the article ... read more