Skip to content
CONTACT
330-650-0921
Contact
Rectangle image

Insights

Insights

[H4] 223 Max character countLorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus comm odo viverra maecenas accumsan lacus vel facilis ecenas is.
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 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 Institutional
Investment
Management
 /  Admin

Answering Your Questions

A few of our friends and clients have been asking specific questions on our views of the market in recent days. We thought we'd share our responses. 1.) Given the market correction, do you perceive securities and o... read more
blog Institutional
Investment
Management
 /  Admin

More of the Same, With a Twist

Most of the economic data in recent days has been consistent with a "less bad" economy, but with a twist. After a month or two of "less bad" readings, expectations for economic indicators like employment and retail... read more
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 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 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 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 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 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 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 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 Institutional
Investment
Management
 /  Admin

Black Holes and Red Giants

As I write, there are a number of market technicians calling for a rally in gold to $2,000 an ounce and for the stock market, measured by the Dow, to fall an additional thousand points or so to 6500. While I do pay... read more
blog Institutional
Investment
Management
 /  Admin

Bill Hoover Joins Broadleaf Partners as President and Chief Operating Officer

Bill Hoover Joins Broadleaf Partners It is with great pleasure that Jeff and I announce the arrival of William Hoover as President and Chief Operating Officer of Broadleaf Partners, LLC. Bill joins our firm as an e... read more
blog Institutional
Investment
Management
 /  Admin

A January Dud, Bad Banks, and Earnings Insights

The markets have continued to sell off, heading towards but not yet hitting levels last seen in November. After a nice bounce off the November lows, January turned into a dud, the biggest one for the S&P 500 in ove... read more
blog Institutional
Investment
Management
 /  Admin

Markets Manage Gains in Spite of Rising Layoffs

In addition to layoffs at Summitville Tile, the family which owns my beloved Spread Eagle Tavern located here in Ohio, the Wall Street Journal also reported on a host of other job cuts at many major organizations t... read more
blog Institutional
Investment
Management
 /  Admin

Recent Market Action

The markets have resumed their pattern of large daily swings. Much of the volatility has been centered within the banking sector (down 17% Tues, up 16% Wed, down 8% today), where loan loss provisions are increasing... read more
blog Institutional
Investment
Management
 /  Admin

Far Fetched

Only six months ago, I was visiting a large, privately held company and the subject of skyrocketing commodity prices entered the discussion. When I commented that inflation trends were likely headed down as the boi... read more