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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Institutional
Investment
Management
 /  Admin

Guest Blogger

Today's entry is actually a link to my pastor's blog, Joe Coffey of Hudson Community Chapel. Joe has been given the gift of communication and has proven to be a good steward of that gift time and time again. Today,... read more
blog Institutional
Investment
Management
 /  Admin

Short Sale Rules Expire, Financials get Hit; CNBC on Monday

Yesterday, financial stocks were hit pretty hard. While a couple of high profile and perhaps well timed analyst downgrades of Goldman Sachs and the announcement of first time loan losses from JP Morgan didn't help ... read more
blog Institutional
Investment
Management
 /  Admin

Earnings, Oil and Simple Pleasures

Earnings reports are quite thankfully winding down. Roughly 90% of the S&P 500 member companies have announced results, with a minor few remaining. In general, earnings weakness was once again underestimated by Wal... read more
blog Institutional
Investment
Management
 /  Admin

Commodities get Pounded

Commodity and energy related stocks are getting pounded today. We've been writing that the up move in commodities this year is reminiscent of a bubble, not-sustainable, and likely to end badly. Today's swift downwa... read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Economic Update: Oil, Earnings and When to Sell

In today's economic update, Oil, Earnings and When to Sell, we provide our current thoughts on the recent pullback in oil, the reaction of stock prices to this quarter's earnings reports, and the difficult decision... read more
blog Institutional
Investment
Management
 /  Admin

Rays of Sunshine?

A stronger durable goods order number this morning and an uptick in consumer confidence suggest that second quarter GDP may be as high as 2-2.5%, a considerable distance from recessionary levels. While the tax reba... read more
blog Institutional
Investment
Management
 /  Admin

Oil, Inflation and Wells Fargo

The markets are enjoying a solid rally today, with the S&P 500 and Russell 1000 Growth indices both up more than 1%. Of course, given the volatility of late, this could all change in a matter of seconds or by the t... read more
blog Institutional
Investment
Management
 /  Admin

Ugly Days, Springboards, and Silver Linings

On July 9th, the S&P 500 declined into official bear market territory, falling by twenty percent from the prior highs achieved in October of 2007. Make no mistake about it, these have been ugly days, perhaps far ug... read more
blog Institutional
Investment
Management
 /  Admin

All Hail the Vespa

The market was trounced today and the action was odd. The S&P 500, oil and Research in Motion dominated the headlines as anxiety levels were heightened by price levels that flirted with recent support and resistanc... read more
blog Institutional
Investment
Management
 /  Admin

American Baseball, American Oil

American Baseball. On Friday, my family and I will be heading to Cooperstown, New York, where my twelve year old son Pete and the Hudson Hurricanes will spend the week playing baseball with some 150 other teams fro... read more
blog Institutional
Investment
Management
 /  Admin

Time to Buy Financials?

Normally, I don't post more than three or four entries per week and almost never post more than a single entry per day. I also usually like to focus on a single subject of conversation in most of our blog entries. ... read more
blog Institutional
Investment
Management
 /  Admin

Full Counts and Double Plays

Yesterday was a tough day for the markets. As the S&P 500 slipped below recent technical support levels, stocks accelerated to the downside as higher oil and commodity prices gave rise to talk that the Fed may need... read more
blog Institutional
Investment
Management
 /  Admin

Oil and Unemployment

Oil is surging $6 this morning after another strong run yesterday. It is hard to say why it is moving up again after falling back off its highs over the last couple weeks, but again, it isn't unusual. If I had to g... read more
blog Institutional
Investment
Management
 /  Admin

Fund Flows Gone Wild, Consumer Confidence and Baseball

We haven't written in about a week. Things have been pretty busy here as we gear up our marketing efforts ahead of the third year anniversary of our investment track record this summer. For the last three years our... read more
blog Institutional
Investment
Management
 /  Admin

Taking A Breather

The market has been very strong for most of the second quarter, nearly erasing its first quarter losses. The S&P 500, NASDAQ and Dow have all approached their 200 day moving averages in recent days and now, perhaps... read more
blog Institutional
Investment
Management
 /  Admin

Bubbles, Barron's & Broadleaf

The study of investment bubbles is getting alot of press these days, so much so that today's Wall Street Journal discusses how the subject has become a hot topic among young academics. My experience with bubbles ha... read more
blog Institutional
Investment
Management
 /  Admin

High Flyers, Washed Outs, and Have Beens

For those that missed it, here are some of the written thoughts we prepared in advance of this morning's CNBC appearance, some of which we shared during the interview. (Readers may may need a CNBC.com password to w... read more
blog Institutional
Investment
Management
 /  Admin

How I Spent My Stimulus

In general, the retail same store sales figures that came out this morning were a tad better than most people had expected. While few folks have received their government rebate checks, perhaps simply knowing that ... read more
blog Institutional
Investment
Management
 /  Admin

Over the River and Through the Woods

Non-farm payrolls declined only 20k in April versus expectations for about 75k, and the unemployment rate ticked DOWN to 5.0% versus expectations of an up tick to 5.3%. Needless to say, this news is causing the fut... read more
blog Institutional
Investment
Management
 /  Admin

Exxon, Energy and the Market

Exxon reported earnings that missed expectations due to cost pressures that hurt their refining margins. I don't know if their earnings are responsible, but the energy and materials sectors are both under extreme s... read more
blog Institutional
Investment
Management
 /  Admin

A Little GOOG 'ill Do Ya GOOD

Well, the big news of the day is Google, if you hadn't heard, up 17% on last night's earnings news which assured investors that weaker paid click survey statistics from the past few months were not indicative of th... read more