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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
 /  Admin

Dollar Comments, the End of a Speculative Trade, and Ties in the Workplace

Yesterday, Bernanke mentioned the dollar in the context of a discussion on inflationary pressures. Historically, he hasn't said much about the dollar so these comments are being met with great interest on the stree... read more
blog Wealth
Management
 /  Admin

CNBC Appearance: The Commodities Debate

A blog entry we posted last week caught the eyes of CNBC's producers and they asked us to appear in a debate regarding the direction of commodity prices this morning, June 3rd. If you missed the interview, you shou... read more
blog Wealth
Management
 /  Admin

Where There is Smoke...

The biggest news of the day or perhaps yesterday, was that the CFTC will begin taking a closer look at the commodity exchanges to see if there have been any improprieties behind the massive increases in the price o... read more
blog Wealth
Management
 /  Admin

Guitar Hero Rocks On

Activision just crushed earnings estimates on the strength of huge revenues from their Guitar Hero and Call of Duty video game franchises. It wasn't just a small beat, but a huge one and after Christmas at that. Re... read more
blog Wealth
Management
 /  Admin

Muddling on Through & The Lone Wolf

The ISM Services Index, a measure of economic activity, came out yesterday at 52 compared to the market's expectation of 49. In general, a number above 50 indicates an expanding economy and a number below that, a c... read more
blog Wealth
Management
 /  Admin

Inflation, 1980's Style

A long time friend in the business passed along the following link to a Time Magazine article written in April of 1980. The article provides some perspective on inflationary troubles at the time that make today's c... read more
blog Wealth
Management
 /  Admin

General Observations

So far, for an economy flirting with recession, earnings results have been surprisingly good. The technology, energy and industrial sectors have generally been sources of strength, while write downs have continued ... read more
blog Wealth
Management
 /  Admin

A Future Analyst?

Pepper & Salt, WSJ 4/18/08. read more
blog Wealth
Management
 /  Admin

Earnings in Earnest and Taxes they Taketh

While there were a few earnings reports last week, the numbers should start flowing in earnest this week with companies like IBM, Google, Harley Davidson, Schwab and Schlumberger all scheduled to give us some insig... read more
blog Wealth
Management
 /  Admin

Venturing Out

The weather has ruffled the feathers and excited the senses of all who live, eat and breathe in Northeast, Ohio --both man and animal alike. We're starting to venture out from our winter nests up here, taking walks... read more
blog Wealth
Management
 /  Admin

The University of Dayton's RISE Symposium

Jeff and I will be traveling to Dayton later this week to attend and present at the University of Dayton's RISE Symposium. This now global event was started over eight years ago as a forum for students at a few col... read more
blog Wealth
Management
 /  Admin

Commodities Update and News You Can Use

Commodities, including oil, gold and the agricultural variety, have been under pressure over the last couple days. It is, of course, anyone's guess as to why they've finally pulled back, but there is no doubt that ... read more
blog Wealth
Management
 /  Admin

For What It's Worth, An Important Turning Point?

The intra day swings in the market continue to be swift and severe. So much so, that it's much easier on the mind to just turn off one's machine and focus on other more pressing matters, like why my electric bill k... read more
blog Wealth
Management
 /  Admin

Texas Versus Ohio: Basic Economics

There is an excellent editorial in today's WSJ comparing the economies of Ohio and Texas as both Hillary and Obama zero in on tomorrow's key primary votes. In contrast to Texas which is creating plenty of jobs for ... read more
blog Wealth
Management
 /  Admin

When Bad News is Good News

It’s been a slower week for data but one thing did strike us as interesting over the past few days -- stocks reacting positively to presumably bad news as we saw with retailers Home Depot and Lowe’s. Both stocks re... read more
blog Wealth
Management
 /  Admin

Banking, Fidel Castro, and the Eighth Grade

The well publicized problems in financial land may be seeping into newer areas according to today's Wall Street Journal. Lehman Brothers may have to write down some loans associated with commercial real estate and ... read more
blog Wealth
Management
 /  Admin

Quote of the Day

“I don’t want to lend money to someone who needs to come to me to borrow it.” -- Diary of an Unknown Banker, 2/11/08. Isn't it amazing how fast sentiment changes? Almost one year ago, banks were jumping over themse... read more
blog Wealth
Management
 /  Admin

The Day After

Everyone knows by now that the Fed lowered rates in a surprise cut yesterday of 75 basis points before the markets opened. This is certainly a good start and shows that the Fed isn't asleep at the wheel, which was ... read more
blog Wealth
Management
 /  Admin

Crazy Days

The intra day volatility in the markets continues on the extreme side. Near the end of the trading day, we're roughly flat. At one point, the markets were down between one and two percent and up as much as a percen... read more
blog Wealth
Management
 /  Admin

Ugly Ducklings and Beautiful Swans

The markets have played the role of ugly duckling so far in 2008. The Fed's statement last week that they would take swift action to prevent further economic weakness suggests that the economy may be more fragile t... read more
blog Wealth
Management
 /  Admin

Less Was More in 2007

Each year at this time, Jeff and I review the trades we made in the portfolio during the year. While we know every idea won't work out, we still want to know if we'd have been better off by setting the portfolio in... read more