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Economic M_Economic

Economic Updates

Economic Updates

Economic Updates Institutional
Investment
Management
 /  Admin

America in the Driver's Seat - Enjoy the Ride

Like clockwork, earnings season has drawn to a close, creating an information vacuum for the stock market, one in which the media spends more time “making” the news than perhaps reporting it. The marginal dollar at... read more
Economic Updates Wealth
Management
 /  Admin

Our Take on the Fed Minutes

I hate to blow up everyone’s inbox with a second Economic Update in just over a week, but I guess I just did. Usually, I don’t have anything intelligent to say more than once every month or so and since I’m not a j... read more
Economic Updates Wealth
Management
 /  Admin

Quick Thoughts 2

Our last piece, Quick Thoughts, generated one of the highest open rates of any Economic Update we’ve sent, so we’ll take that as a clue and stick with the format. read more
Economic Updates Wealth
Management
 /  Admin

Quick Thoughts & Coconuts

The past month and a half have been crazy, personally and professionally. read more
Economic Updates Wealth
Management
 /  Admin

Mixed Signals and the Road Less Traveled

It has been a month since our last update and, quite frankly, not much has changed. As the markets flirt with all-time highs and a potential shift in Fed policy, earnings season has not altered the fact that the le... read more
Economic Updates Financial
Planning
 /  Admin

In The End, Time Is Everything

If you recall, the S&P 500 got hit 5% at the end of January this year, falling from 1850 to about 1750 in two weeks. There were a lot of concerns at that time about the earnings outlook given subpar economic releas... read more
Economic Updates Wealth
Management
 /  Admin

Cold War: Thoughts on Ukraine Based on a Month Spent in Latvia

Note: This Economic Update is a bit different than most both in subject and writing style. However, we still thought we had some personal insights and perspectives that were worth sharing. We’d enjoy hearing your f... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf’s 2014 Investment Playbook

Most sell side firms publish their outlook for the economy and stock market at the end of December and in early January. As a buy side firm, we really aren’t under any expectation to share our outlook for the comin... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Twenty Five

I am not a particularly good salesman. From the time I first meet a prospect to when they become a full-fledged client, it can often take two years even when they initiate the first meeting. Fortunately, growing th... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Looking Farther Down the Road

The stock market has continued to do very well over the summer months, reaching new, all-time highs and proving to even the most stubborn of skeptics that Great Recessions can become Great Recoveries for those with... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Driving with the Doors Off, Part II

About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation of Driving with the Doors Off to investing in the New Normal, or as I like to call it, a “slow growth for as far as... read more
Economic Updates Wealth
Management
 /  Admin

Like Baseball in the Snow

The last three months have been rewarding for stocks, but like baseball in the snow, something hasn't quite felt right. We've enjoyed some gains, but keeping pace with the rapidly rising indices has proven challeng... read more
Economic Updates Wealth
Management
 /  Admin

Flying High

The media has made a spectacle out of the Dow Jones Industrial Average reaching new all-time highs. Once again, what may prove newsworthy is not only misleading but also, quite frankly, false. Allow us to explain. ... read more
Economic Updates Institutional
Investment
Management
 /  Admin

An Apple's First Worm

Writing about Apple is painful. Not because I have lost money in recent months or have no insight to provide, but because the media will likely report on it ad nausea for the next few days. It is perhaps human natu... read more
Economic Updates Wealth
Management
 /  Admin

Nothing Changed

Many events have transpired since our mid-September update, but not much has really changed. Economic growth should remain slow for as far as the eyes can see, as each region of the world struggles with its own ver... read more
Economic Updates Wealth
Management
 /  Admin

All In

Dissatisfied with progress on the jobs front, the Fed went “all in” yesterday in its much anticipated, most recent policy announcement. Unlike QE1, QE2 and Operation Twist, the latest addition to the monetary smorg... read more
Economic Updates Wealth
Management
 /  Admin

Driving with the Doors Off

Two months ago I bought a bulldozer-yellow Jeep Wrangler, replacing my eight year old black Audi A6. While the A6 had been a wonderful car, I was ready for something new and a Jeep fit the bill. The Jeep is large e... read more
Economic Updates Financial
Planning
 /  Admin

Our Take on Today’s Payroll Numbers

This morning’s payroll numbers were disappointing, a fact that is being reflected in the performance of today’s stock market, now down nearly 2%. read more
Economic Updates Institutional
Investment
Management
 /  Admin

Plain Vanilla

Last Thursday evening, JP Morgan announced it lost at least $2 billion on trades related to “egregious” errors on its “synthetic” investments. The complex products that were meant to protect the bank instead blew u... read more
Economic Updates Financial
Planning
 /  Admin

Quirky Tales and Waves of Change

Four years ago oil prices approached $150 per barrel. Analysts at Goldman Sachs got all in a lather, with one making the prediction that it would soon hit $200. Peak oil theory became a hot topic in the American pr... read more
Economic Updates Wealth
Management
 /  Admin

Waiting for Eighty

A few times in each generation, a transformative company is born, one which not only revolutionizes industry as it has been done in the past, but often creates significant new wealth for its forward looking owners.... read more