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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 Institutional
Investment
Management
 /  Admin

Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do i... 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 Financial
Planning
 /  Admin

First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies,... 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

Fourth Quarter 2013 Commentary & Performance

The year finished on a strong note with the stock market gaining more than 10% during the fourth quarter and bringing full year results to a 32.4% gain, including dividends. While it was tough sledding for the BGEP... 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

Third Quarter 2013 Commentary & Performance

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for t... 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

Second Quarter 2013 Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) generated a slight gain during the quarter but lagged the indices’ more impressive results for the second quarter in a row. In general, our portfolio is geared to outper... 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 Institutional
Investment
Management
 /  Admin

First Quarter 2013 Performance Review

The stock market and the Broadleaf Growth Equity Portfolio (BGEP) enjoyed strong first quarter gains even if our relative results were a tad underwhelming. The BGEP was very strong in January, but our results flatt... 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 Institutional
Investment
Management
 /  Admin

Fourth Quarter 2012 Performance Review

The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff. On that front, there was some positive midnight news on the final day of the year as Congress struck a deal o... 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