Skip to content
CONTACT
330-650-0921
Contact
Economic M_Economic

Economic Updates

Economic Updates

Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2012 Performance Commentary

In spite of well publicized worries over a dysfunctional government, the impending fiscal cliff, and slower earnings growth, the markets did what they usually do during such periods by confounding the experts. Duri... 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 Institutional
Investment
Management
 /  Admin

Second Quarter 2012 Performance Commentary

The stock market took a breather in the second quarter, falling 2.8%. If it hadn’t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S&... 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 Institutional
Investment
Management
 /  Admin

First Quarter 2012 Performance Commentary

The stock market surged once again in the first quarter, gaining nearly 13%. Including the fourth quarter’s 12% gain, the S&P 500 has now increased 26% in the last six months, a blistering pace which has many wonde... 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
Economic Updates Institutional
Investment
Management
 /  Admin

American Creativity

It was a rip roaring January for the stock market. While the pace cooled a bit towards the end of the month, the surge made it among the best Januarys in post war history and the best January since 1997. After surg... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2011 Performance Commentary

The stock market enjoyed a nice fourth quarter rebound as the domestic political and double dip recession concerns that plagued the markets in the third quarter faded from memory. In spite of significant headwinds ... read more
Economic Updates Financial
Planning
 /  Admin

Broadleaf Economic Update: Concussed, The Year in Review

At the end of every year I like to take a look back at the year that was and share some thoughts on what worked, what didn’t, and how we see the future. To be sure, there are still a few days of trading left this y... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Economic Update: Gump Pong

In the past three months, the behavior of the stock market has been a lot like Forrest Gump practicing ping pong - blazingly fast and completely mesmerizing. After zoning out for a while, I had to ask myself, did t... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2011 Performance Commentary

The stock market took a severe beating in the third quarter, declining by nearly 14%. Continued concerns about Europe and political and economic uncertainties in the United States made the stock market's third quar... read more
Economic Updates Institutional
Investment
Management
 /  Admin

New Broadleaf Portfolio Strategy Piece: When to Sell

Discerning whether or not new investment data is actionable or simply noise to be ignored is one of the most difficult decisions in all of portfolio management. In our opinion, the first step to gaining wisdom on t... read more
Economic Updates Financial
Planning
 /  Admin

Bumped by the US Downgrade

We were scheduled to appear on CNBC this morning to discuss the events of last week and where investors might find value in such uncertain economic and political times. Unfortunately our appearance will have to be ... read more
Economic Updates Financial
Planning
 /  Admin

Yellow Jerseys

Over the past two weeks, the media has been consumed by events unfolding in Washington, DC. While the coverage must be good for television ratings – who doesn’t like to whine about Congress – contemplating actual c... read more
Economic Updates Wealth
Management
 /  Admin

Second Quarter 2011 Performance Commentary

The second quarter, unlike the first, was a rocky one for the stock market. While earnings season remained strong, a number of event driven factors including Japan, Greece, excessive rain in the U.S., and rising fo... read more
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2011 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the first quarter (+5.1%) and compared to the S&P 500 for the one, three, and five year periods ending March 31, 2011. For addition... read more
Economic Updates Financial
Planning
 /  Admin

Past Economic Updates

Please click on the links below to review our past Economic Updates: 2011 Bumped by the US Downgrade Yellow Jerseys Silver & Gold, Silver & Gold Forgetful Let Yourself Feel Good Again Steve Jobs Asking the Real Que... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2010 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the fourth quarter (+9.1%) and compared to the S&P 500 for the one, three, and five year periods ending December 31, 2010. read more