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

Economic Updates

Economic Updates

Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2015 Commentary and Performance Review

Happy Ten Year Birthday, Broadleaf! As most people know, this was a difficult quarter for the stock market and our portfolio was not immune. Weakness was broad based across all sectors, with only utilities and sele... read more
Economic Updates Wealth
Management
 /  Admin

Heading into the Labor Day Weekend

As we head into the extended Labor Day Weekend, we thought it would be a good idea to share some quick thoughts on the continued volatility in the global stock markets, including our own. In addition to our own lon... read more
Economic Updates Wealth
Management
 /  Admin

Earnings Voids and the Emergence of Plausible Risk

We had put the finishing touches on a market update celebrating our first ten years in business, but were rudely interrupted by the first violence in the markets we’ve seen in nearly a year. read more
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed another nice gain in the second quarter, both on an absolute basis and relative to the S&P 500. Performance gains were relatively broad based, both at the sector... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Many Shades of Grey

We’re getting towards the end of earnings season, which provides a little breathing room to make a few comments on the overall market. The action has been choppy since the beginning of April, with a host of “firsts... read more
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a nice gain in the first quarter both on an absolute basis and relative to the S&P 500. Performance gains were relatively broad based, both at the sector and ind... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Nevis & NASDAQ 5000

Fifteen years ago, the tech-stock heavy, dot-com laden NASDAQ hit 5000, a level it hasn’t seen since - until today - March 2nd, 2015. Whether or not it will maintain a closing price above 5000 remains a work in pro... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2014 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio gained a solid 2.6% during the fourth quarter, bringing its full year return to 11.8%. While lagging the overall market’s return for the year, our results on a one, three and f... read more
Economic Updates Financial
Planning
 /  Admin

Broadleaf's 2015 Investment Playbook

It’s been a good year. read more
Economic Updates Wealth
Management
 /  Admin

A Tale of Two Worlds

The U.S. markets enjoyed a strong open today but have experienced a slow bleed off the early morning highs. News of rate cuts in China and more serious discussion of quantitative easing (QE) as a policy tool in Eur... read more
Economic Updates Institutional
Investment
Management
 /  Admin

A Moody Market

For those that may not have noticed, stock market volatility has been on the rise in October, with more up and down 1-2% days and powerful intraday moves than we’ve seen since the Great Recession. Weak overseas eco... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2014 Commentary & Performance

Our portfolio enjoyed very strong third quarter results in both absolute and relative terms, bringing year to date returns slightly ahead of the S&P 500. While no one should focus on short term investment results, ... read more
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