The Last Mile

On May 10, 2022, we published an update titled "Recession Looming?" as the consensus on Wall Street seemed to be that a widespread economic recession was all but inevitable. Fast forward a year, and the debate still rages on as the recession has yet to take hold. With many of the same factors at play as the previous year, we're also being faced with new challenges, including the recent debt ceiling issue, leaving many investors wondering where to go from here. For our latest thoughts, please read The Last Mile.  [Read More]

2023-05-24T10:56:35-04:00May 24th, 2023|Economic Updates|

Broadleaf Partners 2023 Investment Playbook

Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

2023-01-19T09:33:59-05:00January 19th, 2023|Economic Updates|

Recession Looming?

Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility. For our latest thoughts on navigating the market, please read our latest update, [Read More]

2022-05-10T22:19:01-04:00May 10th, 2022|Economic Updates|

Bad Weather or Bad Clothing?

We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century.    These risks and uncertainties are almost of biblical or medieval proportions.  A global “plague” shuts down the economy driving supply shortages across a host of products, inflation spikes to levels not seen in decades, and now, “rumors of war” leading to actual war.     The playbook just keeps getting more interesting. [Read More]

2023-02-23T17:06:44-05:00March 8th, 2022|Economic Updates|

What’s Next?

The markets have enjoyed a record setting bear market rally of nearly 30% from the intraday lows reached on March 23rd, nearly a month ago.  Bear market rallies, defined as short term, powerful upside moves within a bear market environment are commonplace, but this one has been so strong that in the absence of general news, one might wonder if anything unusual was occurring in the world. [Read More]

2020-04-15T12:41:39-04:00April 15th, 2020|Economic Updates|

Bear Market Territory

Wow, what a crazy week it has been. The country is in virtual lockdown as people learn “social distancing” which, it is hoped, will delay and reduce the spread of disease and with it, the burdens on our nation’s hospitals and health care staffs.  Nothing seems too shocking anymore, including news, just in, that all restaurants in Ohio will be shut down after 9pm tonight.  Take-out and delivery service, only. [Read More]

2020-03-16T09:41:48-04:00March 16th, 2020|Economic Updates|

Correction Territory

I left the office yesterday at 3pm and the market was down one percent.  That didn’t feel too bad considering the rapid declines of the past week.  But within sixty minutes, the wheels had fallen off the proverbial truck, with the market sliding 4.4% on the day. It was Tuesday morning, I believe, that a strategist’s comments passed my desk, mentioning that the market had declined more in four days than it had in any four-day period in decades. [Read More]

2020-03-12T15:44:15-04:00March 9th, 2020|Economic Updates|

Waterboarded, Mr. Market Style

The markets this quarter haven’t been much fun. In fact, it’s felt a little like a waterboarding – a few brutal down days are followed by a single up day reprieve – which allows for a moment to catch one’s breath – before the deluge resumes once again. Rinse, cycle, repeat. We have had the […]

2018-11-20T16:03:02-05:00November 20th, 2018|Economic Updates|

Fourth Quarter 2017 Commentary and Review

Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 was certainly growth’s opportunity to shine. Our annualized returns are ahead of the S&P 500’s over the past […]

2018-01-03T17:13:27-05:00January 3rd, 2018|Economic Updates|

Third Quarter 2017 Commentary and Review

Growth stocks enjoyed strong third quarter results, bringing our year to date return on a net of fees basis to 24.2% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 has been growth’s opportunity to shine, something we  discuss further in the market review and outlook section, below. Our […]

2017-10-03T15:33:43-04:00October 3rd, 2017|Blog, Economic Updates|
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