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Broadleaf Library
Economic Updates:
2/2/09 Easy Money
12/16/09 Shifting Gears
11/12/09 Painting the House
9/4/09 Sitting on My Porch
8/6/09: Look Forward & Smile
7/14/09: All Aboard!
6/16/09: Technical, Practical, Theoretical; Observations on Bonds and Inflation
6/5/09: Bear Market Bubbles
5/20/09: Answering Your Questions
4/30/09: The Road to Recovery
4/6/09: Valleys, Foothills and New Mountains
3/12/09: Something for Nothing, Free Lunches and Fool's Gold
2/24/09: Caressing & Stressing, Shopping & Rebalancing
2/20/09: Black Holes and Red Giants
2/2/09: A January Dud, Bad Banks and Earnings Insights
1/14/09: Revisiting Lows
12/24/08: Looking Back at 2008
12/5/08: Mortgage Rates, A Treasury Bubble and Oil's Comeuppance
11/12/08: Unemployment, The Consumer and the Faith of Ancients
10/28/08: Valuations and Extremes
10/24/08: Finish the Race
10/8/08: True Value and the Great I Am
10/8/08: Weighing In
9/26/08: A New Bailout Plan?
9/15/08: What Happened Today
9/9/08: Buy the Bleeding: Time to Revisit Energy & Industrials?
9/5/08: Uncertainty and the Birth of Black Swans
8/26/08: Slow Days, Olympic-Sized Hangovers and Russia
8/13/08: Finding Michael Phelps
7/31/08: Oil, Earnings and When To Sell
7/11/08: Ugly Days, Springboards, and Silver Linings
6/19/08: Fulcrums and Flashpoints
6/10/08: Falling from Grace, Job Loss, and War
6/3/08: CNBC Appearance: The Commodities Debate
5/19/08: Bubbles, Barron's & Broadleaf
4/25/08: Storms, Steroids and Sunnier Skies
3/4/08: For What It's Worth, An Important Turning Point
2/20/08: Commodities, Oil and Reflation Trade
2/07/08: Wow, Bear Markets, and the Craziness of Datapoint Trading
12/19/07: A Reader Asks...
12/5/07: Naughty & Nice
11/13/07: Engines & Brakes
10/31/07: Happy Halloween
9/14/07: Looking Past the Fed and Towards 2008
8/17/07: Black Boxed
7/27/07: Go Granola
5/17/07: A Narrower Market
5/2/07: Hold in May and Go Away
4/12/07: Obsessing the Point
4/2/07: Opening Day: Top of the Second Quarter
3/14/07: Weighing in on Subprime Lending
2/28/07: We Hold These Truths to Be Self-Evident
2/22/07: On Warts and Princes
2/7/07: Cisco System's 2nd Quarter Earnings - Why You Should Care
1/26/07: Good Times for Growth Stocks!
Quarterly Commentaries:
1/7/09: Fourth Quarter 2009 Commentary & Performance
10/6/09: Third Quarter 2009 Commentary & Performance
6/30/09: Second Quarter 2009 Commentary & Performance
3/31/09: First Quarter 2009 Commentary & Performance
12/31/08: Fourth Quarter 2008 Commentary & Performance
9/30/08: Third Quarter 2008 Commentary & Performance
6/30/08: Second Quarter 2008 Commentary & Performance
3/31/08: First Quarter 2008 Commentary & Performance
12/31/07: Fourth Quarter 2007 Commentary & Performance
9/30/07: Third Quarter 2007 Commentary & Performance
6/30/07: Second Quarter 2007 Commentary & Performance
3/31/07: First Quarter 2007 Commentary & Performance
12/31/06: Fourth Quarter 2006 Commentary & Performance
9/30/06: Third Quarter 2006 Commentary & Performance
6/30/06: Second Quarter 2006 Commentary & Performance
3/31/06: First Quarter 2006 Commentary & Performance
12/31/05: Fourth Quarter 2005 Commentary & Performance
Media:
2/3/10: "The Just Okay Market"
- CNN Money.com
12/28/09: "Squawk on the Street"
-CNBC Television Appearance
12/28/09: "Squawk on the Street"
-CNBC Television Appearance
7/6/09: "Squawk on the Street"
-CNBC Television Appearance
7/2009: "401(k) First Aid Kit"
-Inside Business
5/29/09: "Surprise"
- CNN Money.com Article
3/18/09: "Squawk on the Street"
-CNBC Television Appearance
1/20/09: "Squawk on the Street"
-CNBC Television Appearance
12/29/08: "Squawk on the Street"
-CNBC Television Appearance
12/2/08: "Squawk on the Street"
-CNBC Television Appearance
10/20/08: "Squawk on the Street"
-CNBC Television Appearance
9/29/08: "Squawk on the Street"
-CNBC Television Appearance
8/18/08: "Squawk on the Street"
-CNBC Television Appearance
8/13/08: "Broadleaf Boosts Sales Effort"
-Foundation & Endowment Money Management
6/23/08: "Squawk on the Street"
-CNBC Television Appearance
5/12/08: "Squawk on the Street"
-CNBC Television Appearance
3/17/08: "Squawk on the Street"
-CNBC Television Appearance
1/23/08: "Fed's action will eventually help, experts say"
-Akron Beacon Journal
1/12/07: "Oil Price and energy stocks"
-Cleveland Plain Dealer
9/27/07: "Market Swings Fail To Deter Money Managers"
-Wall Street Journal
9/24/07: "The Fed's rate cut"
-Cleveland Plain Dealer
9/6/07: "The kindest cut"
-Crain's Cleveland Blog
8/29/07: "Broadleaf Enters Blogosphere"
-Money Management Letter
8/6/07: "Looking for Leaders"
-Cleveland Plain Dealer
7/13/07: "Closing Bell"
-CNBC television appearance
5/29/07: "Closing Bell"
-CNBC television appearance
3/12/07: "Spotlight on innovation"
-Cleveland Plain Dealer
3/8/07: "Area firm offers asset-management services"
-Akron West Side Leader
3/7/07: "Quarterly Reports More Than Numbers"
-Emerging Manager Monthly
2/28/07: "Sell-off rattles Wall Street"
-Akron Beacon Journal
2/25/07: "Business offers advice on stock specifics"
-Hudson Hub-Times
2/5/07: "Energy prices stabilizing"
-Cleveland Plain Dealer
12/6/06: "What's in a Name?"
-Emerging Manager Monthly
10/31/06: "Members on the Move"
-CFA Magazine
8/21/06: "In search of broader sectors, ex-Oak officials start Broadleaf"
-CRAIN'S Cleveland
8/15/06: "Broadleaf Spurns Capitalizations, Sectors to Focus on Good Ideas"
-Emerging Manager Monthly
7/31/06: "Ohio Emerging Manager Targets Local Investors"
-Money Management Letter
7/28/06: "Start-Up Opens Capacity"
-FUNDfire
7/13/06: "Oak Associates alums set up firm"
-Cleveland Plain Dealer
Open House:
5/21/09: Open House Pictures 2009
9/12/07: Hudson Chamber of Commerce Open House at Brewster Mansion
9/25/06: Open House pictures 2006
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