Broadleaf Library

Economic Updates:
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:
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:
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:
9/12/07:     Hudson Chamber of Commerce Open House at Brewster Mansion

9/25/06:     Open House pictures