Category Archives: Blog
First Quarter 2013 Performance Review
The stock market and the Broadleaf Growth Equity Portfolio (BGEP) enjoyed strong first quarter gains even if our relative results were a tad underwhelming. The BGEP was very strong in January, but our results flattened during the last two months of the quarter while the stock market pressed onwards and upwards to new all-time highs. [...]
World Economy Explained With Two Cows
This was recently passed along by some colleagues and we loved how simple and explanatory it was! Enjoy! SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows The State takes both and gives you some milk. [...]
Broadleaf Partners recently featured by Business Insider
An excerpt from our most recent economic update, Flying High, was mentioned in Business Insider’s “5 Smart Insights for Financial Advisers” this weekend. Given the Wall Street Journal and several other media sources are pounding the table even more about recent stock market highs this weekend, we think you would be interested to hear our [...]
Doug MacKay to appear on CNBC, Friday, February 22, 2013 at 11:00 am
Please tune in to watch Broadleaf Partners’ Chief Investment Officer, Doug MacKay, on CNBC’s Squawk on the Street this Friday, February 22, 2013 at 11:00am. For those of you unable to catch it live, a link to the video will be posted to the website when it becomes available.
Recent Facebook Thoughts from Doug MacKay
I’ve made it pretty clear that FB is one of my favorite stocks for the coming few years. I think they have the biggest runway of opportunities for growth and like the fact that many things appear open ended. If I can think of areas they could add value, I’m sure the number of opportunities [...]
This is fascinating!
Provided below is a chart we found extremely interesting. It is a breakdown of inflation since 2000 in terms of the eight main components used to calculate the Consumer Price Index every month. Some of the growth in energy can obviously be attributed to growth in the emerging markets of the world over the last [...]
Fourth Quarter 2012 Performance Review
The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff. On that front, there was some positive midnight news on the final day of the year as Congress struck a deal on revenues (taxes), but predictably punted the question over spending to another day. That day will likely prove [...]
An OPEd Worth Reading
We really enjoyed the attached OPEd piece in this morning’s Wall Street Journal as it reflects our current thinking and general views of the past year. While the world economic situation may not feel ideal, opportunity beckons in the United States. We really believe it!
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. During the third quarter, the S&P gained more than six percent. The Broadleaf Growth Equity Portfolio (BGEP) gained a solid 5.1% on considerable [...]
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&P 500 as our positions in the consumer discretionary and technology sectors were pressured more than the market as [...]
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Driving with the Doors Off, Part II
About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation o…
Bob Feller Act of Valor Award
In the spirit of Memorial Day, Broadleaf Partners would like to spread the news about the inaugural…