Category Archives: Economic Updates
Plain Vanilla
Last Thursday evening, JP Morgan announced it lost at least $2 billion on trades related to “egregious” errors on its “synthetic” investments. The complex products that were meant to protect the bank instead blew up in their face. Perhaps if JP Morgan stuck to the business of making better loans, it wouldn’t be so enamored [...]
Quirky Tales and Waves of Change
Four years ago oil prices approached $150 per barrel. Analysts at Goldman Sachs got all in a lather, with one making the prediction that it would soon hit $200. Peak oil theory became a hot topic in the American press and our dependence on foreign oil both a national security interest and a polarizing issue [...]
Waiting for Eighty
A few times in each generation, a transformative company is born, one which not only revolutionizes industry as it has been done in the past, but often creates significant new wealth for its forward looking owners. Microsoft, Intel and Cisco Systems (known collectively by the moniker WinTelCo) are three examples that introduced computing and networking [...]
American Creativity
It was a rip roaring January for the stock market. While the pace cooled a bit towards the end of the month, the surge made it among the best Januarys in post war history and the best January since 1997. After surging nearly 12% in the fourth quarter, last month brought additional gains of nearly [...]
Broadleaf Economic Update: Concussed, The Year in Review
At the end of every year I like to take a look back at the year that was and share some thoughts on what worked, what didn’t, and how we see the future. To be sure, there are still a few days of trading left this year – and by the standards of the past [...]
Broadleaf Economic Update: Gump Pong
In the past three months, the behavior of the stock market has been a lot like Forrest Gump practicing ping pong – blazingly fast and completely mesmerizing. After zoning out for a while, I had to ask myself, did that really just happen? (View a printable version of this Economic Update: Gump Pong) I’ve experienced many [...]
New Broadleaf Portfolio Strategy Piece: When to Sell
Discerning whether or not new investment data is actionable or simply noise to be ignored is one of the most difficult decisions in all of portfolio management. In our opinion, the first step to gaining wisdom on this subject is having the courage to take an honest look at one’s past. The [...]
Bumped by the US Downgrade
We were scheduled to appear on CNBC this morning to discuss the events of last week and where investors might find value in such uncertain economic and political times. Unfortunately our appearance will have to be rescheduled given the intense media coverage of Friday evening’s historic downgrade of our nation’s treasury debt. Since our prepared [...]
Yellow Jerseys
Over the past two weeks, the media has been consumed by events unfolding in Washington, DC. While the coverage must be good for television ratings – who doesn’t like to whine about Congress – contemplating actual changes to your investment portfolio based on what happens with the debt ceiling debate could be a mistake without [...]
Past Economic Updates
Please click on the links below to review our past Economic Updates: 2011 Bumped by the US Downgrade Yellow Jerseys Silver & Gold, Silver & Gold Forgetful Let Yourself Feel Good Again Steve Jobs Asking the Real Questions 2010 The Year in Review Thanksgiving Pie Chain Gangs & Pipe Dreams Bullish Sea Change in a [...]
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Broadleaf Partners Recognized As Top Money Manager
Broadleaf Partners was recently recognized by Lipper Marketplace as a Top Money Manager in the U.S...
Plain Vanilla
Last Thursday evening, JP Morgan announced it lost at least $2 billion on trades related to “egreg...