Last night, while many of us were winding down from our busy days, Doug MacKay was sharing his thoughts on the market with the CNBC Asia audience. Broadleaf’s Doug MacKay shared his thoughts on the direction of the market and why the stocks of innovative companies can continue to perform “in spite of it all” […]
While the market has pushed to all-time highs, there’s no euphoria surrounding it. That may be a good thing. Broadleaf’s Doug MacKay shared his thoughts on the direction of the market and why the stocks of innovative companies can continue to perform “in spite of it all” while on CNBC today.
Tariff headwind or tax relief tailwind? Which side are you on? Broadleaf’s Doug MacKay shared his thoughts on the direction of the market and technology stocks in particular on CNBC today. Taxes might cancel out the effects of tariffs on the market from CNBC.
The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for the first half of the year. While no single quarter establishes a trend, the results are a clear […]
Many events have transpired since our mid-September update, but not much has really changed. Economic growth should remain slow for as far as the eyes can see, as each region of the world struggles with its own version of the New Normal. Capitalistic animal spirits have gone the way of the modern American male and […]
