What’s Next?

The markets have enjoyed a record setting bear market rally of nearly 30% from the intraday lows reached on March 23rd, nearly a month ago.  Bear market rallies, defined as short term, powerful upside moves within a bear market environment are commonplace, but this one has been so strong that in the absence of general news, one might wonder if anything unusual was occurring in the world. [Read More]

2020-04-15T12:41:39-04:00April 15th, 2020|Economic Updates|

Bear Market Territory

Wow, what a crazy week it has been. The country is in virtual lockdown as people learn “social distancing” which, it is hoped, will delay and reduce the spread of disease and with it, the burdens on our nation’s hospitals and health care staffs.  Nothing seems too shocking anymore, including news, just in, that all restaurants in Ohio will be shut down after 9pm tonight.  Take-out and delivery service, only. [Read More]

2020-03-16T09:41:48-04:00March 16th, 2020|Economic Updates|

Correction Territory

I left the office yesterday at 3pm and the market was down one percent.  That didn’t feel too bad considering the rapid declines of the past week.  But within sixty minutes, the wheels had fallen off the proverbial truck, with the market sliding 4.4% on the day. It was Tuesday morning, I believe, that a strategist’s comments passed my desk, mentioning that the market had declined more in four days than it had in any four-day period in decades. [Read More]

2020-03-12T15:44:15-04:00March 9th, 2020|Economic Updates|

Broadleaf Partners 2020 Investment Playbook

At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process.  We then turn our attention to the year to come, hoping that by putting our thoughts in writing, we’ll gain greater clarity on the factors that might drive our investment returns in the future.  [Read More]

2020-03-13T10:29:11-04:00January 17th, 2020|Economic Updates|

CNBC Power Lunch – Invest In These Sectors Which Can Grow In Spite Of It All 1.7.20

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.

2020-01-24T11:31:24-05:00January 7th, 2020|Videos|

Third Quarter 2019 Performance Commentary and Review

The third quarter proved to be another volatile one, but managed to finish slightly higher than where we were when the quarter began.  Despite the endless noise of a 24/7 media cycle deeply engaged in the business of emotional manipulation and the deadening drumbeat of President Trump’s Twitter account often in response, the stock market […]

2020-03-13T11:06:57-04:00October 2nd, 2019|Economic Updates|

Second Quarter 2019 Performance Commentary & Review

While it was volatile ride, the second quarter of 2019 ended in positive territory with both the Broadleaf Growth Equity Portfolio and the S&P 500 gaining more than four percent.  Our results continue to outpace those of the S&P 500 on a net of fees basis and we rank highly among our large cap growth […]

2019-11-19T00:12:42-05:00July 5th, 2019|Economic Updates|

Fourth Quarter 2018 Performance and Commentary

It’s not much of a secret that the stock market was pummeled during the fourth quarter, with our portfolio declining in a similar fashion.  Weakness was generally broad based across almost all sectors of the economy as concerns of recession mounted in the face of continued Fed Rate increases.  Given our substantial lead earlier in […]

2019-01-02T18:57:05-05:00January 2nd, 2019|Economic Updates|

Waterboarded, Mr. Market Style

The markets this quarter haven’t been much fun. In fact, it’s felt a little like a waterboarding – a few brutal down days are followed by a single up day reprieve – which allows for a moment to catch one’s breath – before the deluge resumes once again. Rinse, cycle, repeat. We have had the […]

2018-11-20T16:03:02-05:00November 20th, 2018|Economic Updates|
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