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 […]
About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation of Driving with the Doors Off to investing in the New Normal, or as I like to call it, a “slow growth for as far as the eyes can see” environment. While the pavement had always been a mere twelve […]
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 […]