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|

CNBC Power Lunch – Stocks Slide On Renewed Tariff & Trade Troubles 6.18.18

  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.

2020-01-08T10:35:35-05:00June 19th, 2018|Videos|

New Talent and Aging Stars

I’m sitting at my desk right now, watching the endless stream of earnings shoot across my screen, and I can’t stop thinking of the strong parallels to a Wall Street Journal article from this morning on The Changing of the Guard in the NBA. The article talks about the current NBA playoffs and the emerging […]

2018-04-27T14:34:53-04:00April 27th, 2018|Economic Updates|

Third Quarter 2013 Commentary & Performance

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 […]

2013-10-01T18:32:43-04:00October 1st, 2013|Blog|

Driving with the Doors Off, Part II

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 […]

2013-06-05T15:27:21-04:00June 5th, 2013|Economic Updates|

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 […]

2013-01-02T20:59:40-05:00January 2nd, 2013|Blog|

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 […]

2012-10-02T17:04:51-04:00October 2nd, 2012|Blog|
Go to Top