Economic Updates Archives - Broadleaf Partners LLC https://broadleafpartners.com/category/economic-updates/ Growth Focused Investment Management Tue, 06 Aug 2024 15:28:06 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://broadleafpartners.com/wp-content/uploads/2019/09/cropped-favicon-32x32.jpg Economic Updates Archives - Broadleaf Partners LLC https://broadleafpartners.com/category/economic-updates/ 32 32 What We’re Thinking – August 2024 https://broadleafpartners.com/2024/08/06/what-were-thinking-2-2/ https://broadleafpartners.com/2024/08/06/what-were-thinking-2-2/#respond Tue, 06 Aug 2024 15:02:24 +0000 https://broadleafpartners.com/?p=3673 The market has experienced a sudden shift in recent weeks, with stocks experiencing a downturn. Despite strong earnings reports, other economic factors have lead investors to become more cautious. Let's take a closer look at what's driving this change and what it might mean for the future. For our latest thoughts, please read What We're Thinking. [Read More]

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]]> https://broadleafpartners.com/2024/08/06/what-were-thinking-2-2/feed/ 0 Broadleaf Partners 2024 Investment Playbook https://broadleafpartners.com/2024/01/18/broadleaf-partners-2024-investment-playbook/ https://broadleafpartners.com/2024/01/18/broadleaf-partners-2024-investment-playbook/#comments Thu, 18 Jan 2024 14:55:08 +0000 https://broadleafpartners.com/?p=3535 Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

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]]> https://broadleafpartners.com/2024/01/18/broadleaf-partners-2024-investment-playbook/feed/ 1 The Last Mile https://broadleafpartners.com/2023/05/24/https-broadleafpartners-com-wp-content-uploads-2023-05-the-last-mile-pdf/ https://broadleafpartners.com/2023/05/24/https-broadleafpartners-com-wp-content-uploads-2023-05-the-last-mile-pdf/#respond Wed, 24 May 2023 14:38:17 +0000 https://broadleafpartners.com/?p=3481 On May 10, 2022, we published an update titled "Recession Looming?" as the consensus on Wall Street seemed to be that a widespread economic recession was all but inevitable. Fast forward a year, and the debate still rages on as the recession has yet to take hold. With many of the same factors at play as the previous year, we're also being faced with new challenges, including the recent debt ceiling issue, leaving many investors wondering where to go from here. For our latest thoughts, please read The Last Mile.  [Read More]

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]]> https://broadleafpartners.com/2023/05/24/https-broadleafpartners-com-wp-content-uploads-2023-05-the-last-mile-pdf/feed/ 0 Broadleaf Partners 2023 Investment Playbook https://broadleafpartners.com/2023/01/19/broadleaf-partners-2023-investment-playbook/ https://broadleafpartners.com/2023/01/19/broadleaf-partners-2023-investment-playbook/#respond Thu, 19 Jan 2023 13:48:37 +0000 https://www.broadleafpartners.com/?p=3415 Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

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]]> https://broadleafpartners.com/2023/01/19/broadleaf-partners-2023-investment-playbook/feed/ 0 Recession Looming? https://broadleafpartners.com/2022/05/10/https-www-broadleafpartners-com-2022-05-10-recession-looming-2/ https://broadleafpartners.com/2022/05/10/https-www-broadleafpartners-com-2022-05-10-recession-looming-2/#respond Wed, 11 May 2022 01:41:20 +0000 https://www.broadleafpartners.com/?p=3348 Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility.

For our latest thoughts on navigating the market, please read our latest update, [Read More]

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]]> https://broadleafpartners.com/2022/05/10/https-www-broadleafpartners-com-2022-05-10-recession-looming-2/feed/ 0 Bad Weather or Bad Clothing? https://broadleafpartners.com/2022/03/08/bad-weather-or-bad-clothing/ https://broadleafpartners.com/2022/03/08/bad-weather-or-bad-clothing/#respond Tue, 08 Mar 2022 14:14:28 +0000 https://www.broadleafpartners.com/?p=3325 We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century.    These risks and uncertainties are almost of biblical or medieval proportions.  A global “plague” shuts down the economy driving supply shortages across a host of products, inflation spikes to levels not seen in decades, and now, “rumors of war” leading to actual war.    

The playbook just keeps getting more interesting. [Read More]

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]]> https://broadleafpartners.com/2022/03/08/bad-weather-or-bad-clothing/feed/ 0 Broadleaf Partners 2022 Investment Playbook https://broadleafpartners.com/2022/01/13/broadleaf-partners-2022-investment-playbook-2/ https://broadleafpartners.com/2022/01/13/broadleaf-partners-2022-investment-playbook-2/#respond Thu, 13 Jan 2022 21:29:37 +0000 https://www.broadleafpartners.com/?p=3316 Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

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]]> https://broadleafpartners.com/2022/01/13/broadleaf-partners-2022-investment-playbook-2/feed/ 0 Broadleaf Partners 2021 Investment Playbook https://broadleafpartners.com/2021/01/18/broadleaf-partners-2021-investment-playbook/ https://broadleafpartners.com/2021/01/18/broadleaf-partners-2021-investment-playbook/#respond Mon, 18 Jan 2021 17:24:08 +0000 https://www.broadleafpartners.com/?p=3096 Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

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]]> https://broadleafpartners.com/2021/01/18/broadleaf-partners-2021-investment-playbook/feed/ 0 What’s Next? https://broadleafpartners.com/2020/04/15/whats-next-2/ Wed, 15 Apr 2020 16:41:39 +0000 https://www.broadleafpartners.com/?p=3029 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]

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]]> Bear Market Territory https://broadleafpartners.com/2020/03/16/bear-market-territory-2/ Mon, 16 Mar 2020 13:41:48 +0000 https://www.broadleafpartners.com/?p=3015 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]

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