Investment Blog

Gold Leaf Capital Management

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TRUMP RALLY HITS THE WALL

The Trump rally finally hit the wall.  His threefold agenda of reduced regulation, reduced taxes, and increased infrastructure spending smacked up against higher interest rates, increased regulation, and tariffs.   First rates: February’s wages were up 2.9% year over year, the … Read more…

WHAT A YEAR!

Portola, a biotech firm, was up +115% for the year. Read more…

MORE OF THE SAME

The market continued its winning ways posting a +4.5% gain for the 3Q and propelling the S&P 500 to a +14.2% return year-to-date.  In the 3Q, the tech sector was up +8.3% with semiconductor stocks leading the charge.  Energy rebounded … Read more…

POWERFUL 1ST HALF

objective investment management Read more…

HEAT IN FEBRUARY!

Not only was February the 2nd hottest February on record, but the market that month clocked a +3.97% return on top of January’s +1.90% gain.  March was up only +0.12%, but the Q ended with the S&P 500 posting a … Read more…