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Gold Leaf Capital Management

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COAL FOR CHRISTMAS

4th Quarter & Annual 2018 Market Commentary: COAL FOR CHRISTMAS
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HEALTHCARE UP BUT SO ARE RATES

3rd Quarter 2018 Market Commentary: Read more…

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…