LogoLogoLogoLogoLogo
 
  • Who We Are
  • What We Do
  • How We Think
  • Where to Find Us
  • Subscribe
  • Who We Are
  • What We Do
  • How We Think
  • Where to Find Us
  • Subscribe
  • Who We Are
    • The Broyhill Team
    • The Broyhill Story
  • What We Do
    • We Have Some Basic Beliefs
    • What You Should Know
  • How We Think
    • The View from the Blue Ridge
    • In the News
    • Research & Letters
    • The Broyhill Library
  • Contact Us
Flash Crash or Topping Process?

We may not be able to predict the markets, but one thing we can always see coming: a lot of hype whenever markets...

Read More
February 7, 2018
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Luck of the Irish

Promising investments can come from anywhere. There are no patents on investment ideas. The only common factor in our search for fifty cent...

Read More
March 6, 2015
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
One More Thought: Recession Risk

In our Annual Letter to investors we highlighted the collapse in the long-end curve as an indication of a maturing economic cycle (chart below): Our...

Read More
March 1, 2015
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Chart of the Day: Fracking Downgrades

The US economy likely grew at its fastest rate since the start of the expansion in 2009, yet earnings forecasts are now falling at...

Read More
January 13, 2015
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
The Role of Macro

Many fundamental "bottom-up" investors often denounce macroeconomic forecasts. What may be less clear, is that this does not imply they are oblivious to...

Read More
September 26, 2014
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Chart of the Day: Peak Liquidity?
Chart of the Day: Peak Liquidity?

Source: Bloomberg, SG Cross Asset Research...

Read More
September 23, 2014
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
True Profits
True Profits

In a recent presentation, available here, we included a slide displaying the gap between actual and trend earnings per share. We concluded that...

Read More
September 22, 2014
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Don Draper Buys Protection
Don Draper Buys Protection

Best headline of the week goes to Bloomberg's Michael Regan - Everyone’s Don Draper Now as Volatility Nostalgia Sweeps Markets. According to Regan, "Many on...

Read More
June 29, 2014
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Money for Nothing
Money for Nothing

Couldn't resist.  Is there a better way to start the weekend than MTV with Dire Straits? The European Central Bank cut its deposit rate...

Read More
June 6, 2014
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Heads I Win, Tails You Lose
Heads I Win, Tails You Lose

It would seem that there are risks to the macro outlook.  For the time being, equities appear content to ignore disappointing macro. It also...

Read More
April 17, 2014
Share
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
Show more
About Broyhill
We are a boutique investment firm, established as a family office and guided by a disciplined value orientation. Located in the foothills of the Blue Ridge Mountains, we operate outside of the fray and invest with a rational, objective, long-term perspective.
The Broyhill Letter
  • This field is for validation purposes and should be left unchanged.