Muhlenkamp Library

What’s New

November 15, 2018 Webcast

Join Tony Muhlenkamp as he hosts a chat with portfolio managers Ron and Jeff Muhlenkamp. They will share their observations on the markets and the economy and what they feel is important to monitor.
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Quarterly Letter, October 2018

At the end of the third quarter the U.S. economy is by most indicators in good shape. Real (inflation adjusted) GDP growth the first two quarters averaged 3% and forecasts are for the full year to come in at about 3%. Small business and consumer sentiment indicators are at high levels. Unemployment is quite low and most credit metrics are looking fine.
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Muhlenkamp Memorandum Issue #128

The Fed kept short-term interest rates near zero from 2009 until 2015. Now, it continues its process of slowly raising short-term interest rates hoping not to disrupt economic growth. Jeff and Ron discuss the effects of a tightening money supply on individuals, companies, stocks, and currencies in their Quarterly Letter. Also included in this Memorandum is "Don't Let Financial Fraud Happen to You" to make you aware of some of the latest financial scams.
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Archive of August 30, 2018 Webcast

During our webcast, Ron and Jeff updated participants on the changes in the economic indicators that they monitor and the potential threats and improvements to the U.S. economy and asset markets. They believe the U.S. government has removed some impediments to business, but are wary of cross-currents that might create problems. They also talked about what they are seeing in foreign economies, especially changes to the currency rates compared to the U.S. dollar and the ongoing changes to trade and tariffs.
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Muhlenkamp Marathon

There are many similarities between training for a marathon and creating a legacy of financial freedom—both take desire, time, effort, and discipline. Our "Muhlenkamp Marathon Financial Training Workbook" contains 26.2 “miles” of financial information to use as a reference guide to keep you on course, including best practices based on current tax rules and regulations, as well as words of wisdom based on experience, observation, and statistics.
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Working, Saving, and Investing

When Jeff's (co-manager's) teens started asking questions about Ron’s investing process, he found it difficult to answer them well because every question they asked required explaining at least three additional concepts. These concepts are both fundamental and critical to the exercise, so he organized his thoughts and tried to keep it very simple and clear.
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Announcements

Muhlenkamp & Company’s 40th Anniversary

2017 marked the 40th anniversary of the founding of Muhlenkamp and Company, Inc. We are pleased, proud, and grateful that...
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