The Muhlenkamp Library
Library Spotlight & What’s New
When Emotions Hijack Your Investment Returns
There's a paradox at the heart of investing that costs people millions: their investments often perform far better than they do. An investment strategy might beat the market by 3% [...]
Muhlenkamp Memorandum #156
In this issue of the Memorandum, Jeff and Ron Muhlenkamp report a moderating economy with no expected recession, though they remain cautious about high market valuations and the AI investment [...]
Letter to My Daughters: On Stocks and Bonds
We’ve looked at planning and goal setting, identifying and defining risk, and what it takes to earn a living and generate sufficient income that you can start saving. But what [...]