The Muhlenkamp Library
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Memorandum #152
In their Quarterly Letter, Jeff and Ron Muhlenkamp discuss what changes in economic data prompted the Federal Reserve to adjust the federal funds target range and how various policy choices [...]
How to Sleep at Night During TEOTWAWKI
It doesn’t matter to what political party you belong—everybody’s worried about the election. It doesn’t matter what your ideology is; it doesn’t matter who you like or what you want. [...]
Letter to My Daughters: On Politics and Markets
Your mother asked me to write about "The Impact of Political Uncertainty on the Markets,” which is pretty simple. The markets hate uncertainty; they hate not knowing what the rules [...]
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