Celebrating 45 Years!
Muhlenkamp & Company, inc. wants to thank you for allowing us to serve you! We appreciate your continued confidence and ongoing relationship.
State of the Economy – Fall Update 2022
Jeff Muhlenkamp brings us up to date on what he is monitoring in the investing environment. Some things he keeps an eye on are the Consumer Price Index, the money supply, consumer spending, business investments, and the strength of the dollar. Ron Muhlenkamp also comments on the current high inflation and how we have been though similar times in the ’70s. Here is a link to the slides used during the presentation or watch the video from the in-person seminar. The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, [...]
U.S. Workers are Owners, They Just Don’t Realize It
Ron Muhlenkamp updates his “Workers Capitalism Triumphs” from October 1987. Link to the full PDF: U.S. Workers are Owners, April 2024 The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.
Ron’s Charts 2022
Here are some of Ron’s favorite documents for your reference: – Basic Financial Maxims I Want My Kids to Know – Corporate Profit Margins – Employment Costs – Reading List for Life and Investment Fundamentals 101 – Reflecting over 40 Years—Lessons Learned and Changes Observed – Technology Adoption in U.S. Households (Interactive chart available on Our World in Data website.) – U.S. Personal Consumption Expenditures Per Capita – U.S. Workers Are Owners: They Just Don’t Realize It – 2022.02.16 Ron’s Presentation with Itai Parnes The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.