February 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.