Essays & Videos
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Navigating Market Noise: The Challenge of Separating Signals from Distractions
In the fast-paced world of investing, one of the most crucial skills is learning to distinguish between meaningful market signals and temporary distractions. Recent discussions among our investment team highlighted [...]
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 [...]
Assessing Your Insurance Needs: A Strategic Approach
Insurance decisions shouldn't be driven by fear or sales pitches—they should be grounded in cold, hard financial logic. At Muhlenkamp, our approach to insurance is simple: "The purpose of insurance [...]
Three Words That Define Us
I remember when Ron and Bev Morrow were creating the logo, and Ron wanted something simple and rational that spoke to the engineer in him. The equilateral triangle inside the [...]