A record-long economic expansion and bull market in the U.S. are continuing. Are problems developing that could end them? During our webcast, Ron and Jeff Muhlenkamp reviewed the indicators they regularly look at to help them answer that question. They also briefly discussed areas where they are finding attractive investments and where they are not. Click below to view our archive.
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For the Top 20 Holdings and performance data as of the most recent quarter-end, refer to the SMA All-Cap Value Fact Sheet.
The opinions expressed are those of Muhlenkamp and Company and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.