Archive of February 22, 2018 Webcast

Ron and Jeff Muhlenkamp explain that recent tax cuts and deregulation should help keep the economy moving. Asset markets, on the other hand, could be affected by monetary tightening as the Federal Reserve and other central banks reduce or reverse their easy money policies. Tightening of the money supply could cause bond yields to increase and some market disruptions.

Watch the video archive or read the amended transcription (including slides).


Click here for the amended transcription (including slides).

Click here for slides only (no audio or transcription).

If you have questions or comments about the content of the webcast, don’t hesitate to send us a message or call us at (877)935-5520 extension 4.

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.

Share

Library Navigation

Announcements

Business Continuity

Thanks to our rapid implementation of our Business Continuity Plan/Policies/Procedures; Muhlenkamp & Company remains open for business. If the markets...
More ›

COVID-19 Update

We don’t know any more about the health risks posed by the Coronavirus (COVID-19) than you do. Nor do we,...
More ›
Share

Connect with Muhlenkamp

CLICK HERE TO Sign-Up for Our Newsletter and E-news Updates

Share