Thoughts On: Corrections, Crashes, Recessions, and Inflation
On Tuesday, August 6, I had two separate conversations with two very different people: a client with a million-dollar portfolio and a friend who has some Bitcoin. And they asked the same question, “What should I do?” I had not been paying attention to the world since Thursday, so my first question was “About what?” They replied, “The Market!” and caught me up on all the terrifying things that were happening. Once I was up to date my immediate (and terse) response was “Nothing, don’t worry about it.” They found that less than satisfactory and asked me to elaborate just [...]
Jeff Muhlenkamp on the Claman Countdown 8/15/2023
Jeff Muhlenkamp was part of the live interview, “Fed must keep rates ‘higher for longer’ if US economy is going to grow: Stephen Guilfoyle” aired on August 15, 2023. If you wish to view this video, visit Fox Business Network’s The Claman Countdown here: Watch a Recording of Jeff’s Interview . Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website. In the interview, Jeff explains why he isn’t a momentum investor. He also discusses his [...]
A Walk Down Memory Lane
Read Ron’s essay about his experiences since 1965. Ron has lived and invested through the ups and downs in the market and the economy. Click here to view A Walk Down Memory Lane