Muhlenkamp Library
Muhlenkamp Library

(724) 935-5520
Muhlenkamp & Company
5000 Stonewood Drive
Suite 300
Wexford, PA 15090

Recession

Memorandum #154

April 15th, 2025|Categories: Inflation, Markets, Memorandum, Recession|

Jeff and Ron Muhlenkamp discuss the first quarter of 2025, which saw stable economic indicators like CPI. But significant government policy shifts, particularly in tariffs and regulatory restructuring, have created uncertainty and market volatility. While we are monitoring potential risks like inflation and recession, we remain focused on identifying profitable investment opportunities amidst these changes. Read more of their insights in their current Quarterly Letter. In "Managing Your Portfolio in Uncertain Times," Tony Muhlenkamp discusses how uncertainty in the stock market is constant, making it essential to focus on what you can control rather than attempting to predict the unpredictable. [...]

So Far the 2020’s Don’t Look Like the 2010’s

April 7th, 2025|Categories: Inflation, Investing, Markets, Politics, Recession, video|

Portfolio Manager Jeff Muhlenkamp reviews the impact of national and international policies, the state of the US economy, the global economy, and changes in the political environment on investment opportunities. Watch the April 3, 2025, Investment Seminar recording. The opinions expressed are those of Muhlenkamp & Co. and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

Thoughts On: Corrections, Crashes, Recessions, and Inflation

August 8th, 2024|Categories: Articles, Investing, Recession|

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

August 15th, 2023|Categories: Interviews, Investing, News, Recession, video|

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 [...]

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