Essays & Videos
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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 [...]
Labor Day & Back-to-School: A Fresh Season for Families
As we head into Labor Day weekend and children return to school, we’re reminded how closely our personal lives connect with the broader economy. Back-to-school season isn’t only about pencils [...]
Letter to My Daughters: On Economic Laws
Previously, I’ve written to you about “Intelligent Investment Management” and how we need to be rational and thoughtful as we make investment decisions. One of the areas that investors must [...]