Muhlenkamp Memorandum Issue #132

Ron and Jeff share what they see going on economically, financially, and politically in their Quarterly Letter. Their topics include: U.S. trade negotiations with China, Brexit and the markets, a German recession, an inverted yield curve, low inflation, and slowing industrial growth. Tony shares his ideas about money in terms of good and evil in his article, "Letter to My Daughters: On Money." Read our Memo to see if he thinks money is the root of all evil, or good for the soul?
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Some Things I Would Have Liked To Have Known Sooner

Here is a collection of items published by Ronald H. Muhlenkamp, including: • “Reading List For Life And Investment Fundamentals 101” • “Basic Financial Maxims I Want My Kids to Know” • “Muhlenkamp’s Musings on Economics” • “Employment Costs” • “U.S. Personal Consumption Expenditures” • “Reflecting over 40 Years—Lessons Learned and Changes Observed
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Muhlenkamp Memorandum Issue #123

In this issue, Ron & Jeff Muhlenkamp discuss what they are seeing, thinking and doing in the current investment climate. Plus, Muhlenkamp & Company, Inc. turns 40! In the Quarterly Letter, Ron and Jeff discuss international trade, economic growth, small business optimism, and disruption in the retail sector. Also included are some basics on creating a personal budget.
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Estate Planning for Generations

We wrote an essay titled, “Fund Your IRA Every Year, or How to Retire Wealthy by Driving Used Cars.” We...
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Personal Finances (Basic Financial Maxims Part II)

Here are some additional notes and things I didn’t cover in “Basic Financial Maxims I Want My Kids to Know.” There...
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