Reflecting over 40 Years—Lessons Learned and Changes Observed

To celebrate the 40th anniversary of Muhlenkamp and Company in 2017, Ron shared his insights on human behavior, instant communications,...
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Ron’s Reading List

Ron’s reading list for life and investment fundamentals includes recommended books on the topics: the way things work; why you’ll...
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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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U.S. Personal Consumption Expenditures Per Capita: 1950, 1980, and 2010

Pie charts of U.S. Personal Consumption Expenditures Per Capita: 1950, 1980, and 2010.
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Effects of Currency Manipulation

This article explains the ripple effect that could occur when one country devalues its currency. It also examines who “wins” and...
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The Frugal Consumer: Will It Last?

Any time you talk about recession, be aware there are multiple definitions — and if you are using one definition...
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The Signposts of Change: Economics, Rules, Markets

We have three topics for today: what’s happening with the economy, the rules (informal and formal)  that affect ongoing changes,...
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Where to from Here?

It’s surprising how many people try to predict the direction of where the economy and the markets without understanding where...
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Consumer Spending

Consumer spending and consumer debt are often used as indicators of the health of the economy. If consumer spending is...
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The “Fad,” Recession, and Getting Back to “Normal”

In December of 2002, the investing community was still trying to come to grips with the dramatic fluctuations in some...
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