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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Recap: December 3, 2015 Investment Seminar

On December 3, 2015, portfolio managers Ron and Jeff Muhlenkamp provided an update on the checklist they use to monitor...
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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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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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Social Security Revisited: A Plan to Fix It

This essay is a follow-up to Social Security by the Numbers. “How much did I pay into it?” and “What can...
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Economics and Why Election 2000 Is Important

This essay is the capstone of Ron’s writings on economics. It weaves together his theories on inflation and its effects...
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Taxes: Choose Your Poison

In 2000, Steve Forbes was campaigning to be the Republican candidate for president. One of his campaign promises was to...
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Prosperity

What does “prosperity” mean to you? When I ask this question, people respond in terms of a better lifestyle, home, car,...
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