2017 Chart Updates – Natural Gas: An Energy Game Changer Booklet

Ron published Natural Gas: An Energy Game Changer in November 2013. Here are 2017 updates to some of the charts...
More >

Natural Gas: An Energy Game Changer

In this country, a quarter of our natural gas production is used by industry, a quarter is used to generate...
More >

Let’s Get Real: Understanding Your Purchasing Power

You must understand the difference between a nominal interest rate and a real interest rate to determine your purchasing power....
More >

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...
More >

How Shale Gas Benefits the Consumer

This essay was originally published in 2012. Ron—investment manager, engineer, farmer, and landowner—examines how the consumer of natural gas is...
More >

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.
More >

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...
More >

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,...
More >

How Much Money Are You Willing to Lose for a Theory?

There are a lot of theories that people use when choosing investments for their portfolio. Unfortunately, they are only theories,...
More >

Review of “What Works on Wall Street”

A friend asked me to review the book What Works on Wall Street, by James P. O’Shaughnessy. The book was...
More >