The Muhlenkamp Library
Library Spotlight & What’s New
Muhlenkamp Memorandum #157
The economy showed modest growth in Q4, with a split between expanding services and contracting manufacturing. The Fed cut rates three times and quietly resumed asset purchases, raising questions about [...]
Making the Most of Year-End: A Practical Guide
December 2025 Year-end planning letters typically arrive stuffed with charts, acronyms, and dozens of action items that leave you feeling overwhelmed before you finish reading. We're going to take a [...]
Letter to My Daughters: On Professions and Callings
“He measured all his fellow workers by the test of professionalism, and a professional is a man who can do his best work when he doesn't feel like it.”--Alistair Cooke, [...]