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Muhlenkamp Memorandums, 2023

Our quarterly Muhlenkamp Memorandums are written for investors who want to understand what we do and how we think.

MEMORANDUM 148 – October 2023

In their October 2023, Quarterly Letter, Jeff and Ron Muhlenkamp give an update on the relevant economic indicators impacting investments. They also provide their thoughts on inflation, the possibility of a recession, and a list of things “broken” by the Fed due to it raising interest rates. Tony Muhlenkamp shares some notes in his article, “View From the Front Office: Charitable Giving.”  

MEMORANDUM 147 – July 2023

In their July 2023 Quarterly Letter, Jeff and Ron Muhlenkamp provide an update on the possibility of a U.S. recession, analysis of the Fed’s fight against inflation, and a report on the stock market.  Tony’s article, “Letter to My Daughters: On How to Get Rich,” is a very simplified guide to saving.  

MEMORANDUM 146 – April 2023

In their April 2023 Quarterly Letter, Jeff and Ron Muhlenkamp discuss inflation and the Fed’s efforts to fight it, the recent bank failures, and the odds of a U.S. recession.  Memo 146 also includes excerpts from Jeff’s interview with Kate Welling titled “Hard-Won Market Insights – Muhlenkamp & Co’s Leader on Turning Market Scares into Profits.”

MEMORANDUM 145 – January 2023

In their Quarterly Letter, Jeff and Ron Muhlenkamp review what happened in 2022. Entering 2023, there are three questions on which they will focus.  Tony Muhlenkamp provides examples which support one of Ron’s maxims in “View From the Front Office: Everybody Knows.”

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