JEFF MUHLENKAMP ON THE CLAMAN COUNTDOWN 8/15/2023

Jeff Muhlenkamp was part of the live interview, “Fed must keep rates ‘higher for longer’ if US economy is going to grow: Stephen Guilfoyle” aired on August 15, 2023. If you wish to view this video, visit Fox Business Network’s The Claman...

Muhlenkamp Memorandums, 2023

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

JEFF MUHLENKAMP ON THE CLAMAN COUNTDOWN 6/26/2023

On 6/26/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown.  Watch the episode, “Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Jeff Muhlenkamp,” available on the Fox Business Network website. Watch a Recording of...

JEFF’S WELLING ON WALL STREET INTERVIEW

Jeff Muhlenkamp was interviewed by Kathryn Welling on March 15, 2023. Their conversation is published in the Welling on Wall St. article, “Hard-Won Market Insights – Muhlenkamp & Co.’s Leader on Turning Market Scares into Profits.” Included below are excerpts of...