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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...

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...

Jeff Muhlenkamp On the Claman Countdown 1/31/2023

On 1/31/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown with host Liz Claman.  Watch the episode, “Wall Street facing ‘steep selloff’ if January jobs number comes in hot: Scott Bauer,” available on the Fox Business Network...