Muhlenkamp Memorandums, 2022

The Muhlenkamp Memorandums are published quarterly. Please find the links below. We provide you with financial and economic articles that we hope you find interesting and helpful.

MEMORANDUM 142 – April 2022

In their Quarterly Letter, Jeff and Ron Muhlenkamp point out several seismic shifts in today’s investment environment: One being, that bonds are no longer “safe.” Ron updates an essay that he originally wrote in 1987 that discusses the fact that workers are significant owners of industry through their retirement plans. See “U.S. Workers Are Owners: They Just Don’t Realize It” for the latest data.

MEMORANDUM 141 – January 2022

Inside this issue of the Memorandum, Ron and Jeff discuss inflation, interest rates, COVID, and the stock market in their Quarterly Letter. We outline the benefits of teens finding their first job during this time when there is a shortage of workers in the job market. Read “Kids – Get to Work!” and pass the message along to any teen willing to listen.

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The Muhlenkamp Memorandums are published quarterly and include financial and economic articles that we hope you find interesting and helpful.

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The Muhlenkamp Memorandums are published quarterly. Please find the links below.  We encourage you to read our articles for insights to assist you...