Muhlenkamp & Company Quarterly Letter – October 2024

Published on October 21, 2024

Jeff and Ron Muhlenkamp discuss economic data and its influence on the federal funds target range. They also talk about the policy choices of the presidential candidates and the affect they may have on the economy and our investors’ wealth.

Continue reading on website
Other news

Q3 2024: Shifting Tides: Broad-Based Optimism Fuels Market Momentum

October 21, 2024
Markets changed character to broad-based optimism relating to the economy. The economic picture began to come into focus with inflation continuing to moderate as the economy maintains steady growth and employment. The result was a stark turnaround for economically integrated or interest rate sensitive assets, which resulted in a great quarter for diversified multi-asset portfolios. New Frontier se

Investing in an Era of Flouted Rules

October 21, 2024
The tendency to blindly follow these rules has led investors towards prematurely de-risking and over-estimating the likelihood of recession.