Muhlenkamp & Company
Quarterly Letter – July 2022

Jeff and Ron focus on the response by the Federal Reserve to rising inflation. They also discuss some of the consequences of increasing interest rates.
Nobody Asked Me (About Cryptocurrencies) But…

Jeff provides his views on cryptocurrencies, from a few different angles.
Muhlenkamp Market Commentary 1st Quarter 2018
Ron and Jeff Muhlenkamp explain that recent tax cuts and deregulation should help keep the economy moving. Asset markets, on the other hand, could be affected by monetary tightening as the Federal Reserve and other central banks reduce or reverse their easy money policies.
Quarterly Letter
In this edition of the Muhlenkamp Memorandum, Ron and Jeff discuss the Small Business Optimism Index chart which is produced by the National Federation of Independent Business (NFIB). It is based on monthly surveys of its members in order to better understand the environment in which small businesses are operating.