Ron Muhlenkamp Fear Of Recession Largely Over

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Below is the latest market commentary from Ronald Muhlenkamp. In it, he comments on why he believes fears of recession have subsided due to improved data, why demand out of China will increase, and how the potential fallout from the European crisis will affect investing in the U.S.

MulhenkampDecember 5 2011 Market Commentary

H/T: Canadian Value

Alkeon on why this is one of the best eras for stock picking ever [Q4 Letter]

Alkeon Growth Partners was up 11.42% net for the fourth quarter, bringing its full-year return to 54.4% for 2020. The MSCI AC World returned 14.35% for the fourth quarter and 14.34% for the full year. Q4 2020 hedge fund letters, conferences and more   The best environment for stock picking In their fourth-quarter letter to Read More


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