Ron Muhlenkamp ‘U.S., Europe, and China: An Update’

Ron Muhlenkamp ‘U.S., Europe, and China: An Update’
Image source: CNBC Video Screenshot
Ron Muhlenkamp 'U.S., Europe, and China: An Update'

Ron Muhlenkamp is out with an interesting report titled ‘The Market Drivers—U.S., Europe, and China: An Update.’ In the report Muhlenkamp discusses Recession/Expansion and continues to Monitor: 1)Consumer Spending 2)Business Investment 3)Credit Default / Bank Health 4)Velocity of Money 5) Federal Reserve & Treasury 6)Taxes 7)Regulation 8)Europe 9) China 10) U.S. Politics 11) Inflation. Lots of great charts in here as well. The full document is embedded in scribd:

Ron Muhlenkamp The Market Drivers—U.S., Europe, and China An Update by

Gates Capital Returns 32.7% Tries To Do “Fewer Things Better”

Gates Capital Management's Excess Cash Flow (ECF) Value Funds have returned 14.5% net over the past 25 years, and in 2021, the fund manager continued to outperform. Due to an "absence of large mistakes" during the year, coupled with an "attractive environment for corporate events," the group's flagship ECF Value Fund, L.P returned 32.7% last Read More

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