[Achives] Notes From Ron Muhlenkamp's 2005 Presentation

Notes From Ron Muhlenkamp’s 2005 Presentation by Redfield, Blonsky & Co.

[schloss]

March 22, 2005

Notes I took at a Ron Muhlenkamp presentation:

I had the great pleasure of attending a conference, where Ron Muhlenkamp of Muhlenkamp Funds spoke.  He was quite interesting.  After the 1 hour discussion, he stayed and chatted with a few of us for a little more than an hour.  His discussion was thought provoking and interesting.  I will certainly refer to his views and this page for a long time.  Here are my notes.

1. Long Term bonds have generally returned 3% over inflation.  Ron Muhlenkamp claims that is all you need to know.  This is shown on this  chart: