Ron Muhlenkamp – Q3 Letter To InvestorsVW Staff
Ron's Quarterly Letter July, 2014.
Sometimes, I’m tempted to write “same as last time.” This is one of those times.
Three months ago, in ‘Memorandum #110, we wrote:
Most of the economic and market trends we’ve been discussing for the past few years remain in place.
Russia’s action in the Ukraine/Crimea may have long-term implications, particularly for Europe, but the near-term economic implications are modest. It remains to be seen whether this gets added to our long . . .
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