Top-Ranked Stock Manager, and Ex-Bear, Says Macro Angst Overdone
(Bloomberg) -- Like many of his peers over the past two years, Jeff Muhlenkamp feared a recession was nigh, prompting him to keep a big chunk of client money in cash while resisting richly valued stocks after their outsized rally.Most Read from BloombergTrump Administration Plans to Eliminate Dozens of Housing OfficesNJ College to Merge With State School After Financial StressRepublican Mayor Braces for Tariffs: ‘We Didn’t Budget for This’How Upzoning in Cambridge Broke the YIMBY MoldNYC’s Finan
