Letters by company

Silvergate Capital Corporation

1 letter discussing SICP. Everything written about it on this site is on its ticker page.

Muhlenkamp & Company Quarterly Letter, April 2023 Muhlenkamp & Company argues that banking stress has intensified recession risks while leaving the Federal Reserve caught between inflation control and financial stability. The portfolio remains unusually cash heavy and highly selective, awaiting more attractive asset prices as pressure on bank bond portfolios and deposits persists. first quarter 2023 —