The AAII Pittsburgh Chapter presents...
"Europe, China and U.S. Politics?Why Do We Care?"
Discussed by:
Ronald H. Muhlenkamp, CFA
Founder, President and Portfolio Manager, Muhlenkamp & Company Inc.
The financial markets are being driven by conditions in three global areas. In Europe, several countries face the unresolved problem of having insufficient capacity to pay for the welfare-state benefits they have promised their citizens. In China, due to credit restraints imposed several months ago, economic growth continues to slow. Finally, in the U.S., the economy is slowly recovering with businesses husbanding cash and banks gradually rebuilding their balance sheets through increased industrial and commercial lending. In this presentation, Ron Muhlenkamp will explore these three financial themes in detail and discuss their implications for investors.
| Attend This Meeting and Learn... |
 | The defining characteristics of the current investment environment |
 | Those investment areas best avoided
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 | Where to find investment opportunities
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