He also ran a successful hedge fund if memory serves me. From his writing you could easily get the idea that he is more opinionated than informed, especially si

He also ran a successful hedge fund if memory serves me. From his writing you could easily get the idea that he is more opinionated than informed, especially since he seems to jump from talking about stocks to bonds and back again as if he didn't know the difference between them. I'm pretty sure it's just because he is such a poor writer though. While I don't ever agree with someone who thinks they can time the market, he certainly is knowledgable.