mark's blog

The market is riding on a wave of excitement – Cowabugga dude!  Wax up those boards and get out on the surf, man. By the way did anyone see Gidget?

For all value investors, it’s time to earn your keep and shine. 

Barron’s interviewed portfolio manager Matthew McLennan of First Eagle Global (FEG) Fund in this week’s edition.  McLennan brings up some salient points in the current market for value investors.