I tried to put on a business as usual face during this interview on September 11th. It was great to have a distraction from reflecting on this historic day in history that we shall never forget. What was on my mind? Simple. I was really enjoying the surge in small cap value stocks, and really, all value stocks that week. We don’t know if this was a false start or the beginning of a major rotation out of overpriced growth stocks and into firms with higher earnings yields and lower valuations.

Also, I loved the other guys point on silver. After 10 years of not being interested in gold, I’m definitely looking to start adding exposure as the Fed continues to devalue money while little upside in bond appreciation is left.