The Market According to Mo

Just back from three days of bed rest and still a bit woozy, but I wanted to get back in touch with "the market."

So, I called my favorite young hedge fund manager. (This is the same guy I spent a day with back in August.) He is the epitome of today's momentum investor -- always looking for the hottest action and laughing at traditional value investing.

He's also up 46% in the year to date, which is a lot better than many more experienced hedge fund managers. ...