Glen Bradford

Where Have All the Value Investments Gone?

I commented your last article. Where is the value? Based on the stocks you just pointed out, they have some value. But --- you're truly missing out if that's your list of "value." There are crotch rocket stocks out there priced like they're a pile of old rusty parts.

That said, I still agree with your short treasuries. Not shorting treasures, aka, being long treasuries is absolutely ignorant of the forces at play.