Michael is the PM/CIO of the Mainstay Marketfield Fund which has been an excellent performer since inception in 2007. He is well known to old stock hands as one of the three co-partners of the famed Comstock Fund (along with Stan Salvigsen and Charles Minter; these days the Comstock Fund is managed solely by Minter).

Michael is a brilliant thinker and a true contrarian. His latest monthly commentary is well worth a close read: http://www.nylinvestments.com/MainSt...rketfield-Fund