Anybody know where this guy comes from? The only background I can get on the internet is he's an econ major from University of New Mexico, he's a telecom 'insider', writer for thestreet.com, and runs a hedge fund? Nothing against the guy but I've seen him on Kudlow a couple times and today he was recommending MSFT??? I think everyone was making fun of him. I'm just curious what his professional background is for people to invest $150 million in him, even if it is 'I made a bunch of money in '99, '00 so I started a hedge fund'