My pal Andy Kessler similarly disdains market timing, although he does keep his eye on tech cycles.

FORBES: Tech Stocks at a Crossroads

Wall Street Meat's author, Andy Kessler, once ran a hedge fund, Velocity Capital, named the country's third-best performer in 1999 by Barron's.

FORBES: Magazine Article

Andy Kessler's book The End of Medicine explains how this can happen.

FORBES: Magazine Article

Thus predicts Andy Kessler, manager of the hedge fund that was ranked third in the U.S. in 1999 and a sometime FORBES columnist.

FORBES: Buy the Numbers

By April of 1986 orders from IBM for Intel chips had disappeared entirely, recalls Andy Kessler, a chip analyst for Morgan Stanley at the time.

FORBES: Magazine Article

Andy Kessler is a former hedge fund manager turned author.

FORBES: No Winners in Net Neutrality Debate

And, as Andy Kessler noted in his most recent book, the innovators, who get around those things and unleash value, are often derided as thieves and criminals for undermining established business models.

FORBES: Against Protectionism and Rent-Seeking

If you will let Gloria know the mailing address for Andy Kessler, she will send him a reprint of my venture into the medical field published in The Public Interest about two years ago.

FORBES: How To Solve The Health Care Crisis

Saying that job-creating entrepreneurs eager to invest their precious sweat equity are being slowed down by outdated policies, investor and author Andy Kessler has come up with five compelling ideas that business leaders in every industry should evaluate long and hard.

FORBES: The Next Big Thing: Five Fabulous Ideas