Who's that crusty old bear - Metz who comes on TV trashes the market, interrupts the other guests and has nothing worthwhile to say. Doesn't like stocks or bonds, Just sell because he said so. Looks like he shuda retired a long time ago.
Michael Metz came back to OPY about a year ago, I think (out of retirement). He's not crazy about certain sectors (like financial services which rely heavily on retail revenues) or highly leveraged old economy sectors which are sensitive to high energy or petro-chemical prices and have no pricing leverage to do pass thrus.