The Wisdom Of The Bear

Here I am, way off Wall Street. The Corners Office Park in Norcross, Ga., sits behind a shuttered Fuddrucker's. In Suite 150, I find Michael Orkin, who ushers me into a sleek little room off the trading floor where he runs Caldwell & Orkin. As investment firms go, it's modest in size, $410 million in assets. Yet it is distinctive for two related reasons: First, it sells stocks short as readily as it buys them. More remarkably, after this long bull market, it's still in business.

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