Eric Cinnamond is a noted absolute return small-cap value fund manager with two decades of experience and a long track record of outperformance. But amid recent surging stock market valuations, he shut down his fund and returned his clients' money. In this piece, he explains that decision, forecasts what's ahead for stocks, and reveals the steps of his rigorous research process. Filmed on January 12th, 2018 in Jacksonville, Florida.