
Asset Allocation
Bill Miller Lists His Favorite Cheap Stocks: Alibaba, Anybody?
Some of these are contrarian plays, big-time. But the value guru is undaunted.
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
According to an economist at the bank, lower mortgage rates should improve the situation, which provokes eerie memories.