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Investment Insights Podcast - July 25, 2014

Bill Miller, Chief Investment Officer

On this week’s podcast (recorded July 23, 2014), we alter the format to provide commentary on a recent publication from the Ned Davis Research Group. 211 more words

Market Perspectives

2nd opinion: Biotechs, Net stocks not at nosebleed P-Es

Looking for a second opinion on the health of biotech and Internet stocks? The Fed said valuations of “small” names in both sectors were “substantially stretched.” But one stock strategist insists that, by and large, both sectors remain healthy. 597 more words

Pro Talk

Carney's Conundrum

The Bank of England’s head, Governor Mark Carney, spoke yesterday in London following the release of the bank’s minutes from its previous policy meeting.  The minutes reflected a slightly more dovish tone than investors were expecting, setting bond markets off on a modest uptrend through the day.   363 more words