Investment Insights Podcast – February 28, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded February 27, 2014) we are back to the traditional format of what we like, what we don’t like, and what we’re doing about it:

  • What we like: ISI Homebuilding Survey surged this week, increasing odds that the overall economy will improve as the cold weather improves
  • What we don’t like: Investors don’t know if the recent slowdown is due to the cold weather or if there’s something greater at work beyond that
  • What we are doing about it: No major changes; view remains that markets will grind upwards all year long

Click the play icon below to launch the audio recording.

The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.

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