Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles

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Financials – Underappreciated and Undervalued

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Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Implications of Rising Rates

Investor Implications of Rising Rates

How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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Companies Who Rode the Easy Money Bubble

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Examples of how the low interest bubble era fueled speculation and irrational valuations
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Investor Education
A Market Correction is an Opportunity.
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