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Bill Miller's back and housing bulls may take comfort or caution. The man who beat the S&P...

Bill Miller's back and housing bulls may take comfort or caution. The man who beat the S&P forever until one year he didn't and then lost most of his investors' money is up 29% this year and beating 99% of his peers by concentrating his fund's assets in homebuilders and others who would benefit from a housing rebound.
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