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

|By:, SA News Editor

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.