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Another graphic look (via ukarlewitz) at the recent rally which is notable for its rotation into...

  • Friday, August 17, 2012, 8:59 AM ET
    Another graphic look (via ukarlewitz) at the recent rally which is notable for its rotation into roughed up sectors like Energy, Materials, Industrials, and Discretionary, and out of popular defensive plays like Utilities, Health Care, and Staples. Have the hedge funds been caught wrong-footed again?
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This news story has 2 comments:

  •  
    They bought a lot of Facebook too
    17 Aug 2012, 09:12 AM Reply Like
  •  
    It depends when the bought I suppose. One could start making the value play arguement, but I think risk on is going to last a bit longer.
    17 Aug 2012, 03:53 PM Reply Like
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