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

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?
Comments (2)
  • youngman442002
    , contributor
    Comments (5131) | Send Message
     
    They bought a lot of Facebook too
    17 Aug 2012, 09:12 AM Reply Like
  • Morg
    , contributor
    Comments (250) | Send Message
     
    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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