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Rebalancing Helped Create This Rally
Pensions and endowments had to sell their winners and buy their losers since 2009 started. As a result, stocks took off.

Our Low-Quality Rally

Semiconductors To Take Off



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CEO Book Club
Kapferer and Bastien's 'The Luxury Strategy'
Lauren Sherman
Jean-Noel Kapferer and Vincent Bastien's ''The Luxury Strategy.''
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Taylor Rules
David R. Henderson
In a new book, economist John Taylor explains the cause of the crisis.
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