Stocks that got high quality ratings from Standard and Poor's have barely participated in the summer rally. The big gains were racked up by the seedier elements.
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The strong consensus right now is that the dollar's skid will continue. But who knows? I wouldn't place any big bets against the dollar right now. Markets are great at confounding the majority opinion.
If you're still hiding out in the money market funds you raised during the crash, it's less important what kinds of stocks you buy than that you return to a reasonable, post-panic strategy.
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