Yet as America shifts resources from the public to private sector, equities will continue to outperform.
FORBES: Boeing Earnings Could Double By 2015, Despite Weak Defense Sector
Regardless, equities in the housing sector are on fire.
FORBES: Housing Still On The Mend: Case-Shiller Shows Prices Up For Fifth-Straight Month
Meanwhile, I was unhappy to see GM cut its sector allocation to equities from 28 percent in 2009 to 14 percent last year.
FORBES: As The Country Goes, So Goes General Motors?
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