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Now that the market is finally starting to digest the end of qe2(If not yet pricing in the inevitable transition to qe3), investors are wondering where the most violent”Regression to the mean”Snapback will occur.And whereas many talk about Cheap Tiffany Necklaces Sale the dispersion between equities and commodities and speculate about this and that compression trade, the truth is that within equities themselves there is far greater dispersion between one of 9 traditional equity sectors.To wit, as the first chart below demonstrates, since the jackson hole confirmation of qe2, energy stocks have outperformed utilities by an 4x order of magnitude.

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