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That may have felt like a blow-off top, but don’t get spooked into a portfolio makeover

Back in the go-go days of the dot-com boom, the Nasdaq outperforming the Dow industrials was more the rule than the exception, as Cisco, Intel and a lineup of other tech giants inflated the massive bubble that would soon burst. Friday’s session was a bit of a throwback. But was it also a blow-off top?
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