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Assets. What do we know as we look back . We know there was some of the rotation that people were talking about, out of the bond market, into the stock market. If you look at the relative returns of stocks versus bonds, stocks outperforming bonds by the widest margin ever on record. So pay attention. Year, whatto the new sticks out . Still a lot of optimism going into 2014. Not a lot of estimates that returns will be or match the pace we saw this year. Obviously, huge gains in stocks this year. But there is some optimism, especially the signal that the market game with the fed saying it would begin tapering and stocks taking it in stride. The fed, what it was doing, what it was not doing. That was a big theme that affected the dollar and gold. That has been a tricky trade. A huge underperformer this year. Theresioned the stock does not have bears did not have much to hang their hat on, and those lonely gold bugs out there did not have much success either as we did not see the dollar re

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