check out this article,
defensive/pharmaceuticals liftd dow,
"The healthcare sector rose as investors rotated money into defensive plays"
""Everybody is waiting for a correction and certainly when that correction comes, those sectors that will do well are your more defensive sectors," said Tim Ghriskey, chief investment officer of Solaris Asset Management in Bedford Hills, New York."
http://www.reuters.com/article/marketsNews/idCAN128439620090612?rpc=44
seems like Pharmas and Golds are the way start running.
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