Five Buys for a Fourth-Quarter Rally

I can give you five reasons to expect a fourth-quarter rally this year.

1. The market has rallied in mid-August to early October, during what is usually a weak period, to give stocks momentum in November and December.
2. Money is flowing out of real estate and bonds and into stocks.
3. Short interest climbed to multiyear highs on both the New York Stock Exchange and the Nasdaq in September, so there's plenty of pessimistic money to send prices higher when it turns optimistic.
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