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Stephanie Link, director of research for TheStreet, reveals how they are rebalancing their energy and industrial portfolios as commodities selloff and growth fears rise. The Dow soars to 11,044 points with help from Boeing and headlines from Europe. Berkshire Hathaway's decision to buy back shares may be bearish for stocks.

The Berkshire Hathaway CEO pumped his company's shares by 9% by announcing share buybacks.

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