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Why we shouldn't be wringing our hands over this pause in the stock market

Semiconductors, the Russell 2000, banks and industrial stocks have been weaker in the last couple weeks and with good reason. The key to getting markets moving again is to stop the decline in earnings estimates. Once again, we are seeing the usual hand-wringing over the fact that after a 17 percent rally from the December low, some of the stock market's sector leaders are meeting resistance.