What is hapening between bond and stocks?

Discussion in 'Wall St. News' started by hajimow, Feb 5, 2013.

  1. Specterx

    Specterx

    To be fair the media hasn't actually said money is rotating from bonds to stocks - only that analysts expect such a rotation to begin and thereby drive the Dow to 20k. And of course, in practice it would mean that insiders and institutions are dumping overvalued equity holdings at multi-year (in some cases all-time) highs to the bagholding public.

    Generally I think this kind of analysis leads nowhere anyway - but in any event, if you want to speculate on where markets will move based on money flows and asset-class rotation, you should look at what the big institutions and professional managers are doing. They, not CNBC-watching Grandpa with fifty grand in his 401(k), are what moves the market.
     
    #11     Feb 6, 2013
  2. hajimow

    hajimow

    How would you know what they are doing in real time and not after a month or even 3 months later? Do you have a source or a site that you use?
     
    #12     Feb 6, 2013