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.
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?