What is hapening between bond and stocks?

[Specterx]

Quote from hajimow:

What we hear from the media that huge money is coming out of bond market and is being invested in stock market. I just had a talk with one of my friends who works in a very big mutual fund company. He told me that now many investors are just doing the opposite. He said this trend accelerated a week ago and people are taking their money from stocks and putting into safe cash or bonds. They are afraid of losing what they have got in the last year. He also said even investors are encouraged to do that by their finacial advisors. That was interesting to me and I believe it makes sense and I wanted to share this interesting news with you.

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.

 

[hajimow]

Quote from 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.

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?