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The average strategist recommendation for allocation to bonds climbs to nearly 40%, surpassing...

The average strategist recommendation for allocation to bonds climbs to nearly 40%, surpassing the peak set at the epic stock market lows of winter 2009. A great chart via Bloomberg's Kevin Depew.
Comments (6)
  • dieuwer
    , contributor
    Comments (2421) | Send Message
     
    What goes up,...
    12 Jul 2012, 11:22 AM Reply Like
  • youngman442002
    , contributor
    Comments (5131) | Send Message
     
    average strategist .......I would go to the smarter ones.......this is a bubble
    12 Jul 2012, 11:35 AM Reply Like
  • Bill Cleugh
    , contributor
    Comments (5) | Send Message
     
    A very old Chinese proverb:" When everybody is buying, a seller be; when everybody is selling, a buyer be." In other words: "the common thinking is invariably wrong" as it was in '29, '81, 2000, 2007/8 and again today. We are not at a top and about to tumble, we are at a bottom and about to rally as never before, but along with the rally will come inflation as we've never seen it before.
    A very informative chart.

     

    12 Jul 2012, 11:54 AM Reply Like
  • couldashoulda
    , contributor
    Comments (54) | Send Message
     
    Maybe someone can help me. I don't understand what is to be learned that makes this chart useful. It says from late 2007 thru the decline in the market, folks were concurrently increasing their bond share. Not surprising and during the market advance in 2009, bond allocation was being decreased. Not surprising. It would have been more meaningful had they ramped up in ADVANCE of the the descent of the market. That would make the 2012 increase in bond percent more of concern. But I dont see any correlation.
    12 Jul 2012, 12:11 PM Reply Like
  • Bill Cleugh
    , contributor
    Comments (5) | Send Message
     
    Some days I feel very young.......that's because I am quite old with a zest for being happy.
    I first thought I'd make a fortune at this stock market game, but I most often lost. Now, after many years, with a poke of $20k, I return 5 times that most years, but it's not through being profoundly well informed, super brilliant or seriously intense, it's from having no expectations and being a good follower.
    12 Jul 2012, 12:12 PM Reply Like
  • DrOz
    , contributor
    Comment (1) | Send Message
     
    Bubbles float higher and longer than you can ever imagine.
    12 Jul 2012, 12:15 PM Reply Like
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