"We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory,...
"We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago.
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