Now we're in cash and bonds because for the last two month's I've been thinking «this rally can't last, right?». (canadiancapitalist.com)
To just refer to bonds vs stocks instead of cash and bonds vs stocks is to miss the entire premise of the rotation debate to begin with. (abnormalreturns.com)
As returns on cash and bonds are currently being suppressed by low interest rates, that implies that equities will be held back, too. (monevator.com)