S&P 500 Bottoms And Bond Market Tops

By Jaimini Desai:The stock market's impressive move higher continues. In a previous article, I gave my reasons for anticipating all time highs. Already, indexes such as the iShares Russell 2000 Index (IWM) and the iShares Dow Jones Transport. Avg.

By Plan B Economics:There's tons of talk about the 'great rotation' and how a massive re-allocation into risky assets (i.e. stocks) is taking place.

The consensus view on Wall Street is that the stock market – specifically, the S&P 500 – will appreciate around 10 percent in 2013. Moreover, there is very little deviation from that consensus among Wall Street strategists. However, even though everyone seems to agree that stocks are set for a pretty good year in 2013, no one is really predicting that they move up in a straight line – especially in the first half of the year.

By Sebastien Buttet: With the global economy currently facing a troika of threats - the European sovereign debt crisis, the slowdown of the U.S economy, and China hard landing - investors have sought the safety of U.S. Treasuries and pushed yield at record low levels. The yield on 10-year bond is hovering around 2% (TNX), while the yield on 30-year bond is around 3% (TYX).

Michael Albert submits: Earlier this week I made the case that -- based on recent sector relative performance in defensive sectors such as utilities, healthcare, and consumer staples -- the market may be preparing itself for an imminent correction, most likely starting some time in January.

By The Financial Lexicon:For quite some time, I've seen a steady flow of financial pundits explaining on business television and in writing that once bond yields start to rise, retail investors will react to the falling values of their bond funds by selling. The same experts often include remarks about that money leaving bonds and finding its way into equities.

I posted an article on Friday, stating that the stock market still had a bullish bias, but that breadth was deteriorating. Breadth indicators are also useful tools to assess the inner workings of the market’s rallies or corrections, and are used to identify strength or weakness behind market moves such as the nascent rally, i.e. to assess how the bulls and the bears are exerting themselves.