A Bloomberg story ahead of market action in Asia on Wednesday suggested as much. Bond yields are becoming increasingly attractive and could prompt changes in portfolio / fund allocations. The yen strengthened against the US$; JGBs (Japanese government bonds) are now at 11-month highs, while 2-year U.S. treasuries hit 5% for the first time since [...]

FYI, see the chart below for the latest American Association of Individual Investors [AAII] survey released 6/4, dated 5/31. Note last week’s readings were: Bullish: 38.39%, Neutral: 25.00%, Bearish: 36.61%.

All I can say is I hope he still provides market commentary from time to time. It has been great having Koll chime in on such a frequent basis over the years. Koll told Bloomberg he’d make an announcement about his future plans in a few days. I wonder if it’s safe to assume Kathy [...]