The Black Box

[redwards]

Sometimes I need to visualize it. So when the Markets start to recover, money leaves fixed income to be employed in the equities and TBT rallies. Got it. correct ?
The key is how will we time it ? or just wait till someone else rings the bell and then execute several days into the move ?

Another scenario would be big inflation pushing down fixed income. Actually that's what I first thought you were aiming at, inflation killing the low interest bonds.