Zeev's Turnips Patch-No Politics (ZEEV)

[lostalot]

Zeev: The current historically extreme imbalance between equity and bonds/money market will have to reach an equilibrium by shifting to equity. Mutual fund managers have to perform as the three yr bear loss. They can't afford to wait on the sideline and watch the market moves up and away from them. Last week Barron survery clearly states that big money mangers will increase equilty allocation from 59 to 65% within 6 months.