Bear in mind that my thrust in this article are the reasons for which investors could push stocks higher, not whether all those reasons are valid. The “Great Rotation” is only beginning The notion of a “Great Rotation,” in which investors would switch their assets from bonds into stocks, was very popular at visit their website the beginning of 2013 (according to Google Trends, use of the term peaked in February); however, if such a rotation is occurring, it is only in its infancy — at least with regard to U.S. stocks. While it’s true that 2013 marked the first year since the Great Recession that saw positive flows into U.S. stock mutual funds and outflows from bond funds, the $20.9 billion in funds the Investment Company Institute estimates saw their way into stock funds is a trifling amount relative to the $527 billion that were previously withdrawn since 2008. Conversely, the $77.2 billion that came out of bond funds pale in significance to the $996 billion that went in prior to that. The time is now: Here’s the one stock you must own in 2014 There’s a huge difference between a good stock, and a stock that can make you rich. The Motley Fool’s chief investment officer has selected his No.
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