Forecast: I think this is the unseen variable, and since it is unseen

Forecast: I think this is the unseen variable, and since it is unseen, it can't be, and is not being, factored into the market. It therefore creates the potential for an undervalued equities market, which I think creates buying opportunities for the next 6 months with the Dow around 11,000.

Actual (February 12, 2011): Bond funds have seen three months of outflows (November, December 2010 and January 2011), the longest streak in more than 2 years. Over that period $23 billion has moved out of bond funds while $16 billion has flowed into equity funds, according to data from the Investment Company Institute.