The majority of the blog viewers manage portfolios, whether it is institutional pools of money, financial professionals or individuals, all have to make critical decisions.  Regardless of the type of portfolio you manage, one should consider the situation in the chart above, per over and under weighting positions.

The spread between stocks and bonds is very large right now.  In the past this spread suggested that investors overweight towards bonds and underweight towards stocks.  Will it be different this time around?

How The Recent Decline In Stocks Looks "Eerily" Like Major Bear Markets Of The Past