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I wonder what the good professor would need to see for him to be "bearish" because I can't recall him ever being anything but a "bull."
On the topic of whether we are about to see the beginning of a great rotation of assets from bonds and into stocks:
- Siegel feels that investors are just now figuring out that the financial crisis is truly behind us and that the world isn't about to end.
- He thinks more and more retail investors are starting to put together their own portfolios focused on dividend-paying equities.
- Siegel expects an alltime high for the S&P this year and for the market to beat last year's performance.
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