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Blackrock recently published its year ahead report, providing insightful analysis of macro themes. Although equities were choppy the last couple weeks, research indicates that there is still room for equities to rally to new highs this year before further correction.
The banner below comes from BlackRock's report:
Again, from BlackRock
With the VIX at 15 and equities approaching record levels, Europium Funds has removed its short position on the VIX (opened last week at 20) and is once again systematically looking for prime long/short candidates.
http://www.bloomberg.com/news/2014-01-14/the-consensus-hates-bonds-should-you-ritholtz-chart.html
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