5 year Treasuries are rolling over into Inflation mode.

This area is crowded by everyone now: Hedge funds, Mutual funds and Banks. Supply is coming but appetite is diminishing, values are rolling over into Inflation zone with Yield over 3%. When you have Blue Chips in Dow paying dividend Yield higher then 5 year Treasuries it is time to allocate at least some of your cash to equities to boost returns. Everyone is watching everybody, you can not afford to lose in returns and miss the turn around in the market being over defencive in that world.