"The expectations of a big exodus from bonds are way overblown, " says David Santschi, CEO of TrimTabs Investment Research, a fund-tracking firm.

NPR: Exodus From Bonds? Not Yet

David Santschi is executive vice president at TrimTabs Investment Research.

FORBES: The Reasons For Rising Stock Prices

None of that should be surprising since my brilliant associate David Santschi last week reported that institutions and individuals are as bullish currently as they have been in quite some time.

FORBES: Nothing Has Changed, But Bulls Are Becoming More Bullish