He looks for investors, particularly institutions, to start increasing their exposure to gold bullion.

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The general market sentiment has been that of cautious optimism, and this became more evident with investors increasing their exposure to passive funds.

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For not all bonds are created equal, and investors may be unwittingly increasing their exposure to equity risk by allocating portions of their fixed income exposure to high-yield bonds, which behave much like equities.

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At first glance it may seem investors are acting sensibly by increasing their equity exposure while eschewing more defensive asset classes.

FORBES: GLD And Gold Shaking Hedge Fund Drag

And there will be hand-wringing about whether UK taxpayers should be increasing their potential financial exposure to the eurozone's debts by participating in a 200bn-euro top-up of the International Monetary Fund's resources.

BBC: Has the eurozone flunked the market's test again?

They have been increasing their stakes in the industrials while at the same time reducing their exposure to materials stocks.

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After slashing positions in the previous report, managed-money accounts lightly boosted exposure to gold futures and options in the disaggregated report, increasing their net-long position to 86, 926 contracts.

FORBES: Speculators Buy Up Precious, Base Metals Futures, Options -- CFTC

Producers and swap dealers added exposure to silver on both sides, but added more shorts than longs, increasing their net-short position.

FORBES: CORRECTION - Speculators Continue To Build Bullish Gold Positions - CFTC

While Comcast is increasing its exposure to the programming business, companies like Time Warner and Cablevision have been separating their cable and programming assets.

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