timber, no, money went into equities and bonds equally in the last decade, and until the end of 2012. The current move is not a rerating, it is a fundamental move out of bonds. Happening in Japan and the US.
Rabbitoh, Jim Sinclair is a lying, grandstanding idiot whom I take no notice of at all. However, he did used to say sell one third into strength, and buy back on weakness. (His lies are promises not to ever, ever post again if something doesn't happen - the first instance was if gold didn't reach $354 by Sept 2001 (I think), a promise he miserably failed to stand by).