I am being cautious here. The yield has breached a resistance point, and I am looking for the dollar to begin to rally. (This could also be a consequence of knowing the Fed will stop buying the notes.) Whatever the case, IMO, higher market rates will force their hand to raise the Fed fund rates.
Even with my thesis in play, I will probably not unload all my stocks. Will most likely keep BKE, PWR, UUP and any other stock that gets all of their revenue from the US. As I think the dollar is setting up for a rally.