I haven't seen any. Mostly what I've seen cautions that the common knowledge that stocks are down when bonds are up and vice versa has been thrown in utter disarray simply by how much the markets (stocks'n'bonds both) are owned by governments. Something like 80% of Japanese paper is owned by the Bank of Japan. Something like 20% of Apple is owned by Switzerland (they also own more of Facebook than Mark Zuckerberg does). Mostly I see people throwing out "this time it's different" as proof positive that it's never different and it's all going to be the same cycles as always while also throwing out "this time it's different" to point out that interest rates are the lowest they've been in the history of banking and that the mechanisms that have driven investment cycles since the dawn of investment are no longer applicable.