We are entering into a period where good news is bad news.On this week’s podcast (recorded December 5, 2013):
- Good news: U.S. economy is better with many positive indicators (employment, housing starts).
- Bad news: Markets are not reacting to the good news, drawing into question Fed policy.
- What we are doing about it: Remaining bullish for 2014, keeping an eye on interest rates and Fed tapering.
Click the play icon below to launch the audio recording.