Don’t Let the Facts Get in the Way of a Good Story

The second ‘Key News’ headline I included above is the type of news item I consider in formulating a fundamental view of the economy and markets.

The first ‘Key News’ headline I included above is the type of news item that says “forget the second news item, you idiot; bad news doesn’t matter anymore.”

So let’s not let the facts get in the way because, really, the market is wearing rose colored glasses ... and love’s what it’s seeing.