In this episode, Mark talks about things to think about when invested in business: Have the fundamentals changed or will the business continue to grow over time and when you see data from a fund that is what the fund owned last quarter, keep that in mind. The economy is improving too much! We're seeing a GDP over 3% for the first time in awhile. Markets lead the economy, not the other way around. When bonds get hit, they get hammered. Money from bonds will need somewhere to go and those funds will go to stocks. 

December 2, 2016