A Couple of Burnished Manufacturers

I can find many reasons to be negative on the market after its significant rally over the last few months. These include high gas prices, the expiration of the payroll tax holiday, tepid job growth for this point in the business cycle, Europe and the implementation of the Affordable Care Act -- the last of which will have substantial costs for businesses, and whose impacts are still a relative unknown at the moment.

Still, outside of the continued largesse from Federal Reserve, I see two huge positives right now for the economy and the market. First, the housing-market recovery looks to be real -- and, given the low housing builds of the last few years, the rebound could be in its early innings. The second huge positive is the continued impressive expansion of domestic energy production....401 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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