Doesn't Jibe With the Happy Tale

Sure, it always feels great for the bulls when the futures are ripping. You get all of that juice from overseas. People are feeling that Fed chief Ben Bernanke didn't mean what he said. The dollar is going down, too, which even helps commodities. So let's go buy stocks!

There's only one problem. The travails of individual companies, in dealing with this new environment, are about to come on display -- and the facts, often sadly, do not fit with the story. The stocks that are being swept up by the futures -- the stocks that we might want to buy because of today's snapshot of the dollar, the 10-year U.S. Treasury and the price of oil -- may not fit the patterns people are trying to catch. In fact, they might be performing in the opposite manner from what you would expect....1225 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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