Are Stocks Reflecting an Economic Recovery Too Soon?

Curbing Your Enthusiasm
http://www.kitco.com/ind/Nadler/feb132012.html
More promises, nothing has been done yet.
 
Are Stocks Reflecting an Economic Recovery Too Soon?
http://finance.yahoo.com/blogs/breakout/stocks-reflecting-economic-recovery-too-soon-131350578.html?l=1
The recovery is happening in the Private Sector (70% of the U.S. GDP). The stock market is part of the Public Sector.