For now we'll just conclude that growth is robust enough to support at least a modest recovery over the next year, and that well-run companies facing global demand should continue to attract investors' interest enough to keep the market chugging forward.

Expectations for that growth will be uneven and exasperating at times, as in the last month, which means our eyes should remain on the horizon rather than at our feet. That's what makes this a very tricky period in which to be successful as an investor, as gains will come in spurts and will be interspersed with some harrowing declines. Stay positive and focused, and roll with the punches.
Jon Markman is editor of the independent investment newsletter The Daily Advantage.

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