It feels like everything is going wrong in the market. The major indexes fell below their 200-day averages, and about 60% of companies that reported results subsequently traded lower. This is despite the fact that the reality is actually not that bad. The U.S. economy just posted its fastest growth in two years, inflation is falling and three-quarters of S&P 500 companies reporting earnings beat analysts' estimates. “Overall, markets seem to be rejecting the idea that everything is rosy and good. And to be honest, it's not true. There's no denying there's a lot...