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The overall macroeconomic picture is getting better (see left fig.). This week the market was volatile because of FED tapering news. The market liked the FED decision to start tapering and increased 1.6% on Wednesday. With the GDP increase of 4.1% the markets went back to all times high territory. One of the sectors that increased a lot in the last 5 years is consumer discretionary (XLY in the middle fig.) Part of this sectors are Harley Davidson that increased more than 6 times and Amazaon that increased more than 10 times as can be seen in the right figure.
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