With the fiscal cliff avoided in some ways and postponed in others, the markets reacted with a huge initial rally. Is this the time to alter some of your positions? In this video, Motley Fool financials analysts Morgan Housel and Matt Koppenheffer discuss how risky it can be to try to time the market by making investment decisions on these macro political events rather than investing for the long haul in good companies. They also tell us a bit more about what exactly the next couple of months will look like because of the fiscal cliff deal.