Over the long run, a healthy economy leads to strong stock market performance. But lately, it seems that when good economic news comes out, the stock market is more likely to fall rather than rise. What's behind this upside-down perception in the markets?

In the following video, Fool markets analyst Mike Klesta talks with Fool contributor Dan Caplinger about how to avoid the confusion that today's markets have created among investors. When you look at the overall market, macroeconomic factors play an important role, and so it's essential to pay attention to external factors such as the Federal Reserve in forming your investment strategy. But for individual stocks, fundamentals are what matters. Dan explores several examples to keep your investing focused on what matters.

Fool contributor Dan Caplinger and The Motley Fool have no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.