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.