Have a look here - "The Myth of GDP and Stock Market Returns": <a href="http://www.virtus.com/vsitemanager/Upload/Docs/6141_GDPwhitepaper.pdf" rel="nofollow">http://www.virtus.com/vsitemanager/Upload/Docs/6141_GDPwhite...</a> (PDF).<p>A few highlights:
- "GDP is analogous to sales; stock returns to corporate
profits."
- "The stock market does not reflect the full economy."
- "A company’s profits may be earned outside the
country in which it is listed."