The markets were hit with an unexpected twist last week. On Wednesday the Bureau of Economic Analysis shocked markets by announcing that U.S. Gross Domestic Product had declined by 0.1% in the fourth quarter. That marked the first time economic output had fallen since the end of the Great Recession. But the report wasn't all doom and gloom by any stretch of the imagination.  In fact, when you look at the report more closely there was a silver lining buried in the numbers: the decline was entirely caused by weakness in government spending and inventories. Those are areas where bad is really good. To continue reading, please click here...