By Will Holt via our partners at

During 2011, in the midst of the federal debt showdown, there would have been very few investors who believed the S&P 500 would return 16% per year over the next five years, especially if they knew that company economic performance would only increase by 5%.

Why did the stock market do so much better over the last 5 years (period ending Sep 2016) than the actual economic performance of the companies that make up the index?

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