The Markets Last week investors were turning to stocks. Was it the generally strong performance of stock market indices during 2012 or something else? Theories were abundant. Some speculated that the surge signaled: Renewed confidence in the American economy Relief that capital gains and dividend taxes remained constant for middle income Americans Faith in the ability of the American government to get things done Lack of attractive investment alternatives as the average yield on high-yield bonds fell below 6% for the first time ever Listen Mobile: There also was much discussion during the week about the contradictory messages coming from