The S&P 500 is down four days in a row, but that's no reason to get scared. I'm buying this dip in stocks, because at this point, it's finally become more than a Fed-driven market. On the whole, economic data are improving, and two data points coming in the next two days should confirm the recent bout of economic strength.
On Friday we get the single most important economic number in the November employment report. ADP said that 215,000 jobs were added by the private sector, which is a good number, and we'll see if the official data agree.
(Read more: Traders await this week's 'hugely critical' number)
Thursday's GDP data are also projected to be strong, with most economists expecting to learn that GDP grew more than 3 percent in the third quarter. That's decent economic growth.