Never mind trying to forecast what Federal Reserve Chairman Ben Bernanke is going to do next quarter. Fact-based investing is the best way to play this market, Stephen Weiss of Short Hills Capital said Friday.
"I'm going to stick with the facts. And the facts are: It's an easy-money policy," Weiss said. "The facts are: Despite some spotty data — because nothing goes up in a straight line — the environment's still very, very strong."
On CNBC's "Fast Money," Weill said that he was buying weakness.
"I remain bullish," he said. "Dips will be bought. We're going to reach new highs."
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Josh Brown of Ritholtz Wealth Management took a contrary view, citing more uncertainty.
"Look, I've consistently maintained that a taper would actually be positive," he said. "This, I don't know what to make of it."