This past Sunday, we watched the news talk shows featuring various governmental leaders from both sides of the aisle explain their positions on sequestration and its implications for the U.S economy. Despite the rhetoric and general mediocrity of the talking heads from Washington, D.C, I am very positive about this country and believe there are great opportunities in this nation. 

CEOs understand how to manage their business while continuing to look for new opportunities for market share via products and services. Whether it's a group of executives in financial services, health care, telecom or technology, there's a prevailing question about the future of this country. We in the private sector are held accountable on a quarterly basis by shareholders who rightfully demand a return on their investment. The consequences for nonperformance are felt at the board of director's level and senior management resulting in probing questions about strategy, innovation and culture. 

The one curious question people ask repeatedly is about my take on investing in the public markets. My response for the past two years has been uniformly positive, shocking many of the questioners. CEOs, unlike public officials, are held accountable in regular periods by their board and shareholders. Smart CEOs are financially incented and know how to hit the bottom line. This differs distinctly from the two year horizon of public officials who focus their actions on political gain, which results in little relief for the huge number of underemployed and unemployed people in this country.