Obama says economy, nation are moving in the right direction

The key points for investors from President Obama's Tuesday night speech? Obama said he sees signs that the U.S. economy is starting to recover, and also signaled he is willing to compromise with Congress on his proposed 2010 federal budget, provided certain administration objectives are retained.

Obama reiterated that his budget framework -- which includes health care reform provisions, as well new initiatives for education, energy and a middle-class tax cut -- is essential for lowering the federal budget deficit.