Trying to digest all of the news: better gross domestic product, better unemployment claims. Better, well, everything.
And the market still doesn't like it.
How long can that go on? I think the crucial thing might be the oil-and-gas revolution.
Hear me out. Look at Conn's (CONN) this morning. These are explosive numbers out of a Texas-based retailer.
This is what happens when you have a boom. Numbers go up. Stocks go up. Separated from Fed speak.