• The dominant opinion about what has caused the stock market rally is that it is expectations of a Trump reflationary package.
• But such package is likely to be a year away, and could very well disappoint.
• But as it turns out, there are other good reasons for the stock rally.
• Can the rally continue? On sentiment, yes, but the market is priced for perfection.

Melt Up… What Is Really Driving The Epic Stock Rally? | Seeking Alpha