Let's say the economy is not recovering and that rates have gone up for all the good (bad) reasons you mentioned none of which has to do with increased demand for capital. Why has the stock market not gotten the message? Is it a simple case of "don't fight the fed" and "don't fight the tape"? Is it going to have a delayed reaction?
When I can't make sense of the crap I am being served I usually go with the tape.
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