Trump does magic. Maybe it will be black magic sometime, but he's an amazing phenomenon. He's the fundamental right now. It's all Trump. He's in charge, and it's really making a change.
We believe that psychology drives the macro economy, and there's something changing our psychology. We have a business-oriented president who wants to cut corporate taxes, who wants to cut regulations, and who sympathizes with business. Maybe it's not a good thing — it's a good thing for business, though.
Once people start to believe that it's a new era, it could go on for a while, even if it's unfounded. It's about human psychology, and it's what they call self-fulfilling prophesy.