This deep and elusive logic you dumdums are looking for is literally just:

printer go brrrr, stock market go up

People who say anything more complex than this are literally the modern versions of witch doctors trying to convince you of some bullshit.

“But what about bank uncertainty or less available cash or bond yields or blah blah blah.”

Shut up nerd. Throw your money in stocks.

“But we’ve been kicking the can down the road. Debt is too high. The fed can’t service it. They can’t print money forever. Higher rates. Ron Paul said…”

Shut up nerd. Throw your money in stocks

There, I have cleared everything up for you and taught you the market. You’re welcome.