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Dow climbed 82 points, s p closed the at a five year high. Why did the stocks rally . Why . Sometimes it is pretty calculable, simple, because the biggest driver on earth, china, reported a blowout export number showing the countrys plans to reignite growth are, indeed, working and we believe in that. When that happens, buyers swarm in, they buy commodities, thinking how could they not roar now that chinas spending. They buy the industrials because china relies on a lot of our companies to power their electricity and buy our Consumer Companies that have plunged deep into the retail fabric of the peoples republic. Thats why investing in china is one of my huge themes for 2013. Oh, its not just china, the dollar got clobbered versus the euro, something that our International Companies just love to see. It puts them here. House of pleasure. Why else . How about the fact that ford, one of the best bellwethers of Economic Growth out there doubled its dividend last night. Something i said wa

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