Thats how i feel about this incredibly strong year and the uber bullish reaction, dow gaining another 56 points, s p up and nasdaq. Theres just not enough supply, stock to meet the demand from buyers who had to radically switch orientation to deal with a much more positive backdrop. And thats been very good for the averages and your portfolio. Whenever anybody talks about stock shortage, automatically greet them with a little skepticism there are always bankers ready to pump out stock to meet demand but its not a wholesale shortage of stocks but stocks that fit the program meaning belonging to companies that are high domestic taxpayers and got a big boost to their earnings recent performance of amazon not doing well versus walmart, on fire two largest retailers out there. Walmart, effective tax rate of 32 , soon to be cut to 21 consistently buying back stock for he years amazon has higher but dont pay much in taxes because dont have much in earnings, spending to win and aggressive issu