Good wednesday morning. Welcome to squawk alley. Jon fortt, sara eisen and me at post 9. Markets once again chasing some record highs, eight straight gains now for the dow, which, of course, hit a record intraday high earlier this morning. Thats a 13 jump for the industrials since the election. Joining us this morning, paul christopher, head of Global Market strategy at wells fargo investment institute. Paul, its good to have you today. Thank you. As the debate goes on about how much of this is fundamentals versus political expectations. You think its the economy at work here, dont you . Yeah, we do. We have a lot of clients, though, investors who think that, well, gee, if this is really all just about policy, then this rally is riding on thin air. We dont think thats necessarily the case. The economy started to improve long before the elections, just started getting noticed on november 9th. We got the s p now above the average yearend strategist target of 2,364, or just about there, b