September Stock Surge

Well, even after a wobbly day today, the DOW was up a few points, and it appears that this September is on track to be the best in decades. Is there solid ground for this increase? Unemployment remains steady, everyone still says the economy sucks - whats going on?   Perhaps surprising to the average American who is facing continuing economic troubles, companies are posting record profits and holding onto record amounts of cash.   Somehow, we've got to get these companies to begin spending some of this money - we need some stability, and perhaps that will come once the silly season ends with the November elections, and things can keep moving.