My take on all of this is that investors and many regular people try to get ahead of the crowd by looking six months to a year into the future.
What they are seeing is Romney and Ryan taking over the reins of the economy and things starting to get back to normal. That IMHO is why we are starting to see economic activity "surge".
I also agree that the MSM will portray this as Obama's policies finally starting to take hold.
Outside of the government spending borrowed dollars and Wall Street spending QEIII on stocks... find me one private sector surge that is not overseas.
LLS