Boy, what a quarter! If September is the historically the worst month for the stock market, we certainly didn't see it this year. As a matter of fact, the stock market has been derailed from its seasonal tendencies for quite some time. Will this shift in trends mean that the seasonally strong periods for the market now become weak?

We are witnessing some strange shifts in market trends. "Sell in May and go away" hasn't really worked in a while. We had a mild correction in June, but nothing for the bears to really hang their hats on. The summer rally that everyone was waiting on never happened. The stock market did not begin rallying until after traders came back from their summer vacations making the month of September one the best on record.

So, what is causing the stock market to rally?