This is really pretty self explanatory but remember that in the last 2 weeks as stocks have surged 10-12% - IBM and Walmart missed, Retail Sales missed, Durable Goods missed, and QE3 ended. However, the promise of more QE is always just around the corner and thus, stocks continue to surge.
Fundamentals need not apply.
This was put together by someone else but note that when the Fed said it was time to remove accommodation stocks crashed. When the Fed hinted at QE4 stocks started bouncing and with today's further Japanese easing the risk on rally remains intact.
I suspect this hold through the election but after that your guess is as good as mine.