Also from the sounds of it, and the fact you are both on HN and doing well in the market right now, implies you are in a pretty good position, compared to the general population.
To answer your question more directly, the market is doing well because both the metrics and mechanics of markets are heavily heavily gamed. The 1 trillion dollars that is being added to the US debt is going _somewhere_. You happen to be getting a piece of it which you think is great (understandably), but you can be assured that there are many people above you in the chain getting much bigger pieces, and people lower in the chain getting less and less.
A dog hanging around the table of warlords will be a lot better fed than the dogs whos owners just got their harvest taken from them.