CNBC's Mike Santoli on market drivers in the new year

All right, Mike. I mean, I I told you at the top, maybe I lied. I said bears are hard to come by.>> No, I think in general that's correct. And it was but it's also sort of in line with what I was trying to say where I think we are the market is taking credit for this reaceleration story in the first quarter. And I think we can identify those things.Everyone talking about, oh, $150 billion more in tax refunds. Okay, that's 6% of annual personal disposable income. That's what we're getting excited about.and i ...