There are simply no safe havens anymore and investors know it. In three short weeks, the 10-year Treasury yield has gone from 1.6% to 2.0% and in doing so, has gouged four percent off of the price of these ''super safe'' assets in the blink of an eye. Gold (GLD) has had an even worse month than bonds, shedding over seven percent just this month alone.

At the same time, stocks continue to be the only wining hand in town. Even though the ride has been delightful, owning equities is still nerve wracking.

"Everyone is looking for non-correlated ways to offset risk in portfolios, to offset all the ups and downs," says Tom Lydon, editor of ETF Trends in the attached video. "As long as everyone is long, you have that risk," he adds, crystallizing the What-do-I-do? dilemma investors are grappling with lately.

Not long ago, the answer to this problem fell almost exclusively into the laps hedge funds, but Lydon says things have changed in the past few years, and now, more than ever, individuals have the ability to do themselves what they used to have to outsource to the professionals.

"What's happened is, the average investor just isn't up for the risk anymore," Lydon says, highlighting one of the key reasons why so-called alternative ETFs are experiencing massive growth, including MLPs, REITs, Commodities, Alternative Energy and leveraged funds.

Here's what you need to know about economics: the price of everything is determined by supply and demand. There are no exceptions to the relationship between supply, demand, and price. By logical extension there is no such thing as a "fake price."

That doesn't mean prices can't be manipulated. It means that such manipulation requires either soaking up supply (e.g., the Fed buying $85 billion a month of paper) or increasing demand (e.g., paying $200 for a dozen roses because it's Valentine's Day).

If you're looking for a unifying theory to explain the stock market rally consider this: buybacks. According to FactSet, year over year buybacks by dollar value increased roughly 10% last year. In fact, $384 billion of shares were repurchased last year. There were about $40 billion worth of IPOs in 2012. Simply put, supply of shares is shrinking.

Demand for stocks is rising. Stock inflows are rising. It doesn't matter why you think that may be. It's simply math. Money is going into equities. Demand is growing.

"You're getting actually a shortage of stocks and too much liquidity not just from the Federal Reserve but all over the planet right now," says Jeff Saut of Raymond James in the attached video.