Easiest market ever
You don't need any investment thesises. This market wants to go up. Period. Don't waste points arguing with the market. It won't always be that way, so don't get carried away and don't use margin. Don't worry trying to call the top, though, it won't be any easier than calling the bottom, and most people calling the top will get burned. When the market decides to correct, you will see some very clear indication.