Not only is the market rally on, but trigger-happy bankers and private equity wheeler-dealers are about to send it even higher.

The reason is simple: There are trillions of dollars of cash just sitting on the sidelines looking for a deal.

That means deal action-of all kinds-is about to get white hot.

In fact, the combination of positive capital flows and the pursuit of greater economies of scale has us at the beginnings of a multi-year deal-driven bull market.

Here's where we are, where we're going, and why deal making will propel stocks higher from here.

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