The disconnect between your metrics is due to the fact that they are false.
I won't go into it, we have been there before. Suffice it to say that the "economic numbers" that I look at are nowhere near "so positive and strong", and that anemic as it is, GDP growth has been inflated via changes in how it is calculated.
From my perspective on national activity, economic numbers are meager, and consistently-measured YOY GDP growth is non-existent to negative, which are logically consistent when one considers the contribution of asset price inflation to the GDP number.
What's funny to me is that I'm the 2nd most bullish guy on the correction prediction list! And probably the most bullish, because the only prediction beyond mine seems to have been made somewhat tongue-in-cheek.
I have confidence in the manipulability of the markets. I have already given my guesses as to what could bring them down and how, and have described how, in many ways, I believe this era to be different than others, at least insofar as capital markets, banking manipulation, capital flow, and demographics are concerned.
Everybody getting the jitters now. I said I wouldn't buy in until such time as there was some sustained activity above 20k, although that is only rough, because even I don't use the dow as a measure anymore.