You know what? We are so used to having the government play a negative role in the market that sometimes I think that we can't even comprehend when it does something so good that it impacts almost every stock positively.

Yet that's exactly what's playing out right now, in front of us, and we're too cynical or too political or disbelieving to acknowledge it.

But that's precisely what's happening both with the new lower tax regime coupled with deregulation and a tougher line on trade. When you marry what the federal government is doing for business with synchronized global economy it's a beautiful thing to behold.

Now the cynic in all of us has also been conditioned that big business is all about rewarding shareholders and shareholders only and that the moment we give companies a break they just hand over checks to the people who are already rich. Filthy rich if you want to use the usual pejorative.

Classic example: we have heard over and over again that if we let companies repatriate their cash at a lower tax rate then they would take the money and buy back stock and boost dividends and do nothing for the country that has allowed the companies to prosper to begin with.

The execs who run the companies that have lobbied for changes have often been pictured as greedy self-serving individuals who, once they get their hands on the repatriated dollars will betray us as they did during the last repatriation under George W. Bush.

Same thing with lower taxes for companies. You cut their taxes and the rich just get richer. The big giveaway.

Now I could spend the rest of the column talking about all of the bonuses and raises that have been doled out in direct refutation that it's all going to line the pockets of those who need it least.

Or I can talk about Apple (AAPL) .

Today Apple, using some of the gigantic cash hoard that it has overseas, $252 billion, announced what can only be described as a Marshall Plan for the United States economy.

Now, Apple, which is already the biggest tax payer in the country and expects to pay $38 billion in repatriation taxes, has committed to a direct contribution of $350 billion over the next five years, in excess of all of the corporate and individual taxes the company will pay.

No, check that. The fabled Marshall Plan, or officially the European Recovery Program, committed our country to giving $140 billion in current dollars to rebuild Western Europe after World War II.

Apple's Tim Cook is thinking bigger than General Marshall. He's committing $210 billion more to rebuild our own economy, with $55 billion being directly injected in 2018. Frankly, I think Apple's view of how to generate jobs, how to create wealth away from the shareholder base, is a heck of a lot better than anything the U.S. government could do.

First, there's the 20,000 jobs that Apple announce today through direct hiring at existing campuses and it announced that it is going to build a new campus here in a brand new location.

Second, when I met with Tim Cook at Apple campus, a little less than a year ago, he announced that his company was creating an Advanced Manufacturing Fund, endowed with $1 billion to support innovation among American manufacturers, money that's already being put to work opening factories in Kentucky and Texas. Today Apple increased the amount to $5 billion. The company also announced plans to accelerate efforts to teach people how to code, in an attempt to fix the coding gap that has left a half a million jobs unfilled across the country.

Tim Cook has explained that when you consider the direct employment by Apple-84,000 people in all 50 states -- the 9,000 Apple suppliers and all of the small and medium sized businesses created by the app economy, Apple is supporting more than two million jobs already.

With this American Marshall Plan announced today, I don't think it would be a stretch to say that Apple can have a multiplier effect that might create millions of more jobs.

The company also announced that it's the company also announced that 98% of its employees -- all but the top execs and directors -- are going to be receiving $2,500 in stock, vested over three years, so they can participate in the wealth Apple has created for shareholders.

Now, I am sure the cynics out there, which includes pretty much everybody, will say that in the end the biggest winners will be the shareholders themselves, not the stakeholders or the customers. The shareholders will benefit from an expanded buyback and a bigger dividend.

But I say, hey, what's stopping you from owning a couple of shares of this $908 billion company with a $178 stock. Oh, and lest you say, "well who can afford that," I can only tell you that I have been recommending this stock since it was at 5 bucks so don't look at me. Cook talked today about how "Apple is a success story that could only have happened in America, and we are proud to build on our long history of support for the US economy." When I spoke to him after the announcement he stressed to me the need to be the best corporate citizen imaginable. He pointed out that the jobs will be the kind that can last, that won't be outmoded by technology because they are technology jobs. He stressed that he has done his best to try to be sure that everyone Apple touches does better with this newfound money. That's exactly what made me think of the Marshall plan because that was exactly what George Marshall wanted to happen in the aftermath of World War II.

Now initially the market couldn't figure out what the heck Apple was really doing today. The stock was down on the usual call by some analyst that you had to trade, not own, Apple because of lackluster iPhone sales, something that was directly opposed to what Morgan Stanley's Katy Huberty told her sales force. To be sure she's been right as rain about how the company's really doing.

I say "own, don't trade" Apple's stock, which seems like a pretty good mantra to have.

It was only after people put pen to paper and realized how much money would be left for shareholders after Apple's modern day Marshall plan was announced, that the stock took off and helped lead a second leg of what had already been a super charged session.

The first part of the liftoff was led by industrials -- thank you aerospace king Boeing (BA) ; semiconductors -- much appreciated ASML Holdings (ASML) , the capital equipment company that reported amazing numbers last night; and IBM (IBM) , here's to a sell-to-buy recommendation from Barclays on the eve of the company's report.

All of this is made more remarkable by the fact that it came after a brutal reversal day where many stocks opened at their highs and then tumbled down giving up all of their gains and then some before a feeble rally lifted shares late in the day. These kinds of affairs tend to lead to multiple down days.

But not in this market which is back in beast mode.

Let's go back to my initial point, though. Hate him or like him, Donald Trump has created the atmosphere that allows companies like Apple to rebuild our country in a way that I think we all have to admit by now the U.S. government has failed to do. If the collateral damage is that stockholders make a lot more money too, well, what the heck, I am not going to bemoan that consequence, intended or unintended as it may be.

Sure, I am using Apple as a metaphor for what Washington has given us. Yes, Apple's just one company and we don't know how many will follow suit. But one thing's for certain, it's a heck of a lot more than anyone, other than perhaps Trump, thought. And again, even with the usual hate him or like him caveats, this part of his agenda is working. This country would have no idea how to do a Marshall plan for anyone these days. But Tim Cook and Apple? They've figured one out and it wasn't with our taxes, it was with their ingenuity.