Simon notes how the market seems to care about policy uncertainty and the "headlines" to the extent that they affect corporate earnings. Investors will likely be well-served sifting through the noise to focus on this reality. He identifies several reasons for continued optimism as well as some of the potential risks. He also discusses the waning of Technology stocks in favor of some formerly unloved market sectors. He then reviews recent earnings reports from CVX, KO and MRK.
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