*Republicans were surprised when PE Donald Trump knocked down their tax plans.
*Those tax plans involved lowering corporate tax and taxing imports. That's not so dissimilar to PE Trump's plans.
*The lead up to the presidency appears to be a preview for the next four years. The first month or two will be our cue for the next four years.
*Getting funded policy passed will be bullish. Not getting funded policy passed will be bearish. We'll explain.
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