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Stocks in the U.S. in 2017 have remained strong despite the constant flow of disruptive news coming out of Washington, ranging from the failure to enact election promises in health care, infrastructure spending and tax policy to the new tensions over the Russian investigation, elevated risk from North Korea, worsened relations with key partners such as Germany and increased polarization in the U.S., to name just a few. While most people have taken to watching far more CNN, MSNBC and FOX news over the past year, just for the ‘entertainment value’ of the White House circus, investors have chosen to look through of all of this as ‘just noise’ and to focus instead on stronger global economic growth, a reduction in regulation and an earnings recovery. We continue to question the optimism demonstrated by stock investors. (more…)