Well, well, well it gets more complicated from here for this administration. Health care is put to bed for now and the focus is on tax reform and tax cuts. Problem is...how to finance it ? Tariffs on trade ? maybe magically tax cuts will finance themselves as the economy roars back?...anyhow health care savings (350bn) are gone for now and it should hurt the trump trade, stick to flatteners and prepare for some sector rotations, so far the market is...confused if you look at the S&P closes!