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Sign In(1) Raising earnings estimates on assumption of big corporate tax cuts and fewer regulations. (2) Investors have been doing the same on expectations that industry analysts will do so too when they know more about specifics. (3) So maybe recent melt-up isn’t irrational exuberance. (4) Here’s why earnings might be up 20% next year. (5) Modest headwinds from higher dollar and bond yields. (6) Republicans have a controversial border tax plan. (7) If WTO shoots it down, VAT might be backup plan.
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