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In our December 2016 year end review we wrote, "No forecast now, no forecast until April. We can't recall another time in the last 30 years that we were so uncertain about what to expect from the US government, and how that would affect the key drivers of stock market returns - revenues, earnings and interest rates.
Read MoreEvents we expect for 2015. Commodity prices stabilize near current levels, start rising again; The US dollar rises another 15-20% against world currencies, then resumes a long term slide.
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