kostin co: The combo of the big change at the White House on Friday and the fresh info on Brexit today is making investors anxious, says Gary Huxtable from Atlantic Pacific Securities, according to Market Watch. Markets could have handled one event, but the double dose is trouble, he suggests. A landmark Brexit speech and the Davos hootenanny are also helping to wake up anyone who remembered the I have a dream man by sleeping in, as eToro analysts put it. Could flawless earnings calm everyone and extend the Trump rally Ignore the latest quarterly results, as there are five key things to watch instead, says our call of the day. Here is Kostin & Co.'s fab five, as laid out in a Weekly Kickstart note Regulation The Trump administration could change all sorts of rules, and that should help midstream energy companies Goldman likes Williams Cos. Investors should focus less on actual 4Q results and more on management insights on how firms are positioned on five policy issues that will drive 2017 earnings revisions and share prices, say Goldman Sachs strategists, led by David Kostin.
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