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This week was another learning experience about following the obvious. The obvious was that this election was going to be a bumpy ride without a clear winner for president which would weigh down on stock prices. Stocks prices did not react in this obvious manner, in fact stocks had their best week since the comeback rally in April. Impressively the S&P 500 was up more than 1% for four straight days (M-Th). All this with the fate of our government in the air.

Many shaped the market's ...