Goldman: “Our Client Conversations Make It Clear That Investors Fall Into Two Camps”

In the latest weekly kickstart note from David Kostin, the Goldman strategist writes that with the market struggling to readjust its expectations for US government policy following the move away from health care reform, client conversations make clear that investors fall into two camps, and as has been the case everywhere, it all boils down to Trump.
http://www.zerohedge.com/news/2017-04-01/goldman-our-client-conversations-make-it-clear-investors-fall-two-camps