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The Wealth Effect is what former Fed Chairs Ben Bernanke and Janet Yellen aimed for with their QE program.
The 'winning formula' for this year focuses on growth, size and foreign stocks, Jefferies says.
It was a strong day across the board on Wall Street with all three major U.S. averages closing in the green.
Gains in consumer discretionary and industrial names pushed Wall Street higher on Monday. Tax reform concerns continue to perplex investors.