The White House's renewed push on infrastructure stands to revive investors' hopes for portfolio-boosting legislation.
Any infrastructure spending won't happen until late in the year, so fade infrastructure plays.
Any boost in infrastructure spending is likely to hit in 2018 or even 2019, rather than next year.
The stocks are trading as if the money will start flowing by the close of business today.
Construction, banks and energy should be favored sectors.
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