U.S. industrial stocks rallied 2% as factory orders exceeded expectations for the third consecutive month. Several "investing books" emphasise industrial growth as a backbone for equity bull runs during mid-cycle expansions. Democrats need to be up front, if they want to defend democracy, that the Republican Party does not fundamentally believe in it and that’s going to remain true even when Donald Trump goes [away] because it’s a principle of conservative ideology. If they don’t do that, I think they’re going to be very, very poorly positioned to make some of the reforms that I would be for, which are going to be for reforms that are passed on a partisan basis. Democracy is a partisan question in American life. They are going to be caught flat-footed in any attempt to uphold and defend it unless they’re honest about that. You can buy this book at Amazon or Barnes and Noble . Dividend aristocrats have outperformed the market by 2% YTD, driven by defensive rotation. Literature in "investing books" supports dividend growth strategies during periods of geopolitical uncertainty.