"We are now 70 days into the Trump administration and the public market continues to grow, up 10.4% since the election. Any thoughts of a Q1 correction were dispelled as many companies reported strong earnings and steady growth. Like Q4, the Consumer, Food, and Beverage sector continues to be divided between those that are outperforming the market since the election (Inputs and Restaurants) and those that are lagging (Beverage, Food, and Consumer Products)."