Policy risk has been a theme among investors, ahead of a vote by the US House of Representatives to repeal Obamacare. Dodge also talks about other macro developments that are feeding into his short-term investment perspective.

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Tags:  policy risk,  political noise,  Obamacare overhaul,  Donald Trump,  selling rally,  buying pullback,  above average inflation,  dollar decline,  Euro rising,  Dutch election,  French debate