The first article is about how the market sentiment is too high especially considering the credit markets tightening as shown by the Fed's Senior Loan Survey.
The boarder adjusted tax would help exporters and hurt importers. Goldman only gives it a 20% chance of passing. How is Trump promising to have a tax plan within 3 weeks given the hurdles the boarder adjusted tax faces? The WTO may strike it down.
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.