Confused ?

I see things like this all the time but I cant recall the same publication contradict itself this way within three business days

WSJ September 29

Dow Deja Vu: ‘Trump Trade’ Regains Favor

Investors betting the Fed will raise rates and Republicans will make headway on tax overhaul

WSJ October 2

Two Signs the ‘Trump Trade’ Isn’t Really Back

WSJ October 3:

The Most Important—And Least Understood—Thing in the Market: Taxes 

....The White House tax plan is the big opportunity for investors right now, and many see the risks only about whether it will happen and how big it will be, not in how it will affect the market. It just seems obvious that tax cuts will produce effects similar to the “Trump trade” that gripped the markets after Donald Trump’s election last year. Stocks will rise, led by banks, smaller companies, high-tax companies and economically sensitive cyclical stocks. Bond yields and the dollar will go up, and emerging markets will underperform.
The trouble for investors is that exactly this has already been happening in recent weeks. If it was all about taxes, these market trends would suggest there has been a huge reassessment of the prospects of the plan passing Congress.