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Macrons victory in France eliminates latest danger to markets.
But payouts are getting tougher to maintain amid slump in earnings.
Deteriorating earnings have eaten away at the piles of money U.S. companies had on their balance sheets.
Companies' purchases of their own shares not deterred by volatile markets
There are similarities between current stock market trends and the dot-com rally of the late '90s, but valuations aren't nearly as high.