What Bonds Lose, Stocks Gain: Coincidence or Not?

The video discusses market trends post-election, highlighting a shift from bonds to stocks due to rising interest rates. It examines investor sentiment, contrarian indicators, and the importance of earnings in market valuation. Future market expectations include potential growth in energy, financials, and tech sectors, driven by fiscal stimulus and infrastructure spending.

What factors could lead to upward revisions in corporate earnings expectations?

In what sectors is the biggest growth expected, and why?