Overweight U.S. Stocks, Oreana Portfolio Advisory Services' Poole Says

The video discusses the impact of elections on US markets, highlighting historical trends of market rise post-election. It addresses the current pandemic's influence on market volatility and the delay in stimulus. The discussion covers risk appetite, with investors holding cash due to uncertainty. The tech sector's role in the market rally is examined, with concerns about a tech bubble. The potential for value stocks to rebound is noted, driven by yield curve steepening. Finally, the video explores earnings recovery and its effect on market valuations.

What is a common market trend observed in the US after elections?

• Markets experience no change

• Markets typically fall by 4 to 5%

• Markets remain stable

• Markets rise by 4 to 5%

What is the historical effect of elections on market volatility?

• Elections increase market volatility

• Elections have no effect on market volatility

• Elections decrease market volatility

• Elections stabilize market volatility

How are investors reacting to the uncertainty leading into the election?

• Investing in real estate

• Holding more cash and moving to neutral

• Investing heavily in equities

• Taking large risks

What has been a significant driver of the current market rally?

• Healthcare stocks

• Technology stocks

• Retail stocks

• Energy stocks

What is the main reason for the tech sector's strong performance during the pandemic?

• High interest rates

• Their business model benefits more during the pandemic

• Government subsidies

• Increased competition

What is a potential outcome if the yield curve steepens?

• Technology stocks will decline

• Cyclical stocks and financials may rebound

• Interest rates will fall

• The economy will enter a recession

What is the expected impact of earnings recovery on current valuations?

• It will cause a market crash

• It will validate current valuations and lead to further upside

• It will have no impact

• It will lead to a decrease in stock prices