Morning Meeting: Bullish Outlook on Second Half of 2016

The video discusses market confidence, focusing on earnings trends and investor sentiment. It highlights factors like the dollar's stabilization and oil price recovery as key to earnings growth. The analysis covers promising sectors such as energy, technology, and financials, while cautioning against overvalued defensive stocks. It concludes with a discussion on risks and the persistent nature of uncertainty in markets.

What is the probability that markets will be up 12 months later when investor sentiment is in panic?

• 50%

• 75%

• 95%

• 100%

Which factor is NOT mentioned as contributing to the projected 10% increase in earnings per share?

• ISM manufacturing new orders

• Stabilization of the dollar

• Recovery of oil prices

• Increase in consumer spending

Which sector is expected to perform better than most people perceive, according to the speaker?

• Healthcare

• Consumer Staples

• Energy

• Utilities

What is a potential risk that could affect market predictions, as mentioned in the transcript?

• Natural disasters

• High inflation rates

• Geopolitical events

• Technological advancements

Why might defensive stocks lose their defensive characteristic, according to the speaker?

• Owing to low demand

• As a result of regulatory changes

• Because of overvaluation

• Due to high volatility