Why Tech Stocks Are Missing Out on the Rally

The video discusses market reactions to a Trump presidency, highlighting gains in industrials, materials, and financials, while tech companies face challenges due to international exposure and potential political skepticism. Financials and industrials may benefit from deregulation and infrastructure spending. The market shows significant dispersion, with tech and bond proxies like utilities and REITs experiencing losses.

What sectors are expected to benefit from a Trump presidency according to the text?

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How did the tech sector perform year to date until the day mentioned in the text?

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What was the reaction of the tech sector to Trump's presidency as described in the text?

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What are the implications of a potential rate hike mentioned in the text?

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What factors are contributing to the performance of the financial and industrial sectors?

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