Will Traders Sell in May and Go Away?

The video discusses the reopening trade, focusing on industries like hotels and airlines, and contrasts them with sectors like technology that have seen earnings growth. It addresses concerns about higher yields, arguing that historically, markets have performed well even with rising rates due to accompanying economic growth. The discussion also covers the impact of tax rates, noting that markets have historically absorbed higher taxes when the economy is strong, but caution is advised if corporate tax rates exceed 25%.

According to the speaker, how have corporate tax rate increases historically affected the stock market?

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What is the speaker's stance on the potential impact of corporate tax rates exceeding 25%?

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