Lee: Not Looking for Bear Market, Just Below Consensus

The video discusses market predictions, highlighting economic recovery and potential hindrances like credit and derivatives trends. It examines the flat yield curve, post-election year dynamics, and their impact on markets. The focus shifts to earnings growth, particularly in key sectors, and the risks of policy errors.

What historical trend does the speaker mention regarding market performance in the year following an election?

What sectors does the speaker highlight as contributing to earnings growth, and what is the acronym used?