Baird's Spencer Can See $100 Oil by Year End

The video discusses the current state of oil stocks, predicting a potential rise to $100 per barrel by year-end. It introduces new market areas like communication services and consumer discretionary sectors. The financial sector is analyzed, highlighting its undervaluation despite strong earnings, suggesting it is a good investment opportunity.

How does the speaker describe the current trading values of major financials compared to their past earnings?

What is the speaker's overall sentiment regarding the financial sector and consumer health?