The rally in stocks is expected to move higher near term, given the weight of technical evidence and the likelihood that first-quarter earnings will not disappoint.
If the economy slows, sectors that do the best are health care, energy and consumer staples.
If you weren't into oil last year, you missed the whole rally.
While household balance sheets remain precarious, corporate balance sheets are much improved over several years ago, and profit growth is accelerating. This could support continued strength in business investment.
