Bob Doll discusses the market’s post-midterm rally and why political gridlock could support stocks, even as he expects volatile, sideways trading in the near term. He sees strength in alternative energy and health care, while watching weakness in defense and risks surrounding technology, AI and data centers. Doll also highlights strong corporate earnings growth as a key support for the market, but warns that slowing earnings and potentially higher taxes could create longer-term headwinds.
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