-- Housing is coming back and that is driving consumer confidence.
-- Consumer confidence and resulting spending will drive the markets up.
-- Improvement in housing and consumer confidence together will also mean that the Fed will be less accomodating and will be raising rates.
-- Both short-term and long-term interest rates will go up.
-- So sectors which will benefit from higher rates will be good places to invest.
-- Sectors like financials had a good run up but are still cheap and will benefit from rate increases.
-- Another attractive area for investment: automobiles. Consumer confidence and higher average automobile age will continue to drive auto sales forward.
Here is the video: