In this week’s video, Paul Goodwin, Chief Analyst of Cabot Emerging Markets Investor, looks at the continuing post-election rally that is lifting most indexes to new highs. And while traditional growth stocks and the Nasdaq aren’t joining in, there are plenty of “old world” stocks to choose from that are rallying strongly. The dynamic behind the market is that everyone wants to play. The Big Story is the incoming Trump administration and its program of infrastructure projects that are expected to be huge. Paul covers some commodity/materials stocks, a couple of metals, some construction stocks and a transportation stock.