Expect to see the best earnings growth in any one quarter of recorded history, says Tom Plumb who delivers his outlook for financial markets for the second half of 2021. Plumb likes the digital payment stocks PayPal (PYPL) and Mastercard (MA) as they're poised to take advantage of a strong consumer as the U.S. economy continues to reopen. It won't be a digital free-for-all, however, as Plumb explains how the economy is becoming more discerning.
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