U.S. stock-market investors may want to follow stimulus

A corollary of last year's "Be long what China is short of and short what China is long of".
From MarketWatch:

Government spending fueled recent improvements in manufacturing, real estate

As the U.S. stock market on Thursday rode a wave largely dictated by the latest quarterly earnings, some equity analysts say investors would be wise to focus on sectors where the government is also investing, namely manufacturing and residential real estate.

"The government is not only the lender but the spender of last resort," said Doug Roberts, chief investment strategist for Channel Capital Research....MORE