What John Howell said in this video:
- Oil & Energypositive for stockslong-termHe has said all year that XLE would break out; after three years of sideways energy-building it is becoming 'the new king in town' with a fresh bull phase starting.Source
- Bonds & Ratespositive for stocksHe repeatedly cites his earlier 'TLT to the moon' call as having worked out, implying a continued bullish stance on long-dated Treasuries.Source
- Othernegative for stocksmid-termGold's two-year bull run has exhausted its energy; he expects a 1–2 year time-phase of consolidation and corrections, potentially a 50% retracement.Source
- Otherpositive for stockslong-termDespite the near-term bearish call, he is long-term bullish on gold, seeing $10,000+ over the next decade once the energy-building phase completes.Source
- Oil & Energypositive for stockslong-termUSO is breaking out after years of sideways energy-building, starting a new bull phase; he flagged the big move at the start of the year.Source
- Oil & Energypositive for stockslong-termHe flagged Chevron at $153 late last year with '2 years up'; it is now $223, fitting his energy-sector breakout thesis.Source
- Oil & Energypositive for stocksmid-termHe recommended Exxon Mobil near $111 late last year; it is now $178, and after a pullback he says it is getting ready to go again.Source
- SPYbearishmid-termHe called a false breakout in the S&P 500 two months ago; the market has been rising for a long time, is running out of energy, and is now reversing, so a correction is likely.Source