What John Howell said in this video:
- OtherneutralThe host lists silver and the mining sector alongside gold and energy as markets to watch, but gives no directional view.Source
- Market BreadthneutralThe host says current stock-market sentiment is in a no-man's-land with neither extreme fear nor extreme greed, so he is waiting for an extreme reading before acting.Source
- SPYneutralThe host views the current stock market as stuck in no-man's-land between fear and greed; a drop toward the low 7000s on the S&P would create extreme fear and a contrarian buying opportunity.Source
- Oil & Energypositive for stockslong-termThe host sees surging energy demand from AI, crypto, and electric vehicles as the key long-term driver for the energy complex.Source
- XLEbullishlong-termThe host has been bullish on the energy sector since late last year, citing energy demand from AI, crypto, and electric vehicles after years of flat returns.Source
- Othernegative for stockslong-termThe host says gold's bull market is over and that crowd greed marked the top, while energy becomes the new leadership.Source