What John Howell said in this video:
- XLEbullishlong-termThe host left gold late last year and put all his focus into XLE, calling it 'King XLE' and expecting a very big move off a 20-year breakout; he notes it is up about 60% this year.Source
- Othernegative for stockslong-termHe repeatedly declared the gold bull market over, exited late last year, and mocks doomsday buyers since gold has no practical transactional use; he cites gold down 30%.Source
- Bonds & Ratespositive for stocksmid-termHe is bullish on long-duration Treasuries, calling 'TLT to the moon' and expecting TMF to bottom and rally as rates start to drop.Source
- Oil & Energypositive for stocksmid-termHe notes he was getting ready for an upside move in oil a month ago, a bullish read on crude.Source
- Othernegative for stocksIn recapping his calls for the year, 'silver crash' heads the list, reflecting his bearish stance on silver which he views as having played out.Source
- SPYbullishlong-termAmong his calls for the year, he projects the S&P 500 rallying to 9000.Source
- XOMbullishmid-termHe pairs XOM with XLE as a 'strong breakout' call in his list of predictions for the year.Source
- Oil & Energypositive for stockslong-termEnergy demand from AI, crypto, blockchains and EVs will outstrip supply, which the host says is why energy is the best-performing sector this year.Source