What John Howell said in this video:
- Bonds & Ratespositive for stocksmid-termHis third call from late last year was a bond market rally; not yet proven, but he expects it to be right within the next 12 months.Source
- Oil & Energypositive for stockslong-termThe host calls energy his number one investment, with XLE breaking out of a 20-year sideways base into what he sees as the start of a historic bull market.Source
- OtherneutralHe notes gold is down 30% while XLE is up nearly 60%, and finds it curious that people are still chasing gold, implying energy is the better trade.Source