What John Howell said in this video:
- Oil & Energypositive for stocksmid-termThe host expects oil to keep rising, citing a strong uptrend of higher lows, and sees a break above the recent high leading to another big move up.Source
- Othernegative for stocksmid-termThe host says he stopped focusing on metals and miners to concentrate on energy, implying those markets lacked upside.Source
- XOMbullishlong-termThe host says he flagged Exxon last year as having another two years of upside, as part of his focused energy markets.Source
- CVXbullishlong-termThe host mentions Chevron alongside XOM as one of the energy names he saw with two more years of upside last year.Source
- XLEbullishlong-termThe host calls XLE still the strongest sector, up about 60% this year, and says he positioned for it last year, though he warns against entering after such a big move.Source
- Othernegative for stocksshort-termThe host briefly notes silver is also making new lows.Source
- Othernegative for stocksshort-termThe host says gold is about to break a new low, down 30% this year, and calls those chasing gold focused on a market going nowhere.Source