What John Howell said in this video:
- Bonds & Ratespositive for stockslong-termHis third late-last-year call was a bond market rally, which he believes will prove right within the next 12 months.Source
- XLEbullishlong-termThe host calls energy his number one investment, saying XLE's monthly chart is breaking out of a 20-year sideways base and this is the first step of a major bull market.Source
- Othernegative for stocksmid-termThe host suggests the focus on gold is misplaced, noting gold is down 30% while energy is up nearly 60%.Source