What John Howell said in this video:
- XLEbullishThe host views XLE as one of the best investment opportunities right now, implying a bullish outlook on the energy sector ETF.Source
- Bonds & RatesneutralThe host notes that interest rates have been spiking as the bond market gets crushed, and says he would not be surprised by another downside move before a strong rally, without committing to a clear direction.Source
- OtherneutralThe host explicitly wonders whether the big drop and volume spike mean a capitulation is taking place in interest rates, without committing to a direction.Source
- Bonds & Ratespositive for stockslong-termThe host believes the bond market is still being crushed and heading lower for now, but once it breaks back above the long-term trend line and key levels, it is likely to see a major turnaround over the next few years, with a first target at the $100 level.Source