FEAR of Tariffs but no signs of a real recession - Video

[dan_s]

Watch this video carefully > https://www.youtube.com/watch?v=N2qnyF7Sl1g

This technical analysts thinks Energy and Copper look like very good places to invest. AI hardware will require a lot of copper.

At this point we just need the FEAR of "Drill Baby Drill" and "Tariff War" to fade for stock prices to go up. Team Trump is NOT GOING TO CREATE A RECESSION. Trump's tariffs are a negotiating tool and they are working, primarily because most countries must have access to the U.S. market.

PLUS, China's economy is coming back, which will increase oil demand in 2H 2025. India's demand for oil keeps going up.

AI Data Center buildouts and the need for a LOT MORE HARDWARE will require a lot more power and the only near-term solution is more natural gas fired power plants.

Based on my updated forecast models: ALL of the Sweet 16 are going to report Q1 2025 positive net income AND guidance will be good. For most of the companies rising natural gas prices will offset most of the impact of the recent dip in oil prices and I expect oil to move back over $70/bbl this summer.