#2271 - John Reeves

Bullish

• $ALASKAGAS— A major gas project in Alaska has secured international investment, potentially representing a significant opportunity in the natural gas sector.

  • “Frank Richards now is the president of the last guy Alaska Gas Line develop or project, and, they just inked the deal with Japan who came in and said, yeah. We wanna buy into this. It's a $44,000,000,000 project.”

    Joe·1:42:07Hear it
• $TSLA— Tesla's self-driving trucks are seen as potentially disruptive to the trucking industry, with their reliability and safety features.

  • “They have those Tesla trucks that can just drive themselves, they never get into car accidents. Those fucking things are everywhere. You never have to worry about them staying up all night and whether or not they're gonna make a mistake behind the wheel. Once they get that totally dialed in, we're gonna have a real problem.”

    John·1:03:12Hear it
• $GC— Gold prices have seen a significant increase, potentially indicating a bullish trend in the precious metal market.

  • “By the way, gold's gone up a thousand an ounce since I saw you last. Damn. Damn right. Dollars an ounce? It's $3,000 an ounce.”

    Joe·26:02Hear it

Bearish

• $TRUCKING— The trucking industry faces challenges with a shortage of drivers and potential disruption from autonomous vehicles.

  • “United States has over 3,500,000 professional truck drivers, but the trucking industry is facing a shortage of drivers.”

    John·1:03:30Hear it

Not investment advice.