U.S. President Barack Obama addressed the nation last week to discuss the biggest issues facing the U.S. and global economies. Money Morning Chief Investment Strategist Keith Fitz-Gerald joined CNBC Europe on June 8 to take a closer look at what President Obama said; specifically, what he was right about and what he got wrong. Fitz-Gerald shared with viewers the three things that are needed for a true U.S. economic recovery. Fitz-Gerald also delivered three stocks investors should consider as the markets encounter fears over a recession in 2012/2013. Watch this clip for those three stocks.