Shows
Kontrarian KornerKontrarian Korner #70 - John PolomnyYesterday I had John Polomny on the podcast for a wide ranging conversation on markets and current events. We got into broad markets, opportunities in the commodities sector and international markets, and some of the political shifts on the horizon. If you’re interested in where markets and the world are probably headed over the next several years, you will enjoy this one. You can find John’s Substack below, and you can also find him on Twitter.Podcast Summary* His view on broader markets, passive investing, and the overvaluation in the US.* What...
2025-09-171h 09
In it to Win itJohn Polomny's $5K Platinum Bold Prediction! John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued...
2025-07-0254 minIn it to Win itJohn Polomny's $5K Platinum Bold Prediction! John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued...
2025-07-0254 minIn it to Win itJohn Polomny Exposes the Real Reason a Crash Isn't Coming John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued...
2025-07-0155 minIn it to Win itJohn Polomny Exposes the Real Reason a Crash Isn't Coming John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued...
2025-07-0155 min
Kontrarian KornerKontrarian Korner - John PolomnyThis is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Friday I had John Polomny back on the podcast, and this time we got into some of the individual names he likes in several different sectors. We talked about oil, uranium, and other commodities, but we also got into several other things that fly under the radar in other markets around the world. At the end of the podcast, I was able to get John going on the state of the world as far as geopolitics and current events. It...
2025-06-2202 minIn it to Win itJohn Polomny's Picks Uranium Oil and Gold Winners for 2025Today, Steve Barton welcomes back global macro strategist John Polomny for one of the most direct and unsparing assessments of America's economic future. In a blistering analysis, John lays bare the structural rot inside U.S. politics, the unrelenting rise of national debt, and the financial engineering quietly pushing the country toward currency debasement and fiscal collapse. John warns that the political class—regardless of party—has no will to reduce spending. Instead, he predicts an inevitable pivot to yield curve control and stealth monetary interventions as the Fed scrambles to contain exploding interest obligations. This isn't a dr...
2025-05-201h 01In it to Win itJohn Polomny's Picks Uranium Oil and Gold Winners for 2025Today, Steve Barton welcomes back global macro strategist John Polomny for one of the most direct and unsparing assessments of America's economic future. In a blistering analysis, John lays bare the structural rot inside U.S. politics, the unrelenting rise of national debt, and the financial engineering quietly pushing the country toward currency debasement and fiscal collapse. John warns that the political class—regardless of party—has no will to reduce spending. Instead, he predicts an inevitable pivot to yield curve control and stealth monetary interventions as the Fed scrambles to contain exploding interest obligations. This isn't a dr...
2025-05-201h 01In it to Win itJohn Polomny: 🚀 The BIGGEST Investment Opportunities Right Now! 💰Welcome to 'In It to Win It' with Steve Barton! Steve sits down with John Polomny of Actionable Intelligence Alert to uncover hidden opportunities in global markets, energy, and commodities. 📈 John discusses undervalued stocks, emerging market opportunities, and the political shifts shaping the economy. From gold, silver, and uranium to oil, energy policy, and the impact of the Trump administration, this episode is packed with insights you won't hear anywhere else. 🚀 Watch now to discover: ✔️ Where the biggest undervalued investments are right now ✔️ The future of gold, silver, uranium, and oil stocks ✔️ Why China and emerging markets a...
2025-02-201h 05In it to Win itJohn Polomny: 🚀 The BIGGEST Investment Opportunities Right Now! 💰Welcome to 'In It to Win It' with Steve Barton! Steve sits down with John Polomny of Actionable Intelligence Alert to uncover hidden opportunities in global markets, energy, and commodities. 📈 John discusses undervalued stocks, emerging market opportunities, and the political shifts shaping the economy. From gold, silver, and uranium to oil, energy policy, and the impact of the Trump administration, this episode is packed with insights you won't hear anywhere else. 🚀 Watch now to discover: ✔️ Where the biggest undervalued investments are right now ✔️ The future of gold, silver, uranium, and oil stocks ✔️ Why China and emerging markets a...
2025-02-201h 05In it to Win itJohn Polomny Breaks Down Global Market Trends for 2025: Uranium, Gold, and MoreWelcome to 'In It to Win It' with Steve Barton! In part two of our in-depth series, Steve Barton and John Polomny dive into the complexities of the uranium market, the rising appeal of precious metals, and the shifting geopolitical dynamics reshaping global energy and commodities. With demand for nuclear energy surging and uranium supply facing critical constraints, John explains why this market holds unprecedented opportunities. But it doesn't stop there—this episode tackles gold's enduring value in uncertain times, the importance of tangible assets like cash-flowing real estate, and why central banks in the East are qu...
2025-01-0358 minIn it to Win itJohn Polomny Breaks Down Global Market Trends for 2025: Uranium, Gold, and MoreWelcome to 'In It to Win It' with Steve Barton! In part two of our in-depth series, Steve Barton and John Polomny dive into the complexities of the uranium market, the rising appeal of precious metals, and the shifting geopolitical dynamics reshaping global energy and commodities. With demand for nuclear energy surging and uranium supply facing critical constraints, John explains why this market holds unprecedented opportunities. But it doesn't stop there—this episode tackles gold's enduring value in uncertain times, the importance of tangible assets like cash-flowing real estate, and why central banks in the East are qu...
2025-01-0358 minIn it to Win itOil, Gas, and Bonds: John Polomny's Investment Strategies RevealedWelcome to 'In It to Win It' with Steve Barton! In this must-watch episode, Steve Barton is joined by John Polomny. Dive into an eye-opening conversation with John Polomny of Actionable Intelligence Alert as he deciphers the seismic shifts in the global commodity and energy markets. This video is a must-watch for investors seeking clarity amidst the complexities of Cold World War III, the rise of the East, and the financial impact on oil, gas, and beyond. John tells us what the West's policies mean for oil and gas, and how investors can position themselves for success in the...
2025-01-0259 minIn it to Win itOil, Gas, and Bonds: John Polomny's Investment Strategies RevealedWelcome to 'In It to Win It' with Steve Barton! In this must-watch episode, Steve Barton is joined by John Polomny. Dive into an eye-opening conversation with John Polomny of Actionable Intelligence Alert as he deciphers the seismic shifts in the global commodity and energy markets. This video is a must-watch for investors seeking clarity amidst the complexities of Cold World War III, the rise of the East, and the financial impact on oil, gas, and beyond. John tells us what the West's policies mean for oil and gas, and how investors can position themselves for success in the...
2025-01-0259 min
Kontrarian KornerKontrarian Korner #4 - John PolomnyI had John Polomny on the podcast recently, and we had a wide ranging discussion on what he’s paying attention to today. He writes the Actionable Intelligence Alert, a Substack you guys should check out. You can also find the video on YouTube, or on the main podcast platforms. We talked about investments and current events, among other things:* John’s experience and background in the power industry* The shift from peak ESG to a more pragmatic approach to energy policy* His natural gas outlook, and why it’s in his too hard p...
2024-06-111h 12
Commodity CultureOil Demand is Going Up Not Down, New All-Time Highs Inevitable: John PolomnyHost of the Actionable Intelligence Alert John Polomny lays out his thesis for investing in oil and provides a forecast on the overall commodities market. John believes that growing demand from electrification of emerging economies, along with misguided ESG mandates, have pushed oil into a spot where the only way to go is up.Actionable Intelligence Alert Youtube: https://www.youtube.com/@UCafCiSnC9iMRB7Dv7a68Ixw Actionable Intelligence Alert Newsletter: https://prudentsquirrel.gumroad.com/l/uSJOAJohn Polomny on Twitter: https://twitter.com/JohnPolomnyFollow Jesse Day on X: https://x.com...
2023-01-1840 minCommodity CultureInvesting in Energy With John PolomnyEnergy is a sector that has been underinvested in for a long time but is now needed more than ever. John Polomny joins the show to discuss the investment opportunities he sees in coal, oil, natural gas, and uranium.Watch this episode on Youtube: https://youtu.be/l9zEYj7JNB4John Polomny on Youtube: https://www.youtube.com/user/boubin2Actionable Intelligence Alert Newsletter: https://prudentsquirrel.gumroad.com/l/uSJOAFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
2022-06-0831 min
Actionable Intelligence AlertHalliburton CEO confirms upswing in oilfield services, "Halliburton is sold Out."www.actionableintelligencealert.com
Last week (SLB) reported an upswing in the oil field services sector. This week the Halliburton CEO confirmed what we were forecasting, a sustained upswing in the oilfield services business.
2022-01-3029 minActionable Intelligence AlertEnergy up 15% already in 2022 As We Anticipate Q4 Earnings Reports From Oil CompaniesEnergy has burst out of the gate up around 15% already this year continuing the outperformance we saw in 2021.
Will it continue? Many of our stocks had a nice move Friday as I believe investors are getting long as the realization of near-record or record cashflows begins to set in on investor's radar.
2022-01-1753 minActionable Intelligence AlertUranium Supply At Risk As Revolution Engulfs Worlds Largest Supplier. AIA Weekly Report 1-8-22www.actionableintelligencealert.com
High energy prices have allegedly kicked off a revolution in Kazahkstan as unrest continues.
Kazatomprom has issued a press release that their operations are at a high risk of interruption.
What does this mean in an already undersupplied uranium market?
2022-01-0843 minActionable Intelligence AlertOPEC+ Failure To Meet Its Production Targets Will Be The Story Of 2022. AIA Weekly 1/1/22www,actionableintelligencealert.com
Saying you are going to increase production and actually doing it are two separate issues.
Will 2022 be the year that OPEC+ gets exposed for its inability to increase production?
2022-01-0135 minActionable Intelligence AlertAIA 2022 Forecast Part 1. For Oil And Gas The Watchword Is Cash!www.actionableintelligencealert.com
Yogi Berra was quoted as saying that, "Making predictions is hard, especially about the future." Nevertheless, it is my job to take the best information available and come up with the highest probability outcome.
In this case, I believe oil prices head higher and generalist investors begin to return to oil stocks based on the wall of cashflow they will generate this year.
Follow me on Twitter: @JohnPolomny
Interested in knowing how I translate the information in these videos into investment ideas?
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2021-12-3129 minActionable Intelligence AlertMerry Christmas Edition of the Weekly Market Update 12-25-21www.actionableintelligencealert.com
Hope you enjoy the last update for 2021.
Thanks all for all the support and good comments and encouragement this year.
Hoping 2022 will be healthy, happy, and profitable.
2021-12-2543 minActionable Intelligence AlertInvesting in energy will prove to be the biggest transfer of wealth in history. AIA Weekly Update 12-18-21www.actionableintelligencealert.com
"Every day, headlines and stories reinforce the thesis that oil is in a multi-year bull market.
It’s time for investors to connect the dots… the world is hurtling toward an oil crisis.
A growing population and rising standards of living, combined with the lack of alternatives to oil in the short-term in the transportation sector, suggests demand for the commodity will continue to grow for years to come."
2021-12-1947 min
Actionable Intelligence AlertWhy Oil Prices Are Heading To All Time Highswww.actionableintelligencealert.com
Lack of investment, continual declines in production, and constant demand growth are all coming together to create a scenario where oil prices will make all-time highs.
2021-12-1142 minActionable Intelligence AlertHow I Make Volatile Markets My Friend And How This Creates Wealth.www.actionableintelligencealert.com
Yes, markets have been terrible the last few weeks. And yes the negative sentiment could persist through yearend.
However ask yourself, has anything fundamentally changed? Did anyone announce new uranium mines? What about increased spending on new oil and gas projects.
Recall what Buffett said, "In the short term the market is a voting machine and in the long term it is a weighing machine.
Market sentiment is bad currently but nothing has changed long term.
2021-12-0534 min
Actionable Intelligence AlertThe Nu Variant Did What Joe Biden Could Not. Lower Oil Prices. But For How Long? AIA 11-27-21www.actionableintelligencealert.com
News of the Nu covid variant from South Africa has led to more volatility in the energy markets. WTI was down 13% on Friday 11/26/21.
Is the drop warranted? Or is this another buying opportunity for oil and energy in general?
2021-11-2844 minActionable Intelligence AlertWhat Caused The Selloff in Oil This Week? Am I Worried? AIA Weekly Report 11-20-21www.actionableintelligencealert.com
Oil sold off for various reasons this week. It was overbought and sentiment had become too bullish. Seasonality, SPR release jawboning by the Biden regime, higher dollar, are among the reasons.
I still believe we are in an energy bull market due to chronic underinvestment that has restricted supply and will be exacerbated by ESG which will cause permitting, and financing issues for new fossil fuel projects.
2021-11-2038 min
Actionable Intelligence AlertGold stocks which are unloved and underfollowed post nice week. Is gold back on speculators radar?www.actionableintelligencealert.com
The CPI came in at a hot 6.2% this week. This is pushing negative rates, which drive gold prices, even further into negative territory.
Technically the gold stocks just put in support at the key 200 week moving average. This bodes well for further price gains.
2021-11-1343 min
Actionable Intelligence Alert"I'm Afraid We Are Going To Have A Food Crisis" Says CEO Of Major Fertilizer Company. AIA Weekly Report 11-6-21CEO of Yara Fertilizer says we are heading for a food crisis because the cost of energy has made fertilizer too expensive to produce. China announces 150 new reactor builds by 2035.
The uranium requirement will be 50 million pounds per year of additional supply the world was not anticipating. This is three Cigar Lake mines worth. Wow!
2021-11-0739 min
Actionable Intelligence AlertCameco CEO: “The fundamentals of our business are as positive as we've seen them in over a decade."www.actionableintelligencealert.com
Just more positive uranium news. I also review the Cameco Q3 earnings report. The CEO says that the prospects may be "the best ever".
Also discussed; the huge earnings beat by oil sands operator Suncor. They are gushing cash and using it to buy back stock, increase dividends, and pay down debt.
Expect more of this in our AIA portfolio oil stocks.
2021-11-0449 min
Actionable Intelligence AlertPositive Uranium News Just Keeps Coming. KazAtomProm To Form Physical Uranium Investment Vehicle. AIA Weekly 10-23-21www.actionableintelligencealert.com
The good news for energy investors continued this week as the news in the oil patch is getting better.
KazAtomProm decides to create its own uranium investment vehicle.
KazAtomProm Announces Investment in Physical Uranium Fund https://www.kazatomprom.kz/en/media/v...
Kuwait says drilling, facilities work underway to reverse declining oil production capacity https://www.spglobal.com/platts/en/ma...
China wants to cool coal prices. Similar moves for metals, crude failed https://www.reuters.com/business/ener...
2021-10-2441 min
Actionable Intelligence AlertThe Chinese Priority Is Energy Security According To CCP. Energy Security The New Buzzwordwww.actionableintelligencealert.com
The Chinese announced this week that their priority will be to ensure "energy security".
They also said they will continue using coal and will intensify the development of internal oil and gas resources.
Please notice the shift in the discussion, not just in China, towards discussing energy security instead of an energy transition.
2021-10-1645 min
Actionable Intelligence AlertOur Energy Policy Is Being Made By Twits, Grifters, Bartenders, and Other Assorted Qualified People.www.actionableintelligencealert.com
The now inevitable energy crisis is going to hit hard. More and more info is lining up to tell us to get ready to pay higher prices.
A fortunate few that can see through the nonsense will profit. I am telling you how.
2021-10-1031 min
Actionable Intelligence AlertChina Orders Top Energy Companies To Secure Supplies No Matter The Costwww.actionableintelligencealert.com
The energy crisis that we long ago forecasted is picking up steam as electrical generation plants close in China and Germany due to lack of fuel.
Coal supplies at Indian plants are at low levels threatening shutdowns also.
Chinese leadership orders state energy companies to secure energy supplies no matter the cost.
The emerging energy crisis represents a tremendous investment opportunity. Don't get left behind.
2021-10-0241 min
Actionable Intelligence AlertHigh Energy Prices Now Causing Industry Shutdowns and Threatening The Food Supplywww.actionableintelligencealert.com
High energy prices causing disruption to industry.
Fertilizer plants shutting down due to high natural gas prices. Unfortunately, the by-product from those plants is CO2 which the chicken processing industry needs to supply meat.
Turkey producer is "canceling Christmas" due to lack of workers and energy prices.
2021-09-2737 min
Actionable Intelligence AlertRecord High Energy Prices in Europe Leading To Protests. Portends Profits For AIA Subscribers. 9-18-21www.actionableintelligencealert.com
As power and energy prices spike in Europe (lower winds and higher natural gas prices) protests over record electricity costs continue.
Yet our genius central planners are doing everything they can to reduce the supply of energy. All in the name of their new god "climate change".
We are heading for an energy crisis and one that will surprise most people. Most people's misfortune will be a great opportunity to profit from a lack of investment and bad choices.
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Follow me on Twitter: @JohnPolomny
2021-09-1847 minActionable Intelligence AlertUranium Is Going Bonkers. However, The Whole Energy Complex Is A Generational Profit Opportunity.www.actionableintelligencealert.com
Yes, uranium is the current big story. Nevertheless, don't get caught sleeping on the rest of the energy complex.
Tremendous opportunity exists in the oil, natural gas, and coal companies also.
2021-09-1253 minActionable Intelligence AlertThe Uranium Rocket Ship Blasted Off Last Week. AIA Weekly 9-4-21www.actionableintelligencealert.com
The Sprott Uranium Trust buying physical uranium is having the effect it was designed for. It is vacuuming up physical uranium supply and forcing the price of uranium higher.
This in tune is leading to explosive moves higher in uranium stocks. It has been a long wait but the rocket ship has left the launch pad.
2021-09-0537 minActionable Intelligence AlertActionable Intelligence Alert Interview Series. Justin Huhn "UraniumInsider.com 9-2-21www.actionableintelligencealert.com
I have not talked to Justin in around a year. I asked him to come on a few weeks ago and we were finally able to get our schedules together.
I was lucky to have him on after the recent bullish price action in the uranium price and uranium shares this week.
We discuss a bunch of subjects related to uranium including the Sprott Uranium Trust and the effect it has already had on the market and we have some fun speculating on what could happen in the future.
As...
2021-09-051h 00
Actionable Intelligence AlertMore Evidence For Higher Energy Prices (Energy Crunch)With the current version of the pandemic beginning to recede, we will see continued increases in oil demand by the end of the year. With inventories already below the five-year average expect higher oil prices by year-end.
Bank of America and Goldman are saying $80 oil by the end of the year. Cash flows are already exploding higher at many oil companies. Yet investors are shying away from buying them. Are they missing a huge opportunity?
2021-08-2935 minActionable Intelligence AlertThe Indicators I Use To Forecast Economic Cycles. Also "Greenflation". AIA Weekly Report 8-21-21www.actionableintelligencealert.com
Trying to make economic predictions is usually a mug's game. Nevertheless, my theory on investing is that investor sentiment and liquidity are the primary drivers of stock prices in the short to medium term.
I go over the tools I use to help me forecast when booms are turning into busts.
Are you looking for "John's Reality Check"?
Bitchute https://www.bitchute.com/video/NA0vkx...
Rumble https://rumble.com/vlhoor-johns-reali...
2021-08-2145 minActionable Intelligence AlertIPCC Report Says We Are Facing A Grim Climate Future. This Means Higher Energy Prices.The recent IPCC report is again ramping up climate hysteria. This is going to help re-enforce calls to get to net-zero carbon emission (whatever that means).
Look for more demonization of fossil fuels and calls to limit its supply. I think this leads to less supply of energy. As energy is critical to every part of the economy does it not make sense that energy prices will skyrocket?
I expect an energy crisis and higher energy stock prices.
2021-08-1532 minActionable Intelligence AlertHow To Open A Stock Trading Account In Uzbekistan. How One Investor Did It. 7-31-21I am very interested in investing in Uzbekistan and have talked about it before in previous videos.
I invest via the AFC Uzbekistan Fund.
I met Andreas on Twitter and he agreed to come on the show and explain how he was able to easily set up a brokerage account in Uzbekistan and begin trading individual stocks. It is easier than you think and he does a great job explaining the process.
Twitter: Shovel-Stocks @AmorinAndreas
Website: https://www.shovel-stocks.com/
2021-08-0750 minActionable Intelligence AlertRegulatory Capture Of The FED By Crooked Former FED Officials. They Get Rich, You Get Screwedwww.actionableintelligencealert.com
Just more crookery as people work at the FED where they ostensibly regulate the banks.
We see all these so-called smart people work at the FED and manage our economy. After they blow serial bubbles and ruin average people's financial lives they move to private industry (banks) and get fat salaries and perks.
2021-08-0744 minActionable Intelligence AlertCoal And Natural Gas Prices Continue To Soar. Oil Isn't Doing To Bad Either.www.actionableintelligencealert.com
As various factors continue to push natural gas prices higher all over the world.
A hated fuel source, coal, rides to the rescue to pick up the slack. I also discuss my previous public energy company picks and what I am doing with them now.
2021-08-0150 minActionable Intelligence AlertHow To Boil A Frog Metaphor Or How Your Freedoms And Liberty Are Taken Little By LittleIf you throw a frog into a pot of boiling water it will jump out, so says the meme.
However, if you place a frog into a pot of room temperature water and slowly turn up the heat the frog will be boiled alive as it never realizes the temperature is rising.
This is how freedom and liberty are lost over time. Little By Little.
2021-07-241h 10Actionable Intelligence AlertIn The Short Term The Market Is A Voting Machine. In The Long Run It Is A Weighing Machine.Famous Warren Buffett quote that is applicable to the current situation in the uranium and resource stocks.
Lots of people have been pushed out of the market as sentiment has swings from bullish to bearish regarding the relation trade.
It is important to note why you have bought these stocks and then determine if the why has changed. If not then calm down and look for opportunities to buy from the bargain bin.
2021-07-1744 minActionable Intelligence AlertMake Volatility In Uranium Stocks Your FriendWe are witnessing a pullback in uranium stocks as prices have gotten way ahead of fundamentals.
We have seen this in uranium before during the last bullmarket. It happens in all cyclical stocks.
I show the example of a uranium stock in the last bullmarket that went from under a dollar to nine dollars in three years. Along the way, the stock had several 50% plus drawdowns.
In a bullmarket you buy the dips. That can only happen if you have conviction in the story. Conviction comes from having done the work and developing a cog...
2021-07-1050 minActionable Intelligence AlertESG Investing. Another Way For Wall Street To Fleece Naive InvestorsWall Street loves to jump on any popular investing trend or idea. They love it because their goal is to accumulate your money under their management so they can cream off fees.
Like the brokers say in resource stocks, "When the ducks quack, feed them".
Don't be a duck
2021-07-0441 minActionable Intelligence AlertCoal Prices Hit Decade High As Natural Gas Is In Short SupplyLack of natural gas supply ios leading to more coal-burning at power plants.
Prices for both fuels continue to make decade highs. Very good for our portfolio holdings.
2021-06-2642 minActionable Intelligence AlertActionable Intelligence Alert Interview Series #13 Francis Menton of the "Manhattan Contrarian" BlogFrancis Menton is a retired attorney and long-time resident of New York City.
I found his blog "Manhattan Contrarian" a while back and really enjoy reading his views on a wide range of subjects including; poverty, energy policy, the environment, critical race theory, income inequality, and even Trump.
He writes new articles a few times a week and I have not read one yet that was not interesting or that I did not learn something new. I asked him to come and he agreed. We had a wide-ranging discussion about NYC politics, schools, energy policy, Chin...
2021-06-251h 14Actionable Intelligence AlertAn Energy Crisis Is Now Pretty Much GuaranteedYears of underinvestment in new reserves and production is going to lead to an energy crisis in the near future.
Tremendous amounts of money will be made by those who understand what is happening vis-a-vis energy especially oil and gas.
2021-06-2051 minActionable Intelligence AlertChina's Alleged Success In Solar Panel Efficiency Is Because Of Coal, Subsidies, And Forced Labor.China controls between 71% and 97% of the solar power supply chain.
The alleged efficiency gains that have been reported and are being counted on for the energy transition are no alleged to be based on nefarious factors. I remain convinced that any transition to the energy paradigm of wind and solar is destined to disappoint.
This will lead to a huge bullmarket in fossil fuel and nuclear-based power sources.
2021-06-131h 08Actionable Intelligence AlertYou Have To Be A Critical Thinker In These Times Of Propaganda And Deception. AIA Weekly 6-5-21Trust in all our institutions; the press, government, education, corporations, etc.. is at an all-time low.
This is for good reason in my view. We are constantly lied to, deceived, and manipulated by unscrupulous actors bent on wealth and power.
In order to cut through the BS and be successful in the markets one has to think critically and take responsibility for making informed decisions.
Following the crowd over the ledge into the sea is not a recipe for long-term success in the markets or in life.
2021-06-0554 minActionable Intelligence AlertOil Companies Under Attack By Activists And Courts Means Higher Oil Priceswww.actionableintelligencealert.com
Exxon had two board seats go to activists this week. Their goal? Comply with climate change goals.
Shell lost a court case in a Dutch court and must lower emissions by 45% by 2030.
Chevron shareholders voted to have management detail how the company will meet climate goals. All of this will lead to less supply of oil. If demand stays constant or rises which is likely we are heading for higher oil prices. I detail how to take advantage of this news.
There is one cohort of oil companies that are...
2021-05-2937 minActionable Intelligence AlertCalifornia To Perform Economic SeppekuCalifornia regulators issued direction to utilities in the state that they would need to replace 11,500 MW of electric supply currently provided by nuclear and natural gas-fired generating stations with zero-carbon sources.
There is no power source that is zero carbon. The stupidity burns.
This will not change until standards of living get wrecked and people rise up and throw these fools out.
2021-05-2247 minActionable Intelligence AlertThat 70's Show Redux And The Current Resource BoomCommodity and resource markets are booming.
Monetary policy and reflation are supportive of continued gains. Supply will also have a hard time catching up as underinvestment begins to bite.
Are we seeing a repeat of the 1970's monetary and inflationary policies which led to a tremendous boom in resource markets?
2021-05-1535 minActionable Intelligence AlertIf You Pay People Not To Work, Don't Be Shocked When They Dont Want To Work. AIA Weekly 5-8-21www.actionableintelligencealert.com
The jobs report was weak this week as more and more businesses are complaining that they are having a hard time attracting employees back to work.
It seems that sitting at home and collecting all the government pandemic relief benefits is more lucrative.
Charlie Munger said, "Show me the incentives and I will tell you the outcome"
2021-05-0836 minActionable Intelligence AlertGame Changer In Uranium Market. Has The Fuse Been Lit On A Big Move Higher In Uranium Prices? AIA weekly 5-1-2021This week Sprott Asset Management announced they cut a deal with Uranium Participation Corp. to convert UPC in the Sprott Uranium Trust which will trade in both the US and Canada.
This will allow money to flow directly into the purchase of uranium and potentially cause the discovery of how deep the actual spot market is for uranium.
This could be the biggest catalyst yet for the baby bull market in uranium and uranium shares.
2021-05-0139 minActionable Intelligence AlertEarth Day 2021: 50 Years Of Never Being Right And Never Having To Say SorryEarth Day was this past week. It has been 50 years of cataclysmic climate predictions that have curiously never come true. Yet, the same conmen and grifters are allowed to continue to talk non-sense while asking for more of your money and for you to sacrifice more of your liberties.
In the meantime, China, India, and other developing countries continue to build and operate more coal, natural gas, and nuclear plants. Who will end up more prosperous and powerful after this plays out? Is this actionable?
Plus that transitory inflation Jay Powell keeps talking about looks like...
2021-04-2432 minActionable Intelligence AlertMedia Bias And Propaganda Are Real. Don't Let It Influence Your Investment Decisions.The media is engaged in full-on lies and propaganda. This is why alternative media is growing exponentially. Use critical thinking to get beyond the lies so you can identify the truth and take the other side of "the wrong premise" as George Soros calls it.
2021-04-1738 minActionable Intelligence AlertEnergy Has Become A Politicized Issue. Opens Up Opportunity For Speculators. AIA 4-10-21The recent banning of natural gas as a heating and cooking energy source, in California, seems like a great idea if one has the desire to lower carbon dioxide emissions.
What if the electricity that replaces the natural gas used in heating comes from a natural gas-fired power plant?
2021-04-1037 minActionable Intelligence AlertAs The World Opens Back Up Oil Demand And Prices Are Going Alot Higher. AIA Weekly Report 4-3-21In this week's video, I discuss all of the great news around the economy opening up and travel returning to normal. This will mean higher oil demand which means higher oil prices.
Longer-term we are facing an impending energy crisis that almost no one is paying attention to. I think this represents one of the biggest investment themes ever.
2021-04-0337 minActionable Intelligence AlertRemember The Stupid Whip Inflation Now From The 1970's. AIA Weekly 3-27-21The Biden regime may have to bring back the stupid Whip Inflation Now buttons from the 1970's as indicators continue to pile up that inflation is preparing to make another major appearance in our economy.
Recent polls show that 77% of Americans are concerned about inflation.
Also NASA's own data is showing increased CO2 is helping to green the earth and shrink the Sahara desert. How come the media isnt reporting that?
2021-03-2736 minActionable Intelligence AlertThere Is A Huge Difference Between Investing And Speculating. AIA Weekly Report 3-20-21People have been contacting me asking my opinion on various junior resource companies. This typically happens when there is alot of news in a sector or the stocks have recently run.
To be honest I don't do much analysis of these companies. Most of them have no sales or earnings and most will never produce any of the resource they are trying to develop.
These are speculations not investments.
I discuss the difference and the fact that there is money to be had in these sectors for specific periods of time when the sta...
2021-03-2043 minActionable Intelligence AlertDuring Inflationary Times Energy Stocks Are The Best Performing AssetMany people have the view that during inflation gold is the best performing asset. Gold will do well during inflation.
However, history shows that energy stocks are the best performers during an inflationary period.
Another example of Mark Twains axiom that it is not what you dont know that gets you in trouble, it's what you think you know that just aint so that gets a person in trouble.
2021-03-1330 minActionable Intelligence AlertChinese Communist Party To Take Nuclear Power From 50GW To 70GW By 2025. AIA Weekly Report 3-6-21The Chinese government is run by the Communist Party. When they decide to do something it will get done. In the latest 5 year plan China will raise their nuclear energy generation from 50GW to 70 GW by 2025. That is four years from now. This is just more bullish news for the uranium sector that is already in a huge supply/demand imbalance for uranium. Where will all the fuel come from?
2021-03-0648 minActionable Intelligence AlertHow Stupid Are Things Getting In The Everything Bubble? Pretty Freaking Stupid.Businessweek says on its cover that sneakers are a "new asset class". Valuations for most assets are through the roof. People with no idea how markets work and no knowledge of valuing companies or understanding what they are buying are making money hand over fist. Is this normal or is it a result of too much money being created by central banks that is enabling rampant specualtion?
2021-02-2740 minActionable Intelligence AlertActionable Intelligence Alert Interview Series #12 Peter Sainsbury of the "Materials Risk" blogIn this interview I welcome Peter Sainsbury of the "Materials Risk" blog. I have found Peter's work on commodites and resources to be some of the best out there on the internet. I subscribe to his email list and I receive notifcations for his most recent posts.
I have to say that just about every post that I have read has led to me learning something new I had not known or considered.
Peter is also an author and has written several books on commodites and commodity investing. He has also written a book on For...
2021-02-2041 minActionable Intelligence AlertBaby It's Cold Outside. AIA Weekly 2-20-21I discuss the recent cold snap in Texas and the reasons why generating plants were not able to deal with the abnormal cold weather the state experienced.
Copper above $4 a pound and French oil giant says we need massive investment in oil to stave off a supply crunch in a few years.
2021-02-2045 minActionable Intelligence AlertIt Is The End Of The Oil Age As We Know It, And I Feel Fine. Weekly Market Update 2-13-21A bit of a riff on REM's song title "It Is The End Of The World As We Know It."
Lot's of talk in the media recently about the end of fossil fuels and energy transitions. How realistic is this? How long will it take? Wht are oil prices rising and will they continue? We get into this week.
Ninepoint Partners Report https://www.ninepoint.com/commentary/...
Goehring & Rozencwajg http://gorozen.com/research/commentaries
2021-02-1340 minActionable Intelligence AlertEven The Smartest Man Ever Could Not Keep From Getting FOMOSir Issac Newton, who many say was the smartest human ever, got caught up in the FOMO of the South Seas Bubble. He made some money at the start and got out. But seeing his friends get rich caused his FOMO to soar. He got in big at the top and lost most of his money.
History repeats with the FOMO and greed that we have seen in this bubble market.
I also discuss the 68% gain in Athabasca Oil Sands since I mentioned it in my past video from last week.
2021-02-0635 minActionable Intelligence AlertWSB Gamestop Play Is Just Another Manifestation Of Central Bank Corruption Of Our MoneyBecause of the central banks zero interest policy and over prinitng of currency to deal with the huge debt situation most people have been turned into speculators and now gamblers.
In my view the recent Gamestop short hedge fund body slam, although amusing, is just more rank speculation and will end in tears for most players.
2021-01-3037 minActionable Intelligence AlertGet Ready For The "Crack Up Boom". AIA Weekly Market Update 1-23-21With all the money being created and injected into the economy to fight covid I am expecting a reopening of the economy to lead to a Crack Up Boom. The increased money will outstrip the economies ability to prodcue goods and services which will lead to rising prices.
It will look and feel good at first but will have the potential to end in disaster.
2021-01-2447 minActionable Intelligence AlertActionable Intelligence Alert Interview Series #11. Ladislas Maurice of "The Wandering Investor"In todays interview I talk with Ladislas Maurice of “The Wandering Investor” blog about international real estate investing.
After a brief introduction I ask Ladislas about the advantages and pitfalls of international real estate.
What to be wary of and how to go about buying real estate in a foreign country.
To end we discuss his top three real estate investment destination for 2021; Tashkent, Kyiv, and the brand-new administrative district being constructed east of Cairo Egypt.
Link to Wandering Investor
2021-01-1754 minActionable Intelligence AlertJoe Biden's Banana Republic. Weekly Market Update 1-16-21“Typically, a banana republic has a society of extremely stratified social classes, usually a large impoverished working class and a ruling class plutocracy, composed of the business, political, and military elites of that society.”
Like all Banana Republics, the US economy and social structure is now on the way to perdition with virtually nil chance for Biden & Co to reverse the inevitable course of events.
2021-01-1743 minActionable Intelligence AlertPresident Joe Biden And The $3 Trillion Dollar "Stimulus". AIA Weekly Update 1-9-21President Joe Biden is proposing a $3 Trillion so called stimulus package. He said, “economic research confirms that with conditions like the crisis today, especially with such low interest rates, taking immediate action - even with deficit financing - is going to help the economy.”
Not sure what experts he is talking about but the great reflation trade has begun.
2021-01-1032 minActionable Intelligence AlertMaking Predictions Is Tough, Especially About The Future. AIA Weekly Update 1-2-21The title of this video is a riff on one of Yogi Berra's famous quips about predictions. We had a great Q4 with our stock picks and an awesome year overall. I review the portfolio's performance and discuss some things I am watching for in 2021.
2021-01-0935 minActionable Intelligence AlertWarren Buffett: The American Tailwind. Will It Become a Headwind?In the 2018 Berkshire letter to shareholders Warren Buffett said the following,"Charlie and I happily acknowledge that much of Berkshire’s success has simply been a product of what I think should be called The American Tailwind. It is beyond arrogance for American businesses or individuals to boast that they have “done it alone.” The tidy rows of simple white crosses at Normandy should shame those who make such claims.
I am wondering if the things that made up that "American Tailwind" now turning into a headwind. Higher taxes, stupid regulations, goofy politicians, and the constant growth of the...
2020-12-2636 minActionable Intelligence AlertActionable Intelligence Alert Interview Series #10. Trader Ferg 12-10-20Interview with one of our most popular guests. Trader Ferg.
Wide ranging discussion on what is up with Ferg over in Bali.
We discuss the recent breakout in uranium. The upcoming bull market in oil and energy in general.
We also discuss offshore oil drilling and why it still has a great future and why it will potentially be a great speculation.
Ferg also talks about his experience with his last go round with offshore and what he took away from it.
A couple of things. I am sorry as I cont...
2020-12-201h 45Actionable Intelligence AlertDon't Drive Nails Into Ammo Boxes It's Dangerous. So Is buying Stocks At Bubble Valuations. 12-19-20I like old Soviet propaganda posters and thought this one was appropriate for the current overvaluations we are seeing in the stockmarket.
History says this is going to end badly. The question is always when.
There is always a bullmarket somewhere and we aim to help you find it.
2020-12-2032 minActionable Intelligence AlertBig Money Abandoning High Tax High Regulation StatesCapital, both human and monetary goes where it is treated best.
Many high net worth people, financial firms, and businesses are leaving places like New York and California for low tax states like Texas and Florida.
However the entire west is falling for more statism and stupidity. In a few election cycles Texas will be blue.
Where do you run to then? Look around the world as many places are going in the exact opposite direction of where the west is going.
2020-12-1333 minActionable Intelligence AlertIndividual investors as a group have no idea what they are doing. Weekly Market Update 12-6-20Fidelity Investments conducted a study on their Magellan fund from 1977-1990, during Peter Lynch’s tenure. His average annual return during this period was 29%.
What Fidelity Investments found in their study was shocking. The average investor in the fund actually lost money
Individuals make decisions every day with their emotions assisting their judgment. It is part of who we are as human beings. Unfortunately making emotional decisions can be a detriment in the investing world.
Follow me on Twitter: @JohnPolomny
I curate a website devoted to following the articles, letters, interviews, etc. of to...
2020-12-0641 minActionable Intelligence AlertTo Become Rich You Must Be An Owner. Weekly Market Update 11-28-20Review of Chris Mayer's Lost Chapter to his book "100 Baggers: Stocks That Return 100-to-1 and How to Find Them." In this paper he cites examples of wealthy people and how they became this way.
As I have said before, success leaves clues. If you want to be a success in business or investing than study those that have done it already. You will quickly come to understand that there are common traits among these people.
100 Bagger The Lost Chapter: https://investmentlettercurator.blogs...
A closer look at U.S. deaths due to COVID-19 https://web.a...
2020-11-2841 minActionable Intelligence AlertYou Will Own Nothing And Be Happy. Weekly Market Update 11-22-20What is the World Economic Forum and who is Klaus Schwab? Are the globalists using the supposed climate change crisis and the Chinese virus crisis to foist a one world globalist agenda on a demoralized and fearful population? What does it mean for investors and speculators?
Follow me on Twitter: @JohnPolomny I curate a website devoted to following the articles, letters, interviews, etc. of top investors. Check it out if you are interested in learning how top investors are successful. https://investmentlettercurator.blogs...
Interested in knowing how I translate the information in these videos into inv...
2020-11-2332 minActionable Intelligence AlertEnergy Stocks Break Higher On Positive Virus News. Weekly Market update 11-15-20Energy stocks moved higher this past week based on positive results from a vaccine test. Is this a one off on news or the beginning of a new trend in energy. China begins to flex its political muscle by rejecting Australian imports of coal and agricultral products. Expect more of this as time passes. China's increased economic clout will allow it to flex its political muscles. This can be actionable as I own a large met coal prodcuer in Mongolia which has seens its sales go up since the China/Australia relations soured.
China switches to Mongolia coal...
2020-11-1529 minActionable Intelligence AlertSuccess Leaves Clues, Learning From Master Investors 11-6-20There is nothing new under the sun. As Charlie Munger says, "I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.”
I offer a video on a famous a Wall Street investor's (Bob Farrell) ten rules for investing success. You will note that most of them seem simple, and they are but when we introduce humans and emotion that is when the trouble begins.
2020-11-0617 minActionable Intelligence AlertBuffett's Favorite Indicator Says Market Is Historically Overvalued. Weekly Market Update 10-31-20In this weeks video I go over my investing/specualting philosphy. I also discuss why I still like Antero and Antero Mid-stream. Discussion on the overvalution that is now present in the US stock market. This overvalution is not a recipe for long term positive gains. Why EV's and renewable energy are a heads I win, tails I win more proposition.
Crude draws: https://seekingalpha.com/article/4383...
Old West Financial Q3 2020 Letter: https://investmentlettercurator.blogs...
Uzbekistan Privatation https://financialpost.com/pmn/busines...
The Green New Deal Can’t Break The Laws Of Physics...
2020-11-0142 minActionable Intelligence Alert2020 Presidential Election Forecast. Weekly Market Update 10-25-20With less then ten days until the election I am giving my election forecast.
If you easily triggered or do not like opinions that are contrary to your views I suggest you skip it.
Also discuss reent mega oil and gas compnay mergers as a sign of a bottom in oil stocks. Chinese are planning on stockpiling copper.
Interested in knowing how I translate the information in these videos into investment ideas?
Consider a subscription to my paid newsletter “Actionable Intelligence Alert”. You can check it out by going to:
actio...
2020-10-2531 minActionable Intelligence AlertWhy It Really Doesnt Matter Who Wins The Election. The "CYA" Society. Weekly Market Update 10-18-20Review of the great article by Louis Vincent Gave; "Cover Your Ass": The Guiding Principle Of Our Time".
https://www.zerohedge.com/markets/gui...
I also discuss the new presentation from Mike Alkin.
https://www.macrovoices.com/898-macro...
https://app.box.com/s/ogo9v4k2uvi2ko5...
US Oil prodcution likely not going to return to its glory days.
https://www.worldoil.com/news/2020/10... https://www.ft.com/content/aad9c356-b...
Why emerging markets are must invests.
Interested in knowing how I transl...
2020-10-1835 minActionable Intelligence AlertBack Into Caledonia Mining 10-15-20Great article from John Hathaway at Sprott about why the gold bull market is not even close to being over.
Also I am back into Caledonia Mining. An exciting future for this company in Zimbabwe.
Gold, The Simple Math: https://sprott.com/insights/sprott-go...
Caledonia to expand in Zimbabwe: https://www.mining.com/caledonia-rais...
2020-10-1814 minActionable Intelligence AlertCentral Banks Have Become Irrelevant. Weekly Market Update 10-11-20The Scottish market strategist Russell Napier warns that investors should prepare for inflation rates of 4% and more by next year.
The main reason: Governments have taken control of the money supply. Debts are too big and governments need inflation to get rid of this debt. This is my major theme for next decade. Review of economist Russel Napier interview on how this has been done in the past and will done again.
Central Banks have Become Irrelevant https://themarket.ch/interview/russel...
Barrick CEO calls for consolidation and warns of reserve crisis https://www.m...
2020-10-1135 minActionable Intelligence AlertWe Need A Nuclear New Deal. Weekly Market Update 10-3-20In this weeks market wrap I discuss the need for a nuclear new deal.
JPMorgan gets busted manipulating commodity and tresury markets. Of course no one goes to jail.
Many of you ask where I get my ideas and what I read. I started a new site where I am curating the papers I read and the people I follow that are helpful in generating my investment ideas. https://investmentlettercurator.blogs...
ECB plans higher inflation: https://www.cnbc.com/2020/09/30/ecb-l...
JPMorgan pays record fine for manipulating markets: https://www.axios.com/jp-m...
2020-10-0435 minActionable Intelligence AlertWorld Debt To GDP Makes New Record. Weekly Market Update 9-27-20The amount of total debt in the world has exceeded 250% of world GDP. This can only be dealt with three ways. Default, Payback, or Debasement. History shows that governments always choose debasement. This is a process until it becomes an event. Or as the Hemingway character answered when asked how he went broke; slowly and then all at once.
Interested in knowing how I translate the information in these videos into investment ideas?
Consider a subscription to my paid newsletter “Actionable Intelligence Alert”. You can check it out by going to:
actionableintelligencealert.com/subsc...
2020-09-2732 minActionable Intelligence AlertIs Oil At An Inflection Point? 9-22-20Oil tried really hard to sell off recently but could not really go down. I am wondering if we are at an inflection point. I talk about sentiment changes in oil and how they played out in the past.
Is the recent BP 2020 Energy Review a bottom call on oil? I also point out that everybody's favorite EV maker Tesla is getting their lunch eaten in Europe. Doesnt matter to us as we will win regardless of who sells the most EV cars.
Interested in knowing how I translate the information in these videos into in...
2020-09-2415 minActionable Intelligence AlertBP Goes Full In On Renewables. Weekly Market Update 9-20-20BP came out with their annual energy review. I go over some of the highlights. Renewables are poised to grow but even BP (Beyond Petroleum) acknowledges hydrocarbons will be in use for decades to come.
BP Energy Review: https://www.bp.com/content/dam/bp/bus...
PMI's on the rise around the world: https://tradingeconomics.com/country-...
Worlds largest oil trader expects supply to shrink by yearend: https://www.worldoil.com/news/2020/9/...
Container rates make new highs: https://www.freightwaves.com/news/con...
Interested in knowing how I translate the i...
2020-09-2036 minActionable Intelligence AlertWhy I Am Investing In Emerging and Frontier Markets. Weekly Market Update 9-12-20Inflation is the new talking point for the last week. CNBC even wheeled out Alan Greenspan.
Due to overvalution and lower prospects in the developed country markets I delve into why I am investing in emerging and frontier markets.
2020-09-1323 minActionable Intelligence AlertActionable Intelligence Alert Interview Series #9 Uranium InsiderIn today's interview we welcome back Justin Huhn a.k.a Uranium Insider.
Justin was our first guest on the AIA Interview Series back in December of last year. We are happy to have him back. Today, we discuss the current uranium market fundementals, possible catalysts for a higher uranium price, and the success Justin and has subscribers have had in his newsletter that is focused on Uranium.
We had a connection issue at the beginning of the interview and I had to do some editing. Nothing to bad.
You can check out Justi...
2020-09-1359 min
Mining Stock EducationJohn Polomny: Resource Investing Success Requires Study, Pattern Recognition and Emotional StabilityJohn Polomny comes from a background in the energy business and he has operated and constructed power plants all over the United States and all over the world. He has 30 years’ experience as a resource investor and is the editor of the Actionable Intelligence Alert Newsletter. In this interview, John shares how he approaches resource investing and shares key advice and warnings to new resource investors. He also offers a profile of the type of oil stock he would buy now and shares why he is bullish on gold.0:00 Introduction1:15 John’s background and how he became a re...
2020-06-1530 min