Actionable Intelligence Alert with John Polomny
Investing and speculating is a tough business. This channel will give you the information you need to become a better investor. I have years of experience and made so many errors and lost so much time that could have been better used compounding my wealth. They say it is easier to learn from someone else’s mistakes than make them yourself. Links on this channel lead to products I market including my monthly newsletter. As an Amazon Associate I earn from qualifying purchases.odcast weblog
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Episodes
3 days ago
3 days ago
Kazatomprom issued their 2025-2034 Development Strategy update. The management reiterated their previous strategy of emphasizing maximizing the value of their assets over just increasing volumes. This will likely mean less uranium supply for the world than many expected.
Saturday Jan 11, 2025
Saturday Jan 11, 2025
Will what worked in 2023 and 2024 work in 2025? Or are we near an inflection where growth stocks sell off and value stocks rally?
I am becoming more bullish on LatAm, especially Colombia and Chile. They are really cheap.
Saturday Jan 04, 2025
Saturday Jan 04, 2025
Kazatomprom announced that it has suspended production at the Inkai JV (Cameco) uranium mine in Kazakhstan (15% of production) as of 1/1/25 due to failed submission of required documents.
Is this accurate, or is it a ruse to push Cameco out of the JV and send this material to China and Russia?
Tuesday Dec 31, 2024
Tuesday Dec 31, 2024
Value stocks have been the cheapest relative to growth stocks in 40 years. Sell overvalued stocks and buy undervalued ones.
Saturday Dec 21, 2024
Saturday Dec 21, 2024
The incoming administration has made many promises about lowering inflation, energy costs, interest rates, home affordability, and other issues. However, it is facing many challenges that could derail its plans. One is the $8 trillion in Federal debt that needs to be rolled over in 2025.
Sunday Dec 15, 2024
Sunday Dec 15, 2024
Oil sentiment is record bearish. This is despite Permian producers cutting capex, sanctions resuming on Iran, and OPEC holding office on returning production to the market. Are we set up for a return to higher oil prices?
Saturday Dec 07, 2024
Saturday Dec 07, 2024
The Q3 Goehring and Rozencswajg commentary has been published. The report argues that the US has reached peak oil and gas shale production. If this is correct, it could cause a big upset in the energy markets, as the markets have the exact opposite expectation.
Sunday Dec 01, 2024
Sunday Dec 01, 2024
I think we may be experiencing a sea change in politics in Latin America. With Milei's election in Argentina, we see massive, unprecedented economic reforms and a complete rejection of statism. Several other countries in Latin America are going to have elections in 2025 and 2026.
Might the people of these countries be responsive to reforms similar to those in Argentina? If so, we may see a boom in South America.
Saturday Nov 23, 2024
Saturday Nov 23, 2024
More indicators show the overvaluation in the US markets versus the rest of the world.
I also discuss the further implications of Russia's ban on uranium exports to the US.
Saturday Nov 16, 2024
Saturday Nov 16, 2024
Russia on Friday temporarily banned the export of enriched uranium to the US, causing the spot price of uranium to jump. However, as I covered in this week's presentation, this is not the only positive news for uranium investors.