Actionable Intelligence Alert with John Polomny

The Everything Bubble continues. Enjoy it while it lasts; it never does. AIA Weekly Report 7.26.25

Everything seems to be going up, and everyone is making money and enjoying the prospect of getting rich. This is a classic bubble that will eventually reverse. Enjoy it while it lasts, as it never does.

Still lot's of value in oil, uranium, gold, and platinum. AIA Weekly Update 7.19.25

Many of the sectors we follow in the AIA newsletter still represent tremendous value and potential upside.

Review of AIA Portfolio 2025 Q2 results. We are beating the S&P handily. AIA Weekly Report 7.12.25

Contrary to what many think or believe, uranium mining equities have returned over 300% since June 2020. This has come with a tremendous amount of volatility, which has shaken people out. I think there is much more to come if you can overcome your emotional reaction to the volatility of the sector.

Why interest rates are heading higher. BBB version. AIA Weekly Report 7.5.25

The Big Beautiful Bill passed this week. As I have said in the past, it doesn't matter who you vote for, you will get more spending and more war. Hard assets are what will protect you from the deprivations of government.

Commodity after commodity breaking higher as resource supercycle expands. AIA Weekly Report 6.28.25

We are starting to see various commodities break out to the upside, including platinum, palladium, copper, and potash. This confirms my thesis that we are entering the beginning of what I believe will be a supply-driven supercycle in resources.

Did Sprott kickoff the next leg of the uranium bull market? AIA Weekly Update 6.21.25

Sprott Uranium Trust completed a $200 million bought-deal financing. This was upsized from the original $100 million. In my view, this has kicked off the next leg up in the uranium bull market.

Israel strikes Iran. Oil prices spike. Will they go higher? AIA Weekly Report 6.14.25

Israel strikes Iran and, in particular, the Iranian military leadership and nuclear scientists. The Israeli government has stated that the attacks will continue until regime change is achieved.
Oil prices have spiked, but will they move higher?

Has US oil production finally peaked? AIA Weekly 6.7.25

The article in the Houston Chronicle seems to be saying that US oil production has peaked and will decline soon. Meanwhile, Canadian insiders have been buying stock in their companies at a five-year high. There are many reasons insiders sell stock. There is only one reason they buy it. They think it is going up.

Energy is my highest conviction idea. AIA Weekly Report 5.31.25

Energy, and oil in particular, is my highest conviction idea currently. The oil curve is backwardated, the market is tight, and energy stocks are absurdly cheap. US producers have learned from the excesses of their shale boom: they are lean, profitable, and shareholder-friendly. Oil is the only commodity to price in a 2025 recession, but global growth could surprise to the upside.

Uranium: We are back baby!. AIA Weekly Report 5.24.25

Last week, the Trump administration signed executive orders directing the Nuclear Regulatory Commission to streamline its regulatory process, speed up the approval of new nuclear plants, and stimulate the development of new nuclear power in the US.