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
Episodes
4 days ago
4 days ago
When the facts change, my opinion changes. This is what has happened with my view on investing in China. I always thought it was undervalued. I still have some concerns, but I believe an opportunity exists here.
Sunday Oct 27, 2024
Sunday Oct 27, 2024
This week, the big BRICS meeting was held in Kazan, Russia. Although important from a perception and visual perspective, it did not result in any major news or move towards a new currency. I review what occurred.
Saturday Oct 19, 2024
Saturday Oct 19, 2024
Major announcements from US tech giants on plans to invest in nuclear energy to power data centers.
Gold and silver make new highs. I explain why this rally is likely to continue.
Saturday Oct 12, 2024
Saturday Oct 12, 2024
The CBO report shows that the U.S. deficit surged to $1.8 trillion in the Fiscal Year 2024, representing 6.4% of GDP—the most significant shortfall since 2021.
That’s $139 billion more than the deficit of FY 2023 and nearly $400 billion more than FY 2022. Government spending jumped 10% year over year to reach $6.8 trillion. The biggest expenditures included Social Security ($1.5 trillion), interest payments on debt ($950 billion), and Medicare ($869 billion).
Federal debt also swelled by $2.2 trillion over the past year, hitting an all-time high of $35.7 trillion this week. The trend underscores the persistent crisis of U.S. deficit spending.
Saturday Oct 05, 2024
Saturday Oct 05, 2024
Major banks have pledged trillions in support of nuclear power, and most major tech companies are aligning behind nuclear power as demand for data centers explodes higher.
If you like the information I provide, consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny
Sunday Sep 29, 2024
Sunday Sep 29, 2024
China fired a giant monetary missile last week. This fits squarely with my Moneyfest 2024 thesis, which states that central banks worldwide are cutting rates and adding liquidity simultaneously.
Time to get long tangible assets.
Saturday Sep 21, 2024
Saturday Sep 21, 2024
The Fed cut rates this past week by more than expected half a percentage point. All major central banks except Japan (and many developing country central banks) are now in rate-cutting mode, which is likely bullish for hard assets.
If you like the information I provide, consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny
Sunday Sep 15, 2024
Sunday Sep 15, 2024
The gold miners continue to lag even as the gold price made another all time nominal high thius week in US dollars. In order for gold stocks to rise to their historical average with respect to the gold price would require a 5X move in the HUI.
Saturday Sep 07, 2024
Saturday Sep 07, 2024
I have been discussing the ongoing geopolitical and economic realignment from the west to the east for some time. This creates many opportunities for investors to grasp what is happening.
If you like the information I provide, consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny
Saturday Aug 31, 2024
Saturday Aug 31, 2024
I saw a chart on "X" that shows the GDX (gold stocks) outperforming the Nasdaq and S&P through the end of August. Investors are starting to allocate some funds to gold-stock ETFs. As the FED embarks on its rate-cutting cycle, are we likely to see higher gold prices and, consequently, higher gold-stock prices? China's nuclear power industry is now surpassing the US.
Your Title
This is the description area. You can write an introduction or add anything you want to tell your audience. This can help potential listeners better understand and become interested in your podcast. Think about what will motivate them to hit the play button. What is your podcast about? What makes it unique? This is your chance to introduce your podcast and grab their attention.