Actionable Intelligence Alert with John Polomny

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.

Can the Trump administration pull a trade and monetary rabbit out of a hat? AIA Weekly 5.23.25

The Trump administration is trying to remedy what it sees as unsustainable trade and monetary imbalances, which it views as undermining the US economy.
The question is, can they do it before the economic pain undermines their political support and mandate?

What is currently overvalued and undervalued? AIA Weekly Report 4.26.25

Gold is overvalued currently in the short term. Gold is on the cover of Barron's this week. Conversely, oil is still undervalued in my opinion. Emerging markets are also undervalued relative to the US equity markets.

Oil looks like a great deal at these levels. AIA Weekly Report 4.19.25

Oil sentiment is thoroughly washed out, and everyone is expecting economic weakness. I see declining US production and barring an economic dislocation like 2000, 2008, or 2020, oil is likely to surprise to the upside.

Large cap gold stocks break out as gold makes new high. AIA Weekly Report 4.12.25

The gold stock ETF (GDX) has reached recent highs as the gold price makes a new all-time high. The junior gold stock ETF (GDXJ) is flirting with a breakout. A gold stock bull market now appears to be in progress.