Actionable Intelligence Alert with John Polomny

Why I changed my mind on investing in China. AIA Weekly 11.2.24

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.

BRICS meeting not the dollar killer many were anticipating. AIA Weekly Report 10.26.24

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.

US tech giants go all in on nuclear. Gold and silver make new highs. AIA Weekly Report 10.19.24

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.

Final 2024 US government deficit is $1.8T dollars or 6.4% of GDP. AIA Weekly Report 10.12.24

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.

Major banks with $14 trillion dollars in assets pledge support of nuclear power. AIA Weekly Report 10.5.24

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

Forget the bazooka. China fires a liquidity ICBM. Get long the periodic table! AIA Weekly 9.28.24

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.

Gold makes new high as FED fires monetary bazooka. AIA Weekly Update 9.21.24

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

Gold miners have yet to partipate in gold's rise. But they will. AIA Weekly 9.14.24

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.

A changing geopolitical environment is creating opportunities for AIA investors. AIA Weekly 9.7.24

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

Who knew? Gold stocks now outperforming S&P and Nasdaq for the year. AIA Weekly Review 8.31.24

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.