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
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.

Saturday Jun 14, 2025
Saturday Jun 14, 2025
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?

Saturday Jun 07, 2025
Saturday Jun 07, 2025
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.

Saturday May 31, 2025
Saturday May 31, 2025
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.

Saturday May 24, 2025
Saturday May 24, 2025
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.

Saturday May 03, 2025
Saturday May 03, 2025
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?

Saturday Apr 26, 2025
Saturday Apr 26, 2025
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.

Saturday Apr 19, 2025
Saturday Apr 19, 2025
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.

Saturday Apr 12, 2025
Saturday Apr 12, 2025
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.

Saturday Apr 05, 2025
Saturday Apr 05, 2025
The administration initiated its tariff policy, which is part of a broader economic policy. Investors are grieving, fearing, and full of angst. Markets are reacting by selling off. Unfortunately, the baby is being thrown out with the bath water.
We have seen this before. Yes, there is volatility but in this chaos and volatility there is the seed of opportunity.