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

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Episodes

3 hours ago

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.

Saturday Jul 19, 2025

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

Saturday Jul 12, 2025

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.

Saturday Jul 05, 2025

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.

Saturday Jun 28, 2025

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.

Saturday Jun 21, 2025

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

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

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

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

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.

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