Actionable Intelligence Alert with John Polomny

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.
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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.
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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.
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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.

Interview with Unemployed Value Degen

I interviewed Steve from the Unemployed Value Degen Substack. He discussed his former academic background and transition to Substack as an author.
He also discussed his research process and several stocks he is interested in that can be found on his Substack. I do apologize for the connection issues in the back third of the interview, but please skip past them, as I am not good at editing. S
Steve has been on a blistering publishing schedule, and I encourage you to check out his Substack and X feed. Well researched and thought out ideas I my view.

Kazatomprom cuts 2025 uranium guidance by 17%. Uranium stocks explode higher. AIA Weekly 8.24.24

The world's largest uranium supplier, Kazatomprom has reported that 2025 production will be 17% less than originally forecasted. The company also said it will not give 2026 production guidance until this time next year. The Chief Financial Officer also quit after just eleven months on the job. This is tremendously bullish news, and it could likely be the catalyst for the next move higher in uranium prices.

Kamala Harris issues her economic plans. Gold makes new high. AIA Weekly Report 8.17.24

Kamala Harris issues her economic policy prescriptions: price controls, rent controls, and going after "price gouging" companies. How much can she implement? It's difficult to say as she will likely need congressional approval, and I am sure the courts will get involved. First, she needs to get elected.