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

4 days ago

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.

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

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

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

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

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.

Saturday Mar 29, 2025

Gold and copper made new highs this week. However, it seems sentiment is way too bullish for both. Gold has become the latest shiny object on social media, and too many new investors (speculators) are touting it.
Expect a correction in an ongoing bullmarket.

Saturday Mar 22, 2025

The rotation out of what has been working into undervalued sectors continues as MAG 7-10 stocks weaken, and undervalued sectors (commodities, value, foreign stocks, emerging markets) are beneficiaries of that rotation.

Saturday Mar 15, 2025

The rotation from overvalued and overhyped tech and AI stocks into value stocks continues. I discuss sectors where if just a bit of liquidity enters we could see some big moves higher.

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