Actionable Intelligence Alert with John Polomny

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.

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 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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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.

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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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.

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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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.

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.

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.