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.
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Episodes
Saturday Feb 24, 2024
Saturday Feb 24, 2024
Another peak in sentiment and ensuing volatility in uranium land has many throwing in the towel. However, positive fundamentals have not changed and may have even gotten better.
Global Manufacturing PMI is at 50 and rising. What does this mean for resource markets?
Saturday Feb 17, 2024
Saturday Feb 17, 2024
From a historical perspective, specific sectors of the US market market, particularly the tech sector, are highly overvalued. Other sectors, like energy, are at multi-decade levels of relative undervaluation.
I have found success in buying undervalued assets, waiting for the market to discover that undervaluation, and then re-rate those assets higher.
Saturday Feb 10, 2024
Saturday Feb 10, 2024
Vicki Hollub, the CEO of Occidental Petroleum, was interviewed by CNBC. In the interview, she stated that she expects oil to be in short supply by 2025. She said that the world relies on legacy discoveries for its supply, which will lead to shortages and higher prices.
Saturday Feb 03, 2024
Saturday Feb 03, 2024
Kazatomprom reported that it will have a production shortfall in 2024 and very possibly in 2025. The market now awaits to see what Cameco reports. Long story short, uranium prices are going higher for longer.
Saturday Jan 27, 2024
Saturday Jan 27, 2024
I remain bullish on worldwide oil demand growth as emerging market demand will drive demand. The average US consumer uses 22 barrels per year. The average Indian uses 4 barrels per year. The average African uses even less. Don't forget depletion of 5-7% per year.
We will have periods of cycle demand weakness, but overall, we will need more oil over time.
Saturday Jan 20, 2024
Saturday Jan 20, 2024
Lots of rumors on Uranium Twitter this week about the production shortfalls at Kazatomprom. Is it because of a shortage of sulphuric acid? Overproduction and mismanagement? I discuss.
Plus, the economy continues to deteriorate, yet employment is still holding things up
Saturday Jan 13, 2024
Saturday Jan 13, 2024
Uranium jumped above $104/lb. Uranium stocks were up nicely on Friday as the ETF's gapped up 8-9%. Kazatomprom told the market they will likely miss 2024 and 2025 production targets. My view is we are going to see much higher uranium prices.
Saturday Jan 06, 2024
Saturday Jan 06, 2024
Since August 2023, more central banks have been cutting rates rather than raising them.
This is mainly concentrated in emerging markets and smaller countries, but the trend is unmistakable. December had the most central banks cutting than raising rates in over a year.
I expect the US and EU to start their cuts this year, which will, in my view, potentially lead to outperformance for gold and resource markets.
Saturday Dec 30, 2023
Saturday Dec 30, 2023
This week, I discuss and review the 2023 performance of the newsletter. I also discuss the investment themes I am looking at for 2024.
Saturday Dec 23, 2023
Saturday Dec 23, 2023
Merry Christmas to all subscribers and viewers! Going into the end of the year, the question is whether the US will have a soft or hard landing. This is important to have a view on because monetary policy will be determined by what happens. My view is that we are looking at a hard landing.
Uranium breaks $90/lb and the uranium bull market continues.