Actionable Intelligence Alert with John Polomny

US Debt Doom Loop, Countdown To Money Printer Go Brrr. AIA weekly Report 10-21-23

The US debt is out of control, and there is no brake on spending. Interest expense on this debt is getting ready to cross $ 1 trillion per year with the potential to explode higher if the US goes into recession.
It is not a matter of whether the FED will resort to QE and rate cuts. It is a matter of when and by how much.

The Age Of Disorder and Chaos Accelerates. AIA Weekly 10-14-23

Another war in the Middle East as the current war in Ukraine grinds on. We have many issues in the US to solve, yet there is discussion about fighting with China still being pushed.
The age of disorder that I have been discussing seems to be accelerating. This will create a lot of distraction and angst for most people, but an opportunity for those who can control their emotions and act rationally.

Is It Time To Buy Gold Stocks? I Am Building My Buy List. AIA Weekly Report 10-7-23

I am not buying gold stocks yet, but I am definitely researching my buy list. I discuss the intermarket relationships between interest rates, the dollar, and gold.

Is China Uninvestable Or A Contrarian Opprotunity. AIA Weekly Report 9-30-23

I jumped around to a bunch of subjects this week. I am focusing on the rise of disorder, chaos, and de-evolution of society. It is not precisely actionable from an investment point of view in the short term.
Still, I think things will continue to get worse for most people, especially for those who are unable or refuse to acknowledge reality.

Is Putin Planning A Christmas Oil Suprise For The West? AIA Weekly Report 9-23-23

Oil inventories continue to decline. This is mainly due to the OPEC+ cuts. Some analysts say that draws from storage could be 3 million barrels per day in the fourth quarter.
Macrovoices podcast this week highlighted that Russia might be planning a surprise suspension of exports shortly to raise energy prices and force the US and EU/NATO to the negotiating table over Ukraine. Oil to $150/bbl?

Uranium Still On A Tear. Be Careful U Stocks Likely Overbought Short term. AIA Weekly Report 9-16-23

Uranium went nuts again this week as the spot price makes recent new highs.
Be careful, as the stocks have launched and are likely overbought in the short term. Also, expect various crapco's to make stock offerings to raise cash.

Uranium tops $62/lb, 17 month high as we get bullish vibes from WNA confab. AIA Weekly Report 9-9-23

The WNA had its annual conference last week in London. My initial impression from folks I follow on Twitter who were there is that it was pretty bullish.
Continued bullishness in oil as Brent trades above $90/bbl. Saudis extend voluntary supply cuts for three months instead of one month.

Uranium Bull Market Continues As $60 lb. Level Breached. WTI Oil Closes Above $85. AIA Weekly 9-2-23

Uranium investors and speculators are rejoicing as the price of uranium is again trading above $60/lb.
OPEC+ continues to restrict oil supply, causing lower inventories and prices. Is $100/barrel in the cards?

BRICS Meeting Review. Threat To US Global Hegemon, Or Big Bust? AIA Weekly Report 8-26-23

The BRICS countries concluded their big meeting this week and admitted six more members into the club. At this point, it is impossible to know how this will end up and whether it will be a positive or negative development.
Nevertheless, this has the potential to be the beginning of something transformational economically, politically, and socially.

Iran to add 600k of supply to oil market in 2h 2023. Will this kill oil price rally? AIA 8-19-23

Iran is going to be increasing exports of oil by 600,000 barrels per day in the second half of 2023. Many analysts are anticipating an oil price rally that could take prices to $90-$100. Will the excess supply offset OPEC+ cuts?