Actionable Intelligence Alert with John Polomny

Democratic Socialist wins NYC mayoral race. Why AIA looks overseas for returns. AIA Update 11.8.25

So Mr. Mamdani wins the NYC mayoral race, and people are in a panic. Not AIA. We believe that good policy fosters good economic outcomes, which in turn lead to higher stock prices.
Don't invest in NYC or jurisdictions where people are voting in statist polices.
We are discovering numerous opportunities in Emerging Markets, Latin America, and Central Asia.

American nuclear renaissance gets major government backing. AIA Weekly Report 11.1.25

The US government signed a $80 billion deal with Westinghouse to build 10 AP1000 reactors in the US. The US nuclear industry is finally back. This is bullish for uranium. Very bullish.

Why copper is poised to have a gold like move higher. AIA Weekly Update 10.25.25

Looking at the long-term copper chart, it appears poised to break out of a long-term cup-and-handle formation. This would be similar to what gold did over the last six months.

Gold and Silver: The Pause That Refreshes. AIA Weekly 10.18.25

After advancing for nine straight weeks, gold and other precious metals have decided to take a breather. Is this a consolidation before higher highs, or is this the cycle's top?

Did China just prick the US tech bubble? AIA Weekly Update 10.11.25

Last week, China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths.
Rare earths are essential for various technological products and numerous military applications, including permanent magnets, which are everywhere.
If this stands, the US is in big trouble.

Uranium makes a new term price high $83/lb. Copper over $5/lb. AIA Weekly Report 10.4.25

The term price made a new 52-week high of $83/lb. Copper has surpassed the $5/lb threshold due to supply disruptions at several mines worldwide.

Breakouts across the resource sector. Resource supercycle is gathering momentum. AIA Weekly 9.27.25

We are now seeing further evidence of breakouts and strength in various resource sectors; precious metals, uranium, copper, rare earths, and energy are all rallying. The resource supercycle we have discussed for years is finally unfolding as forecasted.

Gold miners are showing record overbought conditions. Buyer beware! AIA Weekly Report 9.20.25

The senior gold miner index (GDX) is showing the highest RSI overbought levels in history. Previous highs (at even lower levels) have resulted in multi-year pullbacks in these stock prices. Buyer beware.

IEA flips its script. Cancels peak oil demand. Physics and win again, AIA Weekly Report 9.13.25

Recent reporting from the International Energy Agency indicates that they will abandon their peak fossil fuel demand scenario and are now forecasting continued growth in fossil fuel use for years to come.
This is interesting because investments in fossil fuel supply have been restricted, as the accepted view was that oil, coal, and natural gas demand would shrink as peak demand due to renewables would replace them. Physics and math win again!

World Nuclear Association conference held last week in London. Bullish uranium. AIA Weekly 9.6.2025

The WNA held its annual conference in London last week. It also issued its biennial market report. In my view, the report is highly bullish on nuclear power, particularly uranium.