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
Listen on:
Episodes
Saturday Mar 08, 2025
Saturday Mar 08, 2025
During Reagan's term, the FED chairman raised rates to 20% and crushed inflation. This also caused a severe recession. However, this also set the economy up for a huge recovery as inflation fell, rates were cut, and the economy was stimulated.
The Reagan administration also massively deregulated the economy and passed tax cuts through Congress. This caused a boom which propelled Reagan to another four-year term and allowed his VP to have a four-year term. It seems the Trump administration is doing something similar. Not raising rates but cutting fiscal stimulus to the economy.
This will cause a recession, likely leading to lower inflation, rates, and energy prices. Couple this with a promise to deregulate the economy and tax cuts, and we could be looking at taking the pain early and enjoying the gain later.
Saturday Mar 01, 2025
Saturday Mar 01, 2025
There has been much volatility as chaos reigns supreme in markets, politics, and economics. This has created opportunities for speculators and investors.
Saturday Feb 22, 2025
Saturday Feb 22, 2025
Dissenting views on whether the so-called AI boom may actually be a bust. What are the repercussions if this is a bust? The most underreported and important story in AI right now is that pure scaling has failed to produce AGI https://fortune.com/2025/02/19/genera...
Net zero: hype versus reality https://www.opec.org/opec_web/en/7464...
How to get exposure to Ukraine if there is peace https://x.com/clarksquarecap/status/1...
If you like the information I provide, consider supporting me by buying me a cup of coffee. I am listener and reader supported.
https://www.buymeacoffee.com/johnpolomny
Saturday Feb 15, 2025
Saturday Feb 15, 2025
This week, Two news items from Energy Transfer Partners (nat gas pipeline company) and GE Verona (heavy gas turbine manufacturer) confirm the thesis that natural gas will fuel the AI buildout.
JD Vance's speech took a 2x4 upside of the Europeans at the Munich Security Conference. I discuss the possible implications.
Saturday Feb 08, 2025
Saturday Feb 08, 2025
Although many market participants think the oil price will stay constant or move lower in 2025, I explain why oil might move higher later this year.
Sunday Feb 02, 2025
Sunday Feb 02, 2025
Gold prices reached a new all-time high. Gold stocks continue to lag even as operating margins explode upward.
Saturday Jan 25, 2025
Saturday Jan 25, 2025
Gold stocks are cheap relative to their business prospects. All-in-sustaining costs (AISC) are around $1500/oz; gold just made a new weekly closing high last week. Many gold mining companies are achieving 50% plus operating margins. The companies are ignored and cheap. This is a tremendous opportunity for astute investors.
Saturday Jan 18, 2025
Saturday Jan 18, 2025
Kazatomprom issued their 2025-2034 Development Strategy update. The management reiterated their previous strategy of emphasizing maximizing the value of their assets over just increasing volumes. This will likely mean less uranium supply for the world than many expected.
Saturday Jan 11, 2025
Saturday Jan 11, 2025
Will what worked in 2023 and 2024 work in 2025? Or are we near an inflection where growth stocks sell off and value stocks rally?
I am becoming more bullish on LatAm, especially Colombia and Chile. They are really cheap.
Saturday Jan 04, 2025
Saturday Jan 04, 2025
Kazatomprom announced that it has suspended production at the Inkai JV (Cameco) uranium mine in Kazakhstan (15% of production) as of 1/1/25 due to failed submission of required documents.
Is this accurate, or is it a ruse to push Cameco out of the JV and send this material to China and Russia?