Actionable Intelligence Alert with John Polomny

Global central bank rates are rising, leading to tighter liquidity. This is leading to lower prices for risk assets. However, I am convinced that in the end, all roads eventually lead to money printing by the central bank.

The MOU is in danger after the second day due to Israeli attacks in Lebanon. Does anyone actually think Trump can negotiate a lasting deal in 60 days? I don't see oil going into the $ 50s in this unstable environment.

Good article by Jeff Currie at the Carlyle Group on how the US government can never admit to scarcity. He calls it the illusion of abundance.
The abundance illusion https://www.carlyle.com/carlyle-compa...

Micron CEO selling shares, Google and Meta issuing shares, SpaceX IPO hype seem to me all classic signs of top behavior. Couple that with over 50% of the market being concentrated in AI and tech, and you have a warning of a stock market top, in my view.

Jeff Currie, the world-famous commodity expert, has said that resources and commodities are the asset class with the most upside. Welcome to the most asymmetric trade in modern financial history. https://x.com/CommodMkt/status/205514...

Recent comments from leading oil companies like Exxon and Chevron warn that imminent inventory lows could lead to higher oil prices in the next couple of months.

I interviewed Scott Osheroff, the CIO of the AFC Uzbekistan Fund, on the current economic climate in Uzbekistan. We also discussed the start of trading for the Uzbekistan National Investment Fund on the London Stock Exchange this week.
State Fund IPO Opens Door to Buy Into Uzbekistan's Growth Story https://financialpost.com/pmn/business-pmn/state-fund-ipo-opens-door-to-buy-into-uzbekistans-growth-story
The National Investment Fund of the Republic of Uzbekistan https://www.uznif.com/en-uz
AFC Uzbekistan Fund
https://www.asiafrontiercapital.com/afc-funds/afc-uzbekistan-fund.html Scott Osheroff's Telegram Channel https://t.me/+iVi21gYOX-Y0NWQ1

More and more information is emerging that many unknown knock-on effects are arising from the continued Iranian closure of the Strait of Hormuz.

The Strait of Hormuz remains closed, and the stock market (especially tech stocks) keeps hitting new highs while energy is underperforming. We will see if this continues.

Agricultural prices are beginning to break out as the market prices in the effects of higher diesel and fertilizer prices and/or the lack of fertilizer application across various crops.
This is one of the biggest economic own goals in history. Yet most market participants are ignoring the consequences or are unaware of them.