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
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Episodes
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...
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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?
Tuesday Dec 31, 2024
Tuesday Dec 31, 2024
Value stocks have been the cheapest relative to growth stocks in 40 years. Sell overvalued stocks and buy undervalued ones.
Saturday Dec 21, 2024
Saturday Dec 21, 2024
The incoming administration has made many promises about lowering inflation, energy costs, interest rates, home affordability, and other issues. However, it is facing many challenges that could derail its plans. One is the $8 trillion in Federal debt that needs to be rolled over in 2025.