Actionable Intelligence Alert with John Polomny

I continue pounding the table on how cheap the resource markets are currently. AIA Weekly 6.29.24

Resource markets are still massively undervalued compared to the general stock market and tech stocks in particular. The one caveat is that a general stock market downturn could be negative for even resource stocks. Let's be honest: 95% of stocks will go down in a stock market downturn. And resource stocks are still stocks. However, in the subsequent recovery, they will be first to recover and will likely outperform.

Diverging economic indicators not pushing FED to cut rates. AIA Weekly 6.22.24

US Flash PMI came in positive this week. However, we also see the Citi economic surprise index weakening. This divergent economic news is likely going to cause the FED to pause and not cut rates. How can they cut rates with the market at near all-time highs, housing prices at all-time highs, and PMI's increasing?

Uranium is volatile. Use that volatility for your benefit. AIA Weekly Report 6.15.24

In the last four years, we have seen eight double-digit declines in uranium (using URNM as a proxy). Yet overall the ETF has advanced multiples. How to use the inherent volatility of the resource markets to your advantage.

The Bank of Canada and ECB fire their monetary bazookas. Moneyfest 2024 continues. AIA Weekly 6.8.24

The Central Bank of Canada and the ECB both cut rates this week. This continues the trend of central banks around the world cutting rates and increasing liquidity. This will be a multi-year trend and should be long-term bullish for hard assets.
 

Energy Secretary says US needs to build 100 new nuclear plants. AIA Weekly Report 6.1.24

The US Energy Secretary must have gotten the memo from the powers that be that we need to build 100 more Plant Vogtle-size nuclear reactors to curb "climate change."
The real reason is that Blackrock, Google, Amazon, and Microsoft need a huge amount of power for the data center and AI buildout.

Gold is correcting. Why the bullmarket in gold will continue. AIA Weekly 5.25.24

Gold and other commodities are correcting after becoming overbought in the short term.
I discuss why commodities, including gold, will likely head higher.
I discuss some important slides from the 2024 In Gold We Trust slide deck.

Gold above $2400, silver above $30, copper hits $5/lb before retreating. AIA Weekly Report 5.18.24

The global PMIs are above 50, which indicates economic growth. Raw material prices are increasing as copper briefly exceeded $5 per pound this week before returning below $5.
Gold is back above $2400, and silver is now playing catch up to gold as it rises above $30.

Copper supply issues continue to make the news. AIA Weekly 5/11/24.

This week's video is a short one, guys, as I was traveling and had a bit of the sniffles.
Copper supply is becoming more challenged as demand continues to ramp.
Elon Musk's illegal immigration tweet gets 42.5 million views.

FED holds steady on cutting rates. Does stealth loosening of credit conditions. AIA Weekly 5.4.24

The FED kept rates steady during last week's FED meeting. However, they did lower the amount of the QT, which is loosening the financial conditions.
They did this to help the Treasury, which is having a hard time selling the deluge of new Treasury debt being issued because of the US government's out-of-control spending.

Are we in WWIII? Investing and specualting opportunities. AIA 4.27.24

I believe we are already in a cold WWIII based on the continuing collapse of the post-WWII rules-based order dominated by Pax Americana.
As a new multi-polar world emerges, dominated by the global east and south, we will likely see economic, political, and social upheaval. This will create investing and speculating opportunities for those who understand the changing landscape.
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