Actionable Intelligence Alert with John Polomny

The CEO of Diamondback Energy announced the company is cutting back capex due to lower oil prices. The CEO also said that in their view, the US shale has peaked. It remains to be seen how far supply will drop before the oil price recovers.

Everyone understands the hype around AI. However, we have seen in the past that the next new thing can become a bubble as analysts and investors extrapolate current circumstances into the future.

Everything seems to be going up, and everyone is making money and enjoying the prospect of getting rich. This is a classic bubble that will eventually reverse. Enjoy it while it lasts, as it never does.

Many of the sectors we follow in the AIA newsletter still represent tremendous value and potential upside.

Contrary to what many think or believe, uranium mining equities have returned over 300% since June 2020. This has come with a tremendous amount of volatility, which has shaken people out. I think there is much more to come if you can overcome your emotional reaction to the volatility of the sector.

The Big Beautiful Bill passed this week. As I have said in the past, it doesn't matter who you vote for, you will get more spending and more war. Hard assets are what will protect you from the deprivations of government.

We are starting to see various commodities break out to the upside, including platinum, palladium, copper, and potash. This confirms my thesis that we are entering the beginning of what I believe will be a supply-driven supercycle in resources.

Sprott Uranium Trust completed a $200 million bought-deal financing. This was upsized from the original $100 million. In my view, this has kicked off the next leg up in the uranium bull market.

Israel strikes Iran and, in particular, the Iranian military leadership and nuclear scientists. The Israeli government has stated that the attacks will continue until regime change is achieved.
Oil prices have spiked, but will they move higher?

The article in the Houston Chronicle seems to be saying that US oil production has peaked and will decline soon. Meanwhile, Canadian insiders have been buying stock in their companies at a five-year high. There are many reasons insiders sell stock. There is only one reason they buy it. They think it is going up.