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 Dec 09, 2023
Saturday Dec 09, 2023
I have been saying for a while now that I thought, in the end, that Germany would be forced by necessity to turn their shuttered nuclear plants back on.
Reports out of Germany now indicate that more and more politicians are demanding a return to nuclear power. This would be monumental if, in fact it ends up happening.
Saturday Dec 02, 2023
Saturday Dec 02, 2023
The positive demand news for uranium continues to get better and better. 22 countries agree that they will increase nuclear power by 3x by 2050.
I'm not seeing much news on new uranium production. This will eventually lead to higher prices for uranium.
Saturday Nov 18, 2023
Saturday Nov 18, 2023
A short weekly video before I travel for the holiday. Uranium keeps moving higher $80/lb. is now the new asking price in the spot market.
Saturday Nov 11, 2023
Saturday Nov 11, 2023
Moody's Investors Service lowered its ratings outlook on the United States' government to negative from stable, pointing to rising risks to the nation's fiscal strength.
Oh, by the way, interest payments on the US Federal Debt have now soared through $1 trillion dollars per year, representing roughly 16% of the US budget.
Saturday Nov 04, 2023
Saturday Nov 04, 2023
The employment number this week was weaker than expected. That data, along with other data points, is beginning to show more and more weakness in US employment. The strength in employment has been the main statistic holding the US economy up.
If employment cracks, then expect the consumer to pull back even more than they are, leading to further weakness in the US economy.
Saturday Oct 28, 2023
Saturday Oct 28, 2023
Goehring and Rozencwajg analyst Adam Rozencwajg says uranium could spike to $300/lb under the right conditions but would likely not stay there for long.
Gold over $2000/oz and bitcoin near $35,000. Is a new liquidity cycle starting, or are the price rises reacting to geopolitical events?
Saturday Oct 21, 2023
Saturday Oct 21, 2023
The US debt is out of control, and there is no brake on spending. Interest expense on this debt is getting ready to cross $ 1 trillion per year with the potential to explode higher if the US goes into recession.
It is not a matter of whether the FED will resort to QE and rate cuts. It is a matter of when and by how much.
Saturday Oct 14, 2023
Saturday Oct 14, 2023
Another war in the Middle East as the current war in Ukraine grinds on. We have many issues in the US to solve, yet there is discussion about fighting with China still being pushed.
The age of disorder that I have been discussing seems to be accelerating. This will create a lot of distraction and angst for most people, but an opportunity for those who can control their emotions and act rationally.
Saturday Oct 07, 2023
Saturday Oct 07, 2023
I am not buying gold stocks yet, but I am definitely researching my buy list. I discuss the intermarket relationships between interest rates, the dollar, and gold.
Saturday Sep 30, 2023
Saturday Sep 30, 2023
I jumped around to a bunch of subjects this week. I am focusing on the rise of disorder, chaos, and de-evolution of society. It is not precisely actionable from an investment point of view in the short term.
Still, I think things will continue to get worse for most people, especially for those who are unable or refuse to acknowledge reality.