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 Jul 01, 2023
Saturday Jul 01, 2023
France announces its intention to build new reactors while Belgium decides to reverse the decision to close two of its large reactors. The nuclear power renaissance continues as the uranium market becomes more and more bullish.
NY and CA tax revenue drop as people leave for TX and FL. Capital goes where it is best treated. Follow me on Twitter: @JohnPolomny
Sunday Jun 25, 2023
Sunday Jun 25, 2023
One of the main arguments that the economic and stockmarket bulls has been that employment has been strong.
I have been maintaining that the lag effects of one of the quickest FED hiking cycles would eventually make its way through the economy and cause higher unemployment and lead to admission that the economy is in fact in recession.
This looks to be finally occurring. Recall that previous rate hikes take 12-18 months to feed through the economy and be felt.
Saturday Jun 17, 2023
Saturday Jun 17, 2023
Shell has a $160 billion dollar valuation gap between itself and Exxon. This was due to Exxon staying focused on its core competency, extracting oil and gas. Shell got caught up with ESG nonsense.
As I forecasted when they went down this road a few years ago, eventually the bottom line is the bottom line and the returns in ESG investments are not comparable to those in oil and gas.
Japan has set a new post-Fukushima nuclear generation record this year.
Saturday Jun 10, 2023
Saturday Jun 10, 2023
The economic news continues to point to continued and increasing economic weakness. Yet the stock market is rising. The financial media is saying we are in a new bull market.
I wonder if we are at a Wiley Coyote moment in the US economy. I explain what I mean in this week's video.