Actionable Intelligence Alert John Polomny
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- Business
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Timely discussion on investing/speculating with an emphasis on seeking out market beating returns from a deep value and contrarian perspective.
website:
www.actionableintelligencealert.com
Follow me on Twitter:
https://twitter.com/JohnPolomny
Follow me on Youtube:
https://www.youtube.com/user/boubin2
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New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23
New physical uranium fund with $100 million initial placement. Uranium prices look to have broken higher out of a wedge formation.
Fred Hickey author of High Tech Strategist sees continued declines in Tech Sector stocks and the overall stockmarket. Why he is bullish on gold. -
The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23
Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied.
More positive nuclear energy news articles.
The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil? -
The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23
The current financial system is built to work on low-interest rates and high liquidity. The exact opposite exists. Expect more banking system issues and further issues to manifest negatively as things break in the economy.
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Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23
I review the Cameco first quarter 2023 earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market.
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Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23
I came upon a methodology conceived by analysts at Piper Standler to track the effect of interest rate increases on the economy. It will require additional research and refining of data sets but I think it will be helpful in the analysis of where we are in the economic cycle.
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China Recovery Struggling? India Oil Demand Surging. Effect On Oil Demand. AIA Weekly 4-15-23
The China reopening might be struggling to gain momentum. Will this lead to less oil demand growth?
India's oil demand continues to make new all-time highs.
Customer Reviews
Straight talking
John is about as straight talking as you get. I agree with a lot of his views and subscribed to the report after listing to this for a few months. It’s easily worth the money.
Great info highly appreciated John
Thanks
Immense value from a genuine bloke
John provides tremendous value through his YouTube channel and podcast. Cuts through all the noise in western media and tells you how it is.
This has been incredibly helpful for my investment journey and I’m sure for many others too.
If you are someone who doesn’t like beating around the bush and want a straight shooter who tells you straight up without sugar coating it or even if you are someone who wants/needs their thesis on various things (investment, world events) challenged this is absolutely the man you ought to be listening to.