148 episódios

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

Actionable Intelligence Alert John Polomny

    • Negócios

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

    New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23

    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.

    • 47 min
    The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23

    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?

    • 57 min
    The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23

    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.

    • 1h 4 min
    Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23

    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.

    • 55 min
    Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23

    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.

    • 44 min
    China Recovery Struggling? India Oil Demand Surging. Effect On Oil Demand. AIA Weekly 4-15-23

    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.

    • 54 min

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