#  @actionableintelligencealert John Polomny John Polomny posts on YouTube about john, if you, buying, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCafCiSnC9iMRB7Dv7a68Ixw/interactions)  - [--] Week [-----] -25% - [--] Month [------] -11% - [--] Months [-------] +1.90% - [--] Year [-------] +57% ### Mentions: [--] [#](/creator/youtube::UCafCiSnC9iMRB7Dv7a68Ixw/posts_active)  - [--] Week [--] +167% - [--] Month [--] -6.70% - [--] Months [--] -19% - [--] Year [--] +93% ### Followers: [------] [#](/creator/youtube::UCafCiSnC9iMRB7Dv7a68Ixw/followers)  - [--] Week [------] no change - [--] Month [------] +1.30% - [--] Months [------] +8.40% - [--] Year [------] +16% ### CreatorRank: [---------] [#](/creator/youtube::UCafCiSnC9iMRB7Dv7a68Ixw/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [social networks](/list/social-networks) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [us election](/list/us-election) **Social topic influence** [john](/topic/john), [if you](/topic/if-you), [buying](/topic/buying), [stocks](/topic/stocks), [in the](/topic/in-the), [gold](/topic/gold), [uranium](/topic/uranium), [investment](/topic/investment), [money](/topic/money), [bullish](/topic/bullish) **Top accounts mentioned or mentioned by** [@actionablenews](/creator/undefined) [@johnpolomny](/creator/undefined) [@unemployedvaluedegen](/creator/undefined) [@theroyaltyking](/creator/undefined) [@vmddesjardinscomsourcelibraryviewhtmltopdftrue](/creator/undefined) [@vricmedia](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "China Embarks On New Liquidity Impulse To Stimulate Economy As Country Reopens. AIA Weekly 12-31-22 As reported China is not wasting time and is re-opening its economy by ripping the band-aid off. There should be a lull as the virus sweeps through the population. However experience in other countries tells us that when herd immunity is achieved we should see a rush of consumer spending as the population emerges from three years of lockdowns. This coincides with the PBOC now engaging in a new liquidity cycle which in the past has led to a rise in commodity prices. Follow me on Twitter:" [YouTube Link](https://youtube.com/watch?v=K5lqCogL70Q) 2022-12-31T14:00Z 15.5K followers, [----] engagements "Transocean to acquire Valaris in continued offshore drilling consolidation. AIA Weekly 2.14.26 Big merger in offshore drilling as Transocean offers an all-stock deal for Valaris. This would be the number one driller merging with the third largest driller. Transocean estimates annual savings of $200 million. This is quite bullish for the offshore drilling industry. World No. [--] gold miner is willing to move on M&A CEO says https://www.mining.com/web/world-no-2-gold-miner-is-willing-to-move-on-ma-ceo-says/ If you find the information I provide helpful consider supporting me by buying me a cup of" [YouTube Link](https://youtube.com/watch?v=npAW-DpJJtU) 2026-02-14T22:43Z 15.6K followers, [----] engagements "Kazatomprom announces 10% reduction in uranium production for [----]. AIA Weekly Report 8.23.25 The Kazakh state uranium producer Kazatomprom announced that they intend to lower [----] uranium production by [--] million pounds. This is a 10% reduction in production. They also indicated that they are reviewing their JV agreements and will possibly (likely) lower additional production. This is very bullish for uranium in my view. Citing rising costs and need Maritime Electric amends its $427M fossil fuel generator plan" [YouTube Link](https://youtube.com/watch?v=qPGJicnuKCg) 2025-08-23T15:26Z 15.6K followers, [----] engagements "Russia is unable to increase production. Where will oil supply come from as the pandemic recedes As we have discussed in previous videos I believe the biggest catalyst for higher oil prices this year is the coming market realization that OPEC+ will not be able to meet the call for supply. As the pandemic recedes and oil demand not only equals but exceeds pre-pandemic levels it will become apparent that there is not enough oil to supply the world's demand. This will result in oil prices above $100/bbl. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in" [YouTube Link](https://youtube.com/watch?v=0rUFke83x4k) 2022-01-23T17:09Z 15.5K followers, [----] engagements "Coal Prices Hit Decade High As Natural Gas Is In Short Supply www.actionableintelligencealert.com Lack of natural gas supply is leading to more coal-burning at power plants. Prices for both fuels continue to make decade highs. Very good for our portfolio holdings. Bitchute mirror site https://www.bitchute.com/channel/D8Dd9hcM1YGC/ There Isnt Enough Natural Gas to Calm Down a Global Price Rally https://www.bloomberg.com/news/articles/2021-06-25/there-isn-t-enough-natural-gas-to-calm-down-a-global-price-rallysref=DLVyDcXJ Grains analyst missing as China shuts down information on failed crop" [YouTube Link](https://youtube.com/watch?v=BBQgYvh2uVk) 2021-06-26T15:32Z 15.5K followers, [----] engagements "Is Putin Planning A Christmas Oil Suprise For The West AIA Weekly Report 9-23-23 Oil inventories continue to decline. This is mainly due to the OPEC+ cuts. Some analysts say that draws from storage could be [--] million barrels per day in the fourth quarter. Macrovoices podcast this week highlighted that Russia may be planning a surprise suspension of exports shortly to raise energy prices and force the US and EU/NATO to the negotiating table over Ukraine. Oil to $150/bbl Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I" [YouTube Link](https://youtube.com/watch?v=dLKYUk-SR3Y) 2023-09-23T15:24Z 15.5K followers, [----] engagements "Oil Price Up Six Weeks In A Row. Will It Hit $100 By Yearend AIA Weekly Update 8-5-23 It appears the OPEC+ production cuts are now beginning to curtail supply sufficiently to cause large drawdowns in storage. This coupled with demand exceeding expectations is resulting in a bullish sentiment change in oil. Are we heading towards $100/bbl by yearend as some analysts are now saying Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my" [YouTube Link](https://youtube.com/watch?v=svMYQHr0FaM) 2023-08-05T17:33Z 15.5K followers, [----] engagements "Even More Positive Uranium News AIA Weekly Report 2-4-23 In this weeks video: -Yellowcake upsizes offering from $50 to $75 million -Sprott Junior Uranium ETF begins trading -How much spot uranium is really out there. One trader says if he tried to buy [--] million pounds it bump Uranium price $5/lb -Uh oh. Cramer said to buy oil. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can" [YouTube Link](https://youtube.com/watch?v=-D_bz8O_o44) 2023-02-04T18:54Z 15.5K followers, [----] engagements "Cameco CEO: The fundamentals of our business are as positive as we've seen them in over a decade." www.actionableintelligencealert.com Just more positive uranium news. I also review the Cameco Q3 earnings report. The CEO says that the prospects may be "the best ever". Also discussed; the huge earnings beat by oil sands operator Suncor. They are gushing cash and using it to buy back stock increase dividends and pay down debt. Expect more of this in our AIA portfolio oil stocks. New Reality Check drops on Sundays: Rumble https://rumble.com/vnv22n-johns-reali. Bitchute" [YouTube Link](https://youtube.com/watch?v=-hDLmyDfxgI) 2021-10-31T03:16Z 15.5K followers, [----] engagements "Halliburton CEO confirms upswing in oilfield services "Halliburton is sold Out." www.actionableintelligencealert.com Last week (SLB) reported an upswing in the oil field services sector. This week the Halliburton CEO confirmed what we were forecasting a sustained upswing in the oilfield services business. Twitter Spaces about low and mid-cap Canadian energy with surprise visitor Eric Nuttall https://twitter.com/sohaibab9/status/1487462999010934785 Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these emails into investment ideas Consider a" [YouTube Link](https://youtube.com/watch?v=4S9-PQw50LQ) 2022-01-30T00:06Z 15.5K followers, [----] engagements "AI is taking over the US economy. Is it the next shiny object or a bubble AIA Weekly Update 8.2.25 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. U.S. companies investors 'kicking tires' and quietly shopping in Canada's oilpatch https://ca.finance.yahoo.com/news/u-companies-investors-kicking-tires-100003665.html Golds $3000 breakout has redefined mining profits but are investors paying attention" [YouTube Link](https://youtube.com/watch?v=BsXLK4opTJE) 2025-08-02T15:29Z 15.6K followers, [----] engagements "World Nuclear Association conference held last week in London. Bullish uranium. AIA Weekly 9.6.2025 The WNA held its annual conference in London last week. It also issued its biennial market report. In my view the report is highly bullish to nuclear power and uranium in particular. The White House wants government stakes in more companies. The nuclear energy industry could be next. https://ca.finance.yahoo.com/news/the-white-house-wants-government-stakes-in-more-companies-the-nuclear-energy-industry-could-be-next-114249585.html Uranium Marching Towards $100/lb As Supply Squeezed" [YouTube Link](https://youtube.com/watch?v=EEPOJV7WJtw) 2025-09-06T17:24Z 15.6K followers, [----] engagements "Review of "In Gold We Trust 2018" 6-16-2018 This week I review Incrementum Capitals annual report "In Gold We Trust". Lots of great information on the current status of the economy. The conclusion is that the ongoing monetary tightening will lead to recession and economic turmoil which will be positive for gold. I agree and discuss why. investing gold investing gold" [YouTube Link](https://youtube.com/watch?v=IH1ALBUQ-IU) 2018-06-16T15:50Z 15.5K followers, [---] engagements "CEO of Occidental Petroleum predicts oil shortage by [----]. AIA Weekly 2.10.24 Vicki Hollub the CEO of Occidental Petroleum was interviewed by CNBC. In the interview she stated that she expects oil to be in short supply by [----]. She said that the world relies on legacy discoveries for its supply which will lead to shortages and higher prices. Follow me on Twitter: @JohnPolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:" [YouTube Link](https://youtube.com/watch?v=Y6_xVeOv8Bg) 2024-02-10T21:38Z 15.5K followers, [----] engagements "The Natural Gas Speculation I Am Playing 6-28-20 Weekly Market Update Plunging rig counts due to lower capex are going to lead to lower natural gas production. It is entirely possible we have a natural gas price spike in our future. I talk about the way I am playing it. I also discuss why I think the upcoming decade is going to be tremendously lucrative for gold digital currencies and commodities. Hint: Lower supply and lots of printed money chasing them. Also a uranium update and why there is only one investable uranium mining company. Natural Gas Research:" [YouTube Link](https://youtube.com/watch?v=_5bMBXi5eHI) 2020-06-28T18:27Z 15.5K followers, [----] engagements "Uranium blasts through $100/lb. Kazatomprom confirms supply issues for [----] and [----] deliveries. #uranium #uraniumstocks #kazatomprom Uranium jumped above $104/lb. Uranium stocks were up nicely on Friday as the ETF's gapped up 8-9%. Kazatomprom told the market that they will likely miss [----] and [----] production targets. My view is we are going to see much higher uranium prices. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check" [YouTube Link](https://youtube.com/watch?v=bfYkzfc3Oz8) 2024-01-13T20:02Z 15K followers, [----] engagements "Gold miners are showing record overvaluation. Buyer beware AIA Weekly Report 9.20.25 The senior gold miner index (GDX) is showing the highest RSI overvaluation levels in history. Previous highs (at even lower levels) have resulted in multi-year pullbacks in these stock prices. Buyer beware. Dotcom on Steroids https://gqg.com/insights/dotcom-on-steroids/mc_cid=b96852ce73&mc_eid=238ef3f050 Passive Investing Continues to Grow https://www.apolloacademy.com/passive-investing-continues-to-grow/mc_cid=b96852ce73&mc_eid=238ef3f050 If you like the information I provide consider supporting me by buying" [YouTube Link](https://youtube.com/watch?v=h-GP7jp44k0) 2025-09-20T16:24Z 15.6K followers, 12K engagements "Did Cameco just get rug pulled by Kazatomprom on Inkai JV AIA Weekly 1.4.25 Kazatomprom announced that it has suspended production at the Inkai JV (Cameco) uranium mine in Kazakhstan (15% of production) as of 1/1/25 due to failed submission of required documents. Is this accurate or is it a ruse to push Cameco out of the JV and send this material to China and Russia If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into" [YouTube Link](https://youtube.com/watch?v=imOjL9cpwY4) 2025-01-04T18:01Z 15.5K followers, [----] engagements "Gold above $2400 silver above $30 copper hits $5/lb before retreating. AIA Weekly Report 5.18.24 The global PMIs are above [--] which indicates economic growth. Raw material prices are increasing as copper briefly exceeded $5 per pound this week before returning below $5. Gold is back above $2400 and silver is now playing catch up to gold as it rises above $30. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into" [YouTube Link](https://youtube.com/watch?v=kta8YqLYbTQ) 2024-05-18T17:48Z 15.4K followers, [----] engagements "SLB Q2 [----] Earnings Report Confirms Multi-Year Upswing in Offshore Drilling. AIA Weekly 7-22-23 Schlumberger conducted its Q2 earnings report on Friday and made very bullish comments regarding the offshore oil drilling and service market. Elections are happening in Spain on Sunday and a center-right right-wing coalition will likely take power. The EU now has a third of its national governments either center-right or right-wing. I don't think many were aware of this. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I" [YouTube Link](https://youtube.com/watch?v=lsGwJ1DOL5I) 2023-07-22T14:03Z 15.5K followers, [----] engagements "Cameco has issues at McArthur River mine. Can any miner meet its uranium targets AIA Weekly 8.30.25 Cameco reported development delays at its McArthur River mine. Virtually every uranium miner is experiencing issues meeting their uranium production goals. How is this not bullish heading into the World Nuclear Symposium next week in London If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a" [YouTube Link](https://youtube.com/watch?v=ohYH66Sr4_4) 2025-08-30T15:41Z 15.6K followers, [----] engagements "Is [----] the year we mint resource investor millionaires AIA Weekly 1.03.26 I am really excited about the prospects for our resource investments in [----]. Breakouts across the board and lots of potential upside are taking shape. Let's go The Permian is drowning in its own wastewater https://www.msn.com/en-us/money/companies/the-permian-is-drowning-in-its-own-wastewater/ar-AA1TfDez If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate" [YouTube Link](https://youtube.com/watch?v=r5-AHZ9jl4g) 2026-01-03T18:11Z 15.6K followers, [----] engagements "2026 Commodity Resource Sector Super Cycle Is Taking Shape. AIA Weekly Update 12.20.25 Every resource sector seems to be breaking higher with one exception. Oil is still out of favor. However if one believes in a commodity super cycle it seems impossible for oil not to participate. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=tQMwGpnPE1U) 2025-12-20T18:27Z 15.6K followers, [----] engagements "Uranium and copper explode out of the blocks in early [----]. AIA Weekly Update 1.17.26 Both uranium and copper have exploded upward in the first few weeks of [----]. Both commodities have positive supply/demand dynamcis and I expect continued upward movement in [----]. When Oil Falls but Exxon and Chevron Dont https://oilprice.com/Energy/Energy-General/When-Oil-Falls-but-Exxon-and-Chevron-Dont.html Trump Administration Calls for Emergency Power Auction to Build Big Power Plants Again https://x.com/ENERGY/status/2012308829627699713 Doody Calls Central Banking" [YouTube Link](https://youtube.com/watch?v=1jQh6Xy-dX4) 2026-01-17T18:59Z 15.6K followers, [----] engagements "Uranium Keeps Moving Higher. $80/lb. Ask. Happy Thanksgiving AIA Weekly Report 11-18-23 A short weekly video before I travel for the holiday. Uranium keeps moving higher $80/lb. now the new asking price in the spot market. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA I have started up a" [YouTube Link](https://youtube.com/watch?v=3JRSwIh9QJs) 2023-11-18T14:30Z 15.5K followers, [----] engagements "Uranium makes a new term price high $83/lb. Copper over $5/lb. AIA Weekly Report 10.4.25 The term price made a new 52-week high of $83/lb. Copper has surpassed the $5/lb threshold due to supply disruptions at several mines worldwide. Chilean copper output in August falls 9.9% largest drop in two years https://www.mining.com/web/chilean-copper-output-in-august-falls-9-9-largest-drop-in-two-years/ Copper price highest in over a year on Grasberg disruption Fed outlook https://www.mining.com/copper-price-hits-highest-in-over-a-year-on-grasberg-disruption-fed-outlook/ The AI bubble is [--] times the" [YouTube Link](https://youtube.com/watch?v=4Ru_Pi2Y780) 2025-10-04T17:10Z 15.6K followers, [----] engagements "Update On My Public Energy Stock Picks AR and SLB Apologize for the first few seconds of the video the editing got screwed up. We are moving from chronic oversupply of oil to a period of undersupply of oil. This is leading to an emerging bull market in oil and oil service stocks. I also update my public stock picks I made a few months back. Those videos can be viewed here: Antero Resources https://youtu.be/_5bMBXi5eHIt=1487 Schlumberger https://youtu.be/DGLQBMzBhOI Follow me on Twitter: @JohnPolomny I curate a website devoted to following the articles letters interviews etc. of top investors." [YouTube Link](https://youtube.com/watch?v=O7p5EfOz2rk) 2020-11-25T22:00Z 15.5K followers, [----] engagements "Yes I Still Like Tanker Stocks Here Is Why Tanker shipping is a highly cyclical business with freight rates driven by numerous factors but in the medium to long-term vessel supply and demand are the main drivers. Vessel supply is the one factor controlled by the shipping industry and the supply of vessels is impacted largely by capital flows into and out of the sector but also availability of financing from banks and other investors" [YouTube Link](https://youtube.com/watch?v=QvTEDTqc5T0) 2020-07-31T01:39Z 15.5K followers, [----] engagements "Gold stocks are where uranium stocks were several years ago. Cheap AIA Weekly 1.25.25 #gold #goldstocks #uranium Gold stocks are cheap relative to their business prospects. All-in-sustaining costs (AISC) are around $1500/oz; gold just made a new weekly closing high last week. Many gold mining companies are achieving 50% plus operating margins. The companies are ignored and cheap. This is a tremendous opportunity for astute investors. If you like the information I provide please consider supporting me by buying me a cup of coffee. I am supported by listeners and readers." [YouTube Link](https://youtube.com/watch?v=TWwxVQJU4PU) 2025-01-25T17:53Z 15.5K followers, [----] engagements "Offshore drilling along with services are poised for a terrific [----]. AIA Weekly Report 2.7.26 Positive developments are occurring in the offshore drilling and oilfield services sector. It seems [----] will be a great year for oilfield services. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can" [YouTube Link](https://youtube.com/watch?v=XTgwJB69zqY) 2026-02-07T19:03Z 15.6K followers, [----] engagements "Is a 2000/2008 economic superstorm developing in the US economy AIA Weekly Update 11.15.25 Data is starting to come in which is showing weakness in housing and the tech sector. It is not a zero percent chance that we could be facing a super storm like the tech bubble in [---] and then the GFC housing bust in [----]. What does that do to the overvalued stock market Michael Burry AI depreciation tweet https://x.com/michaeljburry/status/1987918650104283372s=20 Big Short investor Michael Burry accuses AI hyperscalers of artificially boosting earnings" [YouTube Link](https://youtube.com/watch?v=aoqqc8l_EOc) 2025-11-15T17:50Z 15.6K followers, [----] engagements "Did China just prick the US tech bubble AIA Weekly Update 10.11.25 Last week China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths. Rare earths are essential for various technological products and numerous military applications including permanent magnets which are everywhere. If this stands the US is in big trouble. Chinas New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains" [YouTube Link](https://youtube.com/watch?v=bivkJ4OvUmc) 2025-10-11T16:53Z 15.6K followers, [----] engagements "FED poised to cut interest rates. Gold and gold mining shares will move higher. AIA Weekly 7.13.24 With recent US employment data weakening and inflation continuing to moderate the FED is poised to begin a rate-cutting cycle. During previous rate-cutting cycles gold and gold mining stocks have moved materially higher. Gold is above $2400/oz and silver is above $30/oz. Smart money is positioning in these assets in anticipation of rate cuts. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported." [YouTube Link](https://youtube.com/watch?v=c-vpyqsxJC0) 2024-07-13T13:00Z 15.5K followers, [----] engagements "Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23 I review the Cameco first quarter [----] earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA I" [YouTube Link](https://youtube.com/watch?v=nG_AzslgRa4) 2023-04-29T17:37Z 15.5K followers, [----] engagements "Stock Of The Year Pick For [----]. AIA Weekly 12-23-22 This may or not be the last video for [----]. Merry Christmas In this video I talk about the stock of the year pick for [----]. The point of the SOY is blatant and unashamed clickbait for the channel and newsletter. The premise is to select a highly specualtive stock that has catlysts that could lead to a doubling in the stock price over the next year. In the past I did this and was successful for three or four years in a row. Company website: https://contango-holdings-plc.co.uk/ Disclaimers: This is not investment advice. I own shares in the" [YouTube Link](https://youtube.com/watch?v=pUx2NpN5Jvw) 2022-12-23T21:42Z 15.5K followers, [----] engagements "An Oilfield Services Recovery. Is it happening AIA 4-23-22 As long as oil prices stay reasonably high. However we have many headwinds to higher oil prices; tightening liquidity rising rates fiscal stimulus fading and weakening economy around the world. Nevertheless this week's quarterly earnings reports from Halliburton and Schlumberger were very positive with the forward guidance positive also. Data shows most COVID deaths occurred after the rollout of vaccines https://www.lifesitenews.com/news/most-covid-deaths-happened-after-jabs-and-mandates/ The Implications Of A Potential European Ban" [YouTube Link](https://youtube.com/watch?v=tt6rh21bSX4) 2022-04-23T12:00Z 15.5K followers, [----] engagements "It Is The End Of The Oil Age As We Know It And I Feel Fine. #oil #commoditysupercycle #India A bit of a riff on REM's song title "It Is The End Of The World As We Know It." Lot's of talk in the media recently about the end of fossil fuels and energy transitions. How realistic is this How long will it take Wht are oil prices rising and will they continue We get into this week. Ninepoint Partners Report https://www.ninepoint.com/commentary/commentaries/2021/012021/energy-fund-market-view-feb-05/ Goehring & Rozencwajg http://gorozen.com/research/commentaries" [YouTube Link](https://youtube.com/watch?v=tx9IQOY4lDo) 2021-02-13T18:33Z 15.5K followers, [----] engagements "Cameco CEO Comments on Uranium Market 1-26-19 The CEO of Cameco Tim Gitzel spoke at the CIBC Institutional Investors Conference in Whitler last week. Lots of great info on the current uranium market. The most insightful in my view was the comment on how the Article [---] ruling was "paralyzing utilites" with respect to contracting for new uranium fuel. Link to CIBC Conference: https://www.cameco.com/invest Uranium Cameco Uranium Cameco" [YouTube Link](https://youtube.com/watch?v=xjYqYETMF7o) 2019-01-26T21:09Z 15.5K followers, [----] engagements "BP Goes Full In On Renewables. Weekly Market Update 9-20-20 BP came out with their annual energy review. I go over some of the highlights. Renewables are poised to grow but even BP (Beyond Petroleum) acknowledges hydrocarbons will be in use for decades to come. BP Energy Review: https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/energy-outlook/bp-energy-outlook-2020.pdf PMI's on the rise around the world: https://tradingeconomics.com/country-list/manufacturing-pmi Worlds largest oil trader expects supply to shrink by yearend:" [YouTube Link](https://youtube.com/watch?v=0viAlkKvUU8) 2020-09-20T18:08Z 15.4K followers, [----] engagements "Direct Air Capture of CO2 The Next Climate Non-Solution Boondoggle. AIA Weekly Update 8-12-23. Warren Buffett is famous for his investment in utilities like Mid -America Energy which has a very large renewable component. He likes free money from the government and has said he would not build renewable projects without them. The next free money gag was carbon capture and sequestration. Now OXY has been awarded $1.2 billion to build a direct air capture plant. Buffett has been buying OXY stock for a while. Got to hand it to the guy. He gets the benefit of higher oil prices and free money from" [YouTube Link](https://youtube.com/watch?v=1rPJwPAHqPE) 2023-08-12T17:22Z 15K followers, [----] engagements "Uranium Bull Market Continues As $60 lb. Level Breached. WTI Oil Closes Above $85. AIA Weekly 9-2-23 Uranium investors and speculators are rejoicing as the price of uranium is again trading above $60/lb. OPEC+ continues to restrict oil supply causing lower inventories and prices. Is $100/barrel in the cards Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site" [YouTube Link](https://youtube.com/watch?v=27fdFJIXYjI) 2023-09-02T16:47Z 15K followers, [----] engagements "What is going on at Kazatomprom AIA Weekly Report 1-20-24 Lots of rumors on Uranium Twitter this week about the production shortfalls at Kazatomprom. Is it because of a shortage of sulphuric acid Overproduction and mismanagement I discuss. Plus the economy continues to deteriorate yet employment is still holding things up Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:" [YouTube Link](https://youtube.com/watch?v=78Y3Andgnrw) 2024-01-20T14:00Z 14.9K followers, [----] engagements "Is China Uninvestable Or A Contrarian Opportunity. AIA Weekly Report 9-30-23 I jumped around to a bunch of subjects this week. I am focusing on the rise of disorder chaos and de-evolution of American 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into" [YouTube Link](https://youtube.com/watch?v=7dIFtLf8B18) 2023-09-30T13:00Z 15K followers, [----] engagements "Kazatomprom cuts [----] uranium guidance by 17%. Uranium stocks explode higher. AIA Weekly 8.24.24 The world's largest uranium supplier Kazatomprom has reported that [----] production will be 17% less than originally forecasted. The company also said it will not give [----] production guidance until this time next year. The Chief Financial Officer also quit after just eleven months on the job. This is tremendously bullish news and it could likely be the catalyst for the next move higher in uranium prices. Worlds largest uranium producer slashes production target" [YouTube Link](https://youtube.com/watch?v=7lnq369Kjo0) 2024-08-24T16:28Z 14.9K followers, [----] engagements "Shale CEO says US shale has peaked. Higher oil prices are in our future. AIA Weekly Update 8.9.25 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a" [YouTube Link](https://youtube.com/watch?v=7p_aykmFIug) 2025-08-10T03:18Z 15.6K followers, [----] engagements "Still lot's of value in oil uranium gold and platinum. AIA Weekly Update 7.19.25 Many of the sectors we follow in the AIA newsletter still represent tremendous value and potential upside. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews" [YouTube Link](https://youtube.com/watch?v=9vfN7QEBMiE) 2025-07-19T13:00Z 15.6K followers, [----] engagements "US overvalued China and EM's undervalued. Guess what I am buying AIA Market Update 11.22.25 The US market is historically overvalued. Overvaluation typically leads to lower forward returns. Conversely China and emerging markets are undervalued. I am finding and buying undervalued stocks across the emerging market space. The [----] AI Index Report https://hai.stanford.edu/ai-index/2025-ai-index-report When Capex Booms Turn Into Busts: Lessons From History" [YouTube Link](https://youtube.com/watch?v=B2xarLarII4) 2025-11-22T22:41Z 15.6K followers, [----] engagements "Energy and metals are on a roll. Will it continue in [----] AIA Weekly Update 12.6.25 Energy and various metals are breaking higher. I update what is breaking higher and whether it will/can continue. Copper faces 30% supply deficit by [----] IEA warns at UK summit https://www.spglobal.com/energy/en/news-research/latest-news/metals/120125-copper-faces-30-supply-deficit-by-2035-iea-warns-at-uk-summit Inside the AI-Led Resource Race https://www.imf.org/en/publications/fandd/issues/2025/12/inside-the-ai-led-resource-race-thijs-van-de-graaf If you find the information I provide helpful consider" [YouTube Link](https://youtube.com/watch?v=BrKFLltrCYo) 2025-12-06T22:36Z 15.6K followers, [----] engagements "Silver breaks out How I use sentiment and volatility to guide me. AIA Weekly Report 11.29.25 In the AIA Newsletter Subscriber Discord group I announced a week or so ago that I was taking positions in some silver mining stocks that got flushed after the recent big moves higher. That worked out nicely as silver made a new all-time high in nominal terms on Friday. I believe one can use extremes in gold and silver sentiment to move in and out of these volatile stocks to maximize returns. US EXIM to invest $100B in critical minerals and energy says chair" [YouTube Link](https://youtube.com/watch?v=CcgIU9TvTOU) 2025-11-29T17:33Z 15.6K followers, [----] engagements ""Excess Money Creation Is Miracle-Gro For Gold" The US FED has seen their balance sheet explode by almost 50% in the last several weeks as they attempt to plug the liquidity shortfalls in markets. M-2 money supply growth is now 12% and exceeds that of the great financial crisis in [----]. During that episode of FED largesse the gold price made and alltime high of $1900/oz. With an unknown amount of monetary creation still to come is it not reasonable to presume the gold price may exceed those previous highs [---] million new jobless claims:" [YouTube Link](https://youtube.com/watch?v=DMOHDNsyCq4) 2020-04-12T03:59Z 15K followers, [----] engagements "Analyst says uranium could spike to $300/lb. AIA Weekly Report 10-28-23 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 $35000. Is a new liquidity cycle starting or are the price rises reacting to geopolitical events Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable" [YouTube Link](https://youtube.com/watch?v=FMgPkEPh4ZM) 2023-10-28T16:08Z 15K followers, [----] engagements "Cameco Third Quarter Report. Events Are Moving Positively I always look forward to Camecos quarterly reports as a way to gain insight into the current uranium market. It appears events in the uranium market continue to go from bad to less bad. There is continued uncertainty in the market regarding the US Working Group on uranium and Russia waivers. Nevertheless our thesis continues to strengthen less supply and more demand. We dont know the tipping point and either does Camecos management but we all know it is coming. Cameco call transcript:" [YouTube Link](https://youtube.com/watch?v=G4CJy4Mtg80) 2019-11-02T16:49Z 14.8K followers, [----] engagements "Democratic Socialist wins NYC mayoral race. Why AIA looks overseas for returns. AIA Update 11.8.25 So Mr. Mamdani wins the NYC mayoral race and people are in a panic. Not AIA. We believe that good policy fosters good economic outcomes which in turn lead to higher stock prices. Don't invest in NYC or jurisdictions where people are voting in statist polices. We are discovering numerous opportunities in Emerging Markets Latin America and Central Asia. Three tough truths about climate- Bill Gates https://www.gatesnotes.com/home/home-page-topic/reader/three-tough-truths-about-climate If you find" [YouTube Link](https://youtube.com/watch?v=GUZPm1BnolI) 2025-11-08T18:15Z 15.6K followers, [----] engagements "Mining billionaire: "Americans have no idea what we are facing." AIA Weekly Market Update 1.10.26 The US is in a big jam. It has not invested in critical minerals or in processing them for forty years. The US is now in a winner-take-all competition with China that requires cheap energy and critical minerals. Most people and investors in particular are ignorant of these facts. This is a tremendous opportunity for AIA readers and listeners. Billionaire Investor Robert Friedland: Americans Are Living In A Fantasy They Have No Idea What We're Facing" [YouTube Link](https://youtube.com/watch?v=JWT3itjtk94) 2026-01-11T00:45Z 15.6K followers, 13.7K engagements "Commodity after commodity breaking higher as resource supercycle expands. AIA Weekly Report 6.28.25 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a" [YouTube Link](https://youtube.com/watch?v=LWUdlElBgAg) 2025-06-28T15:20Z 15.6K followers, [----] engagements "American nuclear renaissance gets major government backing. AIA Weekly Report 11.1.25 The US government signed a $80 billion deal with Westinghouse to build [--] AP1000 reactors in the US. The US nuclear industry is finally back. This is bullish for uranium. Very bullish. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You" [YouTube Link](https://youtube.com/watch?v=LZ8gsVY0jHQ) 2025-11-01T16:26Z 15.6K followers, [----] engagements "US Debt Doom Loop Countdown To Money Printer Go Brrr. AIA weekly Report 10-21-23 The US debt is out of control and there is no brake on spending. Interest expense on this debt is getting ready to cross $ [--] 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a" [YouTube Link](https://youtube.com/watch?v=LoH2-fYzOGk) 2023-10-21T16:37Z 14.9K followers, [----] engagements "Why copper is poised to have a gold like move higher. AIA Weekly Update 10.25.25 Looking at the long-term copper chart it appears poised to break out of a long-term cup-and-handle formation. This would be similar to what gold did over the last six months. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader-supported channel. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these video's information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can" [YouTube Link](https://youtube.com/watch?v=OZFNGbrRLWU) 2025-10-25T16:10Z 15.6K followers, [----] engagements "Why I Am Investing In Emerging and Frontier Markets. Weekly Market Update 9-12-20 Inflation is the new talking point for the last week. CNBC even wheeled out Alan Greenspan. Due to overvalution and lower prospects in the developed country markets I delve into why I am investing in emerging and frontier markets" [YouTube Link](https://youtube.com/watch?v=Pllj4TZ1ISg) 2020-09-13T02:14Z 14.9K followers, [----] engagements "Gold and Silver: The Pause That Refreshes. AIA Weekly 10.18.25 After advancing for nine straight weeks gold and other precious metals have decided to take a breather. Is this a consolidation before higher highs or this cycles top If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site" [YouTube Link](https://youtube.com/watch?v=Q122i2AFL7w) 2025-10-18T17:46Z 15.6K followers, [----] engagements "Major banks with $14 trillion dollars in assets support nuclear power. AIA Weekly Report 10.5.24 #uranium #nuclearpower #uraniumstocks Major banks have pledged trillions in support of nuclear power and most major tech companies are aligning behind nuclear power as demand for data centers explodes higher. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=QRkguFzTcoE) 2024-10-05T15:47Z 15.1K followers, [----] engagements "Breakouts across the resource sector. Resource supercycle is gathering momentum. AIA Weekly 9.27.25 We are now seeing further evidence of breakouts and strength in various resource sectors; precious metals uranium copper rare earths and energy are all rallying. The resource supercycle we have discussed for years is finally unfolding as forecasted. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas" [YouTube Link](https://youtube.com/watch?v=RxB-r3-0MtY) 2025-09-27T16:22Z 15.6K followers, [----] engagements "Will the oil price surprise to the upside in [----] AIA Weekly Video 2.8.25 Although many market participants think the oil price will stay constant or move lower in [----] I explain why oil might move higher later this year. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:" [YouTube Link](https://youtube.com/watch?v=UpLqP4BLNa8) 2025-02-08T17:41Z 13.4K followers, [----] engagements "Hard or Soft Landing for the US I Am Bullish on Gold for [----]. AIA Weekly 12-23-23 #uraniumstocks #uranium #gold #goldstocks Merry Christmas to all subscribers and viewers Going into the end of the year the question is whether the US will have a soft or hard landing. This is important to have a view on because monetary policy will be determined by what happens. My view is that we are looking at a hard landing. Uranium breaks $90/lb and the uranium bull market continues. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment" [YouTube Link](https://youtube.com/watch?v=YOykEYa1Z_k) 2023-12-23T19:13Z 14.9K followers, [----] engagements "FED resumes QE by another name. Metals scream higher. AIA Weekly Update 12.13.25 The FED cut rates this week and also announced it will be buying $40 billion per month in T-Bills but only for a few months to maintain "market liquidity". Metals rallied hard and seem to be sniffing out the new QE. The Fed just ended QT and is now resuming QE. Recall the Treasury needs to roll billions in US debt next year. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny" [YouTube Link](https://youtube.com/watch?v=ZguIY1imcro) 2025-12-13T17:18Z 15.6K followers, [----] engagements "Kazatomprom reiterates "Value over Volume" policy equals less uranium supply. AIA Weekly 1.18.2025 Kazatomprom issued their 2025-2034 Development Strategy update. The management reiterated their previous strategy of emphasizing maximizing the value of their assets over just increasing volumes. This will likely mean less uranium supply for the world than many expected. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into" [YouTube Link](https://youtube.com/watch?v=_18_9xpas4s) 2025-01-18T18:13Z 14.9K followers, [----] engagements "Resource markets way up but still undervalued relative to stocks and bonds. AIA Weekly Update 1/24 The first several weeks of [----] have been phenomenal in the resource stocks. Many people are up double digits and have already made their year Maybe we will see a pullback followed by further gains. Kazakhstans Mineral Extraction Tax Creates a New Floor in Uranium Pricing https://thehoot731.substack.com/p/kazakhstans-mineral-extraction-taxutm_source=post-email-title&publication_id=3755348&post_id=185551195&utm_campaign=email-post-title&isFreemail=true&r=9djf&triedRedirect=true&utm_medium=email" [YouTube Link](https://youtube.com/watch?v=_GMLLzFvwC8) 2026-01-24T18:01Z 15.6K followers, [----] engagements "IEA flips its script. Cancels peak oil demand. Physics and win again AIA Weekly Report 9.13.25 Recent reporting from the International Energy Agency indicates that they will abandon their peak fossil fuel demand scenario and are now forecasting continued growth in fossil fuel use for years to come. This is interesting because investments in fossil fuel supply have been restricted as the accepted view was that oil coal and natural gas demand would shrink as peak demand due to renewables would replace them. Physics and math win again If you like the information I provide consider supporting me" [YouTube Link](https://youtube.com/watch?v=aeaziig9ifE) 2025-09-13T16:36Z 15.6K followers, [----] engagements "Weekly Market Update 11-3-2018 This week I review the Cameco Q3 report. Based on what I am seeing it is obvious we are in the beginning stages of a uranium bull market. I also review the G&R Q3 letter which is heavy on oil and why it is in a long term bull market. Cameco Q3 Earnings Call Transcript: https://seekingalpha.com/article/4217818-cameco-corporation-ccj-ceo-tim-gitzel-q3-2018-results-earnings-call-transcript Goehring & Rozencwajg q3 Commentary: http://gorozen.com/research/commentaries/3Q2018_introduction" [YouTube Link](https://youtube.com/watch?v=dAYFG8l7wwQ) 2018-11-03T17:49Z 14.9K followers, [----] engagements "An Energy Crisis Is Now Pretty Much Guaranteed www.actionableintelligencealert.com Years of underinvestment in new reserves and production is going to lead to an energy crisis in the near future. Tremendous amounts of money will be made by those who understand what is happening vis-a-vis energy especially oil and gas. The Incredible Thing About The Energy Stock Rally https://seekingalpha.com/article/4434416-the-incredible-thing-about-the-energy-stock-rally The crisis is over but are we amid a regime shift" [YouTube Link](https://youtube.com/watch?v=gYSP3QaPGfU) 2021-06-19T21:09Z 14.9K followers, [----] engagements "An Investment Legend And Uranium Investing Sir John Templeton was one of the greatest value and contrarian investors of all time. I discuss his first big speculation just prior to WW2 and how his thinking can apply to our current environment with respect to uranium. The President of Scorpio Tankers bough even more call options and the stock is breaking out. Also central banks around the world cut rates [--] times during Q3 and that is bullish for gold. Central Banks Cut Rates [--] Times In Q3: http://www.centralbanknews.info/2019/10/central-banks-cut-rates-67-times-in-q3.html Kazatomprom Capital" [YouTube Link](https://youtube.com/watch?v=hEiy6cUaQj0) 2019-10-05T19:34Z 15K followers, [----] engagements "Uranium tops $62/lb [--] month high as we get bullish vibes from WNA confab. AIA Weekly Report 9-9-23 The WNA had its annual conference last week in London. My initial impression from folks I follow on Twitter who were there is that it was pretty bullish. Continued bullishness in oil as Brent trades above $90/bbl. Saudis extend voluntary supply cuts for three months instead of one month. Follow me on Twitter: @JohnPolomny Follow me on my blog: www.actionableintelligencealert.com Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid" [YouTube Link](https://youtube.com/watch?v=hYEhF3E6oFU) 2023-09-09T15:28Z 15K followers, [----] engagements "Actionable Intelligence Alert Interview Series. Justin Huhn "UraniumInsider.com 9-2-21 www.actionableintelligencealert.com I have not talked to Justin in around a year. I asked him to come on a few weeks ago and we were finally able to get our schedules together. I was lucky to have him on after the recent bullish price action in the uranium price and uranium shares this week. We discuss a bunch of subjects related to uranium including the Sprott Uranium Trust and the effect it has already had on the market and we have some fun speculating on what could happen in the future. As always Justin" [YouTube Link](https://youtube.com/watch?v=i8sifABm4SI) 2021-09-03T04:04Z 14.8K followers, [----] engagements "Review of Uranium Market From Cameco 1st Quarter Results Call Cameco had their 1st quarter [----] results call and talked about their business and the general condition of the uranium market. Their view is that things continue to improve. I also talk about patience and how it will seperate tyhe winners from the losers. Cameco 1st Quarter Results Call Transcript: https://seekingalpha.com/article/4258733-cameco-corporation-ccj-ceo-tim-gitzel-q1-2019-results-earnings-call-transcript KazAtomProm Uranium Production Down:" [YouTube Link](https://youtube.com/watch?v=jrsDUj2KoE4) 2019-05-04T19:12Z 15.2K followers, [----] engagements "Cameco Reports Largest Nuclear Fuel Deal Ever. AIA Weekly 2-11-23 Cameco reported the largest fuel deal ever signed by the company. The deal is with the Ukraine State Energy Company. Other discussion points This Week -Japan reaffirms extensions to nuclear plants and commitment to nuclear energy. -Shell's board being sued by climate activists -Duke Energy takes big impairment on sale of renewable business -Jet fuel demand soaring as China leaves pandemic -Investigative article on US complicity in Nordstream [--] sabotage Follow me on Twitter: @JohnPolomny Follow me at my blog:" [YouTube Link](https://youtube.com/watch?v=kjSQYPl6QdU) 2023-02-11T18:56Z 15.1K followers, [----] engagements "Is Gold Currently Overbought Gold and gold stocks have had a nice run recently. That has drawn quite a bit of attention to the space. Although I am still solidly bullish long term I get nervous when sentiment becomes too positive which it appears to be now. I am not putting new money to work in the gold shares. However oil and oil stocks are still unloved and under owned. With WTI at $40.bbl and everyone calling for the end of oil tremendous value exists in the space. I also bring to your attention the gold oil ratio which has given pretty good indications when oil has a tendency to" [YouTube Link](https://youtube.com/watch?v=mgf6xASSuK4) 2020-07-13T13:30Z 15K followers, [----] engagements "EIA says US oil production will decline in [----]. Will oil prices rise AIA Weekly Report 8.16.25 The EIA reported that due to lower prices and companies pulling back on shale oil investments US oil production is poised to decline next year. Production growth has been slowing for the last two years but remains positive. What does this mean for oil prices Opec oil price war will halt shale boom say US producers https://www.ft.com/content/e3bc8d6b-0b07-4416-bbe1-52704ae0e07b AI experts return from China stunned: The U.S. grid is so weak the race may already be over" [YouTube Link](https://youtube.com/watch?v=mp0qoSu6WT8) 2025-08-16T16:15Z 15.6K followers, [----] engagements "Yen carry trade blows up markets tank. John gets happy. AIA Weekly Report 8.3.24 The Japanese central bank raised interest rates for the second time this year. Markets tank as yen carry trade begins to unwind. The total value of the Yen carry trade could be as high as $20 trillion. I explain in basic terms what the carry trade is and the repercussions of it unwinding. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into" [YouTube Link](https://youtube.com/watch?v=nPF_DllAYcw) 2024-08-03T13:00Z 14.9K followers, 10.4K engagements "Copper The New Energy Metal And Why I like It Copper is the new energy metal that will enable the electricifcation of the economy. It has cracked $3/lb on recent Chinese demand as supplies have been constrained by covid-19 supply disruptions. Longer term I think it is going higher for the reasons hioghlighted in the video. One advantage of investing in copper is that it is often found together with gold and silver. Copper market soars: https://smallcaps.com.au/copper-market-soars-inventories-decline-chinese-panic-buying/ Structural shift in the copper market:" [YouTube Link](https://youtube.com/watch?v=oMs8eyNm55o) 2020-09-06T02:54Z 15.3K followers, [----] engagements "Oil Tanker Stocks: Making Lemonade From Lemons What we are seeing in the markets is nearly unprecedented. Markets are super volatile and people are panicking as logic and rationality is replaced by the margin clerk and forced selling. The other Black Swan the oil feud between Russia and Saudi Arabia has resulted in a crash in oil prices and knock on crash in oil stocks. There is one bright spot oil tankers. With all the new supply coming online someone has to ship that oil and it has now become profitable to store it. Tanker rates surged late this week and tanker stocks are on the move. Kuppy" [YouTube Link](https://youtube.com/watch?v=q1Zze3rbvEw) 2020-03-15T01:38Z 15.4K followers, [----] engagements "Interview with Mihail Stoyanov of the "The Old Economy" Substack I discovered Mihail's Substack "The Old Economy" and was impressed with his writing and views on the old economy (asset-heavy businesses). He is a Bulgaria-based writer and former marine engineer who served on board commercial ships. I interviewed him and we discussed his background his investing philosophy and why he started on Substack. We discussed platinum group metals shipping stocks and his view on the potential upside in shipyards and Africa as an overlooked investment theme. Companies discussed: Product tankers:" [YouTube Link](https://youtube.com/watch?v=rOiltOu12ZE) 2024-07-11T18:53Z 15.4K followers, [----] engagements "The "Silver Tsunami". Opportunities in the aging of the US. Unemployed Value Degen Interview. Interview with the author of the "Unemployed Small Cap Value Degen" Substack. In this interview we discuss the investment implications and opportunities associated with the aging baby boomer cohort and the disposition of their $75 trillion in wealth. He names names and ticker symbols as we deep dive into these three companies. There is much more on his Substack. It is a value at $7/mo. Substack https://substack.com/@unemployedvaluedegen Twitter: https://x.com/SFarringtonBKC" [YouTube Link](https://youtube.com/watch?v=s-qRN9WR0t0) 2025-10-22T17:35Z 15.6K followers, [----] engagements "Actionable Intelligence Interview Series Larry Johnson current status of war in Ukraine 12.2.25 Larry C. Johnson is a former CIA officer and intelligence analyst and former planner and advisor at the US State Departments Office of Counter Terrorism. As an independent contractor he has provided training for the US Militarys Special Operations community for [--] years. Since its founding in [----] Larry has been managing partner of BERG (Business Exposure Reduction Group) Associates LLC which specializes in investigating money laundering and counterfeit products as well as providing financial" [YouTube Link](https://youtube.com/watch?v=s5tKIPNelag) 2025-12-02T20:22Z 15.6K followers, [----] engagements "Why I Sold Peabody Energy Stock. AIA Weekly 3-4-23 I had two tranches of coal producer Peabody Energy in the AIA portfolio. I discuss why I bought the shares and why I recently sold both positions for 400-600% gains. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA I have started up a Patreon" [YouTube Link](https://youtube.com/watch?v=sw4-LQpryug) 2023-03-04T18:20Z 15.4K followers, [----] engagements "Oil Market Update And What I Am Doing Currently. AIA Weekly Market Update 12-10-22 Oil markets continued to soften with the price of WTI down $10/bbl this week. People want answers and in this video I give an update about how I see things in the short medium and long term. Follow me on Twitter: @JohnPolomny Follow me on my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to:" [YouTube Link](https://youtube.com/watch?v=tOkzWK2N5F4) 2022-12-10T17:39Z 15K followers, [----] engagements "Positive Uranium News Just Keeps Coming. KazAtomProm To Form Physical Uranium Investment Vehicle www.actionableintelligencealert.com The good news for energy investors continued this week as the news in the oil patch is getting better. KazAtomProm decides to create its own uranium investment vehicle. Kazatomprom Announces Investment in Physical Uranium Fund https://www.kazatomprom.kz/en/media/view/kazatomprom_obyavlyaet_ob_investirovanii_v_fond_fizicheskogo_urana Kuwait says drilling facilities work underway to reverse declining oil production capacity" [YouTube Link](https://youtube.com/watch?v=tT7ft9r81Fs) 2021-10-23T13:00Z 14.9K followers, [----] engagements "Kazatomprom admits uranium production shortfalls in [----]. AIA Weekly Report 2.3.24 Kazatomprom reported that it will have a production shortfall in [----] and very possibly in [----]. The market now awaits to see what Cameco reports. Long story short uranium prices are going higher for longer. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews I have started a" [YouTube Link](https://youtube.com/watch?v=u9AId3fxbwg) 2024-02-03T17:14Z 14.9K followers, [----] engagements "Uranium Is Entering A New Up Leg In Price Lots of positive news in the uranium and nuclear sector. It appears that the uranium price is now entering a new upleg in prices. This is after the consolidation we have experienced in uranium share prices over the last six months or so. OPEC does not have capacity to boost production: Nigerian minister https://www.aa.com.tr/en/economy/opec-does-not-have-capacity-to-boost-production-nigerian-minister/2558693 Unrest in Peru continues" [YouTube Link](https://youtube.com/watch?v=vv4N9kk0mSk) 2022-04-09T16:52Z 15K followers, [----] engagements "The Uranium Rocket Ship Blasted Off Last Week www.actionableintelligencealert.com The Sprott Uranium Trust buying physical uranium is having the effect it was designed for. It is vacuuming up physical uranium supply and forcing the price of uranium higher. This in tune is leading to explosive moves higher in uranium stocks. It has been a long wait but the rocket ship has left the launch pad. New "John's Reality Check" drops every Sunday Bitchute https://www.bitchute.com/channel/D8Dd9hcM1YGC/ Rumble https://rumble.com/account/contenttype=all Justin Huhn UraniumInsider.com interview this week" [YouTube Link](https://youtube.com/watch?v=wWr7iEIe2JI) 2021-09-05T00:39Z 15.1K followers, [----] engagements "Is the AI Boom Really A Big Bust AIA Weekly Report 2.22.25 Dissenting views on whether the so-called AI boom may actually be a bust. What are the repercussions if this is a bust The most underreported and important story in AI right now is that pure scaling has failed to produce AGI https://fortune.com/2025/02/19/generative-ai-scaling-agi-deep-learning/mc_cid=d9c2e03744&mc_eid=238ef3f050 Net zero: hype versus reality https://www.opec.org/opec_web/en/7464.htm How to get exposure to Ukraine if there is peace https://x.com/clarksquarecap/status/1891998359331746256s=51&t=_XfY1bY2PmNi_TvnimAgSA If" [YouTube Link](https://youtube.com/watch?v=x7QG_x1IT70) 2025-02-22T17:09Z 13.8K followers, [----] engagements "It Looks Like A Tanker Supercycle Is Starting. AIA Weekly Report 9-17-22. Due to sanctions placed on Russia by the EU oil and refined products now need to be sourced from places more distant from the EU than before. This is causing more ton-miles for the existing tanker fleet. This is also causing rates to skyrocket as there are not enough tankers to move all this product further distances. It appears that for as long as sanctions are in place we are looking at a time of elevated rates for tankers. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com" [YouTube Link](https://youtube.com/watch?v=yqFf7qMHVuo) 2022-09-17T17:26Z 15.1K followers, [----] engagements "Majority of central banks now cutting rates. Liquidity bazooka is firing. AIA Weekly Report 3.30.24 I show my data on the central bank data I have been collecting. The majority of the world's central banks are lowering rates. Expect the big dogs the Fed the ECB and the Bank of England to begin rate cuts this year. This wave of liquidity is already causing hard assets to get a bid. This likely has a lot more room to run. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny" [YouTube Link](https://youtube.com/watch?v=-41m1kDtY60) 2024-03-30T16:34Z 13K followers, [----] engagements "Has US oil production finally peaked AIA Weekly 6.7.25 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into" [YouTube Link](https://youtube.com/watch?v=-zILfShiOZ4) 2025-06-07T14:41Z 15.6K followers, [----] engagements "Peak ESG Japan To Turn On More Reactors. Power Prices In Europe Make New Highs. AIA Weekly 8-13-22 #oil #BuildbackBetter #energycrisis Lots of energy news this week. Power prices in Europe are soaring to record highs. How long can this continue until there is a political backlash Japan vows to turn on more nuclear reactors for energy security. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable" [YouTube Link](https://youtube.com/watch?v=08Ol7_q6Ibo) 2022-08-13T16:59Z 14K followers, [----] engagements "Gold is correcting. Why the bullmarket in gold will continue. AIA Weekly 5.25.24 Gold and other commodities are correcting after becoming overbought in the short term. I discuss why commodities including gold will likely head higher. I discuss some important slides from the [----] In Gold We Trust slide deck. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid" [YouTube Link](https://youtube.com/watch?v=0UOzyYQm4QA) 2024-05-25T16:34Z 12.2K followers, [----] engagements "Uranium: We are back baby. AIA Weekly Report 5.24.25 Last week the Trump administration signed executive orders directing the Nuclear Regulatory Commission to streamline its regulatory process speed up the approval of new nuclear plants and stimulate the development of new nuclear power in the US. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=27qMGCLfabc) 2025-05-24T15:25Z 15.6K followers, [----] engagements "Large cap gold stocks break out as gold makes new high. AIA Weekly Report 4.12.25 The gold stock ETF (GDX) has reached recent highs as the gold price makes a new all-time high. The junior gold stock ETF (GDXJ) is flirting with a breakout. A gold stock bull market now appears to be in progress. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable" [YouTube Link](https://youtube.com/watch?v=2erGvY9u-ow) 2025-04-12T13:00Z 15.6K followers, [----] engagements "AIA [----] Review and [----] Investment Themes. AIA Weekly Market Update 12-30-23 This week I discuss and review the [----] performance of the newsletter. I also discuss the investment themes I am looking at for [----]. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews I have started up a Patreon account for those who wish to help support my work. Check it out" [YouTube Link](https://youtube.com/watch?v=3QCegsfuS9g) 2023-12-30T20:00Z [--] followers, [----] engagements "Why interest rates are heading higher. BBB version. AIA Weekly Report 7.5.25 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. URANIUM China to nearly double nuclear power capacity by [----] in rapid build-up" [YouTube Link](https://youtube.com/watch?v=5-Lh6JQuiAM) 2025-07-05T21:22Z 15.6K followers, [----] engagements "Oil demand will continue to grow as emerging markets propel demand. AIA Weekly Report 1.27.24 I remain bullish on worldwide oil demand growth as emerging market demand will drive demand. The average US consumer uses [--] barrels per year. The average Indian uses [--] barrels per year. The average African uses even less. Don't forget depletion of 5-7% per year. We will have periods of cycle demand weakness but overall we will need more oil over time. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription" [YouTube Link](https://youtube.com/watch?v=57nHgiEOlD4) 2024-01-27T19:03Z 11.1K followers, [----] engagements "What Is Money Are Gold and Bitcoin Money What is money really Well Aristotle gave this some thought and came up with some pretty good characteristics of sound money. This is an important concept to understand and few people give it much thought. Schlumberger had their third quarter call and described North American activity as being in sort of a recession. In the meantime the offshore jackup market is now at around 80% utilization with dayrates increasing. Finally boredom has infected the uranium space as investors drift away as the price action in uranium is stagnant. Below the surface" [YouTube Link](https://youtube.com/watch?v=5cmDFi77Kcc) 2019-10-20T16:47Z 13.8K followers, [----] engagements "BRICS meeting not the dollar killer many were anticipating. AIA Weekly Report 10.26.24 This week the big BRICS meeting was held in Kazan Russia. Although important from a perception and visual perspective it did not result in any major news or move towards a new currency. I review what occurred. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable" [YouTube Link](https://youtube.com/watch?v=5iaGNidEX0o) 2024-10-26T17:15Z 14.7K followers, [----] engagements "Moody's downgrades US debt. Does it matter AIA Weekly Report 5.17.25 Moody's joins rating agencies S&P and Fitch in downgrading US debt due to the US government's apparent unwillingness to discuss cutting spending. The question is does it matter If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going" [YouTube Link](https://youtube.com/watch?v=67jwI35AwZ4) 2025-05-17T16:38Z 15.6K followers, [----] engagements "The Bank of Canada and ECB fire their monetary bazookas. Moneyfest [----] continues. AIA Weekly 6.8.24 The Central Bank of Canada and the ECB both cut rates this week. This continues the trend of central banks around the world cutting rates and increasing liquidity. This will be a multi-year trend and should be long-term bullish for hard assets. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas" [YouTube Link](https://youtube.com/watch?v=6MY2CEUv_GI) 2024-06-08T17:38Z 13.9K followers, [----] engagements "Global PMIs indicate the global economy is growing. Commodity prices move higher. AIA Weekly 4.6.24 Global PMIs for March [----] were released last week. The readings continued to show an increasing strength in the global economy. This strength is leading to more demand for energy and metal inputs and we are seeing prices for these move higher in response. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment" [YouTube Link](https://youtube.com/watch?v=6jnAJedC2go) 2024-04-06T19:35Z 11.9K followers, [----] engagements "Dig Out The Old Baseball Card Collection. The FED Is Buying Everything 7-5-20 Weekly Market Update I understand the title of this weeks video is click bait and no I know the FED is not buying baseball cards. Nevertheless it does seem as though they are buying just about any and all other financial assets. One has to ask a couple of questions. Where are they getting the money They create it out of thin air. Is this sound economics What is the knock-on effects of all of this intervention My view is this will be inflationary really inflationary. What will benefit from all of this monetary" [YouTube Link](https://youtube.com/watch?v=6k48Cp3ugQ8) 2023-10-17T01:52Z 11.1K followers, [----] engagements "World central banks now cuttting rates. New liquidity up cycle in [----]. AIA weekly 1-6-24 #gold #japan #permianbasin #oil Since August [----] more central banks have been cutting rates rather than raising them. This is mainly concentrated in emerging markets and smaller countries but the trend is unmistakable. December had the most central banks cutting than raising rates in over a year. I expect the US and EU to start their cuts this year which will in my view potentially lead to outperformance for gold and resource markets. Follow me on Twitter: @JohnPolomny Interested in knowing how I" [YouTube Link](https://youtube.com/watch?v=6t2pFhw8AyE) 2024-01-06T19:33Z [--] followers, [----] engagements "Is Uranium Finally Waking Up Weekly Market Update 7-18-20 Uranium stocks Cameco in particular look to have broken higher over the last couple of weeks. Does this mean we are finally in the long-awaited uranium bull market Could the recent rise in uranium stocks just be a result of all the FED provided liquidity in the markets Credit Bubble Bulletin: http://creditbubblebulletin.blogspot.com/ LA Teachers demand progressive changes before returning to work:" [YouTube Link](https://youtube.com/watch?v=7eIBIPN0djs) 2020-07-18T18:08Z 13.3K followers, [----] engagements "Review of AIA Portfolio [----] Q2 results. We are beating the S&P handily. AIA Weekly Report 7.12.25 Contrary to what many think or believe uranium mining equities have returned over 300% since June [----]. 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader-supported channel. https://www.buymeacoffee.com/johnpolomny Interested in how I" [YouTube Link](https://youtube.com/watch?v=7uhMVC-f1F4) 2025-07-12T16:16Z 15.6K followers, [----] engagements "Government of Finland Issues Shocking Report On Future Oil Supply The government of Finland delivered a shocking report on future oil supply. We are living on borrowed time regarding oil supply. The growth in US shale has masked what was in fact an impending supply problem. Shale is now possibly declining. Now what The Cameco Q4 [----] earnings report is out. The comments from the Cameco management is the most bullish I have heard during this extended bear market. I also talk about coronavirus and the what I expect to be a massive amount of monetary and fiscal response to the economic effects" [YouTube Link](https://youtube.com/watch?v=8J3bmsFe_wE) 2020-02-08T20:48Z 14.8K followers, [----] engagements "Record Amount Of Stock IPO's Indicate Overvalued Market Ready To Fall There is an old Wall Street saying "When the ducks quack feed them." The ducks are the retail investors and when there is demand for stock Wall Street firms oblige by issuing shares. This usually happens near the top of markets or when a sector gets really hot and then goes out of favor" [YouTube Link](https://youtube.com/watch?v=9vHvGIjzWpI) 2021-08-24T16:00Z 13.6K followers, [----] engagements "Employment is beginning to crack. Recession in the US is back in focus. AIA Weekly Report 11-4-23. 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I" [YouTube Link](https://youtube.com/watch?v=9wIKCMPGCOY) 2023-11-04T15:16Z 13K followers, [----] engagements "Energy Transfer and GE Verona confirm natural gas to power AI build out. AIA Weekly Report 2.15.25 This week Two news items from Energy Transfer Partners (nat gas pipeline company) and GE Verona (heavy gas turbine manufacturer) confirm the thesis that natural gas will fuel the AI buildout. JD Vance's speech took a 2x4 upside of the Europeans at the Munich Security Conference. I discuss the possible implications. JD Vance Speech https://www.youtube.com/live/pCOsgfINdKgsi=FLViLeyKF-bnL5UJ GE Vernova investing $160M in Greenville to expand gas turbine production" [YouTube Link](https://youtube.com/watch?v=BSEfB2nS_SM) 2025-02-15T19:14Z 14.5K followers, [----] engagements "Can the Trump administration pull a trade and monetary rabbit out of a hat AIA Weekly 5.3.25 The Trump administration is trying to remedy what it sees as unsustainable trade and monetary imbalances which it views as undermining the US economy. The question is can they do it before the economic pain undermines their political support and mandate US adds [--] more mining projects to fast-track permitting list https://www.mining.com/web/us-adds-10-more-mining-projects-to-fast-track-permitting-list/ Dont blame renewables for Spains power outage" [YouTube Link](https://youtube.com/watch?v=BgDi0YM73bQ) 2025-05-03T15:37Z 15.6K followers, [----] engagements "Gold makes new all time high. Shortened flu version. AIA Weekly Report 2.1.25 Gold prices reached a new all-time high. Gold stocks continue to lag even as operating margins explode upward. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews" [YouTube Link](https://youtube.com/watch?v=BgJOxymUJnI) 2025-02-01T17:47Z 13.4K followers, [----] engagements "Uranium: A Business Measured in Years Not Weeks or Months In this weeks video I review the [----] Cameco annual report. I also discuss the interview Mike Alkin did with the CEO of UR Energy regarding the Section [---] petition. Copper is becoming a new theme for me (supply/demand) in our favor. Why are central banks tremendous buyers of gold if it is a barbarous relic Mike Alkin Interview Of UR Energy CEO: http://themikealkinshow.curzioresearch.libsynpro.com/special-edition-uranium-mining-section-232-and-matters-of-national-security-ep47" [YouTube Link](https://youtube.com/watch?v=CB32ahZaxys) 2019-02-18T02:00Z 14K followers, [----] engagements "Day of Liberation causes financial dislocation and market chaos. AIA weekly report 4.5.25 The administration initiated its tariff policy which is part of a broader economic policy. Investors are grieving fearing and full of angst. Markets are reacting by selling off. Unfortunately the baby is being thrown out with the bath water. We have seen this before. Yes there is volatility but in this chaos and volatility there is the seed of opportunity. A Users Guide to Restructuring the Global Trading System" [YouTube Link](https://youtube.com/watch?v=C_peCOPP_BU) 2025-04-05T16:28Z 15.6K followers, [----] engagements "The Everything Bubble continues. Enjoy it while it lasts; it never does. AIA Weekly Report 7.26.25 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. PJM Auction Procures [------] MW of Generation Resources; Supply Responds to Price Signal https://insidelines.pjm.com/pjm-auction-procures-134311-mw-of-generation-resources-supply-responds-to-price-signal/ AI to drive 165% increase in data center power demand by 2030" [YouTube Link](https://youtube.com/watch?v=Ccl4wEJg-Qg) 2025-07-26T15:11Z 15.6K followers, [----] engagements "Is [----] the year of rotation from overvalued growth to undervalued value stocks AIA Weekly 1.11.25 Will what worked in [----] and [----] work in [----] Or are we near an inflection where growth stocks sell off and value stocks rally I am becoming more bullish on LatAm especially Colombia and Chile. They are really cheap. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid" [YouTube Link](https://youtube.com/watch?v=DqsPS4vhvxk) 2025-01-11T18:08Z 13.3K followers, [----] engagements "Meet Your New FED Chairman: Donald J Trump Is the cure massive FED money printing and government intervention going to be worse than the actual coronavirus itself The Federal government and FED are now moving to counteract the economic effects of the economy being shutdown due to the coronavirus. The FED has now increased their balance sheet to over $5 trillion dollars. The Trump administration and Congress has now passed a $2 Trillion economic package. Will it be enough Who knows However the Treasury and FED are now cooking up various ways to enter into direct lending to businesses and" [YouTube Link](https://youtube.com/watch?v=Flc0oMNFs7c) 2020-03-28T18:07Z 14.1K followers, 37.8K engagements "Why did Jericho Oil Stock Pop 30% This Week This stock was one of my top picks in my [----] oil forecast article. The company jumped 30% this week and in this video I tell you why. I also tell you that this initial move was just the beginning of great things to come. I also talk about Ensco another of my top oil picks for 2018" [YouTube Link](https://youtube.com/watch?v=G2xsuOd1YE0) 2018-03-11T18:14Z 13.6K followers, [---] engagements "As The World Opens Back Up Oil Demand And Prices Are Going Alot Higher. AIA Weekly 4-3-21 www.actionableintelligencealert.com In this week's video I discuss all of the great news around the economy opening up and travel returning to normal. This will mean higher oil demand which means higher oil prices. Longer-term we are facing an impending energy crisis that almost no one is paying attention to. I think this represents one of the biggest investment themes ever. U.S. Shale Output to Further Erode Even as Oil Surges" [YouTube Link](https://youtube.com/watch?v=G80uhbNq-As) 2021-04-03T16:50Z 14.6K followers, [----] engagements "Interview with Unemployed Value Degen I interviewed Steve from the Unemployed Value Degen Substack. He discussed his former academic background and transition to Substack as an author. He also discussed his research process and several stocks he is interested in that can be found on his Substack. I do apologize for the connection issues in the back third of the interview but please skip past them as I am not good at editing. Steve has been on a blistering publishing schedule and I encourage you to check out his Substack and X feed. Well researched and thought out ideas I my view. X" [YouTube Link](https://youtube.com/watch?v=Hb5ybZ4BQQA) 2024-08-23T18:52Z 13K followers, [----] engagements "China Orders Top Energy Companies To Secure Supplies No Matter The Cost www.actionableintelligencealert.com The energy crisis that we long ago forecasted is picking up steam as electrical generation plants close in China and Germany due to lack of fuel. Coal supplies at Indian plants are at low levels threatening shutdowns also. Chinese leadership orders state energy companies to secure energy supplies no matter the cost. The emerging energy crisis represents a tremendous investment opportunity. Don't get left behind. Reality Check drops on Sunday: Rumble:" [YouTube Link](https://youtube.com/watch?v=JFh_lZeTHoE) 2021-10-02T13:00Z 14.1K followers, [----] engagements "Are we at peak shale production growth Implications for oil prices. AIA Weekly Update 12.7.24 The Q3 Goehring and Rozencswajg commentary has been published. The report argues that the US has reached peak oil and gas shale production. If this is correct it could cause a big upset in the energy markets as the markets have the exact opposite expectation. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas" [YouTube Link](https://youtube.com/watch?v=Ph6g9SsWDJk) 2024-12-07T18:54Z 13.1K followers, [----] engagements "Is It Time To Buy Gold Stocks I Am Building My Buy List. AIA Weekly Report 10-7-23 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA" [YouTube Link](https://youtube.com/watch?v=PqB9RYin_d8) 2023-10-07T16:49Z 14.5K followers, [----] engagements "Employment continues to stumble. Time for Mr. Powell's money machine AIA Weekly 7.6.24 Employment numbers continue to weaken as economic numbers soften. Is it time for the Fed to start its rate-cutting cycle The FED is likely already behind the curve. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by" [YouTube Link](https://youtube.com/watch?v=Q6WA1Hhctbo) 2024-07-06T13:00Z 13K followers, [----] engagements "New Poll In Germany Shows 67% Support Nuclear Power. AIA Weekly Report 7/29/23 I have included a link to a recent report that states that most Germans support using nuclear power to meet climate goals and to power German industry cheaply and efficiently. With the German economy in recession will the political winds shift and allow a re-emergence of nuclear power in Germany. My view is that they will eventually return to atomic power. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these" [YouTube Link](https://youtube.com/watch?v=R-sI5xdE0Mc) 2023-07-29T16:16Z 13.6K followers, [----] engagements "AIA 10k Subscribers Live Stream Well you guys got me over the finish line of 10k subscribers. Going to do a livestream to celebrate. Come on over for the show and I will be available for Q&A or you can take a shot at me if you like" [YouTube Link](https://youtube.com/watch?v=RMgNVYvH6Og) 2023-01-27T14:22Z 14.8K followers, [----] engagements "Rotation away from AI/Tech to value stocks continues. AIA Weekly 3.15.25 The rotation from overvalued and overhyped tech and AI stocks into value stocks continues. I discuss sectors where if just a bit of liquidity enters we could see some big moves higher. Europe's would-be battery champion Northvolt files for bankruptcy https://finance.yahoo.com/news/swedish-battery-maker-northvolt-files-071707280.html The Bill Gates Era of Climate Giving Has Ended" [YouTube Link](https://youtube.com/watch?v=Rp9KdPPyoKE) 2025-03-15T16:08Z 15.6K followers, [----] engagements "Russia "temporarily" banned export of enriched uranium to US. AIA Weekly Report 11.16.24 Russia on Friday temporarily banned the export of enriched uranium to the US causing the spot price of uranium to jump. However as I covered in this week's presentation this is not the only positive news for uranium investors. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid" [YouTube Link](https://youtube.com/watch?v=SUzNnjywkQc) 2024-11-16T17:10Z 14.2K followers, [----] engagements "Uranium Section [---] Ruling Is Out And Market Uncertainity Is Cleared Up My review of the Section [---] ruling by the Trump Administration. The administration are pro nuclear but the President did not move forward with any relief for these miners. My view is that a big part of the cloud of uncertainity has now been lifted from the uranium market and we can move forward on fundementals. I am also becoming more bullish on gold as global central banks keep printing more and more currency units. Section [---] Memo:" [YouTube Link](https://youtube.com/watch?v=TRJfxzsYo0I) 2019-07-13T18:17Z 13.6K followers, [----] engagements "Back Into Caledonia Mining 10-15-20 Great article from John Hathaway at Sprott about why the gold bull market is not even close to being over. Also I am back into Caledonia Mining. An exciting future for this company in Zimbabwe. Gold The Simple Math: https://sprott.com/insights/sprott-gold-report-gold-the-simple-math/ Caledonia to expand in Zimbabwe: https://www.mining.com/caledonia-raises-guidance-as-it-looks-to-expand-operations-in-zimbabwe/" [YouTube Link](https://youtube.com/watch?v=TW5oRdmMgnw) 2023-10-23T09:23Z 11.1K followers, [----] engagements "Value stocks cheapest relative to growth stocks in [--] years. AIA Weekly 12.28.24 Value stocks have been the cheapest relative to growth stocks in [--] years. Sell overvalued stocks and buy undervalued ones. Japan to maximize nuclear power bolster renewable energy as electricity demand grows https://www.pbs.org/newshour/amp/world/japan-to-maximize-nuclear-power-bolster-renewable-energy-as-electricity-demand-grows Cameco CEO optimistic about the uranium market heading into [----] despite potential headwinds https://thestarphoenix.com/news/local-news/cameco-ceo-optimistic-uranium-market-2025 If you" [YouTube Link](https://youtube.com/watch?v=TqWNYvnM7mE) 2024-12-28T16:30Z 13.2K followers, [----] engagements "If You Buy Overvalued Stocks Your Stockmarket Returns Will Be Terrible Many young and inexperienced investors do not understand that if you overpay for stocks your returns tend to be low or end up being losses. Free cash flow and what a company can payout in the future is what determines what a company is worth. Global Value: Building Trading Models with the [--] Year CAPE https://mebfaber.com/wp-content/uploads/2016/05/SSRN-id2129474.pdf" [YouTube Link](https://youtube.com/watch?v=TyWkxk5GPw8) 2021-08-11T13:00Z 13.8K followers, [----] engagements "Central Banks Have Become Irrelevant. Weekly Market Update 10-11-20 The Scottish market strategist Russell Napier warns that investors should prepare for inflation rates of 4% and more by next year. The main reason: Governments have taken control of the money supply. Debts are too big and governments need inflation to get rid of this debt. This is my major theme for next decade. Review of economist Russel Napier interview on how this has been done in the past and will done again. Central Banks have Become Irrelevant" [YouTube Link](https://youtube.com/watch?v=U5aZxFQcL30) 2020-10-11T18:00Z 13K followers, [----] engagements "Yes Gold Is In A Bull Market. Why Most Will Lose Money Trading It. AIA 4-8-23 I believe gold is in a new bull market. However most people try and take advantage of it by buying junior gold mining stocks. This is a difficult way to make money and I explain why. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:" [YouTube Link](https://youtube.com/watch?v=UQr-xRiw4Q4) 2023-10-27T03:34Z 11.2K followers, [----] engagements "Oil Prices Are Dropping But There Is Always A Bull Market Somewhere. AIA Weekly Report 8-6-22 Oil prices have been dropping over the past couple of months. I explore why this is and where oil prices might be going. Although oil prices are dropping natural gas and coal prices are at historical highs. Why it might be a while before they drop. Green Dreams Inflationary Realities https://archive.ph/mVrnl Olaf Scholz backs extending life of German nuclear plants https://archive.ph/Liv3R#selection-1441.0-1441.57 The Future of Copper https://cdn.ihsmarkit.com/www/prot/pdf/0722/Future-of-Copper.pdf" [YouTube Link](https://youtube.com/watch?v=VcAJdw3m1zA) 2022-08-06T18:52Z 14.7K followers, [----] engagements "The US market is still historically overvalued. AIA Weekly 11.23.24 More indicators show the overvaluation in the US markets versus the rest of the world. I also discuss the further implications of Russia's ban on uranium exports to the US. New Facebook Group for Actionable Intelligence Fans. https://www.facebook.com/groups/583058930842651 John Quakes post on the Russian uranium ban https://x.com/quakes99/status/1857904322031587637 If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported." [YouTube Link](https://youtube.com/watch?v=W9YcgtJtPsM) 2024-11-23T17:37Z 13.1K followers, [----] engagements "Trump. Buy the election sell the inauguration. [----] equals volatility. AIA Weekly 12.21.24 The incoming administration has made many promises about lowering inflation energy costs interest rates home affordability and other issues. However it is facing many challenges that could derail its plans. One is the $8 trillion in Federal debt that needs to be rolled over in [----]. How the mother of all bubbles will pop https://www.ft.com/content/9a0da0d6-92b4-4034-ac25-7b4abcbb0bbemc_cid=82ac3b3a25&mc_eid=238ef3f050 If you like the information I provide consider supporting me by buying me a cup of" [YouTube Link](https://youtube.com/watch?v=WSm1i7a3-pk) 2024-12-21T17:41Z 13.2K followers, [----] engagements "Israel strikes Iran. Oil prices spike. Will they go higher AIA Weekly Report 6.14.25 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 Uraniums Bull Market Reawakens https://sprott.com/insights/uranium-s-bull-market-reawakens/ Is nuclear power set for a revival https://www.goldmansachs.com/insights/articles/is-nuclear-power-set-for-a-revival The Dollar Is Crumbling And Hedge Fund Analyst Says A New Global" [YouTube Link](https://youtube.com/watch?v=XcEU6wvk4cc) 2025-06-14T16:39Z 15.6K followers, [----] engagements "Is Dave Portnoy Moving Into Crypto Weekly Market Update 8-15-20 Dave Potnoy is moving into crypto currencies. He brings in the Winklevoss twins to get him primed up. They poo poo gold because there are asteroids full of gold and Elon Musk will mine them and bring all that gold back to earth crashing the price. Yeah they said this. I also discuss the selection of one of the biggest phony grifters as the Dems VP. Pop the popcorn because I don't hold back on the Trump adminstration either. The Kodak $793 million attempted grift was stopped as it was made public and they could not endure the" [YouTube Link](https://youtube.com/watch?v=XcY1sJBj0IA) 2020-08-15T13:41Z 14.1K followers, [----] engagements "Uranium is volatile. Use that volatility for your benefit. AIA Weekly Report 6.15.24 In the last four years we have seen eight double-digit declines in uranium (using URNM as a proxy). Yet overall the ETF has advanced multiples. How to use the inherent volatility of the resource markets to your advantage. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=YO_ljrPzTXA) 2024-06-15T18:22Z 13K followers, [----] engagements "Energy is my highest conviction idea. AIA Weekly Report 5.31.25 Energy and oil in particular is my highest conviction idea currently. The oil curve is backwardated the market is tight and energy stocks are absurdly cheap. US producers have learned from the excesses of their shale boom: they are lean profitable and shareholder-friendly. Oil is the only commodity to price in a [----] recession but global growth could surprise to the upside. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported." [YouTube Link](https://youtube.com/watch?v=ZNTCPgLOEA0) 2025-05-31T16:58Z 15.6K followers, [----] engagements "Gold miners have yet to partipate in gold's rise. But they will. AIA Weekly 9.14.24 The gold miners continue to lag even as the gold price made another all time nominal high thius week in US dollars. In order for gold stocks to rise to their historical average with respect to the gold price would require a 5X move in the HUI. When Smart Money is Wrong https://smeadcap.com/missives/when-smart-money-is-wrong/_hsenc=p2ANqtz-9hCTD15hY5MSW3u7i3X3MMUOdlV2i6D7Jg1SxzCR60zg8oSOXqPutj7ErWKfvqO-y3aQhrpxjQRDeH1YGnWmIU01mEvg&_hsmi=323883422 Gold Stocks Have Never Been Cheaper" [YouTube Link](https://youtube.com/watch?v=_-GrSSlJncY) 2024-09-14T17:00Z 13K followers, [----] engagements "I Sold Caledonia Mining. What Did I Roll My Profits Into Quick review of the public names I have announced on my YT channel. These are mostly names I got from other people I follow on Twitter. Caledonia Mining was up around 50% in one week and was way overbought. I also discuss what I am rolling my Caledonia profits into. $AR $RGR $AM #firearms #mini14 #naturalgas" [YouTube Link](https://youtube.com/watch?v=adaOLekPBGg) 2020-08-02T00:37Z 14.8K followers, [----] engagements "The US stock market Is historically overvalued. There are bargains elsewhere. AIA Weekly 2.17.24 From a historical perspective specific sectors of the US market market particularly the tech sector are highly overvalued. Other sectors like energy are at multi-decade levels of relative undervaluation. I have found success in buying undervalued assets waiting for the market to discover that undervaluation and then re-rate those assets higher. Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert." [YouTube Link](https://youtube.com/watch?v=bnWUFvoQ068) 2024-02-17T17:25Z 13K followers, [----] engagements "Chaos equals cash as economic political and market volatility continue. AIA Weekly Report 3.1.25 There has been much volatility as chaos reigns supreme in markets politics and economics. This has created opportunities for speculators and investors. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by" [YouTube Link](https://youtube.com/watch?v=dVzZ3fMWYvo) 2025-03-01T17:55Z 13.6K followers, [----] engagements "Oil sentiment at record lows. Is oil the [----] contrarian play AIA Weekly Video 12.14.24 Oil sentiment is record bearish. This is despite Permian producers cutting capex sanctions resuming on Iran and OPEC holding office on returning production to the market. Are we set up for a return to higher oil prices If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=dkhxNtuEW2E) 2024-12-14T19:49Z 13.1K followers, [----] engagements "Washington Post Says US Facing Electricity Shortages. AIA Weekly Report 3.23.24 A recent article in the Washington Post reports that the US is facing an electricity shortage because of years of underinvestment in the transmission grid and underestimating electricity demand due to the growth in data centers and AI. This will lead to more plants being built and more transmission and distribution infrastructure needing to be built. This is bullish for AIA subscribers. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported." [YouTube Link](https://youtube.com/watch?v=eN1XT_lok4c) 2024-03-23T15:45Z 11.9K followers, [----] engagements "Actionable Intelligence Alert Weekly Market Report. 1-28-23 Lots of news this week: -KazAtomProm production downgraded by 4-5 million pounds in [----] -Chile's copper production down for four years in a row. -Biden administration kills major copper mine in Minnesota -Chevron announces $75 billion stock buyback and increases divdend. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You" [YouTube Link](https://youtube.com/watch?v=ejH_h1J4UxE) 2023-01-28T13:30Z 14.7K followers, [----] engagements "Why Is The Gold Price Increasing In Just About Every Currency The gold price is increasing in just about every currency around the world. Why What is causing this I also discuss the drop in uranium stocks this past week and investor expectations as is it relates to uranium stock speculation. The president and Congress can agree on one thing spending money and going further into debt. I discuss in the Reality Check. Gold Price Charts in various currencies: https://goldprice.org/gold-price-chart.html Ray Dalio "Paradigm Shifts" https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio/ US passes" [YouTube Link](https://youtube.com/watch?v=fnoQN4KxUwU) 2019-07-27T18:20Z 13.6K followers, [----] engagements "Did Sprott kickoff the next leg of the uranium bull market AIA Weekly Update 6.21.25 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. India plans to buy 4x more uranium for nuclear energy https://www.newsbytesapp.com/news/business/india-plans-9-000-tons-uranium-imports-under-nuclear-energy-mission/story Israel Buckles as Iran War Shifts to New Drag-Out Phase https://simplicius76.substack.com/p/israel-buckles-as-iran-war-shifts Turkey is Next" [YouTube Link](https://youtube.com/watch?v=fyYrLq0Tcpc) 2025-06-21T16:03Z 15.6K followers, [----] engagements "Rotation out of MAG [--] into value and emerging markets continues. AIA Weekly Update 3.22.25 The rotation out of what has been working into undervalued sectors continues as MAG 7-10 stocks weaken and undervalued sectors (commodities value foreign stocks emerging markets) are beneficiaries of that rotation. Big gas turbine manufacturers arent ready to bet on the AI boom https://www.semafor.com/article/03/17/2025/gas-turbine-manufacturers-bet-ai-boom-trump Investing Politics: Globalization Backlash and Government Disruption" [YouTube Link](https://youtube.com/watch?v=hkddC2laWpE) 2025-03-22T16:07Z 15.6K followers, [----] engagements "US tech giants go all in on nuclear. Gold and silver make new highs. AIA Weekly Report 10.19.24 Major announcements from US tech giants on plans to invest in nuclear energy to power data centers. Gold and silver make new highs. I explain why this rally is likely to continue. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert." [YouTube Link](https://youtube.com/watch?v=hnDn1Qmwt9o) 2024-10-19T15:56Z 14.7K followers, [----] engagements "Uranium Supply At Risk As Revolution Engulfs Worlds Largest Supplier. AIA Weekly Report 1-8-22 www.actionableintelligencealert.com High energy prices have allegedly kicked off a revolution in Kazahkstan as unrest continues. Kazatomprom has issued a press release that their operations are at a high risk of interruption. What does this mean in an already undersupplied uranium market OPEC oil output boost in December again undershoots target https://www.reuters.com/business/energy/opec-oil-output-boost-december-again-undershoots-target-2022-01-06/ EOG Resources Bucks The Trend Says Its Ready To" [YouTube Link](https://youtube.com/watch?v=hpT77rw1TJU) 2022-01-08T14:00Z 13.8K followers, [----] engagements "Trump admin running the Reagan/Volcker economic gambit. AIA Weekly Report 3.8.25 During Reagan's term the FED chairman raised rates to 20% and crushed inflation. This also caused a severe recession. However this also set the economy up for a huge recovery as inflation fell rates were cut and the economy was stimulated. The Reagan administration also massively deregulated the economy and passed tax cuts through Congress. This caused a boom which propelled Reagan to another four-year term and allowed his VP to have a four-year term. It seems the Trump administration is doing something similar." [YouTube Link](https://youtube.com/watch?v=kJBSMnD6ZRo) 2025-03-08T17:43Z 15.6K followers, [----] engagements "Heads We Win Tails We Win More www.actionableintelligencealert.com Chronic underinvestment in all resources especially oil and gas is leading to a situation where prices will have to move higher for an extended time period in order to incentivize new investment. However this is being hindered by poor policies and policies that are opposed to the extraction of minerals and resources that will be needed to facilitate the build back better plans of governments. Regardless of the reasons this will lead to speculative and investing opportunities for astute market participants. Not enough oil at" [YouTube Link](https://youtube.com/watch?v=k_v4XnyvJjY) 2022-02-05T14:00Z 14.2K followers, [----] engagements "Final [----] US government deficit is $1.8T dollars or 6.4% of GDP. AIA Weekly Report 10.12.24 The CBO report shows that the U.S. deficit surged to $1.8 trillion in the Fiscal Year [----] representing 6.4% of GDPthe most significant shortfall since [----]. Thats $139 billion more than the deficit of FY [----] and nearly $400 billion more than FY [----]. Government spending jumped 10% year over year to reach $6.8 trillion. The biggest expenditures included Social Security ($1.5 trillion) interest payments on debt ($950 billion) and Medicare ($869 billion). Federal debt also swelled by $2.2 trillion over" [YouTube Link](https://youtube.com/watch?v=lVmLQYT9R1s) 2024-10-12T15:50Z 14.7K followers, [----] engagements "Gold and copper make new highs. Is sentiment too bullish AIA Weekly 3.29.25 Gold and copper made new highs this week. However it seems sentiment is way too bullish for both. Gold has become the latest shiny object on social media and too many new investors (speculators) are touting it. Expect a correction in an ongoing bullmarket. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a" [YouTube Link](https://youtube.com/watch?v=osZOtri76T8) 2025-03-29T15:34Z 15.6K followers, [----] engagements "Actionable Intelligence Alert Free Portfolio Update 7-15-2018 As part of my blogging at acionableintelligencealert.com I created a free portfolio of stocks that I use to illustrate my various ideas on markets. In today's video I update the positions and discuss why I am invested in these names. If you are interested in my paid service whhere I provide ideas with more upside potential than check out a paid subscription to AIA at actionableintelligencealert.com/subscribe If you are interested in tracking the portfolio discussed today here is a link:" [YouTube Link](https://youtube.com/watch?v=pdVwVlVEzYw) 2018-07-15T23:38Z 13.8K followers, [----] engagements "Gold makes new high as FED fires monetary bazooka. AIA Weekly Update 9.21.24 The Fed cut rates this past week by more than expected half a percentage point. All major central banks except Japan (and many developing country central banks) are now in rate-cutting mode which is likely bullish for hard assets. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=q2PjrZdtIaQ) 2024-09-21T16:39Z 13K followers, [----] engagements "Russian Stocks; Opportunity Of The Year Or Complete Zero www.actionableintelligencealert.com With the recent military action in Ukraine by Russia causing a very large drop in the Russian stock market Russian stocks have become extremely cheap. Some companies are selling for P/E's less than [--] and dividend yields of 25-40%. Of course there is a reason as forced selling by institutions and risks of sanctions and unknown factors have drastically increased the risk. I try and quantify the risk and ask whether it is worth taking the chance on buying them with so many unknowns. Sources for military" [YouTube Link](https://youtube.com/watch?v=qvfQpxzid34) 2022-02-26T22:25Z 13.7K followers, [----] engagements "Central Bank Panic: Why I like Gold From the beginning of this year [--] different central banks have cut policy rates [---] times by a cumulative [-----] percentage points or a net reduction of [-----] points. We are seeing unprecedented actions from the worlds central banks. In addition governments are announcing economic support packages to stimulate their economies. Where is this money coming from Most governments are broke. Did anyone ask the question of what would happen if we chose to put the world economy into a voluntary economic depression. If you think that just because gold has not made a" [YouTube Link](https://youtube.com/watch?v=r2VkTrnr_sE) 2020-03-29T17:42Z 13.6K followers, [----] engagements "Energy up 15% already in [----] As We Anticipate Q4 Earnings Reports From Oil Companies Energy has burst out of the gate up around 15% already this year continuing the outperformance we saw in [----]. Will it continue Many of our stocks had a nice move Friday as I believe investors are getting long as the realization of near-record or record cashflows begins to set in on investor's radar. Oil could hit US$100 by end of this year: Ninepoints Nuttall https://www.bnnbloomberg.ca/oil-could-hit-us-100-by-end-of-this-year-ninepoint-s-nuttall-1.1706214 Analysis: Shrink to fit: the year Big Oil starts to" [YouTube Link](https://youtube.com/watch?v=rBXwr82tAyA) 2022-01-16T00:10Z 14.3K followers, [----] engagements "Global Oil Demand Climbs to a Record High in March [----]. AIA Weekly Market Report 5/20/23 Recent data shows that global oil demand has reached a new record. It now appears that the 2H of [----] will lead to oil demand outstripping supply. Will this cause higher oil and refined product prices This remains to be seen. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out" [YouTube Link](https://youtube.com/watch?v=rKnRTziKa0s) 2023-05-20T17:35Z 14.8K followers, [----] engagements "Weekly market Update 9-22-18 Why Tilray is a case study in FOMO and how retail investors constantly fall for hype. I also talk about upgrades in the oil services stocks as perceptions towards oil are now changing. Interested in knowing how I make huge profits in the financial markets Try a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to: actionableintelligencealert.com/subscribe I have started up a Patreon account for those that wish to help support my work. Check it out here: https://www.patreon.com/JohnPolomny If you pledge at least $5.00 I" [YouTube Link](https://youtube.com/watch?v=rPX1nSmX2WM) 2018-09-22T16:29Z 14.3K followers, [---] engagements "Weekly market Update 10-6-18 I discuss the the recent UEC financing and explain why these uranium stocks are burning matches. You must understand what you own and how this market operates if you intend on making money" [YouTube Link](https://youtube.com/watch?v=ttu_E0mprRk) 2018-10-06T17:52Z 13.6K followers, [----] engagements "US FED cuts rates as Trump wins significant electoral victory. AIA Market Report 11.9.24 The Federal Reserve cut rates by .25% last week. This was overshadowed by Trump's overwhelming electoral victory. Also opportunities in Aluminum and Tin investing. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by" [YouTube Link](https://youtube.com/watch?v=uQTJxOfqEwI) 2024-11-09T19:39Z 13.1K followers, [----] engagements "Actionable Intelligence Alert Interviews The Royalty King. Creating an income engine using options. I recently interviewed Benjamin Demase who is also known as the "Royalty King" on Substack. I wanted to speak with him after reading his recent article entitled "Funding Freedom Through Options: Build a Location-Independent Income Engine". https://theroiclub.substack.com/p/funding-freedom-through-options-build We also discussed his investing methodology using Texas Pacific Land as an example of the capital-light high-return businesses he favors. I am a subscriber to his Substack and find it" [YouTube Link](https://youtube.com/watch?v=urwi_pwKWAk) 2025-08-11T13:01Z 15.6K followers, [----] engagements "Why I changed my mind on investing in China. AIA Weekly 11.2.24 When the facts change my opinion changes. This is what has happened with my view on investing in China. I always thought it was undervalued. I still have some concerns but I believe an opportunity exists here. Prejudice And China https://research.gavekal.com/article/prejudice-and-china/ If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas" [YouTube Link](https://youtube.com/watch?v=vS5PDXGFYHg) 2024-11-02T17:18Z 13K followers, [----] engagements "Who knew Gold stocks now outperforming S&P and Nasdaq for the year. AIA Weekly Review 8.31.24 I saw a chart on "X" that shows the GDX (gold stocks) outperforming the Nasdaq and S&P through the end of August. Investors are starting to allocate some funds to gold-stock ETFs. As the FED embarks on its rate-cutting cycle are we likely to see higher gold prices and consequently higher gold-stock prices China's nuclear power industry is now surpassing the US. Colorado Town Being 'Overrun' By Venezuelan Gangs" [YouTube Link](https://youtube.com/watch?v=vd4ADvqIi9w) 2024-08-31T14:57Z 12.7K followers, [----] engagements "Oil and Uranium market Update 7-08-2018 The mainstream media is beginning to notice the chronic underinvestment in the oil industry. Will this result in oil trading up to $150 barrel I also discuss the successful Yellow Cake IPO this week and answer viewer questions" [YouTube Link](https://youtube.com/watch?v=wgyZdcp7kVQ) 2018-07-08T15:22Z 14.2K followers, [----] engagements "Rick Rule Was Right. Japan Pivot Back To Nuclear Power Causes Resumption Of Uranium Bull Market For several years billionaire resource investor Rick Rule maintained the view that a real move higher in uranium prices would be incumbent on the restoration of nuclear energy in Japan. It seems he was proved correct as Japan recommitted to nuclear energy in the past week which caused a blastoff in uranium stock prices. Japan PM Kishida orders new nuclear power plant construction https://archive.ph/zGqP2 Cameco says company 'as busy as it's ever been' signing a lot of contracts" [YouTube Link](https://youtube.com/watch?v=xBLc1UgHLbs) 2022-08-27T17:30Z 14K followers, [----] engagements "What is currently overvalued and undervalued AIA Weekly Report 4.26.25 Gold is overvalued currently in the short term. In fact gold is on the cover of Barron's this week. Conversely oil is still undervalued in my opinion. Emerging markets are also undervalued relative to the US equity markets. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable" [YouTube Link](https://youtube.com/watch?v=xjmJYvIV3Wc) 2025-04-26T17:01Z 15.6K followers, [----] engagements "Record High Energy Prices in Europe Leading To Protests. Portends Profits For AIA Subscribers. www.actionableintelligencealert.com As power and energy prices spike in Europe (lower winds and higher natural gas prices) protests over record electricity costs continue. Yet our genius central planners are doing everything they can to reduce the supply of energy. All in the name of their new god "climate change". We are heading for an energy crisis and one that will surprise most people. Most people's misfortune will be a great opportunity to profit from a lack of investment and bad choices. New" [YouTube Link](https://youtube.com/watch?v=xzMwjOn_ENg) 2021-09-18T13:00Z 14.8K followers, [----] engagements "A changing geopolitical environment is creating opportunities for AIA investors. AIA Weekly 9.7.24 #gold #goldstocks #uranium #energy #china I have been discussing the ongoing geopolitical and economic realignment from the west to the east for some time. This creates many opportunities for investors to grasp what is happening. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription" [YouTube Link](https://youtube.com/watch?v=yXoMaZ89A8k) 2024-09-07T17:29Z 14.8K followers, [----] engagements "Athabasca Oil Sands Corp. Update 3-7-21 www.actionableintelligencealert.com I talked about this stock in the past on the channel. Some of you bought it and have done well. I was checking out my charts this weekend and the price movement recently in the stock can serve as a lesson about how I use TA to gauge when to enter a stock and when a stock may be overbought. This not investment advice" [YouTube Link](https://youtube.com/watch?v=zEVkJYC25f8) 2021-03-07T23:44Z 14.2K followers, [----] engagements "Oil looks like a great deal at these levels. AIA Weekly Report 4.19.25 Oil sentiment is thoroughly washed out and everyone is expecting economic weakness. I see declining US production and barring an economic dislocation like [----] [----] or [----] oil is likely to surprise to the upside. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable" [YouTube Link](https://youtube.com/watch?v=zPcATOvQ-g0) 2025-04-19T16:44Z 15.6K followers, [----] engagements "Living In The Greatest Financial Bubble Of All Time The US continues to defy all rational valuation metrics as it continues to make new highs. I contend this is the result of the huge amount of liquidity being provided to the markets by the FED. This bubble now appears to be entering its blow off phase. As I have said before just because a market is overvalued does not earn it cannot become more overvalued. Nevertheless at some point the music will stop and a massive decline in the stock market will occur. Will the reduced economic activity caused by the coronavirus be the needle that pricks" [YouTube Link](https://youtube.com/watch?v=zjIbX_JvdjI) 2020-02-16T19:08Z 14K followers, 11.1K engagements "Transocean to acquire Valaris in continued offshore drilling consolidation. AIA Weekly 2.14.26 Big merger in offshore drilling as Transocean offers an all-stock deal for Valaris. This would be the number one driller merging with the third largest driller. Transocean estimates annual savings of $200 million. This is quite bullish for the offshore drilling industry. World No. [--] gold miner is willing to move on M&A CEO says https://www.mining.com/web/world-no-2-gold-miner-is-willing-to-move-on-ma-ceo-says/ If you find the information I provide helpful consider supporting me by buying me a cup of" [YouTube Link](https://youtube.com/watch?v=npAW-DpJJtU) 2026-02-14T22:43Z 15.6K followers, [----] engagements "Offshore drilling along with services are poised for a terrific [----]. AIA Weekly Report 2.7.26 Positive developments are occurring in the offshore drilling and oilfield services sector. It seems [----] will be a great year for oilfield services. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can" [YouTube Link](https://youtube.com/watch?v=XTgwJB69zqY) 2026-02-07T19:03Z 15.6K followers, [----] engagements "Resource markets way up but still undervalued relative to stocks and bonds. AIA Weekly Update 1/24 The first several weeks of [----] have been phenomenal in the resource stocks. Many people are up double digits and have already made their year Maybe we will see a pullback followed by further gains. Kazakhstans Mineral Extraction Tax Creates a New Floor in Uranium Pricing https://thehoot731.substack.com/p/kazakhstans-mineral-extraction-taxutm_source=post-email-title&publication_id=3755348&post_id=185551195&utm_campaign=email-post-title&isFreemail=true&r=9djf&triedRedirect=true&utm_medium=email" [YouTube Link](https://youtube.com/watch?v=_GMLLzFvwC8) 2026-01-24T18:01Z 15.6K followers, [----] engagements "Uranium and copper explode out of the blocks in early [----]. AIA Weekly Update 1.17.26 Both uranium and copper have exploded upward in the first few weeks of [----]. Both commodities have positive supply/demand dynamcis and I expect continued upward movement in [----]. When Oil Falls but Exxon and Chevron Dont https://oilprice.com/Energy/Energy-General/When-Oil-Falls-but-Exxon-and-Chevron-Dont.html Trump Administration Calls for Emergency Power Auction to Build Big Power Plants Again https://x.com/ENERGY/status/2012308829627699713 Doody Calls Central Banking" [YouTube Link](https://youtube.com/watch?v=1jQh6Xy-dX4) 2026-01-17T18:59Z 15.6K followers, [----] engagements "Mining billionaire: "Americans have no idea what we are facing." AIA Weekly Market Update 1.10.26 The US is in a big jam. It has not invested in critical minerals or in processing them for forty years. The US is now in a winner-take-all competition with China that requires cheap energy and critical minerals. Most people and investors in particular are ignorant of these facts. This is a tremendous opportunity for AIA readers and listeners. Billionaire Investor Robert Friedland: Americans Are Living In A Fantasy They Have No Idea What We're Facing" [YouTube Link](https://youtube.com/watch?v=JWT3itjtk94) 2026-01-11T00:45Z 15.6K followers, 13.7K engagements "Is [----] the year we mint resource investor millionaires AIA Weekly 1.03.26 I am really excited about the prospects for our resource investments in [----]. Breakouts across the board and lots of potential upside are taking shape. Let's go The Permian is drowning in its own wastewater https://www.msn.com/en-us/money/companies/the-permian-is-drowning-in-its-own-wastewater/ar-AA1TfDez If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate" [YouTube Link](https://youtube.com/watch?v=r5-AHZ9jl4g) 2026-01-03T18:11Z 15.6K followers, [----] engagements "2026 Commodity Resource Sector Super Cycle Is Taking Shape. AIA Weekly Update 12.20.25 Every resource sector seems to be breaking higher with one exception. Oil is still out of favor. However if one believes in a commodity super cycle it seems impossible for oil not to participate. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter" [YouTube Link](https://youtube.com/watch?v=tQMwGpnPE1U) 2025-12-20T18:27Z 15.6K followers, [----] engagements "FED resumes QE by another name. Metals scream higher. AIA Weekly Update 12.13.25 The FED cut rates this week and also announced it will be buying $40 billion per month in T-Bills but only for a few months to maintain "market liquidity". Metals rallied hard and seem to be sniffing out the new QE. The Fed just ended QT and is now resuming QE. Recall the Treasury needs to roll billions in US debt next year. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny" [YouTube Link](https://youtube.com/watch?v=ZguIY1imcro) 2025-12-13T17:18Z 15.6K followers, [----] engagements "Energy and metals are on a roll. Will it continue in [----] AIA Weekly Update 12.6.25 Energy and various metals are breaking higher. I update what is breaking higher and whether it will/can continue. Copper faces 30% supply deficit by [----] IEA warns at UK summit https://www.spglobal.com/energy/en/news-research/latest-news/metals/120125-copper-faces-30-supply-deficit-by-2035-iea-warns-at-uk-summit Inside the AI-Led Resource Race https://www.imf.org/en/publications/fandd/issues/2025/12/inside-the-ai-led-resource-race-thijs-van-de-graaf If you find the information I provide helpful consider" [YouTube Link](https://youtube.com/watch?v=BrKFLltrCYo) 2025-12-06T22:36Z 15.6K followers, [----] engagements "Actionable Intelligence Interview Series Larry Johnson current status of war in Ukraine 12.2.25 Larry C. Johnson is a former CIA officer and intelligence analyst and former planner and advisor at the US State Departments Office of Counter Terrorism. As an independent contractor he has provided training for the US Militarys Special Operations community for [--] years. Since its founding in [----] Larry has been managing partner of BERG (Business Exposure Reduction Group) Associates LLC which specializes in investigating money laundering and counterfeit products as well as providing financial" [YouTube Link](https://youtube.com/watch?v=s5tKIPNelag) 2025-12-02T20:22Z 15.6K followers, [----] engagements "Silver breaks out How I use sentiment and volatility to guide me. AIA Weekly Report 11.29.25 In the AIA Newsletter Subscriber Discord group I announced a week or so ago that I was taking positions in some silver mining stocks that got flushed after the recent big moves higher. That worked out nicely as silver made a new all-time high in nominal terms on Friday. I believe one can use extremes in gold and silver sentiment to move in and out of these volatile stocks to maximize returns. US EXIM to invest $100B in critical minerals and energy says chair" [YouTube Link](https://youtube.com/watch?v=CcgIU9TvTOU) 2025-11-29T17:33Z 15.6K followers, [----] engagements "US overvalued China and EM's undervalued. Guess what I am buying AIA Market Update 11.22.25 The US market is historically overvalued. Overvaluation typically leads to lower forward returns. Conversely China and emerging markets are undervalued. I am finding and buying undervalued stocks across the emerging market space. The [----] AI Index Report https://hai.stanford.edu/ai-index/2025-ai-index-report When Capex Booms Turn Into Busts: Lessons From History" [YouTube Link](https://youtube.com/watch?v=B2xarLarII4) 2025-11-22T22:41Z 15.6K followers, [----] engagements "Is a 2000/2008 economic superstorm developing in the US economy AIA Weekly Update 11.15.25 Data is starting to come in which is showing weakness in housing and the tech sector. It is not a zero percent chance that we could be facing a super storm like the tech bubble in [---] and then the GFC housing bust in [----]. What does that do to the overvalued stock market Michael Burry AI depreciation tweet https://x.com/michaeljburry/status/1987918650104283372s=20 Big Short investor Michael Burry accuses AI hyperscalers of artificially boosting earnings" [YouTube Link](https://youtube.com/watch?v=aoqqc8l_EOc) 2025-11-15T17:50Z 15.6K followers, [----] engagements "Democratic Socialist wins NYC mayoral race. Why AIA looks overseas for returns. AIA Update 11.8.25 So Mr. Mamdani wins the NYC mayoral race and people are in a panic. Not AIA. We believe that good policy fosters good economic outcomes which in turn lead to higher stock prices. Don't invest in NYC or jurisdictions where people are voting in statist polices. We are discovering numerous opportunities in Emerging Markets Latin America and Central Asia. Three tough truths about climate- Bill Gates https://www.gatesnotes.com/home/home-page-topic/reader/three-tough-truths-about-climate If you find" [YouTube Link](https://youtube.com/watch?v=GUZPm1BnolI) 2025-11-08T18:15Z 15.6K followers, [----] engagements "American nuclear renaissance gets major government backing. AIA Weekly Report 11.1.25 The US government signed a $80 billion deal with Westinghouse to build [--] AP1000 reactors in the US. The US nuclear industry is finally back. This is bullish for uranium. Very bullish. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You" [YouTube Link](https://youtube.com/watch?v=LZ8gsVY0jHQ) 2025-11-01T16:26Z 15.6K followers, [----] engagements "Why copper is poised to have a gold like move higher. AIA Weekly Update 10.25.25 Looking at the long-term copper chart it appears poised to break out of a long-term cup-and-handle formation. This would be similar to what gold did over the last six months. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader-supported channel. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these video's information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can" [YouTube Link](https://youtube.com/watch?v=OZFNGbrRLWU) 2025-10-25T16:10Z 15.6K followers, [----] engagements "The "Silver Tsunami". Opportunities in the aging of the US. Unemployed Value Degen Interview. Interview with the author of the "Unemployed Small Cap Value Degen" Substack. In this interview we discuss the investment implications and opportunities associated with the aging baby boomer cohort and the disposition of their $75 trillion in wealth. He names names and ticker symbols as we deep dive into these three companies. There is much more on his Substack. It is a value at $7/mo. Substack https://substack.com/@unemployedvaluedegen Twitter: https://x.com/SFarringtonBKC" [YouTube Link](https://youtube.com/watch?v=s-qRN9WR0t0) 2025-10-22T17:35Z 15.6K followers, [----] engagements "Gold and Silver: The Pause That Refreshes. AIA Weekly 10.18.25 After advancing for nine straight weeks gold and other precious metals have decided to take a breather. Is this a consolidation before higher highs or this cycles top If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site" [YouTube Link](https://youtube.com/watch?v=Q122i2AFL7w) 2025-10-18T17:46Z 15.6K followers, [----] engagements "Did China just prick the US tech bubble AIA Weekly Update 10.11.25 Last week China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths. Rare earths are essential for various technological products and numerous military applications including permanent magnets which are everywhere. If this stands the US is in big trouble. Chinas New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains" [YouTube Link](https://youtube.com/watch?v=bivkJ4OvUmc) 2025-10-11T16:53Z 15.6K followers, [----] engagements "Uranium makes a new term price high $83/lb. Copper over $5/lb. AIA Weekly Report 10.4.25 The term price made a new 52-week high of $83/lb. Copper has surpassed the $5/lb threshold due to supply disruptions at several mines worldwide. Chilean copper output in August falls 9.9% largest drop in two years https://www.mining.com/web/chilean-copper-output-in-august-falls-9-9-largest-drop-in-two-years/ Copper price highest in over a year on Grasberg disruption Fed outlook https://www.mining.com/copper-price-hits-highest-in-over-a-year-on-grasberg-disruption-fed-outlook/ The AI bubble is [--] times the" [YouTube Link](https://youtube.com/watch?v=4Ru_Pi2Y780) 2025-10-04T17:10Z 15.6K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@actionableintelligencealert John Polomny
John Polomny posts on YouTube about john, if you, buying, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Month [--] -6.70%
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Social Influence
Social category influence finance countries stocks social networks technology brands travel destinations celebrities cryptocurrencies us election
Social topic influence john, if you, buying, stocks, in the, gold, uranium, investment, money, bullish
Top accounts mentioned or mentioned by @actionablenews @johnpolomny @unemployedvaluedegen @theroyaltyking @vmddesjardinscomsourcelibraryviewhtmltopdftrue @vricmedia
Top assets mentioned Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"China Embarks On New Liquidity Impulse To Stimulate Economy As Country Reopens. AIA Weekly 12-31-22 As reported China is not wasting time and is re-opening its economy by ripping the band-aid off. There should be a lull as the virus sweeps through the population. However experience in other countries tells us that when herd immunity is achieved we should see a rush of consumer spending as the population emerges from three years of lockdowns. This coincides with the PBOC now engaging in a new liquidity cycle which in the past has led to a rise in commodity prices. Follow me on Twitter:"
YouTube Link 2022-12-31T14:00Z 15.5K followers, [----] engagements
"Transocean to acquire Valaris in continued offshore drilling consolidation. AIA Weekly 2.14.26 Big merger in offshore drilling as Transocean offers an all-stock deal for Valaris. This would be the number one driller merging with the third largest driller. Transocean estimates annual savings of $200 million. This is quite bullish for the offshore drilling industry. World No. [--] gold miner is willing to move on M&A CEO says https://www.mining.com/web/world-no-2-gold-miner-is-willing-to-move-on-ma-ceo-says/ If you find the information I provide helpful consider supporting me by buying me a cup of"
YouTube Link 2026-02-14T22:43Z 15.6K followers, [----] engagements
"Kazatomprom announces 10% reduction in uranium production for [----]. AIA Weekly Report 8.23.25 The Kazakh state uranium producer Kazatomprom announced that they intend to lower [----] uranium production by [--] million pounds. This is a 10% reduction in production. They also indicated that they are reviewing their JV agreements and will possibly (likely) lower additional production. This is very bullish for uranium in my view. Citing rising costs and need Maritime Electric amends its $427M fossil fuel generator plan"
YouTube Link 2025-08-23T15:26Z 15.6K followers, [----] engagements
"Russia is unable to increase production. Where will oil supply come from as the pandemic recedes As we have discussed in previous videos I believe the biggest catalyst for higher oil prices this year is the coming market realization that OPEC+ will not be able to meet the call for supply. As the pandemic recedes and oil demand not only equals but exceeds pre-pandemic levels it will become apparent that there is not enough oil to supply the world's demand. This will result in oil prices above $100/bbl. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in"
YouTube Link 2022-01-23T17:09Z 15.5K followers, [----] engagements
"Coal Prices Hit Decade High As Natural Gas Is In Short Supply www.actionableintelligencealert.com Lack of natural gas supply is leading to more coal-burning at power plants. Prices for both fuels continue to make decade highs. Very good for our portfolio holdings. Bitchute mirror site https://www.bitchute.com/channel/D8Dd9hcM1YGC/ There Isnt Enough Natural Gas to Calm Down a Global Price Rally https://www.bloomberg.com/news/articles/2021-06-25/there-isn-t-enough-natural-gas-to-calm-down-a-global-price-rallysref=DLVyDcXJ Grains analyst missing as China shuts down information on failed crop"
YouTube Link 2021-06-26T15:32Z 15.5K followers, [----] engagements
"Is Putin Planning A Christmas Oil Suprise For The West AIA Weekly Report 9-23-23 Oil inventories continue to decline. This is mainly due to the OPEC+ cuts. Some analysts say that draws from storage could be [--] million barrels per day in the fourth quarter. Macrovoices podcast this week highlighted that Russia may be planning a surprise suspension of exports shortly to raise energy prices and force the US and EU/NATO to the negotiating table over Ukraine. Oil to $150/bbl Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I"
YouTube Link 2023-09-23T15:24Z 15.5K followers, [----] engagements
"Oil Price Up Six Weeks In A Row. Will It Hit $100 By Yearend AIA Weekly Update 8-5-23 It appears the OPEC+ production cuts are now beginning to curtail supply sufficiently to cause large drawdowns in storage. This coupled with demand exceeding expectations is resulting in a bullish sentiment change in oil. Are we heading towards $100/bbl by yearend as some analysts are now saying Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my"
YouTube Link 2023-08-05T17:33Z 15.5K followers, [----] engagements
"Even More Positive Uranium News AIA Weekly Report 2-4-23 In this weeks video: -Yellowcake upsizes offering from $50 to $75 million -Sprott Junior Uranium ETF begins trading -How much spot uranium is really out there. One trader says if he tried to buy [--] million pounds it bump Uranium price $5/lb -Uh oh. Cramer said to buy oil. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can"
YouTube Link 2023-02-04T18:54Z 15.5K followers, [----] engagements
"Cameco CEO: The fundamentals of our business are as positive as we've seen them in over a decade." www.actionableintelligencealert.com Just more positive uranium news. I also review the Cameco Q3 earnings report. The CEO says that the prospects may be "the best ever". Also discussed; the huge earnings beat by oil sands operator Suncor. They are gushing cash and using it to buy back stock increase dividends and pay down debt. Expect more of this in our AIA portfolio oil stocks. New Reality Check drops on Sundays: Rumble https://rumble.com/vnv22n-johns-reali. Bitchute"
YouTube Link 2021-10-31T03:16Z 15.5K followers, [----] engagements
"Halliburton CEO confirms upswing in oilfield services "Halliburton is sold Out." www.actionableintelligencealert.com Last week (SLB) reported an upswing in the oil field services sector. This week the Halliburton CEO confirmed what we were forecasting a sustained upswing in the oilfield services business. Twitter Spaces about low and mid-cap Canadian energy with surprise visitor Eric Nuttall https://twitter.com/sohaibab9/status/1487462999010934785 Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these emails into investment ideas Consider a"
YouTube Link 2022-01-30T00:06Z 15.5K followers, [----] engagements
"AI is taking over the US economy. Is it the next shiny object or a bubble AIA Weekly Update 8.2.25 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. U.S. companies investors 'kicking tires' and quietly shopping in Canada's oilpatch https://ca.finance.yahoo.com/news/u-companies-investors-kicking-tires-100003665.html Golds $3000 breakout has redefined mining profits but are investors paying attention"
YouTube Link 2025-08-02T15:29Z 15.6K followers, [----] engagements
"World Nuclear Association conference held last week in London. Bullish uranium. AIA Weekly 9.6.2025 The WNA held its annual conference in London last week. It also issued its biennial market report. In my view the report is highly bullish to nuclear power and uranium in particular. The White House wants government stakes in more companies. The nuclear energy industry could be next. https://ca.finance.yahoo.com/news/the-white-house-wants-government-stakes-in-more-companies-the-nuclear-energy-industry-could-be-next-114249585.html Uranium Marching Towards $100/lb As Supply Squeezed"
YouTube Link 2025-09-06T17:24Z 15.6K followers, [----] engagements
"Review of "In Gold We Trust 2018" 6-16-2018 This week I review Incrementum Capitals annual report "In Gold We Trust". Lots of great information on the current status of the economy. The conclusion is that the ongoing monetary tightening will lead to recession and economic turmoil which will be positive for gold. I agree and discuss why. investing gold investing gold"
YouTube Link 2018-06-16T15:50Z 15.5K followers, [---] engagements
"CEO of Occidental Petroleum predicts oil shortage by [----]. AIA Weekly 2.10.24 Vicki Hollub the CEO of Occidental Petroleum was interviewed by CNBC. In the interview she stated that she expects oil to be in short supply by [----]. She said that the world relies on legacy discoveries for its supply which will lead to shortages and higher prices. Follow me on Twitter: @JohnPolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:"
YouTube Link 2024-02-10T21:38Z 15.5K followers, [----] engagements
"The Natural Gas Speculation I Am Playing 6-28-20 Weekly Market Update Plunging rig counts due to lower capex are going to lead to lower natural gas production. It is entirely possible we have a natural gas price spike in our future. I talk about the way I am playing it. I also discuss why I think the upcoming decade is going to be tremendously lucrative for gold digital currencies and commodities. Hint: Lower supply and lots of printed money chasing them. Also a uranium update and why there is only one investable uranium mining company. Natural Gas Research:"
YouTube Link 2020-06-28T18:27Z 15.5K followers, [----] engagements
"Uranium blasts through $100/lb. Kazatomprom confirms supply issues for [----] and [----] deliveries. #uranium #uraniumstocks #kazatomprom Uranium jumped above $104/lb. Uranium stocks were up nicely on Friday as the ETF's gapped up 8-9%. Kazatomprom told the market that they will likely miss [----] and [----] production targets. My view is we are going to see much higher uranium prices. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check"
YouTube Link 2024-01-13T20:02Z 15K followers, [----] engagements
"Gold miners are showing record overvaluation. Buyer beware AIA Weekly Report 9.20.25 The senior gold miner index (GDX) is showing the highest RSI overvaluation levels in history. Previous highs (at even lower levels) have resulted in multi-year pullbacks in these stock prices. Buyer beware. Dotcom on Steroids https://gqg.com/insights/dotcom-on-steroids/mc_cid=b96852ce73&mc_eid=238ef3f050 Passive Investing Continues to Grow https://www.apolloacademy.com/passive-investing-continues-to-grow/mc_cid=b96852ce73&mc_eid=238ef3f050 If you like the information I provide consider supporting me by buying"
YouTube Link 2025-09-20T16:24Z 15.6K followers, 12K engagements
"Did Cameco just get rug pulled by Kazatomprom on Inkai JV AIA Weekly 1.4.25 Kazatomprom announced that it has suspended production at the Inkai JV (Cameco) uranium mine in Kazakhstan (15% of production) as of 1/1/25 due to failed submission of required documents. Is this accurate or is it a ruse to push Cameco out of the JV and send this material to China and Russia If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into"
YouTube Link 2025-01-04T18:01Z 15.5K followers, [----] engagements
"Gold above $2400 silver above $30 copper hits $5/lb before retreating. AIA Weekly Report 5.18.24 The global PMIs are above [--] which indicates economic growth. Raw material prices are increasing as copper briefly exceeded $5 per pound this week before returning below $5. Gold is back above $2400 and silver is now playing catch up to gold as it rises above $30. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into"
YouTube Link 2024-05-18T17:48Z 15.4K followers, [----] engagements
"SLB Q2 [----] Earnings Report Confirms Multi-Year Upswing in Offshore Drilling. AIA Weekly 7-22-23 Schlumberger conducted its Q2 earnings report on Friday and made very bullish comments regarding the offshore oil drilling and service market. Elections are happening in Spain on Sunday and a center-right right-wing coalition will likely take power. The EU now has a third of its national governments either center-right or right-wing. I don't think many were aware of this. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I"
YouTube Link 2023-07-22T14:03Z 15.5K followers, [----] engagements
"Cameco has issues at McArthur River mine. Can any miner meet its uranium targets AIA Weekly 8.30.25 Cameco reported development delays at its McArthur River mine. Virtually every uranium miner is experiencing issues meeting their uranium production goals. How is this not bullish heading into the World Nuclear Symposium next week in London If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a"
YouTube Link 2025-08-30T15:41Z 15.6K followers, [----] engagements
"Is [----] the year we mint resource investor millionaires AIA Weekly 1.03.26 I am really excited about the prospects for our resource investments in [----]. Breakouts across the board and lots of potential upside are taking shape. Let's go The Permian is drowning in its own wastewater https://www.msn.com/en-us/money/companies/the-permian-is-drowning-in-its-own-wastewater/ar-AA1TfDez If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate"
YouTube Link 2026-01-03T18:11Z 15.6K followers, [----] engagements
"2026 Commodity Resource Sector Super Cycle Is Taking Shape. AIA Weekly Update 12.20.25 Every resource sector seems to be breaking higher with one exception. Oil is still out of favor. However if one believes in a commodity super cycle it seems impossible for oil not to participate. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2025-12-20T18:27Z 15.6K followers, [----] engagements
"Uranium and copper explode out of the blocks in early [----]. AIA Weekly Update 1.17.26 Both uranium and copper have exploded upward in the first few weeks of [----]. Both commodities have positive supply/demand dynamcis and I expect continued upward movement in [----]. When Oil Falls but Exxon and Chevron Dont https://oilprice.com/Energy/Energy-General/When-Oil-Falls-but-Exxon-and-Chevron-Dont.html Trump Administration Calls for Emergency Power Auction to Build Big Power Plants Again https://x.com/ENERGY/status/2012308829627699713 Doody Calls Central Banking"
YouTube Link 2026-01-17T18:59Z 15.6K followers, [----] engagements
"Uranium Keeps Moving Higher. $80/lb. Ask. Happy Thanksgiving AIA Weekly Report 11-18-23 A short weekly video before I travel for the holiday. Uranium keeps moving higher $80/lb. now the new asking price in the spot market. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA I have started up a"
YouTube Link 2023-11-18T14:30Z 15.5K followers, [----] engagements
"Uranium makes a new term price high $83/lb. Copper over $5/lb. AIA Weekly Report 10.4.25 The term price made a new 52-week high of $83/lb. Copper has surpassed the $5/lb threshold due to supply disruptions at several mines worldwide. Chilean copper output in August falls 9.9% largest drop in two years https://www.mining.com/web/chilean-copper-output-in-august-falls-9-9-largest-drop-in-two-years/ Copper price highest in over a year on Grasberg disruption Fed outlook https://www.mining.com/copper-price-hits-highest-in-over-a-year-on-grasberg-disruption-fed-outlook/ The AI bubble is [--] times the"
YouTube Link 2025-10-04T17:10Z 15.6K followers, [----] engagements
"Update On My Public Energy Stock Picks AR and SLB Apologize for the first few seconds of the video the editing got screwed up. We are moving from chronic oversupply of oil to a period of undersupply of oil. This is leading to an emerging bull market in oil and oil service stocks. I also update my public stock picks I made a few months back. Those videos can be viewed here: Antero Resources https://youtu.be/_5bMBXi5eHIt=1487 Schlumberger https://youtu.be/DGLQBMzBhOI Follow me on Twitter: @JohnPolomny I curate a website devoted to following the articles letters interviews etc. of top investors."
YouTube Link 2020-11-25T22:00Z 15.5K followers, [----] engagements
"Yes I Still Like Tanker Stocks Here Is Why Tanker shipping is a highly cyclical business with freight rates driven by numerous factors but in the medium to long-term vessel supply and demand are the main drivers. Vessel supply is the one factor controlled by the shipping industry and the supply of vessels is impacted largely by capital flows into and out of the sector but also availability of financing from banks and other investors"
YouTube Link 2020-07-31T01:39Z 15.5K followers, [----] engagements
"Gold stocks are where uranium stocks were several years ago. Cheap AIA Weekly 1.25.25 #gold #goldstocks #uranium Gold stocks are cheap relative to their business prospects. All-in-sustaining costs (AISC) are around $1500/oz; gold just made a new weekly closing high last week. Many gold mining companies are achieving 50% plus operating margins. The companies are ignored and cheap. This is a tremendous opportunity for astute investors. If you like the information I provide please consider supporting me by buying me a cup of coffee. I am supported by listeners and readers."
YouTube Link 2025-01-25T17:53Z 15.5K followers, [----] engagements
"Offshore drilling along with services are poised for a terrific [----]. AIA Weekly Report 2.7.26 Positive developments are occurring in the offshore drilling and oilfield services sector. It seems [----] will be a great year for oilfield services. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can"
YouTube Link 2026-02-07T19:03Z 15.6K followers, [----] engagements
"Is a 2000/2008 economic superstorm developing in the US economy AIA Weekly Update 11.15.25 Data is starting to come in which is showing weakness in housing and the tech sector. It is not a zero percent chance that we could be facing a super storm like the tech bubble in [---] and then the GFC housing bust in [----]. What does that do to the overvalued stock market Michael Burry AI depreciation tweet https://x.com/michaeljburry/status/1987918650104283372s=20 Big Short investor Michael Burry accuses AI hyperscalers of artificially boosting earnings"
YouTube Link 2025-11-15T17:50Z 15.6K followers, [----] engagements
"Did China just prick the US tech bubble AIA Weekly Update 10.11.25 Last week China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths. Rare earths are essential for various technological products and numerous military applications including permanent magnets which are everywhere. If this stands the US is in big trouble. Chinas New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains"
YouTube Link 2025-10-11T16:53Z 15.6K followers, [----] engagements
"FED poised to cut interest rates. Gold and gold mining shares will move higher. AIA Weekly 7.13.24 With recent US employment data weakening and inflation continuing to moderate the FED is poised to begin a rate-cutting cycle. During previous rate-cutting cycles gold and gold mining stocks have moved materially higher. Gold is above $2400/oz and silver is above $30/oz. Smart money is positioning in these assets in anticipation of rate cuts. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported."
YouTube Link 2024-07-13T13:00Z 15.5K followers, [----] engagements
"Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23 I review the Cameco first quarter [----] earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA I"
YouTube Link 2023-04-29T17:37Z 15.5K followers, [----] engagements
"Stock Of The Year Pick For [----]. AIA Weekly 12-23-22 This may or not be the last video for [----]. Merry Christmas In this video I talk about the stock of the year pick for [----]. The point of the SOY is blatant and unashamed clickbait for the channel and newsletter. The premise is to select a highly specualtive stock that has catlysts that could lead to a doubling in the stock price over the next year. In the past I did this and was successful for three or four years in a row. Company website: https://contango-holdings-plc.co.uk/ Disclaimers: This is not investment advice. I own shares in the"
YouTube Link 2022-12-23T21:42Z 15.5K followers, [----] engagements
"An Oilfield Services Recovery. Is it happening AIA 4-23-22 As long as oil prices stay reasonably high. However we have many headwinds to higher oil prices; tightening liquidity rising rates fiscal stimulus fading and weakening economy around the world. Nevertheless this week's quarterly earnings reports from Halliburton and Schlumberger were very positive with the forward guidance positive also. Data shows most COVID deaths occurred after the rollout of vaccines https://www.lifesitenews.com/news/most-covid-deaths-happened-after-jabs-and-mandates/ The Implications Of A Potential European Ban"
YouTube Link 2022-04-23T12:00Z 15.5K followers, [----] engagements
"It Is The End Of The Oil Age As We Know It And I Feel Fine. #oil #commoditysupercycle #India A bit of a riff on REM's song title "It Is The End Of The World As We Know It." Lot's of talk in the media recently about the end of fossil fuels and energy transitions. How realistic is this How long will it take Wht are oil prices rising and will they continue We get into this week. Ninepoint Partners Report https://www.ninepoint.com/commentary/commentaries/2021/012021/energy-fund-market-view-feb-05/ Goehring & Rozencwajg http://gorozen.com/research/commentaries"
YouTube Link 2021-02-13T18:33Z 15.5K followers, [----] engagements
"Cameco CEO Comments on Uranium Market 1-26-19 The CEO of Cameco Tim Gitzel spoke at the CIBC Institutional Investors Conference in Whitler last week. Lots of great info on the current uranium market. The most insightful in my view was the comment on how the Article [---] ruling was "paralyzing utilites" with respect to contracting for new uranium fuel. Link to CIBC Conference: https://www.cameco.com/invest Uranium Cameco Uranium Cameco"
YouTube Link 2019-01-26T21:09Z 15.5K followers, [----] engagements
"BP Goes Full In On Renewables. Weekly Market Update 9-20-20 BP came out with their annual energy review. I go over some of the highlights. Renewables are poised to grow but even BP (Beyond Petroleum) acknowledges hydrocarbons will be in use for decades to come. BP Energy Review: https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/energy-outlook/bp-energy-outlook-2020.pdf PMI's on the rise around the world: https://tradingeconomics.com/country-list/manufacturing-pmi Worlds largest oil trader expects supply to shrink by yearend:"
YouTube Link 2020-09-20T18:08Z 15.4K followers, [----] engagements
"Direct Air Capture of CO2 The Next Climate Non-Solution Boondoggle. AIA Weekly Update 8-12-23. Warren Buffett is famous for his investment in utilities like Mid -America Energy which has a very large renewable component. He likes free money from the government and has said he would not build renewable projects without them. The next free money gag was carbon capture and sequestration. Now OXY has been awarded $1.2 billion to build a direct air capture plant. Buffett has been buying OXY stock for a while. Got to hand it to the guy. He gets the benefit of higher oil prices and free money from"
YouTube Link 2023-08-12T17:22Z 15K followers, [----] engagements
"Uranium Bull Market Continues As $60 lb. Level Breached. WTI Oil Closes Above $85. AIA Weekly 9-2-23 Uranium investors and speculators are rejoicing as the price of uranium is again trading above $60/lb. OPEC+ continues to restrict oil supply causing lower inventories and prices. Is $100/barrel in the cards Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site"
YouTube Link 2023-09-02T16:47Z 15K followers, [----] engagements
"What is going on at Kazatomprom AIA Weekly Report 1-20-24 Lots of rumors on Uranium Twitter this week about the production shortfalls at Kazatomprom. Is it because of a shortage of sulphuric acid Overproduction and mismanagement I discuss. Plus the economy continues to deteriorate yet employment is still holding things up Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:"
YouTube Link 2024-01-20T14:00Z 14.9K followers, [----] engagements
"Is China Uninvestable Or A Contrarian Opportunity. AIA Weekly Report 9-30-23 I jumped around to a bunch of subjects this week. I am focusing on the rise of disorder chaos and de-evolution of American 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into"
YouTube Link 2023-09-30T13:00Z 15K followers, [----] engagements
"Kazatomprom cuts [----] uranium guidance by 17%. Uranium stocks explode higher. AIA Weekly 8.24.24 The world's largest uranium supplier Kazatomprom has reported that [----] production will be 17% less than originally forecasted. The company also said it will not give [----] production guidance until this time next year. The Chief Financial Officer also quit after just eleven months on the job. This is tremendously bullish news and it could likely be the catalyst for the next move higher in uranium prices. Worlds largest uranium producer slashes production target"
YouTube Link 2024-08-24T16:28Z 14.9K followers, [----] engagements
"Shale CEO says US shale has peaked. Higher oil prices are in our future. AIA Weekly Update 8.9.25 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a"
YouTube Link 2025-08-10T03:18Z 15.6K followers, [----] engagements
"Still lot's of value in oil uranium gold and platinum. AIA Weekly Update 7.19.25 Many of the sectors we follow in the AIA newsletter still represent tremendous value and potential upside. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews"
YouTube Link 2025-07-19T13:00Z 15.6K followers, [----] engagements
"US overvalued China and EM's undervalued. Guess what I am buying AIA Market Update 11.22.25 The US market is historically overvalued. Overvaluation typically leads to lower forward returns. Conversely China and emerging markets are undervalued. I am finding and buying undervalued stocks across the emerging market space. The [----] AI Index Report https://hai.stanford.edu/ai-index/2025-ai-index-report When Capex Booms Turn Into Busts: Lessons From History"
YouTube Link 2025-11-22T22:41Z 15.6K followers, [----] engagements
"Energy and metals are on a roll. Will it continue in [----] AIA Weekly Update 12.6.25 Energy and various metals are breaking higher. I update what is breaking higher and whether it will/can continue. Copper faces 30% supply deficit by [----] IEA warns at UK summit https://www.spglobal.com/energy/en/news-research/latest-news/metals/120125-copper-faces-30-supply-deficit-by-2035-iea-warns-at-uk-summit Inside the AI-Led Resource Race https://www.imf.org/en/publications/fandd/issues/2025/12/inside-the-ai-led-resource-race-thijs-van-de-graaf If you find the information I provide helpful consider"
YouTube Link 2025-12-06T22:36Z 15.6K followers, [----] engagements
"Silver breaks out How I use sentiment and volatility to guide me. AIA Weekly Report 11.29.25 In the AIA Newsletter Subscriber Discord group I announced a week or so ago that I was taking positions in some silver mining stocks that got flushed after the recent big moves higher. That worked out nicely as silver made a new all-time high in nominal terms on Friday. I believe one can use extremes in gold and silver sentiment to move in and out of these volatile stocks to maximize returns. US EXIM to invest $100B in critical minerals and energy says chair"
YouTube Link 2025-11-29T17:33Z 15.6K followers, [----] engagements
""Excess Money Creation Is Miracle-Gro For Gold" The US FED has seen their balance sheet explode by almost 50% in the last several weeks as they attempt to plug the liquidity shortfalls in markets. M-2 money supply growth is now 12% and exceeds that of the great financial crisis in [----]. During that episode of FED largesse the gold price made and alltime high of $1900/oz. With an unknown amount of monetary creation still to come is it not reasonable to presume the gold price may exceed those previous highs [---] million new jobless claims:"
YouTube Link 2020-04-12T03:59Z 15K followers, [----] engagements
"Analyst says uranium could spike to $300/lb. AIA Weekly Report 10-28-23 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 $35000. Is a new liquidity cycle starting or are the price rises reacting to geopolitical events Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable"
YouTube Link 2023-10-28T16:08Z 15K followers, [----] engagements
"Cameco Third Quarter Report. Events Are Moving Positively I always look forward to Camecos quarterly reports as a way to gain insight into the current uranium market. It appears events in the uranium market continue to go from bad to less bad. There is continued uncertainty in the market regarding the US Working Group on uranium and Russia waivers. Nevertheless our thesis continues to strengthen less supply and more demand. We dont know the tipping point and either does Camecos management but we all know it is coming. Cameco call transcript:"
YouTube Link 2019-11-02T16:49Z 14.8K followers, [----] engagements
"Democratic Socialist wins NYC mayoral race. Why AIA looks overseas for returns. AIA Update 11.8.25 So Mr. Mamdani wins the NYC mayoral race and people are in a panic. Not AIA. We believe that good policy fosters good economic outcomes which in turn lead to higher stock prices. Don't invest in NYC or jurisdictions where people are voting in statist polices. We are discovering numerous opportunities in Emerging Markets Latin America and Central Asia. Three tough truths about climate- Bill Gates https://www.gatesnotes.com/home/home-page-topic/reader/three-tough-truths-about-climate If you find"
YouTube Link 2025-11-08T18:15Z 15.6K followers, [----] engagements
"Mining billionaire: "Americans have no idea what we are facing." AIA Weekly Market Update 1.10.26 The US is in a big jam. It has not invested in critical minerals or in processing them for forty years. The US is now in a winner-take-all competition with China that requires cheap energy and critical minerals. Most people and investors in particular are ignorant of these facts. This is a tremendous opportunity for AIA readers and listeners. Billionaire Investor Robert Friedland: Americans Are Living In A Fantasy They Have No Idea What We're Facing"
YouTube Link 2026-01-11T00:45Z 15.6K followers, 13.7K engagements
"Commodity after commodity breaking higher as resource supercycle expands. AIA Weekly Report 6.28.25 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a"
YouTube Link 2025-06-28T15:20Z 15.6K followers, [----] engagements
"American nuclear renaissance gets major government backing. AIA Weekly Report 11.1.25 The US government signed a $80 billion deal with Westinghouse to build [--] AP1000 reactors in the US. The US nuclear industry is finally back. This is bullish for uranium. Very bullish. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You"
YouTube Link 2025-11-01T16:26Z 15.6K followers, [----] engagements
"US Debt Doom Loop Countdown To Money Printer Go Brrr. AIA weekly Report 10-21-23 The US debt is out of control and there is no brake on spending. Interest expense on this debt is getting ready to cross $ [--] 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a"
YouTube Link 2023-10-21T16:37Z 14.9K followers, [----] engagements
"Why copper is poised to have a gold like move higher. AIA Weekly Update 10.25.25 Looking at the long-term copper chart it appears poised to break out of a long-term cup-and-handle formation. This would be similar to what gold did over the last six months. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader-supported channel. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these video's information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can"
YouTube Link 2025-10-25T16:10Z 15.6K followers, [----] engagements
"Why I Am Investing In Emerging and Frontier Markets. Weekly Market Update 9-12-20 Inflation is the new talking point for the last week. CNBC even wheeled out Alan Greenspan. Due to overvalution and lower prospects in the developed country markets I delve into why I am investing in emerging and frontier markets"
YouTube Link 2020-09-13T02:14Z 14.9K followers, [----] engagements
"Gold and Silver: The Pause That Refreshes. AIA Weekly 10.18.25 After advancing for nine straight weeks gold and other precious metals have decided to take a breather. Is this a consolidation before higher highs or this cycles top If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site"
YouTube Link 2025-10-18T17:46Z 15.6K followers, [----] engagements
"Major banks with $14 trillion dollars in assets support nuclear power. AIA Weekly Report 10.5.24 #uranium #nuclearpower #uraniumstocks Major banks have pledged trillions in support of nuclear power and most major tech companies are aligning behind nuclear power as demand for data centers explodes higher. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2024-10-05T15:47Z 15.1K followers, [----] engagements
"Breakouts across the resource sector. Resource supercycle is gathering momentum. AIA Weekly 9.27.25 We are now seeing further evidence of breakouts and strength in various resource sectors; precious metals uranium copper rare earths and energy are all rallying. The resource supercycle we have discussed for years is finally unfolding as forecasted. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas"
YouTube Link 2025-09-27T16:22Z 15.6K followers, [----] engagements
"Will the oil price surprise to the upside in [----] AIA Weekly Video 2.8.25 Although many market participants think the oil price will stay constant or move lower in [----] I explain why oil might move higher later this year. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:"
YouTube Link 2025-02-08T17:41Z 13.4K followers, [----] engagements
"Hard or Soft Landing for the US I Am Bullish on Gold for [----]. AIA Weekly 12-23-23 #uraniumstocks #uranium #gold #goldstocks Merry Christmas to all subscribers and viewers Going into the end of the year the question is whether the US will have a soft or hard landing. This is important to have a view on because monetary policy will be determined by what happens. My view is that we are looking at a hard landing. Uranium breaks $90/lb and the uranium bull market continues. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment"
YouTube Link 2023-12-23T19:13Z 14.9K followers, [----] engagements
"FED resumes QE by another name. Metals scream higher. AIA Weekly Update 12.13.25 The FED cut rates this week and also announced it will be buying $40 billion per month in T-Bills but only for a few months to maintain "market liquidity". Metals rallied hard and seem to be sniffing out the new QE. The Fed just ended QT and is now resuming QE. Recall the Treasury needs to roll billions in US debt next year. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny"
YouTube Link 2025-12-13T17:18Z 15.6K followers, [----] engagements
"Kazatomprom reiterates "Value over Volume" policy equals less uranium supply. AIA Weekly 1.18.2025 Kazatomprom issued their 2025-2034 Development Strategy update. The management reiterated their previous strategy of emphasizing maximizing the value of their assets over just increasing volumes. This will likely mean less uranium supply for the world than many expected. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into"
YouTube Link 2025-01-18T18:13Z 14.9K followers, [----] engagements
"Resource markets way up but still undervalued relative to stocks and bonds. AIA Weekly Update 1/24 The first several weeks of [----] have been phenomenal in the resource stocks. Many people are up double digits and have already made their year Maybe we will see a pullback followed by further gains. Kazakhstans Mineral Extraction Tax Creates a New Floor in Uranium Pricing https://thehoot731.substack.com/p/kazakhstans-mineral-extraction-taxutm_source=post-email-title&publication_id=3755348&post_id=185551195&utm_campaign=email-post-title&isFreemail=true&r=9djf&triedRedirect=true&utm_medium=email"
YouTube Link 2026-01-24T18:01Z 15.6K followers, [----] engagements
"IEA flips its script. Cancels peak oil demand. Physics and win again AIA Weekly Report 9.13.25 Recent reporting from the International Energy Agency indicates that they will abandon their peak fossil fuel demand scenario and are now forecasting continued growth in fossil fuel use for years to come. This is interesting because investments in fossil fuel supply have been restricted as the accepted view was that oil coal and natural gas demand would shrink as peak demand due to renewables would replace them. Physics and math win again If you like the information I provide consider supporting me"
YouTube Link 2025-09-13T16:36Z 15.6K followers, [----] engagements
"Weekly Market Update 11-3-2018 This week I review the Cameco Q3 report. Based on what I am seeing it is obvious we are in the beginning stages of a uranium bull market. I also review the G&R Q3 letter which is heavy on oil and why it is in a long term bull market. Cameco Q3 Earnings Call Transcript: https://seekingalpha.com/article/4217818-cameco-corporation-ccj-ceo-tim-gitzel-q3-2018-results-earnings-call-transcript Goehring & Rozencwajg q3 Commentary: http://gorozen.com/research/commentaries/3Q2018_introduction"
YouTube Link 2018-11-03T17:49Z 14.9K followers, [----] engagements
"An Energy Crisis Is Now Pretty Much Guaranteed www.actionableintelligencealert.com Years of underinvestment in new reserves and production is going to lead to an energy crisis in the near future. Tremendous amounts of money will be made by those who understand what is happening vis-a-vis energy especially oil and gas. The Incredible Thing About The Energy Stock Rally https://seekingalpha.com/article/4434416-the-incredible-thing-about-the-energy-stock-rally The crisis is over but are we amid a regime shift"
YouTube Link 2021-06-19T21:09Z 14.9K followers, [----] engagements
"An Investment Legend And Uranium Investing Sir John Templeton was one of the greatest value and contrarian investors of all time. I discuss his first big speculation just prior to WW2 and how his thinking can apply to our current environment with respect to uranium. The President of Scorpio Tankers bough even more call options and the stock is breaking out. Also central banks around the world cut rates [--] times during Q3 and that is bullish for gold. Central Banks Cut Rates [--] Times In Q3: http://www.centralbanknews.info/2019/10/central-banks-cut-rates-67-times-in-q3.html Kazatomprom Capital"
YouTube Link 2019-10-05T19:34Z 15K followers, [----] engagements
"Uranium tops $62/lb [--] month high as we get bullish vibes from WNA confab. AIA Weekly Report 9-9-23 The WNA had its annual conference last week in London. My initial impression from folks I follow on Twitter who were there is that it was pretty bullish. Continued bullishness in oil as Brent trades above $90/bbl. Saudis extend voluntary supply cuts for three months instead of one month. Follow me on Twitter: @JohnPolomny Follow me on my blog: www.actionableintelligencealert.com Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid"
YouTube Link 2023-09-09T15:28Z 15K followers, [----] engagements
"Actionable Intelligence Alert Interview Series. Justin Huhn "UraniumInsider.com 9-2-21 www.actionableintelligencealert.com I have not talked to Justin in around a year. I asked him to come on a few weeks ago and we were finally able to get our schedules together. I was lucky to have him on after the recent bullish price action in the uranium price and uranium shares this week. We discuss a bunch of subjects related to uranium including the Sprott Uranium Trust and the effect it has already had on the market and we have some fun speculating on what could happen in the future. As always Justin"
YouTube Link 2021-09-03T04:04Z 14.8K followers, [----] engagements
"Review of Uranium Market From Cameco 1st Quarter Results Call Cameco had their 1st quarter [----] results call and talked about their business and the general condition of the uranium market. Their view is that things continue to improve. I also talk about patience and how it will seperate tyhe winners from the losers. Cameco 1st Quarter Results Call Transcript: https://seekingalpha.com/article/4258733-cameco-corporation-ccj-ceo-tim-gitzel-q1-2019-results-earnings-call-transcript KazAtomProm Uranium Production Down:"
YouTube Link 2019-05-04T19:12Z 15.2K followers, [----] engagements
"Cameco Reports Largest Nuclear Fuel Deal Ever. AIA Weekly 2-11-23 Cameco reported the largest fuel deal ever signed by the company. The deal is with the Ukraine State Energy Company. Other discussion points This Week -Japan reaffirms extensions to nuclear plants and commitment to nuclear energy. -Shell's board being sued by climate activists -Duke Energy takes big impairment on sale of renewable business -Jet fuel demand soaring as China leaves pandemic -Investigative article on US complicity in Nordstream [--] sabotage Follow me on Twitter: @JohnPolomny Follow me at my blog:"
YouTube Link 2023-02-11T18:56Z 15.1K followers, [----] engagements
"Is Gold Currently Overbought Gold and gold stocks have had a nice run recently. That has drawn quite a bit of attention to the space. Although I am still solidly bullish long term I get nervous when sentiment becomes too positive which it appears to be now. I am not putting new money to work in the gold shares. However oil and oil stocks are still unloved and under owned. With WTI at $40.bbl and everyone calling for the end of oil tremendous value exists in the space. I also bring to your attention the gold oil ratio which has given pretty good indications when oil has a tendency to"
YouTube Link 2020-07-13T13:30Z 15K followers, [----] engagements
"EIA says US oil production will decline in [----]. Will oil prices rise AIA Weekly Report 8.16.25 The EIA reported that due to lower prices and companies pulling back on shale oil investments US oil production is poised to decline next year. Production growth has been slowing for the last two years but remains positive. What does this mean for oil prices Opec oil price war will halt shale boom say US producers https://www.ft.com/content/e3bc8d6b-0b07-4416-bbe1-52704ae0e07b AI experts return from China stunned: The U.S. grid is so weak the race may already be over"
YouTube Link 2025-08-16T16:15Z 15.6K followers, [----] engagements
"Yen carry trade blows up markets tank. John gets happy. AIA Weekly Report 8.3.24 The Japanese central bank raised interest rates for the second time this year. Markets tank as yen carry trade begins to unwind. The total value of the Yen carry trade could be as high as $20 trillion. I explain in basic terms what the carry trade is and the repercussions of it unwinding. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into"
YouTube Link 2024-08-03T13:00Z 14.9K followers, 10.4K engagements
"Copper The New Energy Metal And Why I like It Copper is the new energy metal that will enable the electricifcation of the economy. It has cracked $3/lb on recent Chinese demand as supplies have been constrained by covid-19 supply disruptions. Longer term I think it is going higher for the reasons hioghlighted in the video. One advantage of investing in copper is that it is often found together with gold and silver. Copper market soars: https://smallcaps.com.au/copper-market-soars-inventories-decline-chinese-panic-buying/ Structural shift in the copper market:"
YouTube Link 2020-09-06T02:54Z 15.3K followers, [----] engagements
"Oil Tanker Stocks: Making Lemonade From Lemons What we are seeing in the markets is nearly unprecedented. Markets are super volatile and people are panicking as logic and rationality is replaced by the margin clerk and forced selling. The other Black Swan the oil feud between Russia and Saudi Arabia has resulted in a crash in oil prices and knock on crash in oil stocks. There is one bright spot oil tankers. With all the new supply coming online someone has to ship that oil and it has now become profitable to store it. Tanker rates surged late this week and tanker stocks are on the move. Kuppy"
YouTube Link 2020-03-15T01:38Z 15.4K followers, [----] engagements
"Interview with Mihail Stoyanov of the "The Old Economy" Substack I discovered Mihail's Substack "The Old Economy" and was impressed with his writing and views on the old economy (asset-heavy businesses). He is a Bulgaria-based writer and former marine engineer who served on board commercial ships. I interviewed him and we discussed his background his investing philosophy and why he started on Substack. We discussed platinum group metals shipping stocks and his view on the potential upside in shipyards and Africa as an overlooked investment theme. Companies discussed: Product tankers:"
YouTube Link 2024-07-11T18:53Z 15.4K followers, [----] engagements
"The "Silver Tsunami". Opportunities in the aging of the US. Unemployed Value Degen Interview. Interview with the author of the "Unemployed Small Cap Value Degen" Substack. In this interview we discuss the investment implications and opportunities associated with the aging baby boomer cohort and the disposition of their $75 trillion in wealth. He names names and ticker symbols as we deep dive into these three companies. There is much more on his Substack. It is a value at $7/mo. Substack https://substack.com/@unemployedvaluedegen Twitter: https://x.com/SFarringtonBKC"
YouTube Link 2025-10-22T17:35Z 15.6K followers, [----] engagements
"Actionable Intelligence Interview Series Larry Johnson current status of war in Ukraine 12.2.25 Larry C. Johnson is a former CIA officer and intelligence analyst and former planner and advisor at the US State Departments Office of Counter Terrorism. As an independent contractor he has provided training for the US Militarys Special Operations community for [--] years. Since its founding in [----] Larry has been managing partner of BERG (Business Exposure Reduction Group) Associates LLC which specializes in investigating money laundering and counterfeit products as well as providing financial"
YouTube Link 2025-12-02T20:22Z 15.6K followers, [----] engagements
"Why I Sold Peabody Energy Stock. AIA Weekly 3-4-23 I had two tranches of coal producer Peabody Energy in the AIA portfolio. I discuss why I bought the shares and why I recently sold both positions for 400-600% gains. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA I have started up a Patreon"
YouTube Link 2023-03-04T18:20Z 15.4K followers, [----] engagements
"Oil Market Update And What I Am Doing Currently. AIA Weekly Market Update 12-10-22 Oil markets continued to soften with the price of WTI down $10/bbl this week. People want answers and in this video I give an update about how I see things in the short medium and long term. Follow me on Twitter: @JohnPolomny Follow me on my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to:"
YouTube Link 2022-12-10T17:39Z 15K followers, [----] engagements
"Positive Uranium News Just Keeps Coming. KazAtomProm To Form Physical Uranium Investment Vehicle www.actionableintelligencealert.com The good news for energy investors continued this week as the news in the oil patch is getting better. KazAtomProm decides to create its own uranium investment vehicle. Kazatomprom Announces Investment in Physical Uranium Fund https://www.kazatomprom.kz/en/media/view/kazatomprom_obyavlyaet_ob_investirovanii_v_fond_fizicheskogo_urana Kuwait says drilling facilities work underway to reverse declining oil production capacity"
YouTube Link 2021-10-23T13:00Z 14.9K followers, [----] engagements
"Kazatomprom admits uranium production shortfalls in [----]. AIA Weekly Report 2.3.24 Kazatomprom reported that it will have a production shortfall in [----] and very possibly in [----]. The market now awaits to see what Cameco reports. Long story short uranium prices are going higher for longer. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews I have started a"
YouTube Link 2024-02-03T17:14Z 14.9K followers, [----] engagements
"Uranium Is Entering A New Up Leg In Price Lots of positive news in the uranium and nuclear sector. It appears that the uranium price is now entering a new upleg in prices. This is after the consolidation we have experienced in uranium share prices over the last six months or so. OPEC does not have capacity to boost production: Nigerian minister https://www.aa.com.tr/en/economy/opec-does-not-have-capacity-to-boost-production-nigerian-minister/2558693 Unrest in Peru continues"
YouTube Link 2022-04-09T16:52Z 15K followers, [----] engagements
"The Uranium Rocket Ship Blasted Off Last Week www.actionableintelligencealert.com The Sprott Uranium Trust buying physical uranium is having the effect it was designed for. It is vacuuming up physical uranium supply and forcing the price of uranium higher. This in tune is leading to explosive moves higher in uranium stocks. It has been a long wait but the rocket ship has left the launch pad. New "John's Reality Check" drops every Sunday Bitchute https://www.bitchute.com/channel/D8Dd9hcM1YGC/ Rumble https://rumble.com/account/contenttype=all Justin Huhn UraniumInsider.com interview this week"
YouTube Link 2021-09-05T00:39Z 15.1K followers, [----] engagements
"Is the AI Boom Really A Big Bust AIA Weekly Report 2.22.25 Dissenting views on whether the so-called AI boom may actually be a bust. What are the repercussions if this is a bust The most underreported and important story in AI right now is that pure scaling has failed to produce AGI https://fortune.com/2025/02/19/generative-ai-scaling-agi-deep-learning/mc_cid=d9c2e03744&mc_eid=238ef3f050 Net zero: hype versus reality https://www.opec.org/opec_web/en/7464.htm How to get exposure to Ukraine if there is peace https://x.com/clarksquarecap/status/1891998359331746256s=51&t=_XfY1bY2PmNi_TvnimAgSA If"
YouTube Link 2025-02-22T17:09Z 13.8K followers, [----] engagements
"It Looks Like A Tanker Supercycle Is Starting. AIA Weekly Report 9-17-22. Due to sanctions placed on Russia by the EU oil and refined products now need to be sourced from places more distant from the EU than before. This is causing more ton-miles for the existing tanker fleet. This is also causing rates to skyrocket as there are not enough tankers to move all this product further distances. It appears that for as long as sanctions are in place we are looking at a time of elevated rates for tankers. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com"
YouTube Link 2022-09-17T17:26Z 15.1K followers, [----] engagements
"Majority of central banks now cutting rates. Liquidity bazooka is firing. AIA Weekly Report 3.30.24 I show my data on the central bank data I have been collecting. The majority of the world's central banks are lowering rates. Expect the big dogs the Fed the ECB and the Bank of England to begin rate cuts this year. This wave of liquidity is already causing hard assets to get a bid. This likely has a lot more room to run. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny"
YouTube Link 2024-03-30T16:34Z 13K followers, [----] engagements
"Has US oil production finally peaked AIA Weekly 6.7.25 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into"
YouTube Link 2025-06-07T14:41Z 15.6K followers, [----] engagements
"Peak ESG Japan To Turn On More Reactors. Power Prices In Europe Make New Highs. AIA Weekly 8-13-22 #oil #BuildbackBetter #energycrisis Lots of energy news this week. Power prices in Europe are soaring to record highs. How long can this continue until there is a political backlash Japan vows to turn on more nuclear reactors for energy security. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable"
YouTube Link 2022-08-13T16:59Z 14K followers, [----] engagements
"Gold is correcting. Why the bullmarket in gold will continue. AIA Weekly 5.25.24 Gold and other commodities are correcting after becoming overbought in the short term. I discuss why commodities including gold will likely head higher. I discuss some important slides from the [----] In Gold We Trust slide deck. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid"
YouTube Link 2024-05-25T16:34Z 12.2K followers, [----] engagements
"Uranium: We are back baby. AIA Weekly Report 5.24.25 Last week the Trump administration signed executive orders directing the Nuclear Regulatory Commission to streamline its regulatory process speed up the approval of new nuclear plants and stimulate the development of new nuclear power in the US. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2025-05-24T15:25Z 15.6K followers, [----] engagements
"Large cap gold stocks break out as gold makes new high. AIA Weekly Report 4.12.25 The gold stock ETF (GDX) has reached recent highs as the gold price makes a new all-time high. The junior gold stock ETF (GDXJ) is flirting with a breakout. A gold stock bull market now appears to be in progress. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable"
YouTube Link 2025-04-12T13:00Z 15.6K followers, [----] engagements
"AIA [----] Review and [----] Investment Themes. AIA Weekly Market Update 12-30-23 This week I discuss and review the [----] performance of the newsletter. I also discuss the investment themes I am looking at for [----]. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews I have started up a Patreon account for those who wish to help support my work. Check it out"
YouTube Link 2023-12-30T20:00Z [--] followers, [----] engagements
"Why interest rates are heading higher. BBB version. AIA Weekly Report 7.5.25 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. URANIUM China to nearly double nuclear power capacity by [----] in rapid build-up"
YouTube Link 2025-07-05T21:22Z 15.6K followers, [----] engagements
"Oil demand will continue to grow as emerging markets propel demand. AIA Weekly Report 1.27.24 I remain bullish on worldwide oil demand growth as emerging market demand will drive demand. The average US consumer uses [--] barrels per year. The average Indian uses [--] barrels per year. The average African uses even less. Don't forget depletion of 5-7% per year. We will have periods of cycle demand weakness but overall we will need more oil over time. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription"
YouTube Link 2024-01-27T19:03Z 11.1K followers, [----] engagements
"What Is Money Are Gold and Bitcoin Money What is money really Well Aristotle gave this some thought and came up with some pretty good characteristics of sound money. This is an important concept to understand and few people give it much thought. Schlumberger had their third quarter call and described North American activity as being in sort of a recession. In the meantime the offshore jackup market is now at around 80% utilization with dayrates increasing. Finally boredom has infected the uranium space as investors drift away as the price action in uranium is stagnant. Below the surface"
YouTube Link 2019-10-20T16:47Z 13.8K followers, [----] engagements
"BRICS meeting not the dollar killer many were anticipating. AIA Weekly Report 10.26.24 This week the big BRICS meeting was held in Kazan Russia. Although important from a perception and visual perspective it did not result in any major news or move towards a new currency. I review what occurred. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable"
YouTube Link 2024-10-26T17:15Z 14.7K followers, [----] engagements
"Moody's downgrades US debt. Does it matter AIA Weekly Report 5.17.25 Moody's joins rating agencies S&P and Fitch in downgrading US debt due to the US government's apparent unwillingness to discuss cutting spending. The question is does it matter If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going"
YouTube Link 2025-05-17T16:38Z 15.6K followers, [----] engagements
"The Bank of Canada and ECB fire their monetary bazookas. Moneyfest [----] continues. AIA Weekly 6.8.24 The Central Bank of Canada and the ECB both cut rates this week. This continues the trend of central banks around the world cutting rates and increasing liquidity. This will be a multi-year trend and should be long-term bullish for hard assets. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas"
YouTube Link 2024-06-08T17:38Z 13.9K followers, [----] engagements
"Global PMIs indicate the global economy is growing. Commodity prices move higher. AIA Weekly 4.6.24 Global PMIs for March [----] were released last week. The readings continued to show an increasing strength in the global economy. This strength is leading to more demand for energy and metal inputs and we are seeing prices for these move higher in response. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment"
YouTube Link 2024-04-06T19:35Z 11.9K followers, [----] engagements
"Dig Out The Old Baseball Card Collection. The FED Is Buying Everything 7-5-20 Weekly Market Update I understand the title of this weeks video is click bait and no I know the FED is not buying baseball cards. Nevertheless it does seem as though they are buying just about any and all other financial assets. One has to ask a couple of questions. Where are they getting the money They create it out of thin air. Is this sound economics What is the knock-on effects of all of this intervention My view is this will be inflationary really inflationary. What will benefit from all of this monetary"
YouTube Link 2023-10-17T01:52Z 11.1K followers, [----] engagements
"World central banks now cuttting rates. New liquidity up cycle in [----]. AIA weekly 1-6-24 #gold #japan #permianbasin #oil Since August [----] more central banks have been cutting rates rather than raising them. This is mainly concentrated in emerging markets and smaller countries but the trend is unmistakable. December had the most central banks cutting than raising rates in over a year. I expect the US and EU to start their cuts this year which will in my view potentially lead to outperformance for gold and resource markets. Follow me on Twitter: @JohnPolomny Interested in knowing how I"
YouTube Link 2024-01-06T19:33Z [--] followers, [----] engagements
"Is Uranium Finally Waking Up Weekly Market Update 7-18-20 Uranium stocks Cameco in particular look to have broken higher over the last couple of weeks. Does this mean we are finally in the long-awaited uranium bull market Could the recent rise in uranium stocks just be a result of all the FED provided liquidity in the markets Credit Bubble Bulletin: http://creditbubblebulletin.blogspot.com/ LA Teachers demand progressive changes before returning to work:"
YouTube Link 2020-07-18T18:08Z 13.3K followers, [----] engagements
"Review of AIA Portfolio [----] Q2 results. We are beating the S&P handily. AIA Weekly Report 7.12.25 Contrary to what many think or believe uranium mining equities have returned over 300% since June [----]. 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. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader-supported channel. https://www.buymeacoffee.com/johnpolomny Interested in how I"
YouTube Link 2025-07-12T16:16Z 15.6K followers, [----] engagements
"Government of Finland Issues Shocking Report On Future Oil Supply The government of Finland delivered a shocking report on future oil supply. We are living on borrowed time regarding oil supply. The growth in US shale has masked what was in fact an impending supply problem. Shale is now possibly declining. Now what The Cameco Q4 [----] earnings report is out. The comments from the Cameco management is the most bullish I have heard during this extended bear market. I also talk about coronavirus and the what I expect to be a massive amount of monetary and fiscal response to the economic effects"
YouTube Link 2020-02-08T20:48Z 14.8K followers, [----] engagements
"Record Amount Of Stock IPO's Indicate Overvalued Market Ready To Fall There is an old Wall Street saying "When the ducks quack feed them." The ducks are the retail investors and when there is demand for stock Wall Street firms oblige by issuing shares. This usually happens near the top of markets or when a sector gets really hot and then goes out of favor"
YouTube Link 2021-08-24T16:00Z 13.6K followers, [----] engagements
"Employment is beginning to crack. Recession in the US is back in focus. AIA Weekly Report 11-4-23. 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I"
YouTube Link 2023-11-04T15:16Z 13K followers, [----] engagements
"Energy Transfer and GE Verona confirm natural gas to power AI build out. AIA Weekly Report 2.15.25 This week Two news items from Energy Transfer Partners (nat gas pipeline company) and GE Verona (heavy gas turbine manufacturer) confirm the thesis that natural gas will fuel the AI buildout. JD Vance's speech took a 2x4 upside of the Europeans at the Munich Security Conference. I discuss the possible implications. JD Vance Speech https://www.youtube.com/live/pCOsgfINdKgsi=FLViLeyKF-bnL5UJ GE Vernova investing $160M in Greenville to expand gas turbine production"
YouTube Link 2025-02-15T19:14Z 14.5K followers, [----] engagements
"Can the Trump administration pull a trade and monetary rabbit out of a hat AIA Weekly 5.3.25 The Trump administration is trying to remedy what it sees as unsustainable trade and monetary imbalances which it views as undermining the US economy. The question is can they do it before the economic pain undermines their political support and mandate US adds [--] more mining projects to fast-track permitting list https://www.mining.com/web/us-adds-10-more-mining-projects-to-fast-track-permitting-list/ Dont blame renewables for Spains power outage"
YouTube Link 2025-05-03T15:37Z 15.6K followers, [----] engagements
"Gold makes new all time high. Shortened flu version. AIA Weekly Report 2.1.25 Gold prices reached a new all-time high. Gold stocks continue to lag even as operating margins explode upward. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://substack.com/@actionablenews"
YouTube Link 2025-02-01T17:47Z 13.4K followers, [----] engagements
"Uranium: A Business Measured in Years Not Weeks or Months In this weeks video I review the [----] Cameco annual report. I also discuss the interview Mike Alkin did with the CEO of UR Energy regarding the Section [---] petition. Copper is becoming a new theme for me (supply/demand) in our favor. Why are central banks tremendous buyers of gold if it is a barbarous relic Mike Alkin Interview Of UR Energy CEO: http://themikealkinshow.curzioresearch.libsynpro.com/special-edition-uranium-mining-section-232-and-matters-of-national-security-ep47"
YouTube Link 2019-02-18T02:00Z 14K followers, [----] engagements
"Day of Liberation causes financial dislocation and market chaos. AIA weekly report 4.5.25 The administration initiated its tariff policy which is part of a broader economic policy. Investors are grieving fearing and full of angst. Markets are reacting by selling off. Unfortunately the baby is being thrown out with the bath water. We have seen this before. Yes there is volatility but in this chaos and volatility there is the seed of opportunity. A Users Guide to Restructuring the Global Trading System"
YouTube Link 2025-04-05T16:28Z 15.6K followers, [----] engagements
"The Everything Bubble continues. Enjoy it while it lasts; it never does. AIA Weekly Report 7.26.25 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. PJM Auction Procures [------] MW of Generation Resources; Supply Responds to Price Signal https://insidelines.pjm.com/pjm-auction-procures-134311-mw-of-generation-resources-supply-responds-to-price-signal/ AI to drive 165% increase in data center power demand by 2030"
YouTube Link 2025-07-26T15:11Z 15.6K followers, [----] engagements
"Is [----] the year of rotation from overvalued growth to undervalued value stocks AIA Weekly 1.11.25 Will what worked in [----] and [----] work in [----] Or are we near an inflection where growth stocks sell off and value stocks rally I am becoming more bullish on LatAm especially Colombia and Chile. They are really cheap. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid"
YouTube Link 2025-01-11T18:08Z 13.3K followers, [----] engagements
"Meet Your New FED Chairman: Donald J Trump Is the cure massive FED money printing and government intervention going to be worse than the actual coronavirus itself The Federal government and FED are now moving to counteract the economic effects of the economy being shutdown due to the coronavirus. The FED has now increased their balance sheet to over $5 trillion dollars. The Trump administration and Congress has now passed a $2 Trillion economic package. Will it be enough Who knows However the Treasury and FED are now cooking up various ways to enter into direct lending to businesses and"
YouTube Link 2020-03-28T18:07Z 14.1K followers, 37.8K engagements
"Why did Jericho Oil Stock Pop 30% This Week This stock was one of my top picks in my [----] oil forecast article. The company jumped 30% this week and in this video I tell you why. I also tell you that this initial move was just the beginning of great things to come. I also talk about Ensco another of my top oil picks for 2018"
YouTube Link 2018-03-11T18:14Z 13.6K followers, [---] engagements
"As The World Opens Back Up Oil Demand And Prices Are Going Alot Higher. AIA Weekly 4-3-21 www.actionableintelligencealert.com In this week's video I discuss all of the great news around the economy opening up and travel returning to normal. This will mean higher oil demand which means higher oil prices. Longer-term we are facing an impending energy crisis that almost no one is paying attention to. I think this represents one of the biggest investment themes ever. U.S. Shale Output to Further Erode Even as Oil Surges"
YouTube Link 2021-04-03T16:50Z 14.6K followers, [----] engagements
"Interview with Unemployed Value Degen I interviewed Steve from the Unemployed Value Degen Substack. He discussed his former academic background and transition to Substack as an author. He also discussed his research process and several stocks he is interested in that can be found on his Substack. I do apologize for the connection issues in the back third of the interview but please skip past them as I am not good at editing. Steve has been on a blistering publishing schedule and I encourage you to check out his Substack and X feed. Well researched and thought out ideas I my view. X"
YouTube Link 2024-08-23T18:52Z 13K followers, [----] engagements
"China Orders Top Energy Companies To Secure Supplies No Matter The Cost www.actionableintelligencealert.com The energy crisis that we long ago forecasted is picking up steam as electrical generation plants close in China and Germany due to lack of fuel. Coal supplies at Indian plants are at low levels threatening shutdowns also. Chinese leadership orders state energy companies to secure energy supplies no matter the cost. The emerging energy crisis represents a tremendous investment opportunity. Don't get left behind. Reality Check drops on Sunday: Rumble:"
YouTube Link 2021-10-02T13:00Z 14.1K followers, [----] engagements
"Are we at peak shale production growth Implications for oil prices. AIA Weekly Update 12.7.24 The Q3 Goehring and Rozencswajg commentary has been published. The report argues that the US has reached peak oil and gas shale production. If this is correct it could cause a big upset in the energy markets as the markets have the exact opposite expectation. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas"
YouTube Link 2024-12-07T18:54Z 13.1K followers, [----] engagements
"Is It Time To Buy Gold Stocks I Am Building My Buy List. AIA Weekly Report 10-7-23 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. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below: https://prudentsquirrel.gumroad.com/l/uSJOA"
YouTube Link 2023-10-07T16:49Z 14.5K followers, [----] engagements
"Employment continues to stumble. Time for Mr. Powell's money machine AIA Weekly 7.6.24 Employment numbers continue to weaken as economic numbers soften. Is it time for the Fed to start its rate-cutting cycle The FED is likely already behind the curve. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by"
YouTube Link 2024-07-06T13:00Z 13K followers, [----] engagements
"New Poll In Germany Shows 67% Support Nuclear Power. AIA Weekly Report 7/29/23 I have included a link to a recent report that states that most Germans support using nuclear power to meet climate goals and to power German industry cheaply and efficiently. With the German economy in recession will the political winds shift and allow a re-emergence of nuclear power in Germany. My view is that they will eventually return to atomic power. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these"
YouTube Link 2023-07-29T16:16Z 13.6K followers, [----] engagements
"AIA 10k Subscribers Live Stream Well you guys got me over the finish line of 10k subscribers. Going to do a livestream to celebrate. Come on over for the show and I will be available for Q&A or you can take a shot at me if you like"
YouTube Link 2023-01-27T14:22Z 14.8K followers, [----] engagements
"Rotation away from AI/Tech to value stocks continues. AIA Weekly 3.15.25 The rotation from overvalued and overhyped tech and AI stocks into value stocks continues. I discuss sectors where if just a bit of liquidity enters we could see some big moves higher. Europe's would-be battery champion Northvolt files for bankruptcy https://finance.yahoo.com/news/swedish-battery-maker-northvolt-files-071707280.html The Bill Gates Era of Climate Giving Has Ended"
YouTube Link 2025-03-15T16:08Z 15.6K followers, [----] engagements
"Russia "temporarily" banned export of enriched uranium to US. AIA Weekly Report 11.16.24 Russia on Friday temporarily banned the export of enriched uranium to the US causing the spot price of uranium to jump. However as I covered in this week's presentation this is not the only positive news for uranium investors. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid"
YouTube Link 2024-11-16T17:10Z 14.2K followers, [----] engagements
"Uranium Section [---] Ruling Is Out And Market Uncertainity Is Cleared Up My review of the Section [---] ruling by the Trump Administration. The administration are pro nuclear but the President did not move forward with any relief for these miners. My view is that a big part of the cloud of uncertainity has now been lifted from the uranium market and we can move forward on fundementals. I am also becoming more bullish on gold as global central banks keep printing more and more currency units. Section [---] Memo:"
YouTube Link 2019-07-13T18:17Z 13.6K followers, [----] engagements
"Back Into Caledonia Mining 10-15-20 Great article from John Hathaway at Sprott about why the gold bull market is not even close to being over. Also I am back into Caledonia Mining. An exciting future for this company in Zimbabwe. Gold The Simple Math: https://sprott.com/insights/sprott-gold-report-gold-the-simple-math/ Caledonia to expand in Zimbabwe: https://www.mining.com/caledonia-raises-guidance-as-it-looks-to-expand-operations-in-zimbabwe/"
YouTube Link 2023-10-23T09:23Z 11.1K followers, [----] engagements
"Value stocks cheapest relative to growth stocks in [--] years. AIA Weekly 12.28.24 Value stocks have been the cheapest relative to growth stocks in [--] years. Sell overvalued stocks and buy undervalued ones. Japan to maximize nuclear power bolster renewable energy as electricity demand grows https://www.pbs.org/newshour/amp/world/japan-to-maximize-nuclear-power-bolster-renewable-energy-as-electricity-demand-grows Cameco CEO optimistic about the uranium market heading into [----] despite potential headwinds https://thestarphoenix.com/news/local-news/cameco-ceo-optimistic-uranium-market-2025 If you"
YouTube Link 2024-12-28T16:30Z 13.2K followers, [----] engagements
"If You Buy Overvalued Stocks Your Stockmarket Returns Will Be Terrible Many young and inexperienced investors do not understand that if you overpay for stocks your returns tend to be low or end up being losses. Free cash flow and what a company can payout in the future is what determines what a company is worth. Global Value: Building Trading Models with the [--] Year CAPE https://mebfaber.com/wp-content/uploads/2016/05/SSRN-id2129474.pdf"
YouTube Link 2021-08-11T13:00Z 13.8K followers, [----] engagements
"Central Banks Have Become Irrelevant. Weekly Market Update 10-11-20 The Scottish market strategist Russell Napier warns that investors should prepare for inflation rates of 4% and more by next year. The main reason: Governments have taken control of the money supply. Debts are too big and governments need inflation to get rid of this debt. This is my major theme for next decade. Review of economist Russel Napier interview on how this has been done in the past and will done again. Central Banks have Become Irrelevant"
YouTube Link 2020-10-11T18:00Z 13K followers, [----] engagements
"Yes Gold Is In A Bull Market. Why Most Will Lose Money Trading It. AIA 4-8-23 I believe gold is in a new bull market. However most people try and take advantage of it by buying junior gold mining stocks. This is a difficult way to make money and I explain why. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site below:"
YouTube Link 2023-10-27T03:34Z 11.2K followers, [----] engagements
"Oil Prices Are Dropping But There Is Always A Bull Market Somewhere. AIA Weekly Report 8-6-22 Oil prices have been dropping over the past couple of months. I explore why this is and where oil prices might be going. Although oil prices are dropping natural gas and coal prices are at historical highs. Why it might be a while before they drop. Green Dreams Inflationary Realities https://archive.ph/mVrnl Olaf Scholz backs extending life of German nuclear plants https://archive.ph/Liv3R#selection-1441.0-1441.57 The Future of Copper https://cdn.ihsmarkit.com/www/prot/pdf/0722/Future-of-Copper.pdf"
YouTube Link 2022-08-06T18:52Z 14.7K followers, [----] engagements
"The US market is still historically overvalued. AIA Weekly 11.23.24 More indicators show the overvaluation in the US markets versus the rest of the world. I also discuss the further implications of Russia's ban on uranium exports to the US. New Facebook Group for Actionable Intelligence Fans. https://www.facebook.com/groups/583058930842651 John Quakes post on the Russian uranium ban https://x.com/quakes99/status/1857904322031587637 If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported."
YouTube Link 2024-11-23T17:37Z 13.1K followers, [----] engagements
"Trump. Buy the election sell the inauguration. [----] equals volatility. AIA Weekly 12.21.24 The incoming administration has made many promises about lowering inflation energy costs interest rates home affordability and other issues. However it is facing many challenges that could derail its plans. One is the $8 trillion in Federal debt that needs to be rolled over in [----]. How the mother of all bubbles will pop https://www.ft.com/content/9a0da0d6-92b4-4034-ac25-7b4abcbb0bbemc_cid=82ac3b3a25&mc_eid=238ef3f050 If you like the information I provide consider supporting me by buying me a cup of"
YouTube Link 2024-12-21T17:41Z 13.2K followers, [----] engagements
"Israel strikes Iran. Oil prices spike. Will they go higher AIA Weekly Report 6.14.25 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 Uraniums Bull Market Reawakens https://sprott.com/insights/uranium-s-bull-market-reawakens/ Is nuclear power set for a revival https://www.goldmansachs.com/insights/articles/is-nuclear-power-set-for-a-revival The Dollar Is Crumbling And Hedge Fund Analyst Says A New Global"
YouTube Link 2025-06-14T16:39Z 15.6K followers, [----] engagements
"Is Dave Portnoy Moving Into Crypto Weekly Market Update 8-15-20 Dave Potnoy is moving into crypto currencies. He brings in the Winklevoss twins to get him primed up. They poo poo gold because there are asteroids full of gold and Elon Musk will mine them and bring all that gold back to earth crashing the price. Yeah they said this. I also discuss the selection of one of the biggest phony grifters as the Dems VP. Pop the popcorn because I don't hold back on the Trump adminstration either. The Kodak $793 million attempted grift was stopped as it was made public and they could not endure the"
YouTube Link 2020-08-15T13:41Z 14.1K followers, [----] engagements
"Uranium is volatile. Use that volatility for your benefit. AIA Weekly Report 6.15.24 In the last four years we have seen eight double-digit declines in uranium (using URNM as a proxy). Yet overall the ETF has advanced multiples. How to use the inherent volatility of the resource markets to your advantage. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2024-06-15T18:22Z 13K followers, [----] engagements
"Energy is my highest conviction idea. AIA Weekly Report 5.31.25 Energy and oil in particular is my highest conviction idea currently. The oil curve is backwardated the market is tight and energy stocks are absurdly cheap. US producers have learned from the excesses of their shale boom: they are lean profitable and shareholder-friendly. Oil is the only commodity to price in a [----] recession but global growth could surprise to the upside. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported."
YouTube Link 2025-05-31T16:58Z 15.6K followers, [----] engagements
"Gold miners have yet to partipate in gold's rise. But they will. AIA Weekly 9.14.24 The gold miners continue to lag even as the gold price made another all time nominal high thius week in US dollars. In order for gold stocks to rise to their historical average with respect to the gold price would require a 5X move in the HUI. When Smart Money is Wrong https://smeadcap.com/missives/when-smart-money-is-wrong/_hsenc=p2ANqtz-9hCTD15hY5MSW3u7i3X3MMUOdlV2i6D7Jg1SxzCR60zg8oSOXqPutj7ErWKfvqO-y3aQhrpxjQRDeH1YGnWmIU01mEvg&_hsmi=323883422 Gold Stocks Have Never Been Cheaper"
YouTube Link 2024-09-14T17:00Z 13K followers, [----] engagements
"I Sold Caledonia Mining. What Did I Roll My Profits Into Quick review of the public names I have announced on my YT channel. These are mostly names I got from other people I follow on Twitter. Caledonia Mining was up around 50% in one week and was way overbought. I also discuss what I am rolling my Caledonia profits into. $AR $RGR $AM #firearms #mini14 #naturalgas"
YouTube Link 2020-08-02T00:37Z 14.8K followers, [----] engagements
"The US stock market Is historically overvalued. There are bargains elsewhere. AIA Weekly 2.17.24 From a historical perspective specific sectors of the US market market particularly the tech sector are highly overvalued. Other sectors like energy are at multi-decade levels of relative undervaluation. I have found success in buying undervalued assets waiting for the market to discover that undervaluation and then re-rate those assets higher. Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert."
YouTube Link 2024-02-17T17:25Z 13K followers, [----] engagements
"Chaos equals cash as economic political and market volatility continue. AIA Weekly Report 3.1.25 There has been much volatility as chaos reigns supreme in markets politics and economics. This has created opportunities for speculators and investors. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by"
YouTube Link 2025-03-01T17:55Z 13.6K followers, [----] engagements
"Oil sentiment at record lows. Is oil the [----] contrarian play AIA Weekly Video 12.14.24 Oil sentiment is record bearish. This is despite Permian producers cutting capex sanctions resuming on Iran and OPEC holding office on returning production to the market. Are we set up for a return to higher oil prices If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2024-12-14T19:49Z 13.1K followers, [----] engagements
"Washington Post Says US Facing Electricity Shortages. AIA Weekly Report 3.23.24 A recent article in the Washington Post reports that the US is facing an electricity shortage because of years of underinvestment in the transmission grid and underestimating electricity demand due to the growth in data centers and AI. This will lead to more plants being built and more transmission and distribution infrastructure needing to be built. This is bullish for AIA subscribers. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported."
YouTube Link 2024-03-23T15:45Z 11.9K followers, [----] engagements
"Actionable Intelligence Alert Weekly Market Report. 1-28-23 Lots of news this week: -KazAtomProm production downgraded by 4-5 million pounds in [----] -Chile's copper production down for four years in a row. -Biden administration kills major copper mine in Minnesota -Chevron announces $75 billion stock buyback and increases divdend. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You"
YouTube Link 2023-01-28T13:30Z 14.7K followers, [----] engagements
"Why Is The Gold Price Increasing In Just About Every Currency The gold price is increasing in just about every currency around the world. Why What is causing this I also discuss the drop in uranium stocks this past week and investor expectations as is it relates to uranium stock speculation. The president and Congress can agree on one thing spending money and going further into debt. I discuss in the Reality Check. Gold Price Charts in various currencies: https://goldprice.org/gold-price-chart.html Ray Dalio "Paradigm Shifts" https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio/ US passes"
YouTube Link 2019-07-27T18:20Z 13.6K followers, [----] engagements
"Did Sprott kickoff the next leg of the uranium bull market AIA Weekly Update 6.21.25 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. India plans to buy 4x more uranium for nuclear energy https://www.newsbytesapp.com/news/business/india-plans-9-000-tons-uranium-imports-under-nuclear-energy-mission/story Israel Buckles as Iran War Shifts to New Drag-Out Phase https://simplicius76.substack.com/p/israel-buckles-as-iran-war-shifts Turkey is Next"
YouTube Link 2025-06-21T16:03Z 15.6K followers, [----] engagements
"Rotation out of MAG [--] into value and emerging markets continues. AIA Weekly Update 3.22.25 The rotation out of what has been working into undervalued sectors continues as MAG 7-10 stocks weaken and undervalued sectors (commodities value foreign stocks emerging markets) are beneficiaries of that rotation. Big gas turbine manufacturers arent ready to bet on the AI boom https://www.semafor.com/article/03/17/2025/gas-turbine-manufacturers-bet-ai-boom-trump Investing Politics: Globalization Backlash and Government Disruption"
YouTube Link 2025-03-22T16:07Z 15.6K followers, [----] engagements
"US tech giants go all in on nuclear. Gold and silver make new highs. AIA Weekly Report 10.19.24 Major announcements from US tech giants on plans to invest in nuclear energy to power data centers. Gold and silver make new highs. I explain why this rally is likely to continue. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert."
YouTube Link 2024-10-19T15:56Z 14.7K followers, [----] engagements
"Uranium Supply At Risk As Revolution Engulfs Worlds Largest Supplier. AIA Weekly Report 1-8-22 www.actionableintelligencealert.com High energy prices have allegedly kicked off a revolution in Kazahkstan as unrest continues. Kazatomprom has issued a press release that their operations are at a high risk of interruption. What does this mean in an already undersupplied uranium market OPEC oil output boost in December again undershoots target https://www.reuters.com/business/energy/opec-oil-output-boost-december-again-undershoots-target-2022-01-06/ EOG Resources Bucks The Trend Says Its Ready To"
YouTube Link 2022-01-08T14:00Z 13.8K followers, [----] engagements
"Trump admin running the Reagan/Volcker economic gambit. AIA Weekly Report 3.8.25 During Reagan's term the FED chairman raised rates to 20% and crushed inflation. This also caused a severe recession. However this also set the economy up for a huge recovery as inflation fell rates were cut and the economy was stimulated. The Reagan administration also massively deregulated the economy and passed tax cuts through Congress. This caused a boom which propelled Reagan to another four-year term and allowed his VP to have a four-year term. It seems the Trump administration is doing something similar."
YouTube Link 2025-03-08T17:43Z 15.6K followers, [----] engagements
"Heads We Win Tails We Win More www.actionableintelligencealert.com Chronic underinvestment in all resources especially oil and gas is leading to a situation where prices will have to move higher for an extended time period in order to incentivize new investment. However this is being hindered by poor policies and policies that are opposed to the extraction of minerals and resources that will be needed to facilitate the build back better plans of governments. Regardless of the reasons this will lead to speculative and investing opportunities for astute market participants. Not enough oil at"
YouTube Link 2022-02-05T14:00Z 14.2K followers, [----] engagements
"Final [----] US government deficit is $1.8T dollars or 6.4% of GDP. AIA Weekly Report 10.12.24 The CBO report shows that the U.S. deficit surged to $1.8 trillion in the Fiscal Year [----] representing 6.4% of GDPthe most significant shortfall since [----]. Thats $139 billion more than the deficit of FY [----] and nearly $400 billion more than FY [----]. Government spending jumped 10% year over year to reach $6.8 trillion. The biggest expenditures included Social Security ($1.5 trillion) interest payments on debt ($950 billion) and Medicare ($869 billion). Federal debt also swelled by $2.2 trillion over"
YouTube Link 2024-10-12T15:50Z 14.7K followers, [----] engagements
"Gold and copper make new highs. Is sentiment too bullish AIA Weekly 3.29.25 Gold and copper made new highs this week. However it seems sentiment is way too bullish for both. Gold has become the latest shiny object on social media and too many new investors (speculators) are touting it. Expect a correction in an ongoing bullmarket. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a"
YouTube Link 2025-03-29T15:34Z 15.6K followers, [----] engagements
"Actionable Intelligence Alert Free Portfolio Update 7-15-2018 As part of my blogging at acionableintelligencealert.com I created a free portfolio of stocks that I use to illustrate my various ideas on markets. In today's video I update the positions and discuss why I am invested in these names. If you are interested in my paid service whhere I provide ideas with more upside potential than check out a paid subscription to AIA at actionableintelligencealert.com/subscribe If you are interested in tracking the portfolio discussed today here is a link:"
YouTube Link 2018-07-15T23:38Z 13.8K followers, [----] engagements
"Gold makes new high as FED fires monetary bazooka. AIA Weekly Update 9.21.24 The Fed cut rates this past week by more than expected half a percentage point. All major central banks except Japan (and many developing country central banks) are now in rate-cutting mode which is likely bullish for hard assets. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2024-09-21T16:39Z 13K followers, [----] engagements
"Russian Stocks; Opportunity Of The Year Or Complete Zero www.actionableintelligencealert.com With the recent military action in Ukraine by Russia causing a very large drop in the Russian stock market Russian stocks have become extremely cheap. Some companies are selling for P/E's less than [--] and dividend yields of 25-40%. Of course there is a reason as forced selling by institutions and risks of sanctions and unknown factors have drastically increased the risk. I try and quantify the risk and ask whether it is worth taking the chance on buying them with so many unknowns. Sources for military"
YouTube Link 2022-02-26T22:25Z 13.7K followers, [----] engagements
"Central Bank Panic: Why I like Gold From the beginning of this year [--] different central banks have cut policy rates [---] times by a cumulative [-----] percentage points or a net reduction of [-----] points. We are seeing unprecedented actions from the worlds central banks. In addition governments are announcing economic support packages to stimulate their economies. Where is this money coming from Most governments are broke. Did anyone ask the question of what would happen if we chose to put the world economy into a voluntary economic depression. If you think that just because gold has not made a"
YouTube Link 2020-03-29T17:42Z 13.6K followers, [----] engagements
"Energy up 15% already in [----] As We Anticipate Q4 Earnings Reports From Oil Companies Energy has burst out of the gate up around 15% already this year continuing the outperformance we saw in [----]. Will it continue Many of our stocks had a nice move Friday as I believe investors are getting long as the realization of near-record or record cashflows begins to set in on investor's radar. Oil could hit US$100 by end of this year: Ninepoints Nuttall https://www.bnnbloomberg.ca/oil-could-hit-us-100-by-end-of-this-year-ninepoint-s-nuttall-1.1706214 Analysis: Shrink to fit: the year Big Oil starts to"
YouTube Link 2022-01-16T00:10Z 14.3K followers, [----] engagements
"Global Oil Demand Climbs to a Record High in March [----]. AIA Weekly Market Report 5/20/23 Recent data shows that global oil demand has reached a new record. It now appears that the 2H of [----] will lead to oil demand outstripping supply. Will this cause higher oil and refined product prices This remains to be seen. Follow me on Twitter: @JohnPolomny Follow me at my blog: www.actionableintelligencealert.com Interested in knowing how I translate the information in these videos into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out"
YouTube Link 2023-05-20T17:35Z 14.8K followers, [----] engagements
"Weekly market Update 9-22-18 Why Tilray is a case study in FOMO and how retail investors constantly fall for hype. I also talk about upgrades in the oil services stocks as perceptions towards oil are now changing. Interested in knowing how I make huge profits in the financial markets Try a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to: actionableintelligencealert.com/subscribe I have started up a Patreon account for those that wish to help support my work. Check it out here: https://www.patreon.com/JohnPolomny If you pledge at least $5.00 I"
YouTube Link 2018-09-22T16:29Z 14.3K followers, [---] engagements
"Weekly market Update 10-6-18 I discuss the the recent UEC financing and explain why these uranium stocks are burning matches. You must understand what you own and how this market operates if you intend on making money"
YouTube Link 2018-10-06T17:52Z 13.6K followers, [----] engagements
"US FED cuts rates as Trump wins significant electoral victory. AIA Market Report 11.9.24 The Federal Reserve cut rates by .25% last week. This was overshadowed by Trump's overwhelming electoral victory. Also opportunities in Aluminum and Tin investing. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader-supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by"
YouTube Link 2024-11-09T19:39Z 13.1K followers, [----] engagements
"Actionable Intelligence Alert Interviews The Royalty King. Creating an income engine using options. I recently interviewed Benjamin Demase who is also known as the "Royalty King" on Substack. I wanted to speak with him after reading his recent article entitled "Funding Freedom Through Options: Build a Location-Independent Income Engine". https://theroiclub.substack.com/p/funding-freedom-through-options-build We also discussed his investing methodology using Texas Pacific Land as an example of the capital-light high-return businesses he favors. I am a subscriber to his Substack and find it"
YouTube Link 2025-08-11T13:01Z 15.6K followers, [----] engagements
"Why I changed my mind on investing in China. AIA Weekly 11.2.24 When the facts change my opinion changes. This is what has happened with my view on investing in China. I always thought it was undervalued. I still have some concerns but I believe an opportunity exists here. Prejudice And China https://research.gavekal.com/article/prejudice-and-china/ If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas"
YouTube Link 2024-11-02T17:18Z 13K followers, [----] engagements
"Who knew Gold stocks now outperforming S&P and Nasdaq for the year. AIA Weekly Review 8.31.24 I saw a chart on "X" that shows the GDX (gold stocks) outperforming the Nasdaq and S&P through the end of August. Investors are starting to allocate some funds to gold-stock ETFs. As the FED embarks on its rate-cutting cycle are we likely to see higher gold prices and consequently higher gold-stock prices China's nuclear power industry is now surpassing the US. Colorado Town Being 'Overrun' By Venezuelan Gangs"
YouTube Link 2024-08-31T14:57Z 12.7K followers, [----] engagements
"Oil and Uranium market Update 7-08-2018 The mainstream media is beginning to notice the chronic underinvestment in the oil industry. Will this result in oil trading up to $150 barrel I also discuss the successful Yellow Cake IPO this week and answer viewer questions"
YouTube Link 2018-07-08T15:22Z 14.2K followers, [----] engagements
"Rick Rule Was Right. Japan Pivot Back To Nuclear Power Causes Resumption Of Uranium Bull Market For several years billionaire resource investor Rick Rule maintained the view that a real move higher in uranium prices would be incumbent on the restoration of nuclear energy in Japan. It seems he was proved correct as Japan recommitted to nuclear energy in the past week which caused a blastoff in uranium stock prices. Japan PM Kishida orders new nuclear power plant construction https://archive.ph/zGqP2 Cameco says company 'as busy as it's ever been' signing a lot of contracts"
YouTube Link 2022-08-27T17:30Z 14K followers, [----] engagements
"What is currently overvalued and undervalued AIA Weekly Report 4.26.25 Gold is overvalued currently in the short term. In fact gold is on the cover of Barron's this week. Conversely oil is still undervalued in my opinion. Emerging markets are also undervalued relative to the US equity markets. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable"
YouTube Link 2025-04-26T17:01Z 15.6K followers, [----] engagements
"Record High Energy Prices in Europe Leading To Protests. Portends Profits For AIA Subscribers. www.actionableintelligencealert.com As power and energy prices spike in Europe (lower winds and higher natural gas prices) protests over record electricity costs continue. Yet our genius central planners are doing everything they can to reduce the supply of energy. All in the name of their new god "climate change". We are heading for an energy crisis and one that will surprise most people. Most people's misfortune will be a great opportunity to profit from a lack of investment and bad choices. New"
YouTube Link 2021-09-18T13:00Z 14.8K followers, [----] engagements
"A changing geopolitical environment is creating opportunities for AIA investors. AIA Weekly 9.7.24 #gold #goldstocks #uranium #energy #china I have been discussing the ongoing geopolitical and economic realignment from the west to the east for some time. This creates many opportunities for investors to grasp what is happening. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription"
YouTube Link 2024-09-07T17:29Z 14.8K followers, [----] engagements
"Athabasca Oil Sands Corp. Update 3-7-21 www.actionableintelligencealert.com I talked about this stock in the past on the channel. Some of you bought it and have done well. I was checking out my charts this weekend and the price movement recently in the stock can serve as a lesson about how I use TA to gauge when to enter a stock and when a stock may be overbought. This not investment advice"
YouTube Link 2021-03-07T23:44Z 14.2K followers, [----] engagements
"Oil looks like a great deal at these levels. AIA Weekly Report 4.19.25 Oil sentiment is thoroughly washed out and everyone is expecting economic weakness. I see declining US production and barring an economic dislocation like [----] [----] or [----] oil is likely to surprise to the upside. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable"
YouTube Link 2025-04-19T16:44Z 15.6K followers, [----] engagements
"Living In The Greatest Financial Bubble Of All Time The US continues to defy all rational valuation metrics as it continues to make new highs. I contend this is the result of the huge amount of liquidity being provided to the markets by the FED. This bubble now appears to be entering its blow off phase. As I have said before just because a market is overvalued does not earn it cannot become more overvalued. Nevertheless at some point the music will stop and a massive decline in the stock market will occur. Will the reduced economic activity caused by the coronavirus be the needle that pricks"
YouTube Link 2020-02-16T19:08Z 14K followers, 11.1K engagements
"Transocean to acquire Valaris in continued offshore drilling consolidation. AIA Weekly 2.14.26 Big merger in offshore drilling as Transocean offers an all-stock deal for Valaris. This would be the number one driller merging with the third largest driller. Transocean estimates annual savings of $200 million. This is quite bullish for the offshore drilling industry. World No. [--] gold miner is willing to move on M&A CEO says https://www.mining.com/web/world-no-2-gold-miner-is-willing-to-move-on-ma-ceo-says/ If you find the information I provide helpful consider supporting me by buying me a cup of"
YouTube Link 2026-02-14T22:43Z 15.6K followers, [----] engagements
"Offshore drilling along with services are poised for a terrific [----]. AIA Weekly Report 2.7.26 Positive developments are occurring in the offshore drilling and oilfield services sector. It seems [----] will be a great year for oilfield services. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can"
YouTube Link 2026-02-07T19:03Z 15.6K followers, [----] engagements
"Resource markets way up but still undervalued relative to stocks and bonds. AIA Weekly Update 1/24 The first several weeks of [----] have been phenomenal in the resource stocks. Many people are up double digits and have already made their year Maybe we will see a pullback followed by further gains. Kazakhstans Mineral Extraction Tax Creates a New Floor in Uranium Pricing https://thehoot731.substack.com/p/kazakhstans-mineral-extraction-taxutm_source=post-email-title&publication_id=3755348&post_id=185551195&utm_campaign=email-post-title&isFreemail=true&r=9djf&triedRedirect=true&utm_medium=email"
YouTube Link 2026-01-24T18:01Z 15.6K followers, [----] engagements
"Uranium and copper explode out of the blocks in early [----]. AIA Weekly Update 1.17.26 Both uranium and copper have exploded upward in the first few weeks of [----]. Both commodities have positive supply/demand dynamcis and I expect continued upward movement in [----]. When Oil Falls but Exxon and Chevron Dont https://oilprice.com/Energy/Energy-General/When-Oil-Falls-but-Exxon-and-Chevron-Dont.html Trump Administration Calls for Emergency Power Auction to Build Big Power Plants Again https://x.com/ENERGY/status/2012308829627699713 Doody Calls Central Banking"
YouTube Link 2026-01-17T18:59Z 15.6K followers, [----] engagements
"Mining billionaire: "Americans have no idea what we are facing." AIA Weekly Market Update 1.10.26 The US is in a big jam. It has not invested in critical minerals or in processing them for forty years. The US is now in a winner-take-all competition with China that requires cheap energy and critical minerals. Most people and investors in particular are ignorant of these facts. This is a tremendous opportunity for AIA readers and listeners. Billionaire Investor Robert Friedland: Americans Are Living In A Fantasy They Have No Idea What We're Facing"
YouTube Link 2026-01-11T00:45Z 15.6K followers, 13.7K engagements
"Is [----] the year we mint resource investor millionaires AIA Weekly 1.03.26 I am really excited about the prospects for our resource investments in [----]. Breakouts across the board and lots of potential upside are taking shape. Let's go The Permian is drowning in its own wastewater https://www.msn.com/en-us/money/companies/the-permian-is-drowning-in-its-own-wastewater/ar-AA1TfDez If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate"
YouTube Link 2026-01-03T18:11Z 15.6K followers, [----] engagements
"2026 Commodity Resource Sector Super Cycle Is Taking Shape. AIA Weekly Update 12.20.25 Every resource sector seems to be breaking higher with one exception. Oil is still out of favor. However if one believes in a commodity super cycle it seems impossible for oil not to participate. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny Interested in how I translate the information from this video into investment ideas Consider a subscription to my paid newsletter"
YouTube Link 2025-12-20T18:27Z 15.6K followers, [----] engagements
"FED resumes QE by another name. Metals scream higher. AIA Weekly Update 12.13.25 The FED cut rates this week and also announced it will be buying $40 billion per month in T-Bills but only for a few months to maintain "market liquidity". Metals rallied hard and seem to be sniffing out the new QE. The Fed just ended QT and is now resuming QE. Recall the Treasury needs to roll billions in US debt next year. If you find the information I provide helpful consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny"
YouTube Link 2025-12-13T17:18Z 15.6K followers, [----] engagements
"Energy and metals are on a roll. Will it continue in [----] AIA Weekly Update 12.6.25 Energy and various metals are breaking higher. I update what is breaking higher and whether it will/can continue. Copper faces 30% supply deficit by [----] IEA warns at UK summit https://www.spglobal.com/energy/en/news-research/latest-news/metals/120125-copper-faces-30-supply-deficit-by-2035-iea-warns-at-uk-summit Inside the AI-Led Resource Race https://www.imf.org/en/publications/fandd/issues/2025/12/inside-the-ai-led-resource-race-thijs-van-de-graaf If you find the information I provide helpful consider"
YouTube Link 2025-12-06T22:36Z 15.6K followers, [----] engagements
"Actionable Intelligence Interview Series Larry Johnson current status of war in Ukraine 12.2.25 Larry C. Johnson is a former CIA officer and intelligence analyst and former planner and advisor at the US State Departments Office of Counter Terrorism. As an independent contractor he has provided training for the US Militarys Special Operations community for [--] years. Since its founding in [----] Larry has been managing partner of BERG (Business Exposure Reduction Group) Associates LLC which specializes in investigating money laundering and counterfeit products as well as providing financial"
YouTube Link 2025-12-02T20:22Z 15.6K followers, [----] engagements
"Silver breaks out How I use sentiment and volatility to guide me. AIA Weekly Report 11.29.25 In the AIA Newsletter Subscriber Discord group I announced a week or so ago that I was taking positions in some silver mining stocks that got flushed after the recent big moves higher. That worked out nicely as silver made a new all-time high in nominal terms on Friday. I believe one can use extremes in gold and silver sentiment to move in and out of these volatile stocks to maximize returns. US EXIM to invest $100B in critical minerals and energy says chair"
YouTube Link 2025-11-29T17:33Z 15.6K followers, [----] engagements
"US overvalued China and EM's undervalued. Guess what I am buying AIA Market Update 11.22.25 The US market is historically overvalued. Overvaluation typically leads to lower forward returns. Conversely China and emerging markets are undervalued. I am finding and buying undervalued stocks across the emerging market space. The [----] AI Index Report https://hai.stanford.edu/ai-index/2025-ai-index-report When Capex Booms Turn Into Busts: Lessons From History"
YouTube Link 2025-11-22T22:41Z 15.6K followers, [----] engagements
"Is a 2000/2008 economic superstorm developing in the US economy AIA Weekly Update 11.15.25 Data is starting to come in which is showing weakness in housing and the tech sector. It is not a zero percent chance that we could be facing a super storm like the tech bubble in [---] and then the GFC housing bust in [----]. What does that do to the overvalued stock market Michael Burry AI depreciation tweet https://x.com/michaeljburry/status/1987918650104283372s=20 Big Short investor Michael Burry accuses AI hyperscalers of artificially boosting earnings"
YouTube Link 2025-11-15T17:50Z 15.6K followers, [----] engagements
"Democratic Socialist wins NYC mayoral race. Why AIA looks overseas for returns. AIA Update 11.8.25 So Mr. Mamdani wins the NYC mayoral race and people are in a panic. Not AIA. We believe that good policy fosters good economic outcomes which in turn lead to higher stock prices. Don't invest in NYC or jurisdictions where people are voting in statist polices. We are discovering numerous opportunities in Emerging Markets Latin America and Central Asia. Three tough truths about climate- Bill Gates https://www.gatesnotes.com/home/home-page-topic/reader/three-tough-truths-about-climate If you find"
YouTube Link 2025-11-08T18:15Z 15.6K followers, [----] engagements
"American nuclear renaissance gets major government backing. AIA Weekly Report 11.1.25 The US government signed a $80 billion deal with Westinghouse to build [--] AP1000 reactors in the US. The US nuclear industry is finally back. This is bullish for uranium. Very bullish. If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You"
YouTube Link 2025-11-01T16:26Z 15.6K followers, [----] engagements
"Why copper is poised to have a gold like move higher. AIA Weekly Update 10.25.25 Looking at the long-term copper chart it appears poised to break out of a long-term cup-and-handle formation. This would be similar to what gold did over the last six months. If you like the information I provide consider supporting me by buying me a cup of coffee. I am a listener and reader-supported channel. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these video's information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can"
YouTube Link 2025-10-25T16:10Z 15.6K followers, [----] engagements
"The "Silver Tsunami". Opportunities in the aging of the US. Unemployed Value Degen Interview. Interview with the author of the "Unemployed Small Cap Value Degen" Substack. In this interview we discuss the investment implications and opportunities associated with the aging baby boomer cohort and the disposition of their $75 trillion in wealth. He names names and ticker symbols as we deep dive into these three companies. There is much more on his Substack. It is a value at $7/mo. Substack https://substack.com/@unemployedvaluedegen Twitter: https://x.com/SFarringtonBKC"
YouTube Link 2025-10-22T17:35Z 15.6K followers, [----] engagements
"Gold and Silver: The Pause That Refreshes. AIA Weekly 10.18.25 After advancing for nine straight weeks gold and other precious metals have decided to take a breather. Is this a consolidation before higher highs or this cycles top If you like the information I provide consider supporting me by buying me a cup of coffee. I am listener and reader supported. https://www.buymeacoffee.com/johnpolomny Interested in how I translate these videos' information into investment ideas Consider a subscription to my paid newsletter Actionable Intelligence Alert. You can check it out by going to the site"
YouTube Link 2025-10-18T17:46Z 15.6K followers, [----] engagements
"Did China just prick the US tech bubble AIA Weekly Update 10.11.25 Last week China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths. Rare earths are essential for various technological products and numerous military applications including permanent magnets which are everywhere. If this stands the US is in big trouble. Chinas New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains"
YouTube Link 2025-10-11T16:53Z 15.6K followers, [----] engagements
"Uranium makes a new term price high $83/lb. Copper over $5/lb. AIA Weekly Report 10.4.25 The term price made a new 52-week high of $83/lb. Copper has surpassed the $5/lb threshold due to supply disruptions at several mines worldwide. Chilean copper output in August falls 9.9% largest drop in two years https://www.mining.com/web/chilean-copper-output-in-august-falls-9-9-largest-drop-in-two-years/ Copper price highest in over a year on Grasberg disruption Fed outlook https://www.mining.com/copper-price-hits-highest-in-over-a-year-on-grasberg-disruption-fed-outlook/ The AI bubble is [--] times the"
YouTube Link 2025-10-04T17:10Z 15.6K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing