Actionable Intelligence Alert
148 episodes - English - Latest episode: 11 months ago - ★★★★★ - 17 ratingsTimely discussion on investing/speculating with an emphasis on seeking out market beating returns from a deep value and contrarian perspective.
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Episodes
Japan To Turn It's Idled Nuke Plants Back On. Reality Overcomes Politics. AIA Weekly 5-28-22
May 29, 2022 15:06 - 46 minutes - 42.2 MBJapan is facing a tremendous energy crisis due to the fact it imports almost 100% of its domestic energy. The government has been promoting conservation but that is not enough. The PM announced that it is time to turn Japan's idled nuclear fleet back on to avoid an energy crisis.
The Price Increases Will Continue Until Supply Responds. AIA Weekly Report 5-21-22
May 23, 2022 23:03 - 27 minutes - 24.9 MBWe are having inflation in fuel and food mostly because we do not have enough of these materials. Yes, the monetary malfeasance of central banks has contributed to the price increases. Nevertheless, we simply do not have enough oil and refined products to meet demand. The same is going to happen to food.
Can We Hit A $150/bbl Plus Oil Price This Summer?
May 08, 2022 22:03 - 47 minutes - 43.6 MBI don't know anyone that does not have a summer trip planned. Oil supply is already struggling to keep up with demand and we are looking at a big hike in jet fuel demand. Diesel, the workhorse of the economy, is already struggling to keep up with demand. But what price level finally cracks the economy?
Eurozone and US Economies Facing Stagflation. Prices For Commodities Poised to Rise Further.
April 30, 2022 13:28 - 39 minutes - 36.4 MBThe EU and US are on a sanctions escalator and prices continue to rise. Meanwhile, the ECB and BOJ continue to print money. The world is facing a stagflationary mess. Prepare for further food and energy price increases.
An Oilfield Services Recovery. Is it happening? AIA 4-23-22
April 24, 2022 16:05 - 1 hour - 56 MBAs 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.
Tankers May Be Back In Play After Russian Sanctions. AIA Weekly Report 4-16-22
April 17, 2022 12:45 - 51 minutes - 47.2 MBThe knock-on effects of the Russian sanctions are exacerbating the deglobalization that was already happening. Longer supply chains and less efficiency are going to lead to higher prices including possibly higher tanker rates.
Uranium Is Entering A New Up Leg In Price
April 10, 2022 01:04 - 1 hour - 66.2 MBLots 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.
Russia Demands Rubles For Gas. Will The EU Comply? AIA Weekly 4-2-22.
April 02, 2022 14:48 - 50 minutes - 46.6 MBNot sure the EU politicians contemplated that when they put sanctions on Russia because of its invasion of Ukraine they would experience any repercussions. Russia is now demanding payment for the gas, and I suspect other commodities in the future, in rubles. Not sure the EU saw this one coming. Panic is setting in among politicians and business leaders as no rubles equals no gas.
Chaos Equals Cash. Sanctions On Russia To Cause Economic Hardship In The World. AIA Weekly Report 3-26-22
March 27, 2022 00:30 - 1 hour - 55.6 MBThe EU and US have instituted the harshest sanction regime on Russia that has been seen on a country. It seems the decision was made in haste without much consideration of the knock-on effects they would cause for their own economies and the world at large.
Plague, War, And Now Famine. Is This The Apocalypse? AIA Weekly 3-19-22
March 19, 2022 20:18 - 45 minutes - 41.6 MBThe title may be a little click baitey but consider the facts. Plague=Covid, War=Ukraine, Famine=Result of bad decisions on sanctions We are seeing more and more countries ban exports of food as it becomes increasingly likely we are going to be looking at shortages of many staples like wheat, soybeans, and corn.
We Are Governed By Idiots. AIA Weekly 3-12-22
March 13, 2022 17:27 - 49 minutes - 45.8 MBThe Biden Administration has recently gone hat in hand to Venezuela to try and get more crude oil as gas prices surge. This is after demonizing US-based oil producers who are reluctant to raise production as the administration has watched up regulations on American-based oil production. Now we have calls for windfall profit taxes on oil companies as Putin not dumb policies is blamed for higher US gasoline prices.
Russia Energy, Food, and Metal Exports Vital To World. Now What? AIA 3-5-22
March 05, 2022 14:30 - 45 minutes - 41.8 MBThe world's largest exporter of grain (Russia) has invaded the fifth largest exporter of grain (Ukraine). In thirty days the planting should begin in Ukraine for the upcoming crop year. That is not going to happen because those areas are the current conflict zone. Russia also has advised that it is stopping fertilizer exports. We have set our food system up so that an interruption like this has the possibility to affected millions of people that are not even involved in this conflict.
Is The Gold Breakout For Real? Weekly Market Update 2-19-22
February 20, 2022 13:52 - 53 minutes - 49.2 MBwww.actionableintelligencealert.com Gold has had a tremendous couple of weeks. Is the recent move higher a result of Ukraine-Russia conflict safe-haven seeking. Or is it a move higher in an unloved, weak sentiment area of the market?
"There Is A Molecule Crisis". AIA Weekly Report 2-12-22
February 14, 2022 01:36 - 56 minutes - 52 MBJeff Currie, the closely-followed head of commodities research at Goldman Sachs Group Inc., says he’s never seen commodity markets pricing in the shortages they are right now. "I've been doing this for 30 years and I've never seen markets like this," Currie said in a Bloomberg TV interview. "This is a molecule crisis. We're out of everything, I don’t care if it’s oil, gas, coal, copper, aluminum, you name it we’re out of it."
Heads We Win, Tails We Win More. AIA Weekly 2-5-22
February 05, 2022 15:00 - 1 hour - 56.3 MBwww.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 speculati...
Halliburton CEO confirms upswing in oilfield services, "Halliburton is sold Out."
January 30, 2022 14:39 - 29 minutes - 26.7 MBwww.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.
Russia is unable to increase production. Where will oil supply come from as the pandemic recedes?
January 30, 2022 14:25 - 21 minutes - 19.6 MBAs 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.
Energy up 15% already in 2022 As We Anticipate Q4 Earnings Reports From Oil Companies
January 17, 2022 15:06 - 53 minutes - 48.9 MBEnergy has burst out of the gate up around 15% already this year continuing the outperformance we saw in 2021. 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.
Uranium Supply At Risk As Revolution Engulfs Worlds Largest Supplier. AIA Weekly Report 1-8-22
January 08, 2022 17:41 - 43 minutes - 39.5 MBwww.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+ Failure To Meet Its Production Targets Will Be The Story Of 2022. AIA Weekly 1/1/22
January 01, 2022 18:41 - 35 minutes - 32.6 MBwww,actionableintelligencealert.com Saying you are going to increase production and actually doing it are two separate issues. Will 2022 be the year that OPEC+ gets exposed for its inability to increase production?
AIA 2022 Forecast Part 1. For Oil And Gas The Watchword Is Cash!
December 31, 2021 17:19 - 29 minutes - 26.7 MBwww.actionableintelligencealert.com Yogi Berra was quoted as saying that, "Making predictions is hard, especially about the future." Nevertheless, it is my job to take the best information available and come up with the highest probability outcome. In this case, I believe oil prices head higher and generalist investors begin to return to oil stocks based on the wall of cashflow they will generate this year. Follow me on Twitter: @JohnPolomny Interested in knowing how I translate ...
Merry Christmas Edition of the Weekly Market Update 12-25-21
December 25, 2021 22:51 - 43 minutes - 39.6 MBwww.actionableintelligencealert.com Hope you enjoy the last update for 2021. Thanks all for all the support and good comments and encouragement this year. Hoping 2022 will be healthy, happy, and profitable.
Investing in energy will prove to be the biggest transfer of wealth in history. AIA Weekly Update 12-18-21
December 19, 2021 16:29 - 47 minutes - 44 MBwww.actionableintelligencealert.com "Every day, headlines and stories reinforce the thesis that oil is in a multi-year bull market. It’s time for investors to connect the dots… the world is hurtling toward an oil crisis. A growing population and rising standards of living, combined with the lack of alternatives to oil in the short-term in the transportation sector, suggests demand for the commodity will continue to grow for years to come."
Why Oil Prices Are Heading To All Time Highs
December 11, 2021 22:51 - 42 minutes - 38.7 MBwww.actionableintelligencealert.com Lack of investment, continual declines in production, and constant demand growth are all coming together to create a scenario where oil prices will make all-time highs.
How I Make Volatile Markets My Friend And How This Creates Wealth.
December 05, 2021 01:45 - 34 minutes - 32 MBwww.actionableintelligencealert.com Yes, markets have been terrible the last few weeks. And yes the negative sentiment could persist through yearend. However ask yourself, has anything fundamentally changed? Did anyone announce new uranium mines? What about increased spending on new oil and gas projects. Recall what Buffett said, "In the short term the market is a voting machine and in the long term it is a weighing machine. Market sentiment is bad currently but nothing has chan...
The Nu Variant Did What Joe Biden Could Not. Lower Oil Prices. But For How Long? AIA 11-27-21
November 28, 2021 01:40 - 44 minutes - 41.1 MBwww.actionableintelligencealert.com News of the Nu covid variant from South Africa has led to more volatility in the energy markets. WTI was down 13% on Friday 11/26/21. Is the drop warranted? Or is this another buying opportunity for oil and energy in general?
What Caused The Selloff in Oil This Week? Am I Worried? AIA Weekly Report 11-20-21
November 20, 2021 14:48 - 38 minutes - 35.8 MBwww.actionableintelligencealert.com Oil sold off for various reasons this week. It was overbought and sentiment had become too bullish. Seasonality, SPR release jawboning by the Biden regime, higher dollar, are among the reasons. I still believe we are in an energy bull market due to chronic underinvestment that has restricted supply and will be exacerbated by ESG which will cause permitting, and financing issues for new fossil fuel projects.
Gold stocks which are unloved and underfollowed post nice week. Is gold back on speculators radar?
November 13, 2021 17:15 - 43 minutes - 40.2 MBwww.actionableintelligencealert.com The CPI came in at a hot 6.2% this week. This is pushing negative rates, which drive gold prices, even further into negative territory. Technically the gold stocks just put in support at the key 200 week moving average. This bodes well for further price gains.
"I'm Afraid We Are Going To Have A Food Crisis" Says CEO Of Major Fertilizer Company. AIA Weekly Report 11-6-21
November 07, 2021 01:06 - 39 minutes - 36.2 MBCEO of Yara Fertilizer says we are heading for a food crisis because the cost of energy has made fertilizer too expensive to produce. China announces 150 new reactor builds by 2035. The uranium requirement will be 50 million pounds per year of additional supply the world was not anticipating. This is three Cigar Lake mines worth. Wow!
Cameco CEO: “The fundamentals of our business are as positive as we've seen them in over a decade."
November 03, 2021 23:47 - 49 minutes - 46.1 MBwww.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.
Positive Uranium News Just Keeps Coming. KazAtomProm To Form Physical Uranium Investment Vehicle. AIA Weekly 10-23-21
October 23, 2021 22:39 - 41 minutes - 38.2 MBwww.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/v... Kuwait says drilling, facilities work underway to reverse declining oil production capacity https://www.spglobal.com/platts/en/ma... China wants to cool coal prices. Similar moves ...
The Chinese Priority Is Energy Security According To CCP. Energy Security The New Buzzword
October 16, 2021 14:00 - 45 minutes - 42 MBwww.actionableintelligencealert.com The Chinese announced this week that their priority will be to ensure "energy security". They also said they will continue using coal and will intensify the development of internal oil and gas resources. Please notice the shift in the discussion, not just in China, towards discussing energy security instead of an energy transition.
Our Energy Policy Is Being Made By Twits, Grifters, Bartenders, and Other Assorted Qualified People.
October 10, 2021 00:14 - 31 minutes - 29.2 MBwww.actionableintelligencealert.com The now inevitable energy crisis is going to hit hard. More and more info is lining up to tell us to get ready to pay higher prices. A fortunate few that can see through the nonsense will profit. I am telling you how.
China Orders Top Energy Companies To Secure Supplies No Matter The Cost
October 02, 2021 13:44 - 41 minutes - 37.9 MBwww.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.
High Energy Prices Now Causing Industry Shutdowns and Threatening The Food Supply
September 27, 2021 01:07 - 37 minutes - 34.5 MBwww.actionableintelligencealert.com High energy prices causing disruption to industry. Fertilizer plants shutting down due to high natural gas prices. Unfortunately, the by-product from those plants is CO2 which the chicken processing industry needs to supply meat. Turkey producer is "canceling Christmas" due to lack of workers and energy prices.
Record High Energy Prices in Europe Leading To Protests. Portends Profits For AIA Subscribers. 9-18-21
September 18, 2021 14:33 - 47 minutes - 43.9 MBwww.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 ...
Uranium Is Going Bonkers. However, The Whole Energy Complex Is A Generational Profit Opportunity.
September 12, 2021 02:23 - 53 minutes - 49.1 MBwww.actionableintelligencealert.com Yes, uranium is the current big story. Nevertheless, don't get caught sleeping on the rest of the energy complex. Tremendous opportunity exists in the oil, natural gas, and coal companies also.
The Uranium Rocket Ship Blasted Off Last Week. AIA Weekly 9-4-21
September 05, 2021 15:48 - 37 minutes - 34.4 MBwww.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.
Actionable Intelligence Alert Interview Series. Justin Huhn "UraniumInsider.com 9-2-21
September 04, 2021 22:33 - 1 hour - 56.2 MBwww.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...
More Evidence For Higher Energy Prices (Energy Crunch)
August 29, 2021 13:59 - 35 minutes - 32.9 MBWith the current version of the pandemic beginning to recede, we will see continued increases in oil demand by the end of the year. With inventories already below the five-year average expect higher oil prices by year-end. Bank of America and Goldman are saying $80 oil by the end of the year. Cash flows are already exploding higher at many oil companies. Yet investors are shying away from buying them. Are they missing a huge opportunity?
The Indicators I Use To Forecast Economic Cycles. Also "Greenflation". AIA Weekly Report 8-21-21
August 21, 2021 14:22 - 45 minutes - 41.8 MBwww.actionableintelligencealert.com Trying to make economic predictions is usually a mug's game. Nevertheless, my theory on investing is that investor sentiment and liquidity are the primary drivers of stock prices in the short to medium term. I go over the tools I use to help me forecast when booms are turning into busts. Are you looking for "John's Reality Check"? Bitchute https://www.bitchute.com/video/NA0vkx... Rumble https://rumble.com/vlhoor-johns-reali...
IPCC Report Says We Are Facing A Grim Climate Future. This Means Higher Energy Prices.
August 15, 2021 15:34 - 32 minutes - 30.1 MBThe recent IPCC report is again ramping up climate hysteria. This is going to help re-enforce calls to get to net-zero carbon emission (whatever that means). Look for more demonization of fossil fuels and calls to limit its supply. I think this leads to less supply of energy. As energy is critical to every part of the economy does it not make sense that energy prices will skyrocket? I expect an energy crisis and higher energy stock prices.
How To Open A Stock Trading Account In Uzbekistan. How One Investor Did It. 7-31-21
August 07, 2021 21:07 - 50 minutes - 46.6 MBI am very interested in investing in Uzbekistan and have talked about it before in previous videos. I invest via the AFC Uzbekistan Fund. I met Andreas on Twitter and he agreed to come on the show and explain how he was able to easily set up a brokerage account in Uzbekistan and begin trading individual stocks. It is easier than you think and he does a great job explaining the process. Twitter: Shovel-Stocks @AmorinAndreas Website: https://www.shovel-stocks.com/
Regulatory Capture Of The FED By Crooked Former FED Officials. They Get Rich, You Get Screwed
August 07, 2021 20:53 - 44 minutes - 40.7 MBwww.actionableintelligencealert.com Just more crookery as people work at the FED where they ostensibly regulate the banks. We see all these so-called smart people work at the FED and manage our economy. After they blow serial bubbles and ruin average people's financial lives they move to private industry (banks) and get fat salaries and perks.
Coal And Natural Gas Prices Continue To Soar. Oil Isn't Doing To Bad Either.
August 01, 2021 14:43 - 50 minutes - 46.6 MBwww.actionableintelligencealert.com As various factors continue to push natural gas prices higher all over the world. A hated fuel source, coal, rides to the rescue to pick up the slack. I also discuss my previous public energy company picks and what I am doing with them now.
How To Boil A Frog Metaphor Or How Your Freedoms And Liberty Are Taken Little By Little
July 24, 2021 15:53 - 1 hour - 65.4 MBIf you throw a frog into a pot of boiling water it will jump out, so says the meme. However, if you place a frog into a pot of room temperature water and slowly turn up the heat the frog will be boiled alive as it never realizes the temperature is rising. This is how freedom and liberty are lost over time. Little By Little.
In The Short Term The Market Is A Voting Machine. In The Long Run It Is A Weighing Machine.
July 17, 2021 17:44 - 44 minutes - 41.6 MBFamous Warren Buffett quote that is applicable to the current situation in the uranium and resource stocks. Lots of people have been pushed out of the market as sentiment has swings from bullish to bearish regarding the relation trade. It is important to note why you have bought these stocks and then determine if the why has changed. If not then calm down and look for opportunities to buy from the bargain bin.
Make Volatility In Uranium Stocks Your Friend
July 10, 2021 19:11 - 50 minutes - 46.6 MBWe are witnessing a pullback in uranium stocks as prices have gotten way ahead of fundamentals. We have seen this in uranium before during the last bullmarket. It happens in all cyclical stocks. I show the example of a uranium stock in the last bullmarket that went from under a dollar to nine dollars in three years. Along the way, the stock had several 50% plus drawdowns. In a bullmarket you buy the dips. That can only happen if you have conviction in the story. Conviction comes f...
ESG Investing. Another Way For Wall Street To Fleece Naive Investors
July 03, 2021 22:36 - 41 minutes - 38.4 MBWall Street loves to jump on any popular investing trend or idea. They love it because their goal is to accumulate your money under their management so they can cream off fees. Like the brokers say in resource stocks, "When the ducks quack, feed them". Don't be a duck
Coal Prices Hit Decade High As Natural Gas Is In Short Supply
June 26, 2021 16:44 - 42 minutes - 39.4 MBLack of natural gas supply ios leading to more coal-burning at power plants. Prices for both fuels continue to make decade highs. Very good for our portfolio holdings.