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
Actionable Intelligence Alert Interview Series #13 Francis Menton of the "Manhattan Contrarian" Blog
June 25, 2021 00:11 - 1 hour - 69.3 MBFrancis Menton is a retired attorney and long-time resident of New York City. I found his blog "Manhattan Contrarian" a while back and really enjoy reading his views on a wide range of subjects including; poverty, energy policy, the environment, critical race theory, income inequality, and even Trump. He writes new articles a few times a week and I have not read one yet that was not interesting or that I did not learn something new. I asked him to come and he agreed. We had a wide-ra...
An Energy Crisis Is Now Pretty Much Guaranteed
June 20, 2021 14:27 - 51 minutes - 47.4 MBYears 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.
China's Alleged Success In Solar Panel Efficiency Is Because Of Coal, Subsidies, And Forced Labor.
June 13, 2021 14:57 - 1 hour - 63.7 MBChina controls between 71% and 97% of the solar power supply chain. The alleged efficiency gains that have been reported and are being counted on for the energy transition are no alleged to be based on nefarious factors. I remain convinced that any transition to the energy paradigm of wind and solar is destined to disappoint. This will lead to a huge bullmarket in fossil fuel and nuclear-based power sources.
You Have To Be A Critical Thinker In These Times Of Propaganda And Deception. AIA Weekly 6-5-21
June 05, 2021 17:24 - 54 minutes - 50.4 MBTrust in all our institutions; the press, government, education, corporations, etc.. is at an all-time low. This is for good reason in my view. We are constantly lied to, deceived, and manipulated by unscrupulous actors bent on wealth and power. In order to cut through the BS and be successful in the markets one has to think critically and take responsibility for making informed decisions. Following the crowd over the ledge into the sea is not a recipe for long-term success in the mark...
Oil Companies Under Attack By Activists And Courts Means Higher Oil Prices
May 29, 2021 14:48 - 37 minutes - 34.5 MBwww.actionableintelligencealert.com Exxon had two board seats go to activists this week. Their goal? Comply with climate change goals. Shell lost a court case in a Dutch court and must lower emissions by 45% by 2030. Chevron shareholders voted to have management detail how the company will meet climate goals. All of this will lead to less supply of oil. If demand stays constant or rises which is likely we are heading for higher oil prices. I detail how to take advantage of this ...
California To Perform Economic Seppeku
May 22, 2021 16:31 - 47 minutes - 43.5 MBCalifornia regulators issued direction to utilities in the state that they would need to replace 11,500 MW of electric supply currently provided by nuclear and natural gas-fired generating stations with zero-carbon sources. There is no power source that is zero carbon. The stupidity burns. This will not change until standards of living get wrecked and people rise up and throw these fools out.
That 70's Show Redux And The Current Resource Boom
May 15, 2021 17:17 - 35 minutes - 32.7 MBCommodity and resource markets are booming. Monetary policy and reflation are supportive of continued gains. Supply will also have a hard time catching up as underinvestment begins to bite. Are we seeing a repeat of the 1970's monetary and inflationary policies which led to a tremendous boom in resource markets?
If You Pay People Not To Work, Don't Be Shocked When They Dont Want To Work. AIA Weekly 5-8-21
May 08, 2021 18:02 - 36 minutes - 33.6 MBwww.actionableintelligencealert.com The jobs report was weak this week as more and more businesses are complaining that they are having a hard time attracting employees back to work. It seems that sitting at home and collecting all the government pandemic relief benefits is more lucrative. Charlie Munger said, "Show me the incentives and I will tell you the outcome"
Game Changer In Uranium Market. Has The Fuse Been Lit On A Big Move Higher In Uranium Prices? AIA weekly 5-1-2021
May 01, 2021 16:27 - 39 minutes - 36.9 MBThis week Sprott Asset Management announced they cut a deal with Uranium Participation Corp. to convert UPC in the Sprott Uranium Trust which will trade in both the US and Canada. This will allow money to flow directly into the purchase of uranium and potentially cause the discovery of how deep the actual spot market is for uranium. This could be the biggest catalyst yet for the baby bull market in uranium and uranium shares.
Earth Day 2021: 50 Years Of Never Being Right And Never Having To Say Sorry
April 24, 2021 17:34 - 32 minutes - 29.7 MBEarth Day was this past week. It has been 50 years of cataclysmic climate predictions that have curiously never come true. Yet, the same conmen and grifters are allowed to continue to talk non-sense while asking for more of your money and for you to sacrifice more of your liberties. In the meantime, China, India, and other developing countries continue to build and operate more coal, natural gas, and nuclear plants. Who will end up more prosperous and powerful after this plays out? Is thi...
Media Bias And Propaganda Are Real. Don't Let It Influence Your Investment Decisions.
April 17, 2021 16:58 - 38 minutes - 35.6 MBThe media is engaged in full-on lies and propaganda. This is why alternative media is growing exponentially. Use critical thinking to get beyond the lies so you can identify the truth and take the other side of "the wrong premise" as George Soros calls it.
Energy Has Become A Politicized Issue. Opens Up Opportunity For Speculators. AIA 4-10-21
April 10, 2021 18:03 - 37 minutes - 34.5 MBThe recent banning of natural gas as a heating and cooking energy source, in California, seems like a great idea if one has the desire to lower carbon dioxide emissions. What if the electricity that replaces the natural gas used in heating comes from a natural gas-fired power plant?
As The World Opens Back Up Oil Demand And Prices Are Going Alot Higher. AIA Weekly Report 4-3-21
April 03, 2021 17:10 - 37 minutes - 34.4 MBIn 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.
Remember The Stupid Whip Inflation Now From The 1970's. AIA Weekly 3-27-21
March 27, 2021 18:30 - 36 minutes - 33.9 MBThe Biden regime may have to bring back the stupid Whip Inflation Now buttons from the 1970's as indicators continue to pile up that inflation is preparing to make another major appearance in our economy. Recent polls show that 77% of Americans are concerned about inflation. Also NASA's own data is showing increased CO2 is helping to green the earth and shrink the Sahara desert. How come the media isnt reporting that?
There Is A Huge Difference Between Investing And Speculating. AIA Weekly Report 3-20-21
March 20, 2021 19:25 - 43 minutes - 40.5 MBPeople have been contacting me asking my opinion on various junior resource companies. This typically happens when there is alot of news in a sector or the stocks have recently run. To be honest I don't do much analysis of these companies. Most of them have no sales or earnings and most will never produce any of the resource they are trying to develop. These are speculations not investments. I discuss the difference and the fact that there is money to be had in these sectors for spec...
During Inflationary Times Energy Stocks Are The Best Performing Asset
March 13, 2021 16:47 - 30 minutes - 28.4 MBMany people have the view that during inflation gold is the best performing asset. Gold will do well during inflation. However, history shows that energy stocks are the best performers during an inflationary period. Another example of Mark Twains axiom that it is not what you dont know that gets you in trouble, it's what you think you know that just aint so that gets a person in trouble.
Chinese Communist Party To Take Nuclear Power From 50GW To 70GW By 2025. AIA Weekly Report 3-6-21
March 06, 2021 18:42 - 48 minutes - 45.3 MBThe Chinese government is run by the Communist Party. When they decide to do something it will get done. In the latest 5 year plan China will raise their nuclear energy generation from 50GW to 70 GW by 2025. That is four years from now. This is just more bullish news for the uranium sector that is already in a huge supply/demand imbalance for uranium. Where will all the fuel come from?
How Stupid Are Things Getting In The Everything Bubble? Pretty Freaking Stupid.
February 27, 2021 19:26 - 40 minutes - 37.1 MBBusinessweek says on its cover that sneakers are a "new asset class". Valuations for most assets are through the roof. People with no idea how markets work and no knowledge of valuing companies or understanding what they are buying are making money hand over fist. Is this normal or is it a result of too much money being created by central banks that is enabling rampant specualtion?
Actionable Intelligence Alert Interview Series #12 Peter Sainsbury of the "Materials Risk" blog
February 20, 2021 19:34 - 41 minutes - 38.5 MBIn this interview I welcome Peter Sainsbury of the "Materials Risk" blog. I have found Peter's work on commodites and resources to be some of the best out there on the internet. I subscribe to his email list and I receive notifcations for his most recent posts. I have to say that just about every post that I have read has led to me learning something new I had not known or considered. Peter is also an author and has written several books on commodites and commodity investing. He has a...
Baby It's Cold Outside. AIA Weekly 2-20-21
February 20, 2021 19:30 - 45 minutes - 42.4 MBI discuss the recent cold snap in Texas and the reasons why generating plants were not able to deal with the abnormal cold weather the state experienced. Copper above $4 a pound and French oil giant says we need massive investment in oil to stave off a supply crunch in a few years.
It Is The End Of The Oil Age As We Know It, And I Feel Fine. Weekly Market Update 2-13-21
February 13, 2021 19:39 - 40 minutes - 37.1 MBA 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/... Goehring & Rozencwajg http://gorozen.com/research/commentaries
Even The Smartest Man Ever Could Not Keep From Getting FOMO
February 06, 2021 18:35 - 35 minutes - 33 MBSir Issac Newton, who many say was the smartest human ever, got caught up in the FOMO of the South Seas Bubble. He made some money at the start and got out. But seeing his friends get rich caused his FOMO to soar. He got in big at the top and lost most of his money. History repeats with the FOMO and greed that we have seen in this bubble market. I also discuss the 68% gain in Athabasca Oil Sands since I mentioned it in my past video from last week.
WSB Gamestop Play Is Just Another Manifestation Of Central Bank Corruption Of Our Money
January 30, 2021 16:49 - 37 minutes - 34.8 MBBecause of the central banks zero interest policy and over prinitng of currency to deal with the huge debt situation most people have been turned into speculators and now gamblers. In my view the recent Gamestop short hedge fund body slam, although amusing, is just more rank speculation and will end in tears for most players.
Get Ready For The "Crack Up Boom". AIA Weekly Market Update 1-23-21
January 24, 2021 04:55 - 47 minutes - 44.2 MBWith all the money being created and injected into the economy to fight covid I am expecting a reopening of the economy to lead to a Crack Up Boom. The increased money will outstrip the economies ability to prodcue goods and services which will lead to rising prices. It will look and feel good at first but will have the potential to end in disaster.
Actionable Intelligence Alert Interview Series #11. Ladislas Maurice of "The Wandering Investor"
January 17, 2021 18:53 - 54 minutes - 50.5 MBIn todays interview I talk with Ladislas Maurice of “The Wandering Investor” blog about international real estate investing. After a brief introduction I ask Ladislas about the advantages and pitfalls of international real estate. What to be wary of and how to go about buying real estate in a foreign country. To end we discuss his top three real estate investment destination for 2021; Tashkent, Kyiv, and the brand-new administrative district being constructed east of Cairo Egypt. Link ...
Joe Biden's Banana Republic. Weekly Market Update 1-16-21
January 17, 2021 03:57 - 43 minutes - 40 MB“Typically, a banana republic has a society of extremely stratified social classes, usually a large impoverished working class and a ruling class plutocracy, composed of the business, political, and military elites of that society.” Like all Banana Republics, the US economy and social structure is now on the way to perdition with virtually nil chance for Biden & Co to reverse the inevitable course of events.
President Joe Biden And The $3 Trillion Dollar "Stimulus". AIA Weekly Update 1-9-21
January 10, 2021 22:32 - 32 minutes - 29.8 MBPresident Joe Biden is proposing a $3 Trillion so called stimulus package. He said, “economic research confirms that with conditions like the crisis today, especially with such low interest rates, taking immediate action - even with deficit financing - is going to help the economy.” Not sure what experts he is talking about but the great reflation trade has begun.
Making Predictions Is Tough, Especially About The Future. AIA Weekly Update 1-2-21
January 08, 2021 23:38 - 35 minutes - 33.3 MBThe title of this video is a riff on one of Yogi Berra's famous quips about predictions. We had a great Q4 with our stock picks and an awesome year overall. I review the portfolio's performance and discuss some things I am watching for in 2021.
Warren Buffett: The American Tailwind. Will It Become a Headwind?
December 26, 2020 18:20 - 36 minutes - 34.2 MBIn the 2018 Berkshire letter to shareholders Warren Buffett said the following,"Charlie and I happily acknowledge that much of Berkshire’s success has simply been a product of what I think should be called The American Tailwind. It is beyond arrogance for American businesses or individuals to boast that they have “done it alone.” The tidy rows of simple white crosses at Normandy should shame those who make such claims. I am wondering if the things that made up that "American Tailwind" now t...
Actionable Intelligence Alert Interview Series #10. Trader Ferg 12-10-20
December 20, 2020 17:56 - 1 hour - 97.7 MBInterview with one of our most popular guests. Trader Ferg. Wide ranging discussion on what is up with Ferg over in Bali. We discuss the recent breakout in uranium. The upcoming bull market in oil and energy in general. We also discuss offshore oil drilling and why it still has a great future and why it will potentially be a great speculation. Ferg also talks about his experience with his last go round with offshore and what he took away from it. A couple of things. I am so...
Don't Drive Nails Into Ammo Boxes It's Dangerous. So Is buying Stocks At Bubble Valuations. 12-19-20
December 20, 2020 03:57 - 32 minutes - 30.1 MBI like old Soviet propaganda posters and thought this one was appropriate for the current overvaluations we are seeing in the stockmarket. History says this is going to end badly. The question is always when. There is always a bullmarket somewhere and we aim to help you find it.
Big Money Abandoning High Tax High Regulation States
December 13, 2020 20:33 - 33 minutes - 30.8 MBCapital, both human and monetary goes where it is treated best. Many high net worth people, financial firms, and businesses are leaving places like New York and California for low tax states like Texas and Florida. However the entire west is falling for more statism and stupidity. In a few election cycles Texas will be blue. Where do you run to then? Look around the world as many places are going in the exact opposite direction of where the west is going.
Individual investors as a group have no idea what they are doing. Weekly Market Update 12-6-20
December 06, 2020 18:27 - 41 minutes - 38.6 MBFidelity Investments conducted a study on their Magellan fund from 1977-1990, during Peter Lynch’s tenure. His average annual return during this period was 29%. What Fidelity Investments found in their study was shocking. The average investor in the fund actually lost money Individuals make decisions every day with their emotions assisting their judgment. It is part of who we are as human beings. Unfortunately making emotional decisions can be a detriment in the investing world. Fol...
To Become Rich You Must Be An Owner. Weekly Market Update 11-28-20
November 28, 2020 19:03 - 41 minutes - 38.6 MBReview of Chris Mayer's Lost Chapter to his book "100 Baggers: Stocks That Return 100-to-1 and How to Find Them." In this paper he cites examples of wealthy people and how they became this way. As I have said before, success leaves clues. If you want to be a success in business or investing than study those that have done it already. You will quickly come to understand that there are common traits among these people. 100 Bagger The Lost Chapter: https://investmentlettercurator.blogs.....
You Will Own Nothing And Be Happy. Weekly Market Update 11-22-20
November 23, 2020 03:55 - 32 minutes - 30.4 MBWhat is the World Economic Forum and who is Klaus Schwab? Are the globalists using the supposed climate change crisis and the Chinese virus crisis to foist a one world globalist agenda on a demoralized and fearful population? What does it mean for investors and speculators? Follow me on Twitter: @JohnPolomny I curate a website devoted to following the articles, letters, interviews, etc. of top investors. Check it out if you are interested in learning how top investors are successful. http...
Energy Stocks Break Higher On Positive Virus News. Weekly Market update 11-15-20
November 15, 2020 20:48 - 29 minutes - 27.3 MBEnergy stocks moved higher this past week based on positive results from a vaccine test. Is this a one off on news or the beginning of a new trend in energy. China begins to flex its political muscle by rejecting Australian imports of coal and agricultral products. Expect more of this as time passes. China's increased economic clout will allow it to flex its political muscles. This can be actionable as I own a large met coal prodcuer in Mongolia which has seens its sales go up since the C...
Success Leaves Clues, Learning From Master Investors 11-6-20
November 06, 2020 22:57 - 17 minutes - 16 MBThere is nothing new under the sun. As Charlie Munger says, "I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” I offer a video on a famous a Wall Street investor's (Bob Farrell) ten rules for investing success. You will note that most of them seem simple, and they are but when we introduce humans and emotion that is when the trouble begins.
Buffett's Favorite Indicator Says Market Is Historically Overvalued. Weekly Market Update 10-31-20
November 01, 2020 01:27 - 42 minutes - 39.3 MBIn this weeks video I go over my investing/specualting philosphy. I also discuss why I still like Antero and Antero Mid-stream. Discussion on the overvalution that is now present in the US stock market. This overvalution is not a recipe for long term positive gains. Why EV's and renewable energy are a heads I win, tails I win more proposition. Crude draws: https://seekingalpha.com/article/4383... Old West Financial Q3 2020 Letter: https://investmentlettercurator.blogs... Uzbekistan...
2020 Presidential Election Forecast. Weekly Market Update 10-25-20
October 25, 2020 18:44 - 31 minutes - 29.2 MBWith less then ten days until the election I am giving my election forecast. If you easily triggered or do not like opinions that are contrary to your views I suggest you skip it. Also discuss reent mega oil and gas compnay mergers as a sign of a bottom in oil stocks. Chinese are planning on stockpiling copper. 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 ...
Why It Really Doesnt Matter Who Wins The Election. The "CYA" Society. Weekly Market Update 10-18-20
October 18, 2020 20:24 - 35 minutes - 32.9 MBReview of the great article by Louis Vincent Gave; "Cover Your Ass": The Guiding Principle Of Our Time". https://www.zerohedge.com/markets/gui... I also discuss the new presentation from Mike Alkin. https://www.macrovoices.com/898-macro... https://app.box.com/s/ogo9v4k2uvi2ko5... US Oil prodcution likely not going to return to its glory days. https://www.worldoil.com/news/2020/10... https://www.ft.com/content/aad9c356-b... Why emerging markets are must invests. Interested in...
Back Into Caledonia Mining 10-15-20
October 17, 2020 23:43 - 14 minutes - 13.5 MBGreat 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-go... Caledonia to expand in Zimbabwe: https://www.mining.com/caledonia-rais...
Central Banks Have Become Irrelevant. Weekly Market Update 10-11-20
October 11, 2020 18:05 - 35 minutes - 32.9 MBThe 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 https://themarket.ch/interview/russe...
We Need A Nuclear New Deal. Weekly Market Update 10-3-20
October 04, 2020 02:33 - 35 minutes - 33.2 MBIn this weeks market wrap I discuss the need for a nuclear new deal. JPMorgan gets busted manipulating commodity and tresury markets. Of course no one goes to jail. Many of you ask where I get my ideas and what I read. I started a new site where I am curating the papers I read and the people I follow that are helpful in generating my investment ideas. https://investmentlettercurator.blogs... ECB plans higher inflation: https://www.cnbc.com/2020/09/30/ecb-l... JPMorgan pays record f...
World Debt To GDP Makes New Record. Weekly Market Update 9-27-20
September 27, 2020 19:34 - 32 minutes - 29.7 MBThe amount of total debt in the world has exceeded 250% of world GDP. This can only be dealt with three ways. Default, Payback, or Debasement. History shows that governments always choose debasement. This is a process until it becomes an event. Or as the Hemingway character answered when asked how he went broke; slowly and then all at once. Interested in knowing how I translate the information in these videos into investment ideas? Consider a subscription to my paid newsletter “Actionable...
Is Oil At An Inflection Point? 9-22-20
September 23, 2020 23:15 - 15 minutes - 14.2 MBOil tried really hard to sell off recently but could not really go down. I am wondering if we are at an inflection point. I talk about sentiment changes in oil and how they played out in the past. Is the recent BP 2020 Energy Review a bottom call on oil? I also point out that everybody's favorite EV maker Tesla is getting their lunch eaten in Europe. Doesnt matter to us as we will win regardless of who sells the most EV cars. Interested in knowing how I translate the information in these...
BP Goes Full In On Renewables. Weekly Market Update 9-20-20
September 20, 2020 18:19 - 36 minutes - 33.4 MBBP 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/bus... PMI's on the rise around the world: https://tradingeconomics.com/country-... Worlds largest oil trader expects supply to shrink by yearend: https://www.worldoil.com/news/2020/9/... Container rates make new highs: https://www....
Why I Am Investing In Emerging and Frontier Markets. Weekly Market Update 9-12-20
September 13, 2020 21:55 - 23 minutes - 22 MBInflation 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.
Actionable Intelligence Alert Interview Series #9 Uranium Insider
September 13, 2020 21:35 - 59 minutes - 55.3 MBIn today's interview we welcome back Justin Huhn a.k.a Uranium Insider. Justin was our first guest on the AIA Interview Series back in December of last year. We are happy to have him back. Today, we discuss the current uranium market fundementals, possible catalysts for a higher uranium price, and the success Justin and has subscribers have had in his newsletter that is focused on Uranium. We had a connection issue at the beginning of the interview and I had to do some editing. Nothin...