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Investing and speculating is a tough business. This channel will give you the information you need to become a better investor. I have years of experience and made so many errors and lost so much time that could have been better used compounding my wealth. They say it is easier to learn from someone else’s mistakes than make them yourself.
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Recent Episodes
Tech stocks are crushing energy stocks. Why it can't continue? AIA Weekly Report 5.9.26
The Strait of Hormuz remains closed, and the stock market (especially tech stocks) keeps hitting new highs while energy is underperforming. We will see if this continues.
Ag prices breaking out. Get ready for food inflation and possible famine. AIA Weekly Update 5.2.26
Agricultural prices are beginning to break out as the market prices in the effects of higher diesel and fertilizer prices and/or the lack of fertilizer application across various crops. This is one…
Lithium and Nickel breaking out of long base formations. AIA Weekly Update 4.25.26
I take a look at the long-term charts of lithium and nickel. Both appear to be breaking out of base building sideways formations. The probability of higher prices is significant.
Trump continues lies in attempt to keep oil prices low. AIA Weekly Update 4.18.26
The Trump administration has a midterm election coming up, and the worst thing that can happen is higher oil and gasoline prices. Consumers don't like high prices, duh! It appears we can't get Iran…
Lots of opportunities developing due to Strait of Hormuz disruptions. AIA Weekly Update 4.11.26
Because of the closure of the Strait of Hormuz, many essential goods are not leaving the Persian Gulf. This is creating many opportunities in second and third-tier ideas. I talk about a few this week.
The supply ratchet tightens on the world economy as the Iran war continues. AIA Weekly Update 4.4.26
The war on Iran continues, and more and more commodities become scarce. Prices continue to rise, and the timeline until catastrophe gets closer. The US continues to escalate. Are we poised to send…
Operation Epic Failure continues. Commodity prices continue higher. AIA Weekly Update 3.28.26
The war continues as commodity prices keep rising, further squeezing the world economy and economically weak countries. Now the Houthis are re-entering the conflict, potentially causing shipping…
The war on Iran continues, commodity prices continue higher. AIA Weekly Report 3.21.26
We are now entering the fourth week of the US/Israel war. I continue that the longer this goes on, the higher prices for energy, food, and other resources will continue to move higher. At some point,…
Global commodity supply disruptions to cause global recession? AIA Weekly 3.14.26
The continued closure of the Strait of Hormuz is affecting a wide range of essential commodities: oil, LNG, nat gas liquids, sulfur, urea, chemicals, and plastics. This is causing shortages and…
War in ME continues. How long before the oil price trumps Trump? AIA Weekly Report 3.7.26
The Trump administration has told Iran they must unconditionally surrender. However, other administration officials have qualified this statement. Regardless, the march higher in oil prices will…
The US and Israel attack Iran. What now for the AIA Portfolio? AIA Weekly 2.28.26
The US and Israel have moved forward with an attack on Iran described as a "regime change" operation. I have said all along that what happens in the markets is likely going to be determined by how…
What will happen to oil and gold if the US attacks Iran? AIA Weekly Report 2.21.26
The US has the largest military buildup in the Middle East in years. It appears the US is going to attack Iran. What are some of the implications of this attack if it works or doesn't work?
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…
Offshore drilling, along with services, are poised for a terrific 2026. AIA Weekly Report 2.7.26
Positive developments are occurring in the offshore drilling and oilfield services sector. It seems 2026 will be a great year for oilfield services. If you find the information I provide helpful,…
Resource markets way up, but still undervalued relative to stocks and bonds. AIA Weekly Update 1/24
The first several weeks of 2026 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.
Uranium and copper explode out of the blocks in early 2026. AIA Weekly Update 1.17.26
Both uranium and copper have exploded upward in the first few weeks of 2026. Both commodities have positive supply/demand dynamcis and I expect continued upward movement in 2026.
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…
Is 2026 the year we mint resource investor millionaires? AIA Weekly 1.03.26
I am really excited about the prospects for our resource investments in 2026. Breakouts across the board and lots of potential upside are taking shape. Let's go!
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.…
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…
Frequently Asked Questions
Actionable Intelligence Alert with John Polomny has published 100 episodes since May 2024, covering topics in Business, Investing.
Actionable Intelligence Alert with John Polomny is currently highly active with new episodes weekly. Average episode length is 58m.
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