

Actionable Intelligence Alert
John Polomny
Timely discussion on investing/speculating with an emphasis on seeking out market beating returns from a deep value and contrarian perspective.
website:
www.actionableintelligencealert.com
Follow me on Twitter:
https://twitter.com/JohnPolomny
Follow me on Youtube:
https://www.youtube.com/user/boubin2
website:
www.actionableintelligencealert.com
Follow me on Twitter:
https://twitter.com/JohnPolomny
Follow me on Youtube:
https://www.youtube.com/user/boubin2
Episodes
Mentioned books

Aug 21, 2021 • 45min
The Indicators I Use To Forecast Economic Cycles. Also "Greenflation". AIA Weekly Report 8-21-21
www.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...
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Aug 15, 2021 • 33min
IPCC Report Says We Are Facing A Grim Climate Future. This Means Higher Energy Prices.
The 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.

Aug 7, 2021 • 50min
How To Open A Stock Trading Account In Uzbekistan. How One Investor Did It. 7-31-21
I 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/

Aug 7, 2021 • 44min
Regulatory Capture Of The FED By Crooked Former FED Officials. They Get Rich, You Get Screwed
www.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.

Aug 1, 2021 • 50min
Coal And Natural Gas Prices Continue To Soar. Oil Isn't Doing To Bad Either.
www.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.

Jul 24, 2021 • 1h 11min
How To Boil A Frog Metaphor Or How Your Freedoms And Liberty Are Taken Little By Little
If 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.

Jul 17, 2021 • 45min
In The Short Term The Market Is A Voting Machine. In The Long Run It Is A Weighing Machine.
Famous 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.

Jul 10, 2021 • 50min
Make Volatility In Uranium Stocks Your Friend
We 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 from having done the work and developing a cogent thesis on the underlying stock. You must do the work.

Jul 3, 2021 • 41min
ESG Investing. Another Way For Wall Street To Fleece Naive Investors
Wall 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

Jun 26, 2021 • 43min
Coal Prices Hit Decade High As Natural Gas Is In Short Supply
Lack 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.


