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An Interesting China Contrarian Play
I am getting more interested in this "uninvestable" market
Apr 24
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John Polomny
12
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An Interesting China Contrarian Play
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More people believe in Bigfoot than think they will get Social Security
Another example of wrongthink
Apr 16
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John Polomny
14
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More people believe in Bigfoot than think they will get Social Security
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Offshore service stocks have been quiet
Yet business prospects continue to improve
Apr 8
•
John Polomny
15
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Offshore service stocks have been quiet
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March 2024
AIA Newsletter April 2024
Another gold stock added to the AIA portfolio
Mar 31
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John Polomny
7
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AIA Newsletter April 2024
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New Liquidity Up Cycle Confirmed
"Moneyfest 2024" will likely drive hard assets higher
Mar 30
•
John Polomny
13
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New Liquidity Up Cycle Confirmed
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More Sulphuric Delays For Kazatomprom
Uranium higher for longer as Kazatomprom will have issues raising production
Mar 25
•
John Polomny
19
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More Sulphuric Delays For Kazatomprom
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Where will all the electricty come from to power AI? AIA Weekly Free Email 3.18.24
Very likely nuclear power will have an increasing role as recent news from Amazon demonstrates
Mar 18
•
John Polomny
13
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Where will all the electricty come from to power AI? AIA Weekly Free Email 3.18.24
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AIA Free Weekly Email 3.12.24
China is winning the energy transition and so is the AIA newsletter
Mar 13
•
John Polomny
18
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AIA Free Weekly Email 3.12.24
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AIA March 2024
Will growing global manufacturing lead to higher commodity prices?
Mar 4
•
John Polomny
1
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AIA March 2024
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Uranium End Game AIA Weekly Email 3.3.24
Ben Fiengold of Oceanwall interviewed on uranium, bottom line is the price is going higher
Mar 3
•
John Polomny
12
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Uranium End Game AIA Weekly Email 3.3.24
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February 2024
Actionable Intelligence Alert Weekly Free Email 2.25.24
Uranium supply, will miners meet their forecasts?
Feb 25
•
John Polomny
12
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Actionable Intelligence Alert Weekly Free Email 2.25.24
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So Goes US Shale, So Goes World Oil Supply?
The US shales have been the bulk of recent world oil supply growth. They are now peaking. Now what?
Feb 18
•
John Polomny
10
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So Goes US Shale, So Goes World Oil Supply?
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