Free Weekly Email 2.25.25
German elections, government coalition of losers
The video discusses the German election results, with the CDU/CSU winning but with a poor showing. The AfD made gains, while traditional parties declined. The likely coalition government is criticized as more of the same, unable to address Germany's economic challenges.
This Merz guy is just another globalist stooge. Worked at Blackrock. Involved with the WEF. I will say that he is saying that Germany must stop dismantling the remaining nuclear reactors.
More of the same economically. Merz is a big Ukraine fan and hates Russia, so watch that.
We shall see.
Election Commentary
Positive take on change eventually coming. Does Germany and the EU have the time?
Grant Issac of Cameco speaks at BMO Metal and Critical Materials Conference
Link to the entire thread. It's well worth your time.
The fundamentals for uranium are the best they have ever been and are getting better. If you don’t fully understand how the uranium market works and how fuel is procured, you will likely miss the big picture and get distracted by the “spot price” movements.
Another Massive Misallocation Of Capital?
“Half a trillion dollars have been invested in a misguided premise… Given the double whammy of price wars and unreliability, many AI companies will probably never make back their investments. Expect a major correction, possibly soon,” argues AI expert Gary Marcus.
John Polomny on “In It To Win It” Podcast
John Polomny on “Kontrarian Korner”
That is it for this week.
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Regards,
John Polomny