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.I read investment letters from famous investors and catalog them for easy reference. Select and timely podcasts and videos also.
Sunday, August 8, 2021
Sunday, February 28, 2021
John Polomny: How Stupid Are Things Getting In The Everything Bubble? Pretty Freaking Stupid.
Businessweek 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.
Saturday, February 20, 2021
John Polomny: Baby It's Cold Outside. AIA Weekly 2-20-21
I 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.
Sunday, February 14, 2021
John Polomny: It Is The End Of The Oil Age As We Know It, And I Feel Fine
A 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/commentariesWednesday, February 10, 2021
John Polomny: Even The Smartest Man Ever Could Not Keep From Getting FOMO. Weekly Market Update 2-6-21
Saturday, January 30, 2021
John Polomny: WSB Gamestop Play Is Just Another Manifestation Of Central Bank Corruption Of Our Money
Sunday, January 24, 2021
John Polomny: Get Ready For The "Crack Up Boom". AIA Weekly Market Update 1-23-21
With 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.
Sunday, January 17, 2021
John Polomny: Joe Biden's Banana Republic. Weekly Market Update 1-16-21
“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 no chance for Biden & Co to reverse the inevitable course of events. Joe Biden's Banana Republic: https://www.goldbroker.com/news/joe-b... Macrovoices Luke Gromen on the dollar and inflation: https://www.macrovoices.com/935-macro...
Sunday, January 10, 2021
John Polomny: President Joe Biden And The $3 Trillion Dollar "Stimulus". AIA Weekly Update 1-9-21
President 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.
Monday, January 4, 2021
John Polomny: Making Predictions Is Tough, Especially About The Future. AIA Weekly Update 1-2-21
The 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.