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
New physical uranium fund with $100 million initial placement. Uranium prices look to have broken higher out of a wedge formation. Fred Hickey author of High Tech Strategist sees continued declines in Tech Sector stocks and the overall stockmarket. Why he is bullish on gold.
Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?
The current financial system is built to work on low-interest rates and high liquidity. The exact opposite exists. Expect more banking system issues and further issues to manifest negatively as things break in the economy.
I review the Cameco first quarter 2023 earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market.
I came upon a methodology conceived by analysts at Piper Standler to track the effect of interest rate increases on the economy. It will require additional research and refining of data sets but I think it will be helpful in the analysis of where we are in the economic cycle.
The China reopening might be struggling to gain momentum. Will this lead to less oil demand growth?
India's oil demand continues to make new all-time highs.
I believe gold is in a new bull market. However, most people try and take advantage of it by buying junior gold mining stocks. This is a difficult way to make money and I explain why.
Several countries have applied for BRICs membership. International flights to and from China begin to resume. I still expect higher oil prices as we progress through 2023
Back in 2017, Janet Yellen said it was likely we would never have another banking crisis in our lifetime. The whole banking system is a confidence game and these people are just making it up as they go along. Believe them at your own risk.
Things are breaking due to rates being too high.
In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.
Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?
With the failure this week of Silicon Valley Bank I believe we are seeing the results of continuing liquidity tightening. If the FED continues raising rates and shrinking its balance sheet you will see more of this.