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... Rumble https://rumble.com/vlhoor-johns-reali......
Aug 21, 2021•45 min
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 15, 2021•33 min
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 07, 2021•50 min
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 07, 2021•44 min
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.
Aug 01, 2021•50 min
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 24, 2021•1 hr 11 min
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 17, 2021•45 min
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...
Jul 10, 2021•50 min
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
Jul 03, 2021•41 min
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.
Jun 26, 2021•43 min
Francis Menton is a retired attorney and long-time resident of New York City. I found his blog "Manhattan Contrarian" a while back and really enjoy reading his views on a wide range of subjects including; poverty, energy policy, the environment, critical race theory, income inequality, and even Trump. He writes new articles a few times a week and I have not read one yet that was not interesting or that I did not learn something new. I asked him to come and he agreed. We had a wide-ranging discus...
Jun 25, 2021•1 hr 15 min
Years of underinvestment in new reserves and production is going to lead to an energy crisis in the near future. Tremendous amounts of money will be made by those who understand what is happening vis-a-vis energy especially oil and gas.
Jun 20, 2021•51 min
China controls between 71% and 97% of the solar power supply chain. The alleged efficiency gains that have been reported and are being counted on for the energy transition are no alleged to be based on nefarious factors. I remain convinced that any transition to the energy paradigm of wind and solar is destined to disappoint. This will lead to a huge bullmarket in fossil fuel and nuclear-based power sources.
Jun 13, 2021•1 hr 9 min
Trust in all our institutions; the press, government, education, corporations, etc.. is at an all-time low. This is for good reason in my view. We are constantly lied to, deceived, and manipulated by unscrupulous actors bent on wealth and power. In order to cut through the BS and be successful in the markets one has to think critically and take responsibility for making informed decisions. Following the crowd over the ledge into the sea is not a recipe for long-term success in the markets or in ...
Jun 05, 2021•54 min
www.actionableintelligencealert.com Exxon had two board seats go to activists this week. Their goal? Comply with climate change goals. Shell lost a court case in a Dutch court and must lower emissions by 45% by 2030. Chevron shareholders voted to have management detail how the company will meet climate goals. All of this will lead to less supply of oil. If demand stays constant or rises which is likely we are heading for higher oil prices. I detail how to take advantage of this news. There is on...
May 29, 2021•37 min
California regulators issued direction to utilities in the state that they would need to replace 11,500 MW of electric supply currently provided by nuclear and natural gas-fired generating stations with zero-carbon sources. There is no power source that is zero carbon. The stupidity burns. This will not change until standards of living get wrecked and people rise up and throw these fools out.
May 22, 2021•47 min
Commodity and resource markets are booming. Monetary policy and reflation are supportive of continued gains. Supply will also have a hard time catching up as underinvestment begins to bite. Are we seeing a repeat of the 1970's monetary and inflationary policies which led to a tremendous boom in resource markets?
May 15, 2021•35 min
www.actionableintelligencealert.com The jobs report was weak this week as more and more businesses are complaining that they are having a hard time attracting employees back to work. It seems that sitting at home and collecting all the government pandemic relief benefits is more lucrative. Charlie Munger said, "Show me the incentives and I will tell you the outcome"
May 08, 2021•36 min
This week Sprott Asset Management announced they cut a deal with Uranium Participation Corp. to convert UPC in the Sprott Uranium Trust which will trade in both the US and Canada. This will allow money to flow directly into the purchase of uranium and potentially cause the discovery of how deep the actual spot market is for uranium. This could be the biggest catalyst yet for the baby bull market in uranium and uranium shares.
May 01, 2021•40 min
Earth Day was this past week. It has been 50 years of cataclysmic climate predictions that have curiously never come true. Yet, the same conmen and grifters are allowed to continue to talk non-sense while asking for more of your money and for you to sacrifice more of your liberties. In the meantime, China, India, and other developing countries continue to build and operate more coal, natural gas, and nuclear plants. Who will end up more prosperous and powerful after this plays out? Is this actio...
Apr 24, 2021•32 min
The media is engaged in full-on lies and propaganda. This is why alternative media is growing exponentially. Use critical thinking to get beyond the lies so you can identify the truth and take the other side of "the wrong premise" as George Soros calls it.
Apr 17, 2021•38 min
The recent banning of natural gas as a heating and cooking energy source, in California, seems like a great idea if one has the desire to lower carbon dioxide emissions. What if the electricity that replaces the natural gas used in heating comes from a natural gas-fired power plant?
Apr 10, 2021•37 min
In this week's video, I discuss all of the great news around the economy opening up and travel returning to normal. This will mean higher oil demand which means higher oil prices. Longer-term we are facing an impending energy crisis that almost no one is paying attention to. I think this represents one of the biggest investment themes ever.
Apr 03, 2021•37 min
The Biden regime may have to bring back the stupid Whip Inflation Now buttons from the 1970's as indicators continue to pile up that inflation is preparing to make another major appearance in our economy. Recent polls show that 77% of Americans are concerned about inflation. Also NASA's own data is showing increased CO2 is helping to green the earth and shrink the Sahara desert. How come the media isnt reporting that?
Mar 27, 2021•37 min
People have been contacting me asking my opinion on various junior resource companies. This typically happens when there is alot of news in a sector or the stocks have recently run. To be honest I don't do much analysis of these companies. Most of them have no sales or earnings and most will never produce any of the resource they are trying to develop. These are speculations not investments. I discuss the difference and the fact that there is money to be had in these sectors for specific periods...
Mar 20, 2021•44 min
Many people have the view that during inflation gold is the best performing asset. Gold will do well during inflation. However, history shows that energy stocks are the best performers during an inflationary period. Another example of Mark Twains axiom that it is not what you dont know that gets you in trouble, it's what you think you know that just aint so that gets a person in trouble.
Mar 13, 2021•31 min
The Chinese government is run by the Communist Party. When they decide to do something it will get done. In the latest 5 year plan China will raise their nuclear energy generation from 50GW to 70 GW by 2025. That is four years from now. This is just more bullish news for the uranium sector that is already in a huge supply/demand imbalance for uranium. Where will all the fuel come from?
Mar 06, 2021•49 min
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?
Feb 27, 2021•40 min
In this interview I welcome Peter Sainsbury of the "Materials Risk" blog. I have found Peter's work on commodites and resources to be some of the best out there on the internet. I subscribe to his email list and I receive notifcations for his most recent posts. I have to say that just about every post that I have read has led to me learning something new I had not known or considered. Peter is also an author and has written several books on commodites and commodity investing. He has also written...
Feb 20, 2021•42 min
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.
Feb 20, 2021•46 min
