John Polomny

I believe success in the markets relies on selling overvalued assets and buying undervalued assets while remaining patient as mean reversion works its magic.

[John Polomny @JohnPolomny]

Resource markets have been in a ten year plus bear market. Supply is being reduced due to underinvestment. The CB's of the world are creating trillions in new currency units. This is the perfect setup for a bull market in resources. How can you profit?
https://t.co/DTPR1xPpSY

[crunchyrugger @crunchyrugger]

having dinner at a hotel bar the other night struck up a conversation with a mid-level United Healthcare exec. he told me he puts over $300,000 a year on his company credit card just for entertaining clients. In case you’re wondering why you can’t afford health insurance

[📐triANGLE INVESTOR @capnek123]

Just finished a great interview with @JohnPolomny. We covered why investors may be underestimating the Strait of Hormuz crisis, the outlook for #oil and food #inflation,and why the biggest opportunities of the next decade may be hiding in plain sight.
Out tomorrow!
#uranium

[John Polomny @JohnPolomny]

The future leaders in business and government. LOL! It has never been easier if you have your act together. IYKYK.

[NJ Assembly GOP @NJAssemblyGOP]

This hit a nerve.

[War Times @wartirnes]

The Gunner Buried at Sea With His Aircraft 🇺🇸

On November 5, 1944, 23-year-old Loyce Edward Deen lost his life after Japanese anti-aircraft fire struck his aircraft over Manila Bay.

His damaged TBF Avenger returned to USS Essex, but his body could not be removed from the wreckage.

In a solemn ceremony, the crew committed both the aircraft and the young gunner to the sea.

[John Polomny @JohnPolomny]

The Actionable Intelligence Alert free Weekly Email 5.20.26 is now out.

This is my curated collection of media I found interesting and relevant to my current investing themes.

Link in the first comment.

[John Polomny @JohnPolomny]

https://t.co/eOaheYOrTO

[🏴‍☠️ @calvinfroedge]

They can control elections, they can control the price of oil, but they can't control the availability of oil and food

I pray that God humbles and destroys these truly evil men

[Jim Bianco @biancoresearch]

When the U.S. launched Project Freedom about two weeks ago and sent destroyers into the Strait of Hormuz (protected by ~100 planes at a cost of $50–100 million in just two days), Iran hit Gulf neighbors in retaliation. The media reported that some Gulf states were furious — partly because senior U.S. officers had downplayed their defense as a low priority.

Restated: the U.S. military already had its hands full. We don’t have an effective shield against mass, the cheap drones and missiles fired against a large area, like an entire Gulf country (see Ukraine, they do). The Gulf states got so nervous that they suspended U.S. use of their air bases, making them justifiable targets. So the operation was paused after two days.

Yesterday, Trump just told them we were about to strike again. They raised the same concern, “Iran will drown us in drones,” and we still don’t have a good defensive answer. They pushed back hard. Trump backed down.

By the way, this is classic 21st-century war.

Decentralized. Highly mobile attack groups. Mass quantities of cheap, attritable, unmanned weapons designed to overwhelm defenses. Rapidly iterative (like software updates every few weeks).

20th-century war was the opposite: a handful of exquisite, insanely expensive platforms (carriers, F-35s, tanks) that take years to upgrade.

The 21st century is about cost-benefit: make attacking so expensive and difficult that even superpowers get frustrated. The U.S. is learning this the hard way right now — and so is everyone else.

France & UK gave up on the Bab-el-Mandeb vs. the Houthis.

Russia is stuck in Ukraine.

Israel is struggling in southern Lebanon (now that they have FPV drones).

Even China may hesitate on Taiwan because of its “porcupine” defense (which is getting assistance from Ukraine).

21st-century warfare has found the formula to challenge every major military power on earth.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

You hurt my brain.

The Biden administration drained the reserve by half to try and lower prices, (which literally did nothing to change price) add the additional 125M release from the Trump administraton and we are scraping the bottom of the salt mines, for what?

You realize that we only produce so much Mars crude (heavy), most of our production is light and getting lighter.

You are hard pressed to squeeze a barrel of gasoline out of what we currently produce. We need diesel to run the economy.

NOW our sour crude resources are drained, which puts us in a domestically vulnerable position.

[Hedgeye @Hedgeye]

BREAKING: Copper makes a new all-time high

[Geiger Capital @Geiger_Capital]

With the advancement of AI, robotics and automation there is literally zero reason for mass immigration…

In this era we need severely restricted, selective immigration and mass deportations.

[Paulo Macro @PauloMacro]

In the movie Casino, there is a scene where DeNiro fires a floor boss because a slot machine hits a lottery three times in like 30mins. The guy he fires is clearly a moron, but he is connected to the nevada gaming commission so firing him would create a problem. Still, DeNiro can’t hire him back, saying

A) Either he was in on the scam or

B) he was too dumb to see what was going on

Either way he had to go.

Here’s the thing about Barak. We know he is intelligent, because he is clever enough to try to deflect the shtstorm his stories have created (with the insider trading and manipulations that a 1st year analyst on a floor would notice) by gaslighting and playing the racism card.

So we know it’s not B.

[Yellowbull @Yellowbull11]

In just a few years we went from:

-We should close all nuclear reactors
-Alright maybe just a few
-Let's pause and assess
-How about some life extensions for existing reactors
-We should think about restarting some power plants
-Massive buildout plans

The CAGR just keeps rising

[John Polomny @JohnPolomny]

Someone always knows. I would look at Lutnick first.

[Energy Headline News @OilHeadlineNews]

Oil storage tanks in the United States will run empty "somewhere in the July 4 period," Carlyle's Jeff Currie tells Bloomberg

[Luke Gromen @LukeGromen]

"Professor, don't you find it curious that a new US-Iran peace deal leaks almost every time the 10y UST yield breaks 4.4% on the upside?"

"Actually, if I think about it, I don't find it curious at all."

[St. Louis Fed @stlouisfed]

The personal consumption expenditures (PCE) price index increased at an annual rate of 3.5% from a year ago in March, up from February's 2.8%. Excluding food and energy costs, the “core PCE” price level ticked up to 3.2% on an annual basis https://t.co/a4DCybgsx6

[John Polomny @JohnPolomny]

I have just published the May issue of the Actionable Intelligence Alert Newsletter. You can find the link in the first comment.