John Polomny
@JohnPolomny
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I believe success in the markets relies on selling overvalued assets and buying undervalued assets while remaining patient as mean reversion works its magic.
Texas, USA
Joined August 2016
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
youtube.com
Investing and specualting are a tough business. This channel will give you the information you need to become a better investor. I have years of experience and made so many errors and lost so much...
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Always a great listen, I enjoy being a subscriber and long time listener of @JohnPolomny, great discussion on the #uranium space this week
open.spotify.com
Actionable Intelligence Alert with John Polomny · Episode
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American nuclear renaissance gets major government backing. AIA Weekly Report 11.1.25 https://t.co/CDdyaN17cO
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Let’s bring more of this into the west. I’m excited!
Sickening
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Take a good look. The only difference between 650 Persia and 2025 Sudan is that the Muslim invaders didn't have cameras back then. This is what 1400 years of rape, torture, murder and Islamic conquest looks like. This is Jihad. For the glory of their god "Allah".
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Awesome! Let’s bring in more military aged single men from these backward countries. Great plan, I’m excited!
Muslim Brotherhood TV host explains under what circumstances Christian girls can be raped. “Allah allows Muslim men to rape non-Muslim women to humiliate them.”
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After Argentina, Chile is next up, with election in November. Banco de Chile $BCH going straight up as investors put two and two together.
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👻 The monsters never left the World of Dypians. Under the Halloween moon, they rise every night, waiting for the brave to face them. Enter the darkness. Claim your victory.
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I travel a lot. Interestingly: rental car companies used to try to pawn electric cars off on me. They haven’t tried that in some time. The last 2 companies I asked say they don’t have electric cars anymore. Today, Hertz told me “customers don’t like ‘em.”
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The global bull market is accelerating: ~60% of world equity markets have reached all-time highs over the last 21 days, the most in at least 2 years. This percentage has DOUBLED over the last several weeks. The US, Canada, Japan, the UK, and Germany are among the major markets
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Riot Platforms Reports Third Quarter 2025 Financial Results and Strategic Highlights. - Record quarterly revenue of $180.2 million - Net income of $104.5 million, or $0.26 diluted EPS - Adjusted EBITDA of $197.2 million - Announces initiation of 112 MW of core and shell for data
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Not that anyone cares but thats a 20-year breakout in LatAm underway
Following Bolivia’s recent right-wing shift, there was a bit of doubt with Argentina but it looks like Milei’s party will remain in control & looks to have secured midterms. The right-wing shift within LatAm is contagious & Chile is up next with their elections in November &
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@PauloMacro It ain't gonna be Kaz or Uz. I'll tell you that much.
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So where is all of this uranium gonna come from? They will need to follow up with a Strategic U Reserve announcement.
A huge day for nuclear power and #uranium in the United States! Another enormous tailwind for Cameco as the US government and Brookfield all join forces to deploy $80B for new reactors.
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Many people have asked me about the $ARE selloff (-25%)...I plan to discuss this life science REIT and its peers - $DOC, $KRC, $VTR - this week on the Wide Moat Show (YouTube). I'll drop the follow page in the comment below.
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The uranium price didn't need all these catalysts to go higher Yet here they are, like a cherry on top of an already great cake Prices are going much higher over the coming years
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#Uranium #U308 I cannot make it any clearer. Follow John and watch his Actionable Intelligence report every Saturday.
The US goes big on nuclear power buildout. Uranium bull market is back! AIA Free Weekly Email 10.28.25 https://t.co/TacsWrG2Ou
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Back in 2023, Cameco announced that they had acquired a 49% interest in Westinghouse and at the time, the market disliked the deal and the stock briefly took a hit I wrote this at the time and it was clear that there was real value to this deal and they are benefiting greatly ⤵️
This exciting, new partnership between the U.S. Government, @cameconews and @Brookfield will accelerate deployment of nuclear power in the U.S. using Westinghouse AP1000® and AP300™ reactor technologies. We are honored to lead this important endeavor that is focused on
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The US goes big on nuclear power buildout. Uranium bull market is back! AIA Free Weekly Email 10.28.25 https://t.co/TacsWrG2Ou
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Amazing stat: 98% of Warren Buffett's net worth came after he turned 65. The power of time and uninterrupted compounding.
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PM rotation into copper, oil and co.
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