Actionable Intelligence Alert

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.

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?

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.

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?

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 of time when the stars happen to align.  

Do not confuse speculation with investing.

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.

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?

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?

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 a book on Formula 1 racing betting. Evidently he has done quite well in betting on racing.  

We discuss commodity markets, the possibilty of a new "Supercycle" for commodities, and what investors should focus on when considering investing in this sector.   

Peter's website: https://materials-risk.com/​ 

Peter's twitter: @PeterSainsbury7

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.