John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle.

John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth.

Throughout the discussion, John stresses the importance of a disciplined investment strategy—knowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth.

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Connect with John Polomny!

Twitter: https://x.com/JohnPolomny

YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert

Substack: https://substack.com/@actionablenews

🔥 Key Topics Discussed

✅ Risks of investing in Melbana Energy

✅ Coal market outlook and Glencore strategy

✅ Uranium processing and Cameco analysis

✅ Mega Uranium valuation and management concerns

✅ Denison Mining project development risks

✅ Agricultural investments and fertilizer stocks

✅ Platinum forecast and market fundamentals

✅ Rare earths and speculative risk

✅ ESG impact on resource investing

✅ Political and policy trends affecting markets

If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

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Chapters:

00:00 Introduction and opinion on Melbana Energy

02:07 Coal market update and Glencore strategy

05:22 Uranium processing and company outlooks

10:59 Mega Uranium valuation and NAV discussion

18:08 Thoughts on Denison Mining project development

24:27 Phosphate and potash stocks including Mosaic

25:55 Platinum group metals and rare earths outlook

32:03 Geome Resources and rare earth recycling

33:08 Doge committee effectiveness and government waste

41:35 Government-run grocery store proposal reaction

53:34 How to follow and connect with John Polomny

54:14 Closing remarks and outro

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

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