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Actionable Intelligence Alert

John Polomny
Hundreds of paid subscribers

I write about non-traditional investing and speculating. Looking to provide asymmetry means I am trying to turn $1 into $10 by finding situations moving from terrible to less bad.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues194Founded5 years agoLast Issue9 days ago
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Latest Issues

AIA Portfolio Changes 10.22.26

Changes to the AIA Dividend Portfolio and my personal portfolio

I have made some recent moves in the AIA Dividend Portfolio and my personal portfolio, which I want to share before the November issue comes out.

9 days ago
18
1
Paid

AIA Free Weekly Email 10.22.2026

Why Europe Is Burning

So what’s going on in Europe?

No, I don’t think it’s the beginning of Eurozone Crisis 2.0. Those with good memories will recall that the first Eurozone crisis began in 2009 with a Greek debt crisis that spr...

9 days ago
17

AIA Free Weekly Email 10.14.26

One of the reasons yield curve control will happen sooner than people think

With $40 trillion in outstanding debt and annual deficits of nearly $2 trillion, the Treasury and the Fed will have to resort to monetary debasement to make th...

17 days ago
18
3

AIA Newsletter October 2026

Africa is not hated, just that no one cares. That is an opportunity.

Commentary

a month ago
25
8
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AIA Portfolio Change 9.30.26

Please see below for an important change to the AIA portfolio

Please see below for an important change to the AIA portfolio

a month ago
14
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