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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
Issues176Founded4 years agoLast Issue9 days ago
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Latest Issues

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Investment Implications of US Strategic Defeat in Middle East

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AIA Free Weekly Email 5.20.26

Oil Inventories Still Falling

As the days pass without a full opening of the Strait of Hormuz, we get closer to an inflection in the oil price.

The oil markets continue to show huge draws of both oil and products.

Yet oil prices are...

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AIA Free Weekly Email 5.13.26

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AIA Portfolio Addition 5.6.26

Adding to a winning portfolio position that is poised to soar further

Many people associate me and this newsletter with resource investing.

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AIA Newsletter May 2026

Adding a couple of positions to the AIA Portfolio

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