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 |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 174 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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actionablenews.substack.comLatest Issues
AIA Free Weekly Email 5.13.26
Big oil and product draws continue
This is the third week of large crude oil and product draws. As I have said on my weekly videos, pretty much everything is based on the situation in the Strait of Hormuz. As of now, most market partic...
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.
AIA Newsletter May 2026
Adding a couple of positions to the AIA Portfolio
Commentary
AIA Free Weekly Email 4.30.26
Guidance vs Reality in Copper Supply:
Most copper supply models are built on company guidance, but Benchmark Mineral Intelligence highlights a persistent gap between production guidance and actual output.
The firm’s ana...
AIA Free Weekly Email 4.21.26
The Shock Absorber Is Gone: Why US shale likely won’t respond to the post-Hormuz price spike
Oil is hovering near ~$90 WTI. The US oil rig count is 410.
For the last decade, that combination was a contradiction. It resolved itse...
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