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Actionable Intelligence Alert

Timely discussion on investing/speculating with an emphasis on seeking out market beating returns from a deep value and contrarian perspective.website:www.actionableintelligencealert.comFollow me on T... Read more

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Why Is Warren Buffett Buying Oil Stocks? AIA Weekly Update 7-9-22

Why Is Warren Buffett Buying Oil Stocks? AIA Weekly Update 7-9-22

In the past, Buffett has said he does not like cyclical or commodity-type businesses.    Yet he has been buying Oxy and ... Read more

9 Jul 2022

56mins

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Is The Market Shifting From Concern Over Inflation To Recession? AIA Weekly 7-2-22

Is The Market Shifting From Concern Over Inflation To Recession? AIA Weekly 7-2-22

The bond market seems to be shifting from concern over inflation to economic weakness.   The bond market forecasts a rat... Read more

3 Jul 2022

1hr 2mins

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Will Energy Stocks Buckle Under The Weight Of Higher Rates? AIA Weekly Report 6-18-22.

Will Energy Stocks Buckle Under The Weight Of Higher Rates? AIA Weekly Report 6-18-22.

Rates are being raised by the FED. However, the market has raised rates well in advance of FED. Consequently, the FED is... Read more

18 Jun 2022

1hr 5mins

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How To Take Advantage of the Joe Biden Recession. AIA Weekly Report 6-11-2022

How To Take Advantage of the Joe Biden Recession. AIA Weekly Report 6-11-2022

Consumer confidence is at an all-time low.  Credit card debt is at an all-time high.  Energy costs continue to strangle ... Read more

12 Jun 2022

49mins

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Energy Crisis Continues As Oil Closes Week At $120 a Barrel. AIA Weekly Market Report 6-4-22

Energy Crisis Continues As Oil Closes Week At $120 a Barrel. AIA Weekly Market Report 6-4-22

The energy crisis continues. At some point, the energy price will rise to a sufficient price to choke off demand.   The ... Read more

5 Jun 2022

49mins

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Japan To Turn It's Idled Nuke Plants Back On. Reality Overcomes Politics. AIA Weekly 5-28-22

Japan To Turn It's Idled Nuke Plants Back On. Reality Overcomes Politics. AIA Weekly 5-28-22

Japan is facing a tremendous energy crisis due to the fact it imports almost 100% of its domestic energy.   The governme... Read more

29 May 2022

46mins

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The Price Increases Will Continue Until Supply Responds. AIA Weekly Report 5-21-22

The Price Increases Will Continue Until Supply Responds. AIA Weekly Report 5-21-22

We are having inflation in fuel and food mostly because we do not have enough of these materials.  Yes, the monetary mal... Read more

23 May 2022

27mins

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Can We Hit A $150/bbl Plus Oil Price This Summer?

Can We Hit A $150/bbl Plus Oil Price This Summer?

I don't know anyone that does not have a summer trip planned. Oil supply is already struggling to keep up with demand an... Read more

8 May 2022

47mins

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Eurozone and US Economies Facing Stagflation. Prices For Commodities Poised to Rise Further.

Eurozone and US Economies Facing Stagflation. Prices For Commodities Poised to Rise Further.

The EU and US are on a sanctions escalator and prices continue to rise.    Meanwhile, the ECB and BOJ continue to print ... Read more

30 Apr 2022

39mins

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An Oilfield Services Recovery. Is it happening? AIA 4-23-22

An Oilfield Services Recovery. Is it happening? AIA 4-23-22

As long as oil prices stay reasonably high.   However, we have many headwinds to higher oil prices; tightening liquidity... Read more

24 Apr 2022

1hr 1min

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