Energy stocks moved higher this past week based on positive results from a vaccine test. Is this a one off on news or the beginning of a new trend in energy.  China begins to flex its political muscle by rejecting Australian imports of coal and agricultral products. Expect more of this as time passes. China's increased economic clout will allow it to flex its political muscles.   This can be actionable as I own a large met coal prodcuer in Mongolia which has seens its sales go up since the China/Australia relations soured. 
 China switches to Mongolia coal: https://www.rt.com/business/504748-ch... 
US record October Deficit: https://apnews.com/article/financial-... 
Unravelling value's decade-long underperformance (and imminent resurgence): https://lt3000.blogspot.com/2020/11/u...   
Follow me on Twitter: @JohnPolomny  
I curate a website devoted to following the articles, letters, interviews, etc. of top investors. Check it out if you are interested in learning how top investors are successful.   https://investmentlettercurator.blogs... 
Interested in knowing how I translate the information in these videos into investment ideas?  Consider a subscription to my paid newsletter “Actionable Intelligence Alert”. You can check it out by going to:  actionableintelligencealert.com/subscribe   
I have started up a Patreon account for those that wish to help support my work. Check it out here:  https://www.patreon.com/JohnPolomny If you pledge at least $5.00 I will send you the current months stock pick. This way you can sample the “Actionable Intelligence Alert” newsletter and see if it is for you.

Ver todos los episodios