The US is in a big jam. It has not invested in critical minerals or in processing them for forty years. The US is now in a winner-take-all competition with China that requires cheap energy and critical minerals. Most people, and investors in particular, are ignorant of these facts. This is a tremendous opportunity for AIA readers and listeners.

I am really excited about the prospects for our resource investments in 2026. Breakouts across the board and lots of potential upside are taking shape. Let's go!

Every resource sector seems to be breaking higher, with one exception. Oil is still out of favor. However, if one believes in a commodity super cycle, it seems impossible for oil not to participate. If you find the information I provide helpful, consider supporting me by buying me a cup of coffee.

I am a listener and reader-supported venture. https://www.buymeacoffee.com/johnpolomny

The FED cut rates this week and also announced it will be buying $40 billion per month in T-Bills, but only for a few months to maintain "market liquidity".

Metals rallied hard and seem to be sniffing out the new QE. The Fed just ended QT and is now resuming QE. Recall the Treasury needs to roll billions in US debt next year.

Energy and various metals are breaking higher. I update what is breaking higher and whether it will/can continue.

In the AIA Newsletter Subscriber Discord group, I announced a week or so ago that I was taking positions in some silver mining stocks that got flushed after the recent big moves higher.

That worked out nicely as silver made a new all-time high in nominal terms on Friday.

I believe one can use extremes in gold and silver sentiment to move in and out of these volatile stocks to maximize returns.

The US market is historically overvalued. Overvaluation typically leads to lower forward returns. Conversely, China and emerging markets are undervalued. I am finding and buying undervalued stocks across the emerging market space.

Data is starting to come in, which is showing weakness in housing and the tech sector.

It is not a zero percent chance that we could be facing a super storm like the tech bubble in 200 and then the GFC housing bust in 2008. What does that do to the overvalued stock market?