AIA Free Weekly Email 8.19.26
GEORGE NOBLE | The Fed will take the easy way out.
Actionable Intelligence Alert
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.
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Attention All Paid Subscribers!
When I transitioned the newsletter to Substack, I wanted to try to honor the rates for the subscribers who started with me at lower rates.
AIA Free Weekly Email 8.13.26
Horizon Kinetics Q2 2026 Commentary
AIA Newsletter August 2026
How to play the re-emergence of the Venezulean oil industry
AIA Free Weekly Email 7.31.26
AIA Free Weekly Email
AIA Free Weekly Email 7.23.26
AI Needs More Natural Gas Than America Has
AIA Free Weekly Email 7.16.26
Your Social Security benefits could be cut by a quarter in 2032.
AIA Newsletter July 2026
Why I Admire Cannibals
AIA Weekly Free Email 6.24.26
Kopernik Global Investors Commentary (June 2026)
AIA Free Weekly Email 6.17.26
“I’m A Buyer Of Oil Here” | Jeff Currie
AIA Newsletter June 2026
Investment Implications of US Strategic Defeat in Middle East
AIA Free Weekly Email 5.20.26
Oil Inventories Still Falling
AIA Free Weekly Email 5.13.26
Big oil and product draws continue
AIA Portfolio Addition 5.6.26
Adding to a winning portfolio position that is poised to soar further
AIA Newsletter May 2026
Adding a couple of positions to the AIA Portfolio
AIA Free Weekly Email 4.30.26
Guidance vs Reality in Copper Supply:
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
AIA Dividend Portfolio Changes
Selling a couple of EU banks
Free Weekly Email 4.9.26
The Real War Isn’t in Iran — It’s in the US Treasury Market | Luke Gromen & Lyn Alden
Iran War Is Over (For Now) Selling Spec Positions
It appears a ceasefire is now in effect, although some missiles are still coming through due to the breakdown of Iran’s command and control.
AIA Newsletter April 2026
The West’s Brezhnev Moment?