Chinese Travel Demand Is Bouncing Back Quickly. Oil Demand To Hit New Highs In Q2 2023. AIA 1-14-22

14.01.2023

Actionable Intelligence Alert

0:00

39:53

One of the main ideas at AIA for 2023 is the return to normal of the Chinese economy and how this will affect oil and other commodity prices. Traffic congestion and air travel are bouncing back quickly since the CCP lifted the lockdowns on Chinese citizens. Forecasts are for up to 103 million barrels per day of oil demand by Q2 of 2023. The question is can the world produce this amount of oil?

Więcej odcinków z kanału "Actionable Intelligence Alert"

New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23
28.05.2023
47:29
New physical uranium fund with $100 million initial placement. Uranium prices look to have broken higher out of a wedge formation. Fred Hickey author of High Tech Strategist sees continued declines in Tech Sector stocks and the overall stockmarket. Why he is bullish on gold.
The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23
14.05.2023
57:14
Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?
Nie przegap odcinka z kanału “Actionable Intelligence Alert”! Subskrybuj bezpłatnie w aplikacji GetPodcast.
The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23
7.05.2023
1:04:39
The current financial system is built to work on low-interest rates and high liquidity. The exact opposite exists. Expect more banking system issues and further issues to manifest negatively as things break in the economy.
Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23
30.04.2023
55:41
I review the Cameco first quarter 2023 earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market.
Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23
23.04.2023
44:00
I came upon a methodology conceived by analysts at Piper Standler to track the effect of interest rate increases on the economy. It will require additional research and refining of data sets but I think it will be helpful in the analysis of where we are in the economic cycle.
China Recovery Struggling? India Oil Demand Surging. Effect On Oil Demand. AIA Weekly 4-15-23
16.04.2023
54:45
The China reopening might be struggling to gain momentum. Will this lead to less oil demand growth? India's oil demand continues to make new all-time highs.
Yes Gold Is In A Bull Market. Why Most Will Lose Money Trading It. AIA 4-8-23
9.04.2023
1:10:38
I believe gold is in a new bull market. However, most people try and take advantage of it by buying junior gold mining stocks. This is a difficult way to make money and I explain why.
The move to a multi-polar world continues. AIA Weekly Update 4-1-23
9.04.2023
35:02
Several countries have applied for BRICs membership. International flights to and from China begin to resume. I still expect higher oil prices as we progress through 2023
But Janet Yellen Said We Would Never Have Another Banking Crisis. AIA Weekly 3-25-23
26.03.2023
1:08:10
Back in 2017, Janet Yellen said it was likely we would never have another banking crisis in our lifetime. The whole banking system is a confidence game and these people are just making it up as they go along. Believe them at your own risk.
The US Must Inflate Or Die. AIA Weekly 3-18-23
19.03.2023
1:15:10
Things are breaking due to rates being too high. In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem. Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?

Więcej odcinków

Odkrywaj najlepsze podcasty dzięki bezpłatnej aplikacji GetPodcast.

Subskrybuj ulubione podcasty, słuchaj odcinków offline i sprawdzaj najlepsze polecane podcasty.

Polityka prywatności
Informacja prawna
Polska

Chinese Travel Demand Is Bouncing Back Quickly. Oil Demand To Hit New Highs In Q2 2023. AIA 1-14-22

Actionable Intelligence Alert

Więcej odcinków z kanału "Actionable Intelligence Alert"

New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23

The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23

The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23

Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23

Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23

China Recovery Struggling? India Oil Demand Surging. Effect On Oil Demand. AIA Weekly 4-15-23

Yes Gold Is In A Bull Market. Why Most Will Lose Money Trading It. AIA 4-8-23

The move to a multi-polar world continues. AIA Weekly Update 4-1-23

But Janet Yellen Said We Would Never Have Another Banking Crisis. AIA Weekly 3-25-23

The US Must Inflate Or Die. AIA Weekly 3-18-23