Fred's Corner: perspectives from a commodity trader
FredValue investing with a commodity overlay.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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fredscorner.substack.comLatest Issues
A Penny for Your Thoughts… and a Ton of Copper
TDLR KEY TAKEAWAYS
1.Structural bullish narrative is intact: Copper remains a core beneficiary of electrification (EVs, grids, renewables, data centres), and while demand growth is real, it is more incremental than explosive in ton...
Mind the Gap
TDLR KEY TAKEAWAYS
1. A hidden but significant correction is underway
London residential property, especially buy-to-let flats, is experiencing a sharp and underappreciated price correction.
The move is visible on the ground (3...
Not so Strait-Forward
TLDR - Key takeaways
- Physical oil market is far tighter than financial markets suggest
Despite calm equity markets, flows through the Strait of Hormuz remain heavily disrupted and production shut-ins are still massive (~11.7 mb...
Let’s go Nuclear !
TLDR — Key takeaways
- Strong Long-Term Fundamentals
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Global nuclear demand is set to accelerate, especially in China, Russia, India, and other emerging markets.
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Reactor additions over the next 15 years create a structura...
Debunking narratives: Part 2
TLDR — Key takeaways
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China is not “winning an AI energy race” — AI power demand remains a small share of total electricity consumption in both China and globally.
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Installed capacity comparisons are misleading — China’s addi...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Fred's Corner: perspectives from a commodity trader.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Former energy trader. Now focusing on longer-term multi-asset investing, with a value angle and commodity overlay. Love digging into data to find my next best risk-reward opportunity and sometime debunk narratives !
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