Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 345 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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traderferg.substack.comLatest Issues
Ferg’s Finds
Article(s)
I love seeing a new Kopernik piece on a question I’ve been pondering!
The Role and Position of Cash in Kopernik Portfolios (May 2026)
If asked, “is cash a good thing, or a bad thing,” then the answer is “yes.” Cash i...
Ferg's Radar
USD2Y, Coal, Super EL Nino, Uranium, PGMs, JOMO, and a new position.
This is a post where I throw around a heap of charts I think have big implications, but probably won’t get around to writing up in detail.
Ferg’s Finds
Article(s)
Physical constraints will matter at some point, particularly when a number of the constraints below have Chinese pinch points.
Last Rounds? Status of Key Munitions at the Iran War Ceasefire
America’s AI Build-Out Hinges on...
April's Chat with Brad
Discussing Chinese high yielders, subsea services and inflation.
Cheers,
April AMA
Answering your questions and going over the new dividend/Hugo's portfolio
Cheers,
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Authors
The writers behind this newsletter.
Full-time trader for 9 years now. Have a habit of hanging out in hated corners of the market that are "uninvestable"
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