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 | 389 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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traderferg.substack.comLatest Issues
Frontiering with Michael McGaughy
Double Negatives, domestically funded IPOs, and where the opportunity is in frontier markets.
This is the start of a mini-series that picks the brains of those who invest in the frontier/emerging space.
Ferg’s Finds
Article
Great piece by Marjorie Nadal: Who is supposed to fill German gas storage
There is a reason Berlin is relaxed. Europe built LNG import capacity after 2022 that it did not have then, so a cargo that exists can be landed. Stora...
Talking Shop with Sam Kovacs of Babylon Burns
Discussing the biggest opportunities we are seeing in this market.
I’ve loved Sam’s work since I first came across him while scrolling Substack Notes and saw this piece: Why I’m buying a Norwegian microcap to play the Permian (and getting...
September's Chat with Brad
Going over the beating a number of large companies are taking globally
Cheers,
September AMA
Cheers,
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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