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 | 371 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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traderferg.substack.comLatest Issues
Ferg’s Finds
Article
A brilliant piece: A Shifting Global Currency Landscape -Louis-Vincent Gave, Romain Metivet (Gavekal Research)
There is no longer, at the global level, a currency that fulfills all three functions, and there will likely not b...
“Volatility is the new normal”
How best to position for it?
I’ve always loved this example by Myrmikan Research; if all you knew were the gold price in Weimar marks, you’d be forgiven for thinking what a no-brainer trade gold was, and why not add leverage to it. Gold’s
Ferg’s Finds (PGM issue)
Article
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JM: PGM market report (May 2026)
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WPIC Platinum Essentials (June 2026)
This section caught my attention; declining above-ground stocks combined with steeply declining mine life across most of the PGM majors…
Podc...
July's AMA
Cheers,
Cheers,
July's Chat with Brad
Running a few energy companies past Brad, the idea of using long dated options to leverage buybacks, and a new sector that has Brad's attention.
Cheers,
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Authors
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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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