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 | 359 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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traderferg.substack.comLatest Issues
Ferg’s Finds
Article
Building energy resilience is set to take the baton from Net Zero.
Why the Next Billion Barrels of Oil Demand Could Come From Storage
Many countries, especially in the Asia Pacific, are looking to build new reserve capacity...
Getting Walked Through the Almond Thesis
The cyclical nut off 99% of investors radar
Today I was lucky to have Martin Tavella of Somar Capital walk me through his thesis on the almond market and how he’s playing it. It’s a fascinating little sector in which I couldn’t help but dr...
June's AMA
Lots of oil, coal and oil services (particularly EPC) along with PGMs, uranium, Hong Kong equities and some Montenegro travel tips.
Sorry, this one’s another monster. When I sat down to record this, Mia asked how long I’d be, and I said an...
June's Chat with Brad
Cheers Ferg
Cheers Ferg
Monthly AMA
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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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