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 | 383 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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Ferg’s Finds
Article
JPMorgan: The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism
The following chart is well represented in my portfolio via my Chinese tech holdings, which have been frustrating performance-...
LNG/Coal Recap
How the risk reward is shaping up here.
Recapping my recent thermal coal and LNG pieces and where they stand now.
Ferg’s Finds
Article
I always loved Morgan Housel’s observation that; Pessimism is intellectually seductive in a way optimism only wishes it could be.
Tell someone that everything will be great and they’re likely to either shrug you off or offer a...
Frontiering
Allocating capital where no passive flows dare to venture.
Market bottoms are always hindsight.
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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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