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 | 351 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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traderferg.substack.comLatest Issues
Ferg’s Finds
Article
JPMorgan: Latin America in 2026: Between promise and pressure, the answer is optionality (Jan 14, 2026).
I added current results to the JPM election table, which was published in January 2026.
Podcast/Video
I continue to b...
Hugos Portfolio; 60/40 for the next Decade
Exchange operators + EM banks combined with HALO for the win.
This piece (which has been in the works for a few months) will be the full walkthrough of the income portfolio I’m building for my parents and my son, Hugo.
May's AMA
Cheer’s
Cheer’s
May's Chat with Brad
Discussing oil, Shell options, almonds, palm oil and zooming out.
Cheers,
Ferg’s Finds
Article(s)
Prabowo’s biggest crackdown on Indonesia tycoons shocked his own officials(21/5/26)
The president then dropped the hammer, confirming that all exports of palm oil, coal, ferro-alloys and potentially other strategic co...
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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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