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 | 364 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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traderferg.substack.comLatest Issues
Getting the most out of Koyfin & AI
Plus an update on the global LNG situation.
This is an update on my Koyfin & Perplexity video (The Killer Combo).
Advancing One Crisis at a Time
Positioning for the coming LNG bidding war.
Since first writing 50/50, then One Fuck Up After Another, I’ve continued to position for the knock-on effects of Ras Laffan being damaged and remaining largely offline. Positioning in both LNG a...
Ferg’s Finds
Article
The $69 Billion Mirage: How an Accounting Rule Inflated S&P 500’s Q1 Earnings by 12%
A massive chunk of this quarter’s blockbuster “growth” didn’t come from selling more software, shipping more microchips, or delivering...
Picking Matt and Joe's Brain on Coal
A bit of a therapy session for me to figure out what I might be missing.
As a tourist in many commodities, I’m always looking to bring on the veterans, especially when I’m questioning my read on the sector. Matt Warder and Joe Aldina are t...
The Resilience Pivot
Biggest beneficiaries of a pivot from Net-Zero to Strategic Resilience
The usual disclaimer: my record of forecasting geopolitical events is unblemished with success (similar to my short-term trading abilities…)
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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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