Trader Ferg

Trader Ferg, a full-time trader specializing in uranium, oil, and coal, shares his candid views on the struggles within the uranium market. He questions whether there's still potential for profit or if the market has stalled indefinitely. Ferg also highlights the psychological challenges investors face amidst disappointing stock performance despite positive company earnings. The conversation extends to oil price fluctuations, the coal sector, and gold mining stocks, offering a holistic view of today's energy landscape and investment strategies.

Trader Ferg, a full-time trader and author of the Trader Ferg Substack, shares his insights on undervalued commodities like platinum, gold, and uranium. He identifies a significant supply deficit in platinum and sees the rising demand, especially from Asia, as a crucial investment opportunity. Ferg emphasizes the importance of early positioning in tight supply-demand dynamics and balancing risk with potential rewards in portfolio management. He discusses the evolving energy needs in developing countries and their implications for long-term commodity investments.

Trader Ferg, an expert in finding hidden value in obscure and hated commodities, discusses investing in distressed sectors and the importance of finding value in unpopular commodities. Topics include the energy situation in Europe, the investment potential of tin, the importance of having an exit strategy, and the possibility of a commodity super cycle.