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Year: 2020

Thursday, October 29 2020

The End of the Oil Age?

I’ll give The Economist some credit for at least bothering to turn it into a question this time around since their last call didn’t work out so well. Where does oil demand currently stand? In Read More.

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Friday, September 18 2020

Rare Opportunity

I enjoy researching obscure little sectors that supply is unable to keep up with demand moving forward. That said, this isn’t really anything groundbreaking with the majority of the commodity sector in that boat. So, Read More.

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Tuesday, August 18 2020

Time Is A Flat Circle

“Time Is a flat circle, everything we’ve ever done or will do, we’re gonna do over and over and over again.” – Rust Cohle (True Detective Series) This is really just a fancy way of describing Read More.

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Sunday, August 2 2020

Renewable Debate

In today I’m running through the usual arguments I hear for renewables. It’s fair to say the average member of the publics knowledge is based on some variation of the below articles Renewable Energy Is Read More.

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Monday, July 27 2020

Avoiding The Monkey Trap

The monkey trap involves making a hole in a coconut large enough to fit the monkey’s hand through, but not large enough to pull it back out with a handful of nuts. The trap relies Read More.

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Monday, July 13 2020

Running On Fumes

The uranium market is like a spectator sport where you all sit in a stadium and watch a car go around the track and bet on when the car will run out of fuel. It Read More.

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Friday, June 19 2020

The Next Big Trade

Everything that you’re about to read is just me trying to position myself to get lucky by finding the most asymmetric trades on this ball of dirt. I’m not an economist or macro strategist throwing Read More.

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Wednesday, January 22 2020

When not If

There is a lot to unpack in this statement ‘When’ not ‘If’. My initial thoughts on the value of it is you want time passing to strengthen your investment thesis not raise more question marks. Read More.

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Monday, January 20 2020

Non-Renewable Renewables

At first glance, the renewable build-out is a compelling narrative. I mean who doesn’t want to power the world via wind and solar.  Projections like the below 50 by 50 are easy for the public Read More.

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About Ferg

Full time trader for 5 years now. Sharing my research and thoughts about trades I'm in or considering. Currently in uranium, nat gas, coal, tin and oil.

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Featured Posts
  1. Coal’s Moat
  2. The End of the Oil Age?
  3. Rare Opportunity
  4. Time Is A Flat Circle
  5. Renewable Debate
  6. Avoiding The Monkey Trap
  7. Running On Fumes
  8. The Next Big Trade
  9. When not If
  10. Non-Renewable Renewables
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