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Month: January 2020

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.

Posted by FergPosted in Investment trendsLeave a Comment on When not If
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.

Posted by FergPosted in Investment trendsLeave a Comment on Non-Renewable Renewables
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.

Ferg’s Finds

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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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