Archive - Trader Ferg

An overdue catch-up with Robert Mullin of Marathon Resource Advisors

Discussing precious metals, energy, tankers, attractive shorts, inflation, and a heap more!

13 hrs ago •

1:32:52

June 2025

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jun 30 •

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jun 25 •

June's Chat with Brad

Talking about the Middle East, oil, seismic, coal, PGMs and sticking to one's process.

Jun 24 •

44:54

You can be early, but don’t be late...

What areas still feel irresponsible to allocate capital?

Jun 23 •

Jun 23 •

1:36:26

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jun 20 •

Fire away with your questions!

Jun 14 •

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jun 11 •

This Time it's Different...

"20 percent of the time they are right"

Jun 10 •

Assessing the Opportunity Set with Paulo Macro and Chase Taylor

Discussing their market outlooks, emerging markets, commodities, favourite hedges, and some parenting advice.

Jun 6 •

1:21:16

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jun 4 •

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