Archive - Trader Ferg

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

Sep 3 •

August 2024

The Danger Zone

Some thoughts on my exiting criteria and where the relative value is.

Aug 25 •

Aug 24 •

1:17:52

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

Aug 21 •

August Chat with Brad

Montenegro, shipbuilders, agricultural companies and some reflections on dealing with past cycles.

Aug 15 •

55:58

Fire away with your questions

Aug 14 •

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

Aug 12 •

What's the Alternative?

Taxes, death and volatility?

Aug 8 •

Offloading my Oil & Gas questions on Josh Young

Shale productivity vs rig count, what a Trump win could mean for oil & gas and a heap more.

Aug 2 •

1:37:04

July 2024

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

Jul 31 •

Jul 28 •

1:49:49

Two Hours and a Freddo

Some things I missed in my recent write-up on oil.

Jul 25 •

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