Great work! Remember when I came across your account, short after peak covid months. Good balance between determination, quality analysis, transparency and humble enough to show mistakes. I got my own company, so for me that looked like a great combo. A great reference to save some time and simplify my investor cravings haha One day I expect to sell my company and hopefully will be able to be full time researching, until then, I'm grateful you created this substack! Even if I switch to full investor mode, I'll be always suscribed as a way of being grateful. Thanks again! Take care.
Ferg, I appreciate your general market insights as much as you sharing your portfolio and get great value from your posts. Plus, some of your memes are just too good! Thanks for keeping the monthly subscription costs reasonable.
Always save your charts on coal onto my phone, I know they will inevitably get pulled out in the near future when I am at a restaurant with a bunch of my gf's friends, when they start talking about their careers in sustainability (while I get kicked under the table)..
Hard to get a gauge on which commodity to back over the next 5 years given. Coal, uranium…Ferg I’m new to your threads but is there a stand out for you over this horizon?
While the Great Taking is scary to even think about, I think it's extremely unlikely. If I'm wrong, that's why it makes sense to have physical precious metals. A mass confiscation event like that would probably set off a giant chain reaction of unpredictable events and chaos, and if there is one thing the globalists hate, it's a lack of control.
They like to think they are pulling the strings and playing the puppet master on the world stage, but A Great Taking type event is basically a mask off moment and all bets are off. If they do go down that path, I hope everyone is long guillotines and ropemakers as Tom Luongo likes to say.
Regardless of whether the assets are stolen we know for sure that much of what constitutes “wealth” is an illusion, and when that illusion is shattered we will be able to see clearly what has value outside of all the financial shenanigans.
Great work! Ferg. Always love your Ferg’s find. Planning to sub soon. There is something wrong with the bloom chart on infra. I think they have taken all CMIE project announcement data or under implementation.. so forecast is not comparable with the past. Not your fault but just wanted to point that out. Cheers
Great work! Remember when I came across your account, short after peak covid months. Good balance between determination, quality analysis, transparency and humble enough to show mistakes. I got my own company, so for me that looked like a great combo. A great reference to save some time and simplify my investor cravings haha One day I expect to sell my company and hopefully will be able to be full time researching, until then, I'm grateful you created this substack! Even if I switch to full investor mode, I'll be always suscribed as a way of being grateful. Thanks again! Take care.
Ferg, I appreciate your general market insights as much as you sharing your portfolio and get great value from your posts. Plus, some of your memes are just too good! Thanks for keeping the monthly subscription costs reasonable.
I've read the Druck story before, and it is such a great encapsulation of the wisdom of perspective on youth that can only come with age.
Congrats on one year! I can't recall how I stumbled across Trader Ferg, but it's one of my favorites.
Always save your charts on coal onto my phone, I know they will inevitably get pulled out in the near future when I am at a restaurant with a bunch of my gf's friends, when they start talking about their careers in sustainability (while I get kicked under the table)..
Power
Thanks buddy, appreciate the hard work you put into your Substack. It’s a pleasure to be a subscriber 👍
I’m gonna come and visit you some day over there in Bali, then you can walk me around the beach and stuff. 😀👍
Hard to get a gauge on which commodity to back over the next 5 years given. Coal, uranium…Ferg I’m new to your threads but is there a stand out for you over this horizon?
I own a decent of uranium, oil and coal as don't think I'm smart enough to pick the ultimate out-performer.
While the Great Taking is scary to even think about, I think it's extremely unlikely. If I'm wrong, that's why it makes sense to have physical precious metals. A mass confiscation event like that would probably set off a giant chain reaction of unpredictable events and chaos, and if there is one thing the globalists hate, it's a lack of control.
They like to think they are pulling the strings and playing the puppet master on the world stage, but A Great Taking type event is basically a mask off moment and all bets are off. If they do go down that path, I hope everyone is long guillotines and ropemakers as Tom Luongo likes to say.
Regardless of whether the assets are stolen we know for sure that much of what constitutes “wealth” is an illusion, and when that illusion is shattered we will be able to see clearly what has value outside of all the financial shenanigans.
Nah
Thank you for the "A Few Things" link, a great spread of information from some of the worlds great thinkers.
Great work! Ferg. Always love your Ferg’s find. Planning to sub soon. There is something wrong with the bloom chart on infra. I think they have taken all CMIE project announcement data or under implementation.. so forecast is not comparable with the past. Not your fault but just wanted to point that out. Cheers
Happy to appear within your growth Rate % Stats