HeyJaredTrader Ferg
Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 12, 2026
Latest issues
September AMA (opens the original)
Read excerpt
Cheers,FergP.S this is the Tweet I’m referring to at the start that I did have until the last slide.<img alt="" class="sizing-normal" height="1376" src="https://substackcdn.com/image/fetch/$s_!02vI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressiv
Ferg’s Finds (Tin special) (opens the original)
Read excerpt
ArticleTin Market Outlook: Recovery, Rebalancing and Persistent Volatility - LME Asia (7 May 2026)Tin Market Update — Lan Gao, International Tin Association, (21 May 2025)<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!XnFl!,f
Monthly AMA (opens the original)
Read excerpt
Fire away with your questions in the comments.I’ll close this for questions on Tuesday 29th.Cheers,Ferg Read more
Ferg’s Finds (opens the original)
Read excerpt
ArticleJPMorgan: The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilismThe following chart is well represented in my portfolio via my Chinese tech holdings, which have been frustrating performance-wise.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!Y4Qd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.c
LNG/Coal Recap (opens the original)
Read excerpt
Recapping my recent thermal coal and LNG pieces and where they stand now.EU’s steady erosion of resiliency One F#ck-Up After Another (Optimising for efficiency over resiliency, until something breaks...)<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!vM0X!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F96974008-c149-4288-afde-161a9147a7b3_1276x
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.