"Commodities are 50% cheaper than their lowest point in 50years and would need to outperform financial assets by over 700% just to reach the long term mean"

Renewables are the socialists in energy They only work part-time and expect the government to support them.

I’m not that smart or insightful. I’m just balls to the wall in a sector that’s entering an epic bull market. So everything I say will be supported by price action. Which will make me seem smart and insightful. #uranium

People will obsess over sports teams when they could be doing the same with sectors and companies which will directly affect their future. Obsess over things that have the ability to improve the quality of your life.

"No amount of evidence will ever convince an idiot." -Mark Twain

The only thing we are on track to reach is “herd stupidity”.

Real resources are becoming increasingly scarce Money is becoming increasingly abundant Position accordingly

I get the feeling energy is going to break a lot of things moving forward. It is the thing Central Bankers and Government have no control over. They can manipulate bonds and rates all they like but they can't print oil and gas.

Wokeism is largely a product of easy times and easy money.

Taking original capital off the table with winners will cost you a lot in the long run Never trim asymmetry Position size correctly then leave it the f#ck alone

Never sit on a loser hoping it gets back to breakeven. Just sell it and put it into something you have conviction in. You don't need to make your money back the way you lost it.

The subprime crisis was packaging low-quality assets together and pretending they were high quality. The energy crisis roots lie in building low EROI energy sources and pretending they are high EROI. The latter is far worse since you can’t print your way out of the problem.

The perfect panel on investing in #commodities doesn't exi...🔥🔥🔥 Ferg Finding Value Finance 🤯 youtu.be/hXP3OVW7XNk?si… #gold #silver #uranium

Nam Cheong Limited. 🇸🇬 🇲🇾 Offshore services - recently restructured, relisted & got punished - the selling is over? CEO owns 37% of the company. Glad I heavily weighted this. All thanks to some smart people in my network on Geólogo Trader 🇦🇺

Monthly Mentor Chat #9 - Ferg Market meltdown not seen since March 2020? #uranium. SGX 🇸🇬 offshore services stocks (one name I love). Picks & shovels - mining service companies, are they better than miners? Link in bio. 🍻

Latest piece is up. Discussing volatility, 3 positions I'm cutting and 3 positions I'm bulking up. Link in bio.

youtu.be/J3qPKUlRdgw Metals and Miners had the pleasure to sit down with Trader Ferg on 8/9/2024 and discuss all things economy, markets, energy, metals and miners. In part 1 (~32 mins), Ferg shares his thoughts on the Yen carry trade, consequences of Fiscal

"LCOE was created to compare baseload generation, yet it has been bastardised as an argument for intermittent sources since it leaves out storage costs, ramping costs, balancing costs, and efficiency costs (economics of gas plant that runs 20% of the time)." - Ferg

youtu.be/PHZZiYQQ3OI Here is part 2 (~33 mins) of the Metals and Miners interview with Trader Ferg, recorded 8/9/2024. Ferg shares on his philosophy of hunting down the scarce, the hated, the future growth- which today can be found in value or commodities. In other

Demand for cars in China is declining. Registrations of passenger cars by households dropped 21% YoY in June. That was partly offset by a recent surge from government and corporate buyers, which are taking advantage of a new trade-in program to incentivize vehicle purchases.