In this special daily editorial, we are pleased to introduce Trader Ferg, a contrarian investor and author of the Trader Ferg Substack. With a focus on deeply unloved, cyclical sectors, Trader Ferg joins us to share which sectors and subsectors of stocks have the best long-term upside, mostly in commodities.
Key Discussion Points
- Oil Services and Offshore Drilling: An analysis of the “beat-up” oil service space, specifically focusing on the survivors of the 2014 and 2020 downturns and the massive potential in drill rig fleets as capacity remains tight.
- Uranium and Nuclear Energy: Why uranium remains one of the most “airtight” investment theses in the market, with a focus on the necessity of price floors reaching triple digits to incentivize essential greenfield production.
- Global Exchange Operators: A unique look at the “toll road” business model of exchanges (EXS). Trader Ferg explains why these capital-light, high-margin businesses across emerging markets are poised to benefit from a rotation of global capital flows.
Click here to read over Trader Ferg’s background. – https://traderferg.substack.com/about
Click here to visit Trader Ferg’s Substack. – https://traderferg.substack.com/
For more market commentary & interview summaries, subscribe to our Substacks:
- The KE Report: https://kereport.substack.com/
- Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.