The KE Report, Released on 2/27/26

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.

00:00 Meet Trader Ferg: Contrarian Cycle Strategy
03:21 Why Oil Services Now
07:36 Bankruptcy Turnarounds
09:20 Uranium Bull Case
12:11 Explorers: Greenfield vs Brownfield
14:17 Exchange Operators Thesis
19:06 Wrap Up and Where to Follow

Fergus Cullen, better known as Trader Ferg on Twitter, is a well-known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before he was 30, managing other people’s money for a few years, to finally managing his own finances (on a beach in Bali). He is also the publish of the Trader Ferg Substack.

  commodities, investing, oil, trader ferg, uranium