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Energy Stops Growing (h/t H Kupperman) is the name of the game. Do you own enough commodities?
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When one of the largest banks in the world distances itself from a non-controversial speech by one of its employees investors should double down on…
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HF&G - MARCH 2022 - TWO YEAR REVIEW It has now been two years since HF&G started publishing this monthly blog. It started before Covid was a real thing. Most observers thought it w…
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With Russia preparing its nuclear arsenal a surprising call to use them might come from the "climate" lobby; a portfolio review highlights our top picks…
After a short publishing break HF&G is back. Will 2022 be the year that Asian markets finally outperform US indices? We highlight one Asian tech stock…
Another month, another variant. Pfizer at an all time-high so please keep taking your jabs on a regular basis. No new pick this month but we celebrate…
COP26? Let's keep it at Farce26. A new pick this month to generate alpha for your portfolio in China's hated TCM sector.
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