HF&G: Huat Fearful & Greedy

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Energy Stops Growing (h/t H Kupperman) is the name of the game. Do you own enough commodities?
Nicolas Van Broekhoven
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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…
Nicolas Van Broekhoven
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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…
Nicolas Van Broekhoven
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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…
Nicolas Van Broekhoven
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…
Nicolas Van Broekhoven
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…
Nicolas Van Broekhoven
COP26? Let's keep it at Farce26. A new pick this month to generate alpha for your portfolio in China's hated TCM sector.
Nicolas Van Broekhoven
Uranium has been in a raging bull market which propelled our basket of uranium stocks sharply higher. Next up: a bull cycle in oil?
Nicolas Van Broekhoven
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This month the IPCC was out with CODE RED. Have we heard this before? Or is this time really different? We also add an Australian cybersecurity stock to…
Nicolas Van Broekhoven
July was a wild month for China tech names and an a fascinating month as we learn more about the concept of a "health pass". No new picks but a quick…
Nicolas Van Broekhoven
Endemic vs Zero-Covid is the ongoing policy battle as Delta+ has become the "variant of the day". Our June pick is an SGX listed re-opening play.
Nicolas Van Broekhoven
Asia is battling a resurgence of Covid across the region. The policy of "Zero-Covid" is now doing a boomerang on the region. Travel to and/from Asia is…
Nicolas Van Broekhoven
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