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.
Uranium has been in a raging bull market which propelled our basket of uranium stocks sharply higher. Next up: a bull cycle in oil?
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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…
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…
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.
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…