Archive - HF&G: Huat Fearful & Greedy

HF&G - JUNE 2022 - E S G

Energy Stops Growing (h/t H Kupperman) is the name of the game. Do you own enough commodities?

Jun 30, 2022 •

Nicolas Van Broekhoven

May 2022

HF&G - MAY 2022 - GETTIN' KIRK'D

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…

May 31, 2022 •

Nicolas Van Broekhoven

March 2022

HF&G - MARCH 2022 - TWO YEAR REVIEW

It has now been two years since HF&G started publishing this monthly blog.

Mar 31, 2022 •

Nicolas Van Broekhoven

February 2022

HF&G - FEBRUARY 2022 - A SMALL NUCLEAR WAR TO COOL THE PLANET?

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…

Feb 28, 2022 •

Nicolas Van Broekhoven

January 2022

HF&G - JANUARY 2022 - PLAYING THE INTEL CAPEX BONANZA

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…

Jan 31, 2022 •

Nicolas Van Broekhoven

November 2021

HF&G- NOVEMBER 2021 - ISSUE 22- COVIDCIRCUS

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…

Nov 30, 2021 •

Nicolas Van Broekhoven

October 2021

HF&G- OCTOBER 2021 - ISSUE 21- #FARCE26

COP26? Let's keep it at Farce26. A new pick this month to generate alpha for your portfolio in China's hated TCM sector.

Oct 31, 2021 •

Nicolas Van Broekhoven

September 2021

HF&G - SEPTEMBER 2021 - ISSUE 20 - OIL VS GRETA

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

Sep 30, 2021 •

Nicolas Van Broekhoven

August 2021

HF&G - AUGUST 2021 - ISSUE 19 - APOCALYPSE

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…

Aug 31, 2021 •

Nicolas Van Broekhoven

July 2021

HF&G - JULY 2021 - ISSUE 18 - WHO IS HEALTHY?

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…

Jul 31, 2021 •

Nicolas Van Broekhoven

June 2021

HF&G - JUNE 2021 - ISSUE 17 - DELTA+ FEAR

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.

Jun 30, 2021 •

Nicolas Van Broekhoven

May 2021

HF&G - MAY 2021 - ISSUE 16 - ENDEMIC VIRUS

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…

May 31, 2021 •

Nicolas Van Broekhoven

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts