HF&G: Huat Fearful & Greedy
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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…
Nicolas Van Broekhoven
Jul 31, 2021
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HF&G - JULY 2021 - ISSUE 18 - WHO IS HEALTHY?
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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?
Nicolas Van Broekhoven
Sep 30, 2021
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HF&G - SEPTEMBER 2021 - ISSUE 20 - OIL VS GRETA
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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…
Nicolas Van Broekhoven
May 31
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HF&G - MAY 2022 - GETTIN' KIRK'D
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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
Mar 31
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HF&G - MARCH 2022 - TWO YEAR REVIEW
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HF&G ISSUE 4 - MAY ISSUE - MINISTRY OF SILLY RULES
In this issue, we look at the explosion in silly, non-evidence based Covid19 rules globally and a contrarian travel-related monopoly which is available…
Nicolas Van Broekhoven
May 29, 2020
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HF&G ISSUE 4 - MAY ISSUE - MINISTRY OF SILLY RULES
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HF&G - MARCH 2021 - ISSUE 14 - DON'T BE BILLY HWANG...
...as Billy ran his family office like a casino and the drunken dealers were Nomura, Credit Suisse & co. For this month's stock idea, we descend into…
Nicolas Van Broekhoven
Mar 30, 2021
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HF&G - MARCH 2021 - ISSUE 14 - DON'T BE BILLY HWANG...
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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…
Nicolas Van Broekhoven
May 31, 2021
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HF&G - MAY 2021 - ISSUE 16 - ENDEMIC VIRUS
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HF&G - FEBRUARY 2021 - ISSUE 13 - CAN'T PLAY BASEBALL IN A HURRICANE
This month we look at Crypto Tulips, Double Standards in Covid-Variant naming, and how to use our monthly portfolio review. New stock pick only…
Nicolas Van Broekhoven
Feb 28, 2021
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HF&G - FEBRUARY 2021 - ISSUE 13 - CAN'T PLAY BASEBALL IN A HURRICANE
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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?
Nicolas Van Broekhoven
Jun 30
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HF&G - JUNE 2022 - E S G
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HF&G - ISSUE 11- DECEMBER 2020 - 17 OUT OF 22
Huat.co started in February, since then we have given 22 picks. 17 of them are up (many of them big time) and our losses are small. December's pick is…
Nicolas Van Broekhoven
Dec 31, 2020
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HF&G - ISSUE 11- DECEMBER 2020 - 17 OUT OF 22
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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.
Nicolas Van Broekhoven
Oct 31, 2021
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HF&G- OCTOBER 2021 - ISSUE 21- #FARCE26
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HF & G - ISSUE 12 - JANUARY 2021 - GMO VS BTC
GMO rings the alarm of a market top; Bitcoin is exploding higher as the "3am Trade" goes global and this month we are giving you a "tiny" stock idea…
Nicolas Van Broekhoven
Jan 28, 2021
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HF & G - ISSUE 12 - JANUARY 2021 - GMO VS BTC
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