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…
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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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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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…
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...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…
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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…
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…
Energy Stops Growing (h/t H Kupperman) is the name of the game. Do you own enough commodities?
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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…
COP26? Let's keep it at Farce26. A new pick this month to generate alpha for your portfolio in China's hated TCM sector.
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…