HF&G: Huat Fearful & Greedy

HF&G: Huat Fearful & Greedy

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HF&G ISSUE 6 - JULY 2020 - 10 BAGGER
July saw the further appreciation of gold and gold equities as central banks fire up the printing press. In our quest for the next 10-bagger, HF&G names…
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Nicolas Van Broekhoven
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…
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Nicolas Van Broekhoven
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?
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Nicolas Van Broekhoven
HF&G - MARCH 2022 - TWO YEAR REVIEW
It has now been two years since HF&G started publishing this monthly blog.
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Nicolas Van Broekhoven
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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…
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Nicolas Van Broekhoven
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?
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Nicolas Van Broekhoven
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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…
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Nicolas Van Broekhoven
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…
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Nicolas Van Broekhoven
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…
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Nicolas Van Broekhoven
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.
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Nicolas Van Broekhoven
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…
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Nicolas Van Broekhoven
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…
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Nicolas Van Broekhoven
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