PinnedHapton ResearchPortfolio Update 09. June 2022Recession? Final tranche of investment, Holding up well in inflation-adjusted returns, Timing the market.Jul 17, 2022Jul 17, 2022
Hapton ResearchWeek 03. 26th of June 2022Recession, European energy crisis, Food crisis, Second order effects for shipping, Civil unrestJun 26, 2022Jun 26, 2022
Hapton ResearchWeek 02. 25th of June 2022Market crash, interest rate hikes, Rare earths made in Canada?, Russian McDonald’s, Food crisis, China reopening, Buying the dip in…Jun 19, 2022Jun 19, 2022
Hapton ResearchWeek 01. 12th of June 2022Propaganda and Russo-phobia, Stock market crash, Inflation making the headlines, India and China increase coal production, John Mearsheimer…Jun 12, 2022Jun 12, 2022
Hapton ResearchPortfolio Update 08. May 2022100 days of Russia-Ukraine war, moving away from US dominated world?, major market indices heading lower, energy and commodity stocks…Jun 5, 20222Jun 5, 20222
Hapton ResearchPortfolio Update 07. Apr 2022Stock market indices lower, second month of Russia-Ukraine war, central bank interest rates higher, energy and food prices higher…May 8, 2022May 8, 2022
Hapton ResearchPortfolio Update 06. Mar 2022Third tranche of investment, replaced SHI with TDW and PBR, initiated small position in POLYApr 10, 2022Apr 10, 2022
Hapton ResearchPortfolio Update 05. Feb 2022Ukraine-Russia war, energy, portfolio resilience, War Inc.Mar 5, 2022Mar 5, 2022
Hapton ResearchOn Stories, Patterns and Growth Stocks; From Joe Rogan to Growth-to-Value RotationWe see patterns everywhere. Did Joe Rogan crash Spotify’s price? Probably not. A bigger theme is at play; rotation from growth to value.Feb 14, 2022Feb 14, 2022
Hapton ResearchPortfolio Update: 04. January 2022Market correction, Kazakhstan, Ukraine, Russia tensions, Growth to value rotationFeb 7, 2022Feb 7, 2022