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Hapton Research

Portfolio Update 09. June 2022

Recession? Final tranche of investment, Holding up well in inflation-adjusted returns, Timing the market.

Jul 17, 2022

Portfolio Update 09. June 2022

Jul 17, 2022

Hapton Research

Week 03. 26th of June 2022

Recession, European energy crisis, Food crisis, Second order effects for shipping, Civil unrest

Jun 26, 2022

Week 03. 26th of June 2022

Jun 26, 2022

Hapton Research

Week 02. 25th of June 2022

Market crash, interest rate hikes, Rare earths made in Canada?, Russian McDonald’s, Food crisis, China reopening, Buying the dip in…

Jun 19, 2022

Week 02. 25th of June 2022

Jun 19, 2022

Hapton Research

Week 01. 12th of June 2022

Propaganda and Russo-phobia, Stock market crash, Inflation making the headlines, India and China increase coal production, John Mearsheimer…

Jun 12, 2022

Week 01. 12th of June 2022

Jun 12, 2022

Hapton Research

Portfolio Update 08. May 2022

100 days of Russia-Ukraine war, moving away from US dominated world?, major market indices heading lower, energy and commodity stocks…

Jun 5, 2022

Photo: Plage de Nonza, Nonza, Corsica, France

Jun 5, 2022

Hapton Research

Portfolio Update 07. Apr 2022

Stock market indices lower, second month of Russia-Ukraine war, central bank interest rates higher, energy and food prices higher…

May 8, 2022

Portfolio Update 07. Apr 2022

May 8, 2022

Hapton Research

Portfolio Update 06. Mar 2022

Third tranche of investment, replaced SHI with TDW and PBR, initiated small position in POLY

Apr 10, 2022

Portfolio Update 06. Mar 2022

Apr 10, 2022

Hapton Research

Portfolio Update 05. Feb 2022

Ukraine-Russia war, energy, portfolio resilience, War Inc.

Mar 5, 2022

Portfolio Update 05. Feb 2022

Mar 5, 2022

Hapton Research

On Stories, Patterns and Growth Stocks; From Joe Rogan to Growth-to-Value Rotation

We 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, 2022

On Stories, Patterns and Growth Stocks; From Joe Rogan to Growth-to-Value Rotation

Feb 14, 2022

Hapton Research

Portfolio Update: 04. January 2022

Market correction, Kazakhstan, Ukraine, Russia tensions, Growth to value rotation

Feb 7, 2022

thp monthly performance as of 31st of January 2022

Feb 7, 2022

Hapton Research

Hapton Research

Exploring the economy, markets, history, politics, society and human behaviour. Investing for the next Commodities super-cycle. thehaptonportfolio.substack.com

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