Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

Weekly Market Monitor - Week 21 - Embracing the AI Boom

Industrial Metal Prices Melt as Global Recession Fears Heat Up

Global Earnings on the Edge: A Concise Analysis of Key EPS Indicators

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Technical Analysis

Technology Select Sector SPDR / Technical Analysis

<ul>
<li>Can the AI frenzy, which appears to be in its early stages, carry the stock market to a new bull? An academic study indicates that's the wrong question to ask.</li>
<li>The right question is to determine whether we are in an equity bull so that AI stocks can take advantage of the bull trend. Breadth needs to broaden out.</li>
<li>The other and more conventional explanation of market structure is an unhealthy advance against a backdrop of a market that’s positioning for a recession.</li>
</ul>


Can the AI frenzy, which appears to be in its early stages, carry the stock market to a new bull? An academic study indicates that's the wrong question to ask.
The right question is to determine whether we are in an equity bull so that AI stocks can take advantage of the bull trend. Breadth needs to broaden out.
The other and more conventional explanation of market structure is an unhealthy advance against a backdrop of a market that’s positioning for a recession.


Can AI Stocks Lead the Market to a New Bull?