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

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

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

Was the recent big tax cut not enough? <a href="https://www.cnbc.com/2018/05/22/donald-trump-says-he-will-propose-new-tax-cuts-prior-to-november.html" target="_blank">CNBC</a> reported that President Trump is proposing further tax cuts before November.These actions prompted Steve Collender (aka @thebudgetguy) to declare in a Forbes article that <a href="https://www.forbes.com/sites/stancollender/2018/05/20/trump-may-be-the-most-fiscally-reckless-president-in-american-history/amp/" target="_blank">Trump May Be The Most Fiscally Reckless President in American History</a>. Moreover, the IMF, Goldman Sachs and Bridgewater have also raised concerns about the U.S. fiscal position.Here at Pennock Idea Hub, we believe the determination of the proper path of fiscal policy is above our pay…

Was the recent big tax cut not enough? CNBC reported that President Trump is proposing further tax cuts before November.These actions prompted Steve Collender (aka @thebudgetguy) to declare in a Forbes article that Trump May Be The Most Fiscally Reckless President in American History. Moreover, the IMF, Goldman Sachs and Bridgewater have also raised concerns about the U.S. fiscal position.Here at Pennock Idea Hub, we believe the determination of the proper path of fiscal policy is above our pay…

iShares 20+ Year Treasury Bond ETF (TLT US)

Cue the Fiscal and Inflation Fears