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

This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown

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)

In the wake of last week’s publication (<a href="https://humblestudentofthemarkets.com/wp-content/uploads/2018/05/20180508-Why-we-are-not-ready-to-call-a-market-top.pdf" target="_blank">Why We Are Not Ready To Call A Market Top</a>), we had a number of discussions with investors that amounted to, “What about _________ (insert the worry of the day)”.The main themes discussed, in no particular order, were:<ul>
<li>Rising rates and the flattening yield curve;</li>
<li>Trade war;</li>
<li>Oil price spike; and</li>
<li>Fed policy error as it tightens into a decelerating economy.</li>
</ul>We find that warning signs are appearing for the stock market but there are no sell signals. The equity bull…

In the wake of last week’s publication (Why We Are Not Ready To Call A Market Top), we had a number of discussions with investors that amounted to, “What about _________ (insert the worry of the day)”.The main themes discussed, in no particular order, were:
Rising rates and the flattening yield curve;
Trade war;
Oil price spike; and
Fed policy error as it tightens into a decelerating economy.
We find that warning signs are appearing for the stock market but there are no sell signals. The equity bull…

How I Learned to Stop Worrying and Love Rising Rates