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

GDX to Perform in December Ahead of an Explosive 2022 Rise

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Energy Select Sector SPDR Fund / Technical Analysis

<p>Energy stocks may be nearing a climax top while gold and gold stocks are showing bullish signals after several months of dismal performance. Traders should avoid energy exposure and buy gold and gold stocks for better potential performance.</p><p>However, make no mistake, any gold rally should be treated as a tactical bull rather than a secular bull. The gold-to-CRB and cyclically sensitive copper-to-gold ratios are signaling a reflationary regime. Long-term investors should therefore seek exposure to cyclically sensitive base metal and other commodities over the shiny yellow metal for better returns.</p>

Energy stocks may be nearing a climax top while gold and gold stocks are showing bullish signals after several months of dismal performance. Traders should avoid energy exposure and buy gold and gold stocks for better potential performance.However, make no mistake, any gold rally should be treated as a tactical bull rather than a secular bull. The gold-to-CRB and cyclically sensitive copper-to-gold ratios are signaling a reflationary regime. Long-term investors should therefore seek exposure to cyclically sensitive base metal and other commodities over the shiny yellow metal for better returns.

Energy Select Sector SPDR Fund

Opportunities in Energy and Gold