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

Icarus Is Falling! The Markets Are Breaking: More Volatility Is Coming

Risk Pivots and Color into Late September

Don't Fight the Fed; Pullback Underway as Rising DXY and 10-Yr Treasury Yield Back to Being Headwind

Upgrading Discretionary to Overweight, Downgrading Energy & Health Care to Market Weight

S&P 500 Reverses 4-Month Downtrend; Upgrading Consumer Discretionary to Market Weight

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

Cross Asset Strategy

<ul>
<li>There appear to be some superficial reasons to support the case for the start of a bull market</li>
<li>An analysis of market internals, valuation and monetary policy backdrop indicates that the bear market isn’t over.</li>
<li>Investors should watch for a re-test of the June lows and make a decision then about downside risk based on sentiment, technical conditions and insider behaviour.</li>
</ul>


There appear to be some superficial reasons to support the case for the start of a bull market
An analysis of market internals, valuation and monetary policy backdrop indicates that the bear market isn’t over.
Investors should watch for a re-test of the June lows and make a decision then about downside risk based on sentiment, technical conditions and insider behaviour.


Six Reasons Why This Was Just A Bear Market Rally