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)

It is said that while bottoms are events, tops are processes. Translated, markets bottom out when panic sets in; therefore, they can be more easily identifiable. By contrast, market tops form when a series of conditions converge, but not necessarily all at the same time.We have stated that while we don’t believe the stock market has made its final cyclical top, we are in the late stages of a bull market (see <a href="https://humblestudentofthemarkets.com/wp-content/uploads/2017/12/20171219-5-steps-wheres-the-stumble.pdf" target="_blank">Five Steps, Where`s the Stumble?). </a>Nevertheless, psychology is becoming a little frothy, which represents the pre-condition for a major top.As a result, we are publishing another report in a series of the “things you don’t see at market bottoms”, where we are seeing widespread signs of investor euphoria.

It is said that while bottoms are events, tops are processes. Translated, markets bottom out when panic sets in; therefore, they can be more easily identifiable. By contrast, market tops form when a series of conditions converge, but not necessarily all at the same time.We have stated that while we don’t believe the stock market has made its final cyclical top, we are in the late stages of a bull market (see Five Steps, Where`s the Stumble?). Nevertheless, psychology is becoming a little frothy, which represents the pre-condition for a major top.As a result, we are publishing another report in a series of the “things you don’t see at market bottoms”, where we are seeing widespread signs of investor euphoria.

What You Don't See at Market Bottoms: Retail Stampede Edition