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

Cross Asset Strategy

Q1 earnings season is about to begin in earnest, with JPMorgan Chase scheduled to report on Wednesday and the rest of the big banks this week. Ahead of the reports, equity volumes have plunged even as the S&amp;P 500 rose to all-time highs.It’s quiet, maybe a little too quiet. Have Q1 earnings been discounted by the market?We believe the market is poised to report strong Q1 earnings and virtually all macro and fundamental conditions point to a re-opening boom. In all likelihood, Q1 will be another blowout quarter for earnings. We are inclined to give the bull case the benefit of the doubt.

Q1 earnings season is about to begin in earnest, with JPMorgan Chase scheduled to report on Wednesday and the rest of the big banks this week. Ahead of the reports, equity volumes have plunged even as the S&amp;P 500 rose to all-time highs.It’s quiet, maybe a little too quiet. Have Q1 earnings been discounted by the market?We believe the market is poised to report strong Q1 earnings and virtually all macro and fundamental conditions point to a re-opening boom. In all likelihood, Q1 will be another blowout quarter for earnings. We are inclined to give the bull case the benefit of the doubt.

Q1 Earnings Preview: The Calm Before the Storm