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Cam Hui
Cross-Asset Strategist & Quantitative Analyst
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Pennock Idea Hub
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Location:
Canada
Joined:
05 October 2017
548
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138.6k
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United States
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Multi-Asset
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Cross Asset Strategy
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bullish
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Cross Asset Strategy
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06 May 2024 07:30
What's Driving Stock Prices?
A review of the main short-term drivers of stock prices, namely interest rates, geopolitical risk and the earnings outlook, are all pointing to...
Cam Hui
169 Views
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bullish
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Quantitative Analysis
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06 May 2024 07:00
Value or Growth? Here's an Analytical Framework
Should you buy value or growth stocks? We present an analytical framework for analyzing growth and value within a capital intensity context.
Cam Hui
178 Views
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bullish
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Technology Select Sector SPDR
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29 Apr 2024 07:30
Time to Tiptoe Back Into Big Tech?
Big Tech has been lagging the market since February and the relative performance reset is nearing an end. The overall stock market is undergoing a...
Cam Hui
194 Views
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bullish
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Cross Asset Strategy
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29 Apr 2024 07:00
Relax, It's Just A Mid-Cycle Expansion
The U.S. economy is undergoing a mid-cycle expansion. As long as the economy stays resilient, earnings estimates rise and inflation doesn’t...
Cam Hui
174 Views
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bullish
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Cross Asset Strategy
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22 Apr 2024 07:30
What's Bothering the U.S. Stock Market?
Stock prices have had to contend with a trifecta of woes: Fear of a hawkish pivot by the Fed; Strong USD; and Geopolitical risk and rising oil prices.
Cam Hui
205 Views
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