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Cam Hui, CFA  

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  • Why China Won't Devalue And Start A Currency War
    Tue, Mar. 31 FXI, PGJ, YINN 12 Comments
  • Searching For China's (Financial) WMDs
    Fri, Mar. 20 GXC, CYB, CNY 17 Comments
  • Cheap Or Expensive? The One Thing About Equity Valuation That Few Talk About
    Editors' Pick • Tue, Mar. 17 SPY, DIA, QQQ 57 Comments

    Summary

    • Despite the warnings about how expensive equities are, stock prices have continued to advance.
    • Using shorter-term time frames, what matters more to stock prices is macro-economic and earnings momentum.
    • During economic expansions, earnings and economic momentum growth drives stock prices. In a recession, it is valuation that provides a floor on equity values.
    • For investors with shorter time horizons, you should only be watching for signs of recession.
    • For investors with long time horizons who have formed an investment policy, ugly bear markets are not necessarily disasters.
  • Why The Fed May Stay 'Patient' A Little Longer
    Tue, Mar. 10 RINF, INFL, UINF 11 Comments
  • Zen And The Art Of Chinese Economic Rebalancing
    Thu, Mar. 5 FXI, PGJ, YINN 19 Comments
  • Buy Europe?
    Wed, Feb. 25 SPY, FEZ, FXI 9 Comments
  • Will Janet Yellen Reflect The Views Of 'Many Participants'?
    Tue, Feb. 24 3 Comments
  • Is It Time To Buy Greece?
    Fri, Feb. 20 GREK, FEZ 8 Comments
  • The Key Tail Risk That The FOMC Missed (And You Should Pay Attention To)
    Thu, Feb. 19 EEM, VWO, UUP 13 Comments
  • 3 Reasons Why Oil Prices Haven't Bottomed
    Thu, Feb. 12 OIL 10 Comments
  • What's Next For The American Consumer?
    Tue, Feb. 10 USO, OIL, UCO 1 Comment
  • The One Number To Watch In Friday's NFP Report
    Thu, Feb. 5 RINF, INFL, UINF 1 Comment
  • Making Sense Of The Latest Greek Drama
    Tue, Feb. 3 GREK 9 Comments
  • Good News And Bad News On The Commodity Downturn
    Thu, Jan. 29 DBC, DJP, GSG 18 Comments
  • The (European) Parents Fight And The Kids Hear Everything
    Tue, Jan. 27 EWG, GREK, DBGR 10 Comments
  • (Sort Of) Debunking The Bear Case For Stocks
    Wed, Jan. 21 SPY, DIA, QQQ 9 Comments
  • Some Outside-The-Box Thinking On U.S. Employment
    Tue, Jan. 13 4 Comments
  • Focus On Small Caps In 2015
    Wed, Jan. 7 VB, SCHA, DES 8 Comments
  • A Warning On Canadian Banks
    Dec. 30, 2014 EWC, FCAN, QCAN 24 Comments
  • Cautious Retail Investors Equals More Room To Rally
    Dec. 9, 2014 SPY, DIA 4 Comments
  • Calling All Contrarians: What Would Warren Do?
    Nov. 30, 2014 USO, OIL, UCO 32 Comments
  • How Cheap Are Stocks? (Growth Investor Edition)
    Nov. 28, 2014 6 Comments
  • Rebalancing Your Portfolio For Fun And Profit
    Nov. 26, 2014 7 Comments
  • The Grinch Comes Early For Retailers
    Nov. 25, 2014 XLY, XRT, VCR 7 Comments
  • 2 Contrarian Plays That Will Make You Queasy
    Nov. 21, 2014 IEV, FXE, TLT 13 Comments
  • How To Re-Balance Your Portfolio (NAAIM Maniac Edition)
    Nov. 21, 2014 4 Comments
  • Falling Inequality = Bear Market?
    Nov. 19, 2014 SPY, DIA, QQQ 45 Comments
  • Can A Quant Make A Fruit Salad
    Nov. 14, 2014 19 Comments
  • Polar Vortex: Risk Or Opportunity For Energy Stocks?
    Nov. 12, 2014 XLE, ERX, VDE 4 Comments
  • Fed Tightening + HY Distress = 2015 Bear Market?
    Nov. 4, 2014 AGG, BND, JNK 8 Comments
  • The Draghi Grand Plan 2.0
    Oct. 23, 2014 VGK, FEZ, IEV 16 Comments
  • What Do The Pros REALLY Think About The Market?
    Oct. 22, 2014 13 Comments