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Cam Hui, CFA  

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  • What A Regime Shift Looks Like [View article]
    Sorry folks. It seems that SA cut off some of my post. Here is a link to the full article: http://bit.ly/18qPNUf
    Jul 18, 2013. 05:06 PM | Likes Like |Link to Comment
  • Why It's Important If The Secular Bull Market In Vancouver Real Estate Is Over [View article]
    For Mainlanders who have sufficient funds, there are ways of getting money out of the country. For example, if you have a business, just incorporate an offshore entity that your Mainland business sells and keep the profits offshore. Apple does it, why can't the Chinese?
    Mar 19, 2013. 10:59 AM | Likes Like |Link to Comment
  • More Signs Of Global Healing [View article]
    I don't have any strong opinions one way or another on industrial metal demand from China.
    Mar 15, 2013. 10:28 AM | Likes Like |Link to Comment
  • Is This 2011 All Over Again? [View article]
    No. While insider selling was elevated in December, the amount of sales increased in January and into February.

    See http://bit.ly/13CVqv9
    Mar 4, 2013. 07:29 PM | 2 Likes Like |Link to Comment
  • Why My Inner Investor Is Worried [View article]
    Look at SPY vs. ACWI. Global equities are outperforming US equities.
    Jan 24, 2013. 11:51 AM | Likes Like |Link to Comment
  • Bulls 2, Bears 0 [View article]
    See my latest update. Some intriguingly bullish head & shoulders patterns are developing.

    http://bit.ly/QWQVFS
    Dec 13, 2012. 09:50 AM | 1 Like Like |Link to Comment
  • Can China Hold Things Together? [View article]
    The stock market in China is relatively undeveloped compared to Western economies and regarded as speculative (think Pink Sheet or junior NASDAQ listings and you get the idea).

    China's miracle growth was powered by 1) low labor costs; and 2) CNY-USD peg, which gave rise to an inappropriate monetary policy for China. This meant that when their inflation rose, they couldn't raise interest rates because of the currency peg. Thus real interest rates went negative.

    Since their bond market was also relatively underdeveloped, stock market highly speculative and banking interest rates had negative real rates, the household sector had nowhere to put their savings - except real estate. This has created an enormous property bubble, which is an unintended consequence of the currency peg.

    Now that the Chinese authorities have painted themselve into a corner, how they manage the situation will be of great importance not only to China but the rest of the world.
    Jul 1, 2012. 06:22 PM | Likes Like |Link to Comment
  • Green Shoots In China? [View article]
    I just call the charts as I see them. This is a tactical call and not necessarily a strategic call.

    The jury is still out on the longer term trajectory.
    Apr 30, 2012. 10:02 AM | 4 Likes Like |Link to Comment
  • Why I Am Buying The Pain In Spain [View article]
    See my follow-up, which Seeking Alpha doesn't seemed to have picked up yet: http://bit.ly/JKS4aV
    Apr 23, 2012. 10:05 AM | Likes Like |Link to Comment
  • All Of Europe's A Stage [View article]
    Please understand that I have no particular axe to grind as there is no incentive for me to be either bullish or bearish.

    I was (incorrectly) bearish late last year, but to paraphrase John Maynard Keynes: When the circumstances change, so does my view.
    Mar 12, 2012. 08:17 PM | 1 Like Like |Link to Comment
  • All Of Europe's A Stage [View article]
    The Grand Plan has two components:

    1) "Good" austerity in the form of tax cuts and government cutbacks
    2) Structural reform, defined as union busting and the elimination of the Europe social model

    Part 2 creates sufficient labor flexibility to address the structural imbalances between northern and southern Europe.
    Mar 11, 2012. 11:02 AM | 3 Likes Like |Link to Comment
  • We Are All QEers Now [View article]
    For Draghi, LTRO/QE is part of the Grand Plan: http://bit.ly/ztR38z
    Feb 27, 2012. 10:59 AM | 3 Likes Like |Link to Comment
  • Preliminary Verdict: Consolidation And Correction [View article]
    Correction or consolidation.
    Feb 23, 2012. 05:50 PM | Likes Like |Link to Comment
  • Breakout Or Consolidation? [View article]
    See the latest update, which does not seem to have been picked up by Seeking Alpha

    http://bit.ly/AlVgzQ
    Feb 22, 2012. 10:16 PM | 1 Like Like |Link to Comment
  • Breakout Or Consolidation? [View article]
    It's not the beat rate that's significant, but the recent direction of change that's intereresting. What's more significant is the progress in forward guidance, which has been negative but getting negative - which indicates improvement.
    Feb 20, 2012. 05:38 PM | Likes Like |Link to Comment
COMMENTS STATS
118 Comments
140 Likes