Cam Hui
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Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is currently semi-retired and living in Vancouver, Canada with his family. He maintains his interests in the markets and advises hedge funds and other clients as a consultant. He is a CFA Charterholder. |
Cam Hui's Recent Articles: | |
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September 8, 2008 - Further to my last post which shows that smart funds are long the commodity trade (inflation) and long the US long bond trade (dis-inflation), a [...]
September 4, 2008 - I have written about smart mutual funds and reversed engineered their macro exposures before. One of the benefits of such an exercise is to formulate [...]
August 30, 2008 - The world woke up today to the scare that Russia may use its oil as a weapon. In addition to the geological peak oil thesis [...]
August 28, 2008 - Now that we are in the recrimination phase of the cycle, we are seeing more and more of what happened and how do we stop [...]
August 20, 2008 - In contrast to my last post on gold indicating that the correction in bullion has further to go, the sentiment picture for crude oil is [...]
August 18, 2008 - With gold below $800 and investor sentiment surveys in the bearish zone (contrarian bullish), one might think that we may be close to a turnaround [...]
August 10, 2008 - In retrospect it was easy to call the top in oil. When cartoons like this appeared it was clear that high oil prices had penetrated [...]
August 6, 2008 - Recently, the relative performance of Value vs. Growth seems to be driven mainly by the relative performance of Financials.
The chart below shows the relative weights [...]
July 23, 2008 - Years ago, I was asked what kept us from being Warren Buffett. My reply was “how Buffett picked stocks was fairly well-known. The problem was [...]
July 18, 2008 - The market action this week showed the classic signs of investor capitulation. The most important sign was the enormous volume seen in XLF. My trading [...]
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