Cam Hui, CFA

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Cam Hui, CFA

Cam Hui, CFA

@HumbleStudent

Left & right brained modeler of quantitative investment systems. Publishes at Humble Student of the Markets. Also at other site. FB: https://t.co/4N9RJmZgZR

Vancouver, BC Canada Katılım Kasım 2008
300 Takip Edilen14.4K Takipçiler
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
The performance of our Trend Asset Allocation Model has been updated to 29-Sep-2025 1 year: Model 12.7% vs. 60/40 12.9% 2 years: Model 20.4% vs. 60/40 17.9% 3 years: Model 16.9% vs. 60/40 15.3% 5 years: Model 10.9% vs. 60/40 8.8% humblestudentofthemarkets.com/trend-model-re…
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
@WarMonitor3 Serious question: What was the last time the USMC actually assaulted a beach? Danang 1965 (though that was unopposed)?
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WarMonitor🇺🇦🇬🇧
WarMonitor🇺🇦🇬🇧@WarMonitor3·
The US 31st marine expeditionary unit which includes 2,200 marines and 2 amphibious landing ships will enter CENTCOM area on Friday-WSJ
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
@secretsqrl123 Serious question: What was the last time the USMC actually assaulted a beach? Danang 1965 (though that was unopposed)?
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david D.
david D.@secretsqrl123·
the clock is now ticking
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Polemic Paine
Polemic Paine@PolemicTMM·
Gold getting thumped. Down 8% again overnight. So much for my thoughts it would start going up again. Sell gold. Buy plastic. As they don't normally say.
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
Equity market oversold, poised for rally triggered by Trump's military comments. Uncertain if rebound will be V- or W-shaped. Investors advised to reduce risk to neutral level. skr.ma/9IckF
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
Cyclical stocks have fallen, but heavily weighted large-cap growth leads S&P 500; rotation to U.S. stocks for safe-haven status; war duration will impact supply chains. skr.ma/ZcWFB
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Bob Elliott
Bob Elliott@BobEUnlimited·
The biggest disconnect in markets right now is that despite surging energy prices, US markets have priced in no hit to growth ahead. This week's freebie on the blog app: x.com/BobEUnlimited/…
Bob Elliott@BobEUnlimited

Markets Pricing No Hit to US Growth Since the start of the Iran War US markets have priced in peculiar expectations of no growth drag from the sharp rise in oil prices. If anything, the pricing suggests marginally stronger growth ahead. bobeunlimited.substack.com/p/markets-pric…

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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
5 of 5 thoughts for the weekend Fear & Greed Index
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
4 of 5 thoughts for the weekend Fearful enough? 10 dma of CBOE put/call ratio
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
3 of 5 thoughts for the weekend The Zweig Breadth Thrust Indicator is back in oversold territory Red lines = ZBT oversold Dotted blue lines = ZBT buy signal
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
2 of 5 thoughts for the weekend US is not the safe haven trade. Sell America has become Buy America
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
1 of 5 thoughts for the weekend The TALO (Trump Always Lashes Out) and TACO (Trump Always Chickens Out) dashboard Implied vol ($VIX, $MOVE) firmly in the TACO zone
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
Flight was from LHR to Canada connecting through AMS. Routing had nothing to do with Middle East disruptions (which would be understandable)
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
What’s more when I asked to speak to a supervisor he said there was no one above him. Is that how you service customers and provide accountability for your agents?
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
Hey @KLM get your act together. You canceled the 2nd leg of a flight and offered to rebook or refund. When I called to ask about the refund amount the agent couldn’t tell me. All I know is a non-zero sum but it could be $1.
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
@Nadav_Eyal Israel mobilized 450K reservists for an operation in southern Lebanon. Why don't they divert the troops to hold the Iranian coast? If Bibi that convinced, let him put his own boots on the ground.
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נדב איל Nadav Eyal
נדב איל Nadav Eyal@Nadav_Eyal·
Multiple reports say U.S. allies believe the Strait of Hormuz can’t be reopened by force or threats. Israeli officials, however, expect the Trump administration to apply heavy pressure or act forcefull to reopen it. This may not happen, but it’s what Israel is preparing for.
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
@McFaul Trial balloon for declaring victory and going home?
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Michael McFaul
Michael McFaul@McFaul·
I used to believe that Trump could declare victory anytime he wanted. Now, I'm not so sure. What do you think?
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Cam Hui, CFA
Cam Hui, CFA@HumbleStudent·
@Claudia_Sahm I've constructed some MAC indices with growth and afforability components and neither group are looking all that good.
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Keşfet

@WarMonitor3 @secretsqrl123 @PolemicTMM @BobEUnlimited @elonmusk @BarackObama @taylorswift13 @cristiano