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Cam Hui

@HumbleStudent

Retired left & right brained modeler of quantitative investment systems. Publishing monthly column at https://teapawt.net/t.co/MyHCHT667A

 Vancouver, BC Canada
thefredreport.com/
Joined November 2008
  • Tweets19.6K
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12.6KMedia
Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@HumbleStudent)Photo by Cam Hui (@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.co…
Image from Cam Hui (@HumbleStudent)
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5 of 5 thoughts for the weekend Value is in the eyes of the beholder: $SPX fwd P/E 17.7, which seems cheap in the post-pandemic era, but viewed against a 25 history against the 10-year Treasury, similar yields saw forward P/E in the 13-15 range.
Image from Cam Hui (@HumbleStudent)
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One big issue in the last two US elections was affordability. This chart of real average hourly earnings shows that October figures aren't getting any better.
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4 of 5 thoughts for the weekend The CBOE put/call ratio spiked about 1 Thursday = Panic $CPC
Image from Cam Hui (@HumbleStudent)
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3 of 5 thoughts for the weekend 2 of the 5 components of my Bottom Spotting Model have flashed buy signals: $VIX above its upper BB and $VIX term structure is inverted
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2 of 5 thoughts for the weekend I can't believe I'm staying up to watch the $KOSPI overnight, but the Korean market is back testing its 50% retracement level
Image from Cam Hui (@HumbleStudent)
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1 of 5 thoughts for the weekend A wild week. Eq Wt $SPX made an ATH Wednesday, followed by an bearish outside day (engulfing pattern) Thursday. Now testing 50 dma
Image from Cam Hui (@HumbleStudent)
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Here comes my "thoughts for the weekend" I wrote a monthly column at buff.ly/jMOEyiK Use the code CAMTRiAL for a discounted 30-day trial ($30 vs $40 monthly and $360 vs $400 annual)
Image from Cam Hui (@HumbleStudent)
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$SPX approaching its 200 dma. $VIX spikes and term structure inverted
Image from Cam Hui (@HumbleStudent)
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From a macro perspective, this may be a good time to revisit this @BobEUnlimited thesis.
Bob Elliott (@BobEUnlimited) profile pictureBob Elliott
@BobEUnlimitedOct 18
Most investors focused on the AI trade don't get that monetary and fiscal policy has been a big underlying driver supporting the trade. The next policy pump is set to be much harder. Free on the blog app this week: teapawt.net/BobEUnlimited/status/2…
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I’ve seen enough. I don’t have an election call or anything. I’ve just seen enough.
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Cam Hui retweeted
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Cam Hui@HumbleStudentOct 31
5 of 5 thoughts for the weekend Small caps are exhibiting a stealth leadership recovery $IWM $QQQJ
Image from Cam Hui (@HumbleStudent)
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Cam Hui retweeted
Cam Hui (@HumbleStudent) profile picture
Cam Hui@HumbleStudentOct 31
4 of 5 thoughts for the weekend OTOH the Dow and Transports are holding up relatively well, especially the cyclically sensitive Transports $INDU $TRAN
Image from Cam Hui (@HumbleStudent)
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Cam Hui retweeted
Cam Hui (@HumbleStudent) profile picture
Cam Hui@HumbleStudentOct 31
3 of 5 thoughts for the weekend The damage has been concentrated in Mag 7 and AI stocks while forward 12m EPS estimates are still rising
Image from Cam Hui (@HumbleStudent)
Image from Cam Hui (@HumbleStudent)
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Cam Hui retweeted
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Cam Hui@HumbleStudentOct 31
2 of 5 thoughts for the weekend The stock market has seen a price momentum factor wipeout $MTUM $JMOM $PDP $QMOM $FDMO
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Cam Hui retweeted
Cam Hui (@HumbleStudent) profile picture
Cam Hui@HumbleStudentOct 31
1 of 5 thoughts for the weekend $SPX and 10-year Treasury yield are testing key support
Image from Cam Hui (@HumbleStudent)
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Time for a replay of "thoughts for the weekend"
Cam Hui (@HumbleStudent) profile pictureCam Hui@HumbleStudentOct 31
Here comes my "thoughts for the weekend" I wrote a monthly column at buff.ly/jMOEyiK Use the code CAMTRiAL for a discounted 30-day trial ($30 vs $40 monthly and $360 vs $400 annual)
Image from Cam Hui (@HumbleStudent)
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5 of 5 thoughts for the weekend Small caps are exhibiting a stealth leadership recovery $IWM $QQQJ
Image from Cam Hui (@HumbleStudent)
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4 of 5 thoughts for the weekend OTOH the Dow and Transports are holding up relatively well, especially the cyclically sensitive Transports $INDU $TRAN
Image from Cam Hui (@HumbleStudent)
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3 of 5 thoughts for the weekend The damage has been concentrated in Mag 7 and AI stocks while forward 12m EPS estimates are still rising
Image from Cam Hui (@HumbleStudent)
Image from Cam Hui (@HumbleStudent)
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2 of 5 thoughts for the weekend The stock market has seen a price momentum factor wipeout $MTUM $JMOM $PDP $QMOM $FDMO
Image from Cam Hui (@HumbleStudent)
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