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Cam Hui

@HumbleStudent

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

 Vancouver, BC Canada
thefredreport.com/
Joined November 2008
  • Tweets19.5K
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  • Followers14.6K
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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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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: nitter.gq/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
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Cam Hui retweeted
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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
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Cam Hui retweeted
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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
Image from Cam Hui (@HumbleStudent)
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Cam Hui retweeted
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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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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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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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Lol! The dawn of the Age of the 🇫🇷 Privateer
Olivier Blanchard (@ojblanchard1) profile pictureOlivier Blanchard
@ojblanchard1Oct 30
LFI: Rather than cancel the French debt held by the Banque de France, what about hacking Binance?
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Former conservative PM of Canada @stephenharper
The Globe and Mail (@globeandmail) profile pictureThe Globe and Mail
@globeandmailOct 30
Opinion: As prime minister, I saw firsthand that Vladimir Putin is truly evil theglobeandmail.com/opinion/…
Opinion: As prime minister, I saw firsthand that Vladimir Putin is truly evil

Opinion: As prime minister, I saw firsthand that Vladimir Putin is truly evil

The Russian president is a real-life Bond villain who has deliberately inflicted great harm on his country and others

theglobeandmail.com
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"Gas and diesel prices will soon drop rapidly" in Trump 2.0 = "We'll have an Obamacare replacement plan in 2 weeks" in Trump 1.0?
FXHedge (@Fxhedgers) profile pictureFXHedge
@FxhedgersOct 25
PRESIDENT TRUMP SECURES MAJOR DEALS TO UNLEASH AMERICAN ENERGY AND CUT GAS PRICES AT THE PUMP Gas and diesel prices will soon drop rapidly thanks to President Donald J. Trump’s bold actions to unleash American Energy. On day one, the Trump Administration began dismantling the failed Biden-era anti-energy policies, cutting red tape, and ending the Democrats’ Green New Scam agenda. Today, under President Trump’s leadership, America is producing record amounts of oil and natural gas while expanding domestic refining capacity and strengthening America’s energy security. By restoring energy addition policies, President Trump will continue to unleash American energy dominance and lower costs for the American people. Full release by The White House: whitehouse.gov/releases/2026…
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Cam Hui retweeted
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Cam Hui@HumbleStudentOct 24
5 of 5 thoughts for the weekend The relative weakness of cyclicals isn't supportive of the bull case either
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Cam Hui retweeted
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Cam Hui@HumbleStudentOct 24
4 of 5 thoughts for the weekend Unfortunately for the bulls, breadth improvement has been led by the relative performance of defensive sectors $XLV $XLP $XLU $XLRE
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Cam Hui retweeted
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Cam Hui@HumbleStudentOct 24
3 of 5 thoughts for the weekend An Ai and semis wipeout. $SOX has violated support, but $NVDA holding - the last line of defense?
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