Free Posts

How far can stock prices rise?

In Free Posts by Cam Hui -
Preface: Explaining our market timing models We maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term market timing model based on the research outlined in our post, Building the ultimate market timing model. This model tends to generate only a handful of signals each decade. The...

Buy the breakout, recession risk limited

In Free Posts by Cam Hui -
Preface: Explaining our market timing models We maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term market timing model based on the research outlined in our post, Building the ultimate market timing model. This model tends to generate only a handful of signals each decade. The...

Any more precautionary cuts?

In Free Posts by Cam Hui -
Mid-week market update: Now that the Fed has cut rates a third time, and the upside breakout in the SPX and NDX are holding, what's next?     Are the series of precautionary cuts over?   Dissecting the rate cut Now that Brexit risks have subsided, and trade tensions are receding as the US and...

Scary Halloween story: How a weak USD could hand China a major victory

In Free Posts by Cam Hui -
I have written before how a strong USD can be a negative for global financial stability. There are  many EM borrowers who have borrowed in the offshore USD market, and a rising USD puts a strain on their finances. In addition, FactSet reported that companies with foreign domestic exposure have exhibited worse sales growth than...