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- Watching Central Banks' Statements for Direction
- Cam Hui submits: As the markets wait this week for statements from the FOMC and other central banks around the world, here is what I am watching for in the central bank announcements.How worried is the Fed about inflation?Central bankers don’t speak off the cuff. Paul Volcker once...
- External links 2009-11-02
- Can't They Even Slam the Barn Door Right?
- Cam Hui submits: I have repeatedly hammered on the theme that quantitative modelers need to spend more time thinking about the assumptions behind their models see my recent posts What actually happens in the long run and There are no models for all seasons. Analysts need to understand...
- External links 2008-11-12
- Heebner Turns Really Bullish on Market
- Cam Hui submits: I thought that it’s time to revisit Ken Heebner’s macro exposures after the recent WSJ article about Heebner making a big bet on Financials. I had written about Ken Heebner’s CGM Focus Fund CGMFX before. CGM Focus has an excellent long term track record and...
- External links 2008-12-10
- Update: Time to Buy Into the Phoenix Strategy?
- Cam Hui submits: It seems that I am not the only one highlighting a Phoenix strategy these days. Mebane Faber wrote that John Templeton successfully implemented a Phoenix-like strategy in 1939. As well, Standard Life is offering a Phoenix themed fund for UK investors.Further to my last Phoenix...
- External links 2009-03-11
Additional Resources
- Where We Go from Here: Best and Worst Cases
- Cam Hui submits: There is little doubt that the US is entering a recession. The IMF's latest report also forecast that the world is entering a major downturn. The bigger questions are:How long and how deep is the US slowdown?Most importantly, will the US slowdown drag down the...
- External links 2008-10-10
- Are Analysts Being Fooled By The Data?
- Cam Hui submits: The Baltic Dry Index has been falling for the past three months, and has been in free fall for the last month. I had originally interpreted that as slackening world demand, particularly by China, indicating a worldwide economic slowdown. Now a report from Naked Capitalism...
- External links 2008-10-13
- The Mystery of the Underperforming Gold Stocks
- Cam Hui submits: Further to my last post Bullish signs for the inflation trade, I would also like to point out that Warren Buffett, in the latest Berkshire Hathaway letter to shareholders, also indicated that inflation is likely the effect of the macro policy response to the financial...
- External links 2009-03-08
- Is China the Next Shoe or the Final Capitulation?
- Cam Hui submits: China, with its enormous reserves, had long been regarded by many investors as the last bulwark against the financial conflagration sweeping the globe. Now comes this story indicating that China itself could be a source of deflation: After a recent visit to China, Nobuyuki...
- External links 2008-11-17
- China: From Crony Capitalism to Geopolitical Mercantilism?
- Cam Hui submits: Recently there have been many calls for bondholders and shareholders of troubled financials to bear the brunt of the crisis. As an example, John Hussman recently wrote: Make no mistake - we are selling off our future and the future of our children...
- External links 2009-03-30
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