Kent Fung
Vice President, Market Intelligence
Kent Fung is a Vice President in Market Intelligence at Fundstrat Global Advisors. Prior to joining Fundstrat, Kent was a senior operational risk research analyst at Algorithmics, an IBM company. He holds a B.A. in Economics from the University of Chicago.
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First to Market
Who's Afraid of the 5% Wolf?
It's no secret that President Trump and Treasury Secretary Scott Bessent want yields to go down. Nor is it a secret that at least in...
First to Market
Refineries Are Running Hot. When Is the Pit Stop?
At a recent internal discussion, Fundstrat Head of Technical Strategy Mark Newton mentioned that oil refinery stocks have performed well of late. The VanEck Oil...
First to Market
The House of Bessent
It might just be the soundbyte of the week: Treasury Secretary Scott Bessent telling his listeners that "I am the house now," as he dared...
First to Market
Can China's Retail Traders Bail Out the Global Trade War?
Around the world, companies have been complaining about Chinese companies flooding the market with lower-priced goods. U.S., European, and Asian companies are asserting that such...
First to Market
The Recent Wheat Rally
Wheat prices managed to chug along without excessive drama in early 2026, even after a drought hit the U.S. winter wheat harvest, resulting in the...
Weekend Alpha
Stocks Rise, Led by Nvidia
"I don't like to give advice. I like to give people information because everyone's life is different, and everyone's journey is different."β Dolly Parton (Jan....
First to Market
Trump's 'Maximum Plus' Iran Play
During his first term in office, President Trump asserted that he had exerted "maximum pressure" on Iran, at least in a non-military sense, to end...
First to Market
Can SpaceX Really Send Compute Into Orbit Next Year?
One of the major challenges facing contemporary data-center development stems from the heat that all of those cutting edge processors generate. All that heat needs...
Signal from Noise
Soft Power, Hard Returns
"The soft overcomes the hard; the gentle overcomes the rigid. Everyone knows this is true, but few can put it into practice.β β Tao Te...
First to Market
Dissecting Moderna's mRNA Second Act
The stock almost tripled (rising 177%) on Wednesday and, after some profit-taking the following day, remained up 111% for the week as of Thursday's close....
