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
Investors Are Piling Into The Barbell Strategy
On a year-over-year basis, margin debt is now 54% higher than it was a year ago at record highs of $1.4 trillion based on the...
Weekend Alpha
Lee, Newton Raise Year-End Targets Despite This Week's Stock Slide
Tech stocks led a decline in the equity markets this week, with the S&P 500 ending the week down 1.95% and the Nasdaq Composite notching...
First to Market
Insuring Against the Insurers
"Playing safe is probably the most unsafe thing in the world. You cannot stand still. You must go forward." β Robert Collier
First to Market
Strait Talk on Hikes
By now, just about anyone who follows markets is aware of the hawkish shift by the Federal Open Market Committee, as shown by the removal...
First to Market
Global Defense β Made Anywhere, Paid in America
"'The house always wins?' The house doesnβt even need to win. Thereβs no game because the house owns everything. The money you bet with, the...
First to Market
Is AMD's Taiwan Play Really a Supply-Chain Bet?
Earlier this year, while investors were focusing on Iran-related geopolitics, the changing of the guard at the Federal Reserve, and the evolving situation with global...
First to Market
The World Cup and U.S. Innovation
"People who never compete in a sport β I feel theyβve missed out on one of the best parts of life. Teamwork, competition, drilling, and...
First to Market
China Helped Hold Down Oil Prices. Is It About to Go Shopping?
It should go without saying that we are opposed to war for moral reasons. Yet it's also true that one of the more eagerly anticipated...
First to Market
Pizza Hut, Now With Less Yum
In hindsight, it shouldn't have come as a surprise. After my colleague Hardika wrote about the rising price of tomatoes β referencing her beloved chicken...
First to Market
What Now For War Stocks?Β
With optimism on the rise for a real, lasting resolution of the Iran war, it's worth taking another look at defense stocks. For stocks in...
