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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Signal from Noise
AI at Phase Value β Taking on Clinical Drug Trials
The previous Signal From Noise discussed the process by which potential new medicines and treatments are identified. Yet that only describes a third of the...
First to Market
The Great Wealth Transfer Might Not Be Quite So Great After All
One of the more anticipated demographic trends for economists and investors alike is the coming wealth transfer from Baby Boomers to Millennials (and to a...
First to Market
Adding a Little Salt to the Race for Better Batteries
It's said that a rising tide lifts all boats, and if we're talking about energy, it certainly seems to be the case that the rising...
First to Market
Why Moonshot's Kimi Is a Solvable Problem β for Companies and Investors
Markets appear to have had another DeepSeek moment on Friday β a moment in which a Chinese AI startup released an LLM with a level...
First to Market
IBM's Selloff Overlooks the MIPS Meter
By now everyone knows about IBM's version of a "Terrible, Horrible, No Good, Very Bad Day" that saw its stock take its worst beating ever,...
First to Market
Could the U.S. Drone Effort Add Propulsion to Auto Supplier Stocks?
In 1940, President Franklin D. Roosevelt foresaw that the U.S. was likely to eventually be sucked into World War II, and foresaw that control of...
First to Market
Small Deals, Big Ask: Can M&A Give Small-Caps a Second Wind?
Small-caps have handily outperformed their large-cap counterparts this year, with the Russell 2000 up 18.6% thus far in 2026 compared to the S&P 500's 10.2%....
First to Market
The AI Arms Race Encounters Cold-War Game Theory
It looks like the prisoner's dilemma is entering the age of AI. That might be a problem for U.S. companies like Airbnb $$ABNB and DoorDash...
Signal from Noise
The AI Play in Pharmaceuticals
After the past few years of AI hype and capital expenditure, investor attention is increasingly on concrete, real-world benefits of this new technology β both...
Weekend Alpha
Stocks Rise Despite Memory-Chip Stumbles
"When you win, you don't get carried away. But if you go step by step, with confidence, you can go far." β Diego Maradona
