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
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...
Signal from Noise
Generation X β Why Investors Should Care About the Slacker GenerationΒ Β
"You see us as you want to see us - in the simplest terms, in the most convenient definitions. But what we found out is...
Weekend Alpha
Stocks on Solid Ground as SpaceX Lifts Off
βI think it would be great to be born on Earth and to die on Mars. Just hopefully not at the point of impact." β...
First to Market
Another Take on The Jobs Report
"If you focus on the risks, they'll multiply in your mind and eventually paralyze you. You want to focus on the task, instead, on doing...
Weekend Alpha
Stocks Decide to Take a Breather After Jobs Numbers Beat Expectations
βItβs not about standing still and becoming safe. If anybody wants to keep creating they have to be about change.β β Miles Davis
