Executive Officer at SME
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Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU.

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E My Take On Recessionary Indicators
Despite the regularity of economic downturns and the existence of business cycles in a free market economy it is quite obvious that recession calling remains an art more than a science with the scientists being wrong consistently.
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AskSlim Market Week, Aug. 24
1 day ago

The problem is chaos is entering the system because no one knows what Trump will do tomorrow. So far it has been nothing good. Uncertainty is deadlier to the market that tariffs or trade wars.

In this video: ABA, AFL, BA, HD, HPQ, JWN, LOW, M, TGT, CREE, BABA
The Dog Days Of August Are Upon Us
1 day ago

Some are claiming tariffs aren't causing inflation, however they are. It is isolated to what is being tariffed is why it hasn't appeared everywhere like normal inflation.

www.cnbc.com/.../...rs-and-it-could-get-worse.html

They are also hurting the supply chain and global sales. The US is not insulated anymore by the negative effects of the widening trade war not to mention Trump's new tiffs with Europe after seeing no one is interested in following him as he insults them.

In this article: FXE, FXA, FXB
G7 To Deliver A Nothing Burger
1 day ago

www.frbsf.org/.../inflationary-effects-of-trade-disputes-with-china/ Indeed tariffs are temporary, unless they are continually ratcheted up. The long term effect of ratcheting up tariffs would be a good economic thesis. The Trump administration’s latest tariff increases on Chinese imports will likely deliver a modest and temporary boost to U.S. inflation, in part reflecting the relatively small portion of American spending that goes to goods rather than services. www.wsj.com/.../what-will-trumps-latest-tariffs-mean-for-inflation-not-too-much-economists-say-11557999001 Inflation is inflation. One can argue tariffs slow the economy temporarily too, but the issue is they do much more if they become the status quo. They are disrupting pricing, logistics, and the supply chain now.

Way Beyond The ‘12%’
1 day ago

That is because manufacturing affects transportation, distribution, and all the services that go around selling manufactured goods. Sadly the trade war has hurt manufacturing as their imported raw material costs get disrupted and prices rise. Sadly even US steel makers are getting hurt. Thus the trade war is having an obvious negative impact on manufacturing, steel, transportation, oil (because of the economic slowdown as well as losing overseas markets like farming), and farming. Only slightly is China directly responsible for the negative effects of this.

The real issue is that tariffs are a hugely destructive force on the country using them. It is arguable that it is in the long run more destructive on the country using them than the country which is the target of such tariffs. This is especially true if they can manufacture and sell their wares elsewhere which China has been doing.

G7 To Deliver A Nothing Burger
1 day ago

With inflationary effects from more tariffs the Fed should actually raise rates. The tariff wars are a good reason no not cut rates, not the other way around. The problem is of course trade wars also slow the economy which is why they helped cause the great depression. You get inflation and slow the economy making them one of the worst taxation measures to use.

Trump feels like he has a iron fist to beat his allies with, in reality it is more like a cast which inhibits motion and weakens you more than others the longer you keep it on.

U.S. Dollar Index Review For Friday Aug. 23
1 day ago

Sadly, I don't think this will hurt the dollar that much because the Yuan will slide. And no it's not because of Chinese manipulation. In fact, China has been spending billions supporting their currency. That said. It is clear both should get a deal done. The issue is, like the Cuban Missile Crisis, there needs to be a way for both sides to claim victory.

With Trump trying to prove himself as a only I win negotiator, that may be impossible, especially since he is holding only cards that will hurt America more i he plays them. Trade wars hurt both players and seldom help either side embroiled in them. The good news is ending trade wars help both players and is why the US has prospered for so many years in the global economy. Much like the stock market, everyone can win with free trade and allies just like everyone looses with protectionism and enemies.

In this article: UUP, UDN
Trump Retaliates With Tariffs On All Goods From China, Much At 30%
1 day ago

Congress wake up and manage your own affairs. This is what happens when Congress delegates its taxation powers. And yes, tariffs are taxation and yes they are taxation on US consumers not foreign governments.

Stocks Sink On More China Headlines, And Are Now At Critical Point
1 day ago

Rightfully so. If the US pulls its companies and production out of China it will not only destabilize currencies as the dollar strengthens, the Yuan crashes, but it will take years for companies to establish their business to the same level as what they have in China. You'd think Trump would know that business doesn't happen overnight. What is being done to US/China trade is not only bad for China, it is bad for the US as well. There needs to be a solution. Otherwise Trump's trade war will just be seen as a nightmarish failure which is is so far.

In this article: SPX
Best And Worst Large Cap Stocks
2 days ago

If the market turns many of the best performing stocks will become the worst performing, so be careful buying based on the past. Instead buy into stocks with less volatility, free cash flow, and low debt. Even better are ones that also have lots of cash and growth.

How Is Malaysia Bucking The Global Slowdown?
3 days ago

Indonesia, Vietnam, Malaysia, and other SE Asian countries are doing well because they are eating business that has moved from China. Malaysia is doing well because it has decent infrastructure to start and should continue to do well.

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Moon Kil Woong Commented on AskSlim Market Week, Aug. 24:

The problem is chaos is entering the system because no one knows what Trump will do tomorrow. So far it has been nothing good. Uncertainty is deadlier to the market that tariffs or trade wars.

Moon Kil Woong Commented on The Dog Days Of August Are Upon Us:

Some are claiming tariffs aren't causing inflation, however they are. It is isolated to what is being tariffed is why it hasn't appeared everywhere like normal inflation.

www.cnbc.com/.../...rs-and-it-could-get-worse.html...

more
Moon Kil Woong Commented on G7 To Deliver A Nothing Burger:

www.frbsf.org/.../inflationary-effects-of-trade-disputes-with-china/ Indeed tariffs are temporary, unless they are continually ratcheted up. The long term effect of ratcheting up tariffs would be a good...

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