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.
He contributes to both TalkMarkets and Seeking Alpha. You ...
more 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.
He contributes to both TalkMarkets and Seeking Alpha. You can see his articles on TalkMarkets
here, and on Seeking Alpha
here.
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Latest Comments
A Smarter Way To Approach Chinese Equity
Good analysis and a good conclusion. Central bank and government investment in the market is generally not good for those it invests in long term and is equally adverse to the economy as it distorts economic signalling and other things than market forces affect the sectors they are in.
U.K. Manufacturing Production Expands For 6 Consecutive Months In October
How much is this due to the slide in the US dollar? Devaluing the whole US for higher manufacturing sales isn't exactly the best for the US. The dollar devaluation has already led to increased asset prices, especially stocks. The issue is, this is not a sustainable solution longer term and can lead to problems.
Zenith Bank Continues To Perform Well
Louis, this is an interesting find although not without risk. Did the price pop so much because there was some financial uncertainty about its viability before?
Historical Finance Fight: Ben Graham Versus H.M. Gartley
Actually neither is that good without a little of the other analysis and both are inferior to understanding the company and the market trend supporting whatever revenue stream the company is depending on or wishes to develop. In tech and the medical fields it is especially important to understand the underlying factors if you want to be successful.
Depending on financials alone is a lazy way to invest. Steer clear of doing just this or relying on someone who does just this.
20 Trillion Dollar Mistake
The dollar has been depreciating as well making stock gains in the US look larger than they are as well.
Emerging Markets About To “Sub-Merge?”
Emerging markets have been rising on charts partially due to the decline in the US dollar. If that stabilizes the chart uptrend should stop as well.
How Tax Cuts Will Trigger Recession
I would tend to agree that the cuts will spur short term growth at the cost of long term growth as mass deficit spending usually does. Like loose monetary policy, the worse effect is not seen until a downturn, because it limits the stimulus it could regularly inject in such downturns. It is economically foolish to stimulate at this point in the cycle.
The worst outcome will be if the deficit growth forces cuts down the road which add to downward pressure at the end of the cycle. What should be done is fiscal tightening before fiscal tax cuts, especially given our governments gluttony for debt.
Barclays Ups Blue Apron With 'Stabilization' Seen In Reach
Both are correct. The work on efficiency and profitability is key. Other similar food delivery services have bit the dust. Blue Apron is not cheap and if they can't make a profit now how they will is a mystery. That said, changes in management are disruptive and cloud things for the foreseeable future.
It is probably best to wait on this stock, even though the food is pretty good. My friend just collects the recipes and then tries buying the ingredients in the grocery store.
Is Job Disruption Historically Low In The US Economy?
The issue about employment isn't as much about jobs disappearing as much as wages not rising and jobs not growing. The service sector dominates most of the market right now and is pretty stable, however, if a sharp downturn or a sharp rise in inflation occurs the service sector will be forced to look increasingly at more automation and/or productivity gains that lower headcount. The bad thing about this scenario is that there is not any area of the economy that is big enough to employ those forced out of this sector and every economist knows it.
What is more immediate is that the programming sector is due to a big shake up as Apple spreads the cheap programming concept from India into the market like the PC manufacturers promoted Chinese manufacturing to save money. There is almost no industry that can replace the high salaries lost as this occurs.
Thus the end of the cycle is liable to be brutal and the Federal Reserve won't be able to do much since it is already engaged in QEed and rates remain low. Likewise, with a tax cut and no measurable reduction in spending, the government may not be much help either.
Is It Time To Get Back In Oil Stocks?
The US shouldn't be so eager to pump shale oil right now and shale producers should only look at pumping what they need to cover their creditors right now. Saudi Arabia has already indicated that they can not keep ramping up production in the future. They also have limited supplies and are not eager to increase production significantly. The safest play here is big oil companies with global footprints. Sure Russia and Iran have oil they can ramp up, but they have had it for quite some time. Such excesses will be useful if global demand ramps and there is a need to supply it in the future.
Oil prices may fluctuate up and down, but the trend is set that it will keep going up. This is great for long term investors, especially with oil majors paying dividends as the stock waits to rise to meet reality.