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.
less
Latest Comments
What Will Q2 Bank Earnings Reveal?
Bank earnings will be poor for quite a while as the Federal Reserve plunges towards zirp and QE to follow the same path at Japan into eternal depression. That said, stock up on assets as they continue to rise and be careful of real estate. It is not immune to the disastrous effects.
Gold & Silver Measured Moves
The last thing one should seek to encourage is governments to hoard gold rather than help their citizens. And countries remain the biggest hoarders of gold, seeking to store it rather than use it productively for their people.
The Nasdaq Selling Has Commenced
Sell high PE stocks with slowing growth. Buy lower growth stocks with continuing growth. Sell #Netflix buy #Google. Sell #Tesla buy #Microsoft. Sell #REITs buy #Xilinx, etc. The trend is likely not going to be your friend. Buy real stories, do your research. $XLNX $GOOGL $NFLX $TSLA $MSFT
The Labor Market Has Stagnated For Past Month
Gridlock in the administration is a big problem as you correctly point out. The economic barrier continues to be a lack of demand and with the drop in employment it will continue to grow worse. Until a party works out a way to keep capitalism (supplying to people who want something) instead of pushing pork, stimulus and ways to allow people to purchase what is needed will continue to be needed.
In reality, the US and elsewhere seems to continue to go towards lower and lower employment as efficiency continues to mean less employment, and necessary employment continue to be low wage employment.
The Fed Is Trapped In QE As Interest Rates Can’t Rise Ever Again
The treasury is falling into the same trap Japan is in faster and faster. I agree that inflation won't be a problem as much as rising unemployment and dropping demand. In reality we must deal with the simple facts pointed out by the Affluent Society by John Galbraith which was pointed out by looking at WWII. So far we haven't solved this issue yet. Rather we have chosen to bury it which will only come back to haunt us later.
HIV Cure Challenger CytoDyn Takes On Gilead Sciences
It did, although that wasn't what started its dive. If you own it I suggest waiting for the scientific results. They just announced the FDA asked for more information which looks like its treatment will be held up a week. It is good that the FDA seems to indicate that there needs not be another study, although a larger one is coming in a month.
This Is Nuts…Again: Reducing Risk As Tech Goes 1999
All tech is not made the same. I think people will have a rude awakening when the chips finally fall.
Will The US Economic Rebound Continue?
It seems like the first wave won't end while #Trump is around. That said, what we are seeing is a migration from small business to larger businesses on an unprecedented scale. The economy is not healthy, however, it makes sense there is a mass rush to anything that grows or sustains itself. Be careful of basing things on past performance. Things like #Facebook ($FB) may not ride the growth wave as suspected from here on out.
HIV Cure Challenger CytoDyn Takes On Gilead Sciences
Here is a new link.
seekingalpha.com/.../4357573-cytodyn-bears-bring-out-champion-to-take-on-army-of-bulls
Europe Losing Momentum With Its Biggest Positives Ever
Europe and other countries will come out of this much faster because they addressed the Corona virus first and an economic revival is the outcome. The US may be in a much worse case because the President wants a economic revival and placed it before addressing the Corona virus, thus cases continue to rise there stymieing the economy regardless if stay at home directives are reversed. Sadly those states that reversed stay at home policies are liable to do worse in terms of new cases as well as any economic recovery. Science wins over politics.