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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Is This The New Normal For Markets?
5 days ago

The Federal Reserve is much better off getting QE off its balance sheet than raising rates. I agree with the author that it is getting hard for them to raise rates now. They should keep reversing QE while they can. The sad fact is the next downturn will spark cries for more QE again. It's a genie in a bottle that can't be put back once opened.

Einhorn Says Tesla Once Again "On Brink Of Failure"
5 days ago

They can sell off pieces of themselves if they get in big enough trouble. That would be the sign. There are way too many variables to declare that it will or won't survive. The chief issue is whether or not they can raise more capital or equity in the near term.

In this article: TSLA
Labor Slowdown Already; Another Account Falls In Line Of May 29
7 days ago

We really need to look at total employment and the total increase or decrease in wages in the US. The unemployment report doesn't cut it these days. Growth has certainly leveled off as we are seeing now.

Does Economic Stability Contribute To Growth?
7 days ago

Usually that is the case. However if debt becomes to enormous then inflation could cause bond payments to exceed tax increases when inflation rises. Certainly a government that cuts taxes and has massive debts might not want rates to rise because the tax increases may not offset the interest rate payments.

Does Economic Stability Contribute To Growth?
8 days ago

They want low inflation because countries are running massive deficits and the central banks have a tremendous amount of debt to keep floating.

Flat Is The New Hot In Canadian Home Prices
13 days ago

Last I heard Canada was looking for laws to staunch the flows of overseas money going into investing into its real estate. Although higher prices are good for sellers, having your housing eaten up for investing creates a whole new mess of problems. Housing still needs to be primarily for people to live in. This is an important but strangely overlooked issue these days.

Payrolls: Fragile Friday
13 days ago

At least the economy is stable for quite a while. The weakness is not all America's fault but QE and zirp doesn't help. Although it lifts boat up it prevents strong growth. A big problem is global growth which is weak and the trade wars don't help. If everyone starts putting up trade barriers and tariffs we easily could do a lot worse than where we are.

In the meantime enjoy the small flowers from a mild economy and don't look for strong growth anytime soon.

DOW JONES Stuck In A Triangle Corrective Pattern
19 days ago

Don't you mean a triangle consolidation pattern? After the consolidation it may run up as a summer rally may occur. Then who knows what will happen.

In this article: DJI
Market Narrative With Supply And Demand
19 days ago

The big worry over Apple is that it is losing its cell phone marketshare in Asia and that has always tended to spell bad news for the rest of the World sooner or later. Look at what happened to Motorola and Nokia for instance. However, it's not as bad as it looks. Some of it is artificial cause by Trumps trade war. And some of it is pricing that Apple has not addressed. Simply put, the market is more competitive with competing products and lower component costs yet Apple keeps pricing high. You can argue brand value but when it's expensive in the US it's not really affordable in China and other emerging countries.

I think this has been heavily considered in the low PE Apple trades for. However, as discounting in expectation and reality sets in I wouldn't want to play it. I'd rather wait until Apple takes the leap and discounts their handsets to pull their pricing into line with the rest of the handset market. That said, Apple is not a dead stock and certainly is not worth selling for huge capital gains tax here. It is a waiting game more than a sell as bears would tell you. I don't expect a big Apple run up in the next year unless the whole market runs. Then it doesn't matter. It will be a function of "are you in the market or not?"

Notes On Friday’s Meltdown: Don’t Let It Fool You
26 days ago

The market's selloff Friday was good. The market needs to not get too far ahead of itself. What really needs to be done is to end the global trade wars which is hurting the US, China, Europe, etc. Strangely it is affecting the US the least but the fear is that it may affect the US long term.

In this article: QQQ, SPY
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Moon Kil Woong Commented on Is This The New Normal For Markets?:

The Federal Reserve is much better off getting QE off its balance sheet than raising rates. I agree with the author that it is getting hard for them to raise rates now. They should keep reversing QE while...

more
Moon Kil Woong Commented on Einhorn Says Tesla Once Again "On Brink of Failure":

They can sell off pieces of themselves if they get in big enough trouble. That would be the sign. There are way too many variables to declare that it will or won't survive. The chief issue is whether or n...

more
Moon Kil Woong Commented on Labor Slowdown Already; Another Account Falls In Line Of May 29:

We really need to look at total employment and the total increase or decrease in wages in the US. The unemployment report doesn't cut it these days. Growth has certainly leveled off as we are seeing now.

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