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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China Shows How To Fight A 21st Century Trade War
5 days ago

I don't believe China will cease buying treasuries, although big buyers will likely cut buying as they see and expect more rate hikes and watch for signs of inflation. It is not increasing oil prices that alone are a concern for inflation watchers. There is increasing demand which is a stronger signal about potential broad based inflation on the horizon.

WalMart Is Firing 1,000 Corporate Workers
5 days ago

Sadly higher wages drive the push towards increased efficiency and automation. That drives a decrease in jobs. In economics things have a trade off. Those pushing for higher salaries across the board better be ready for the potential fallout which tends to be job loses and inflation. Growing the real economy is harder than just demanding wage increases. People need to read economics books before proposing overly simplistic solutions.

Walmart's actions are a good case in point.

In this article: WMT
Why Focus On Risk? Because It’s Good For You
6 days ago

Indeed, the key is asset preservation and then returns. It is often said often but rarely followed through. Rather than getting out of the market, or buying puts, asset rotation to safer but less exuberant stocks that pay sustainable dividends is a wise move as the cycle continues. One should focus on cash flows and look at the balance sheet to consider stocks from now on.

In this article: SPX, VIX
Traders Are Betting The Fed Is Wrong
6 days ago

I don't believe the Federal Reserve believes what it is putting out. As stated before, they are raising rates in order to give themselves at least the slightest amount of breathing space before the cycle ends sooner or later. I don't believe, and neither does the Federal Reserve that the cycle will end this year.

It is natural that others are also wary of 2019 or 2020. After all the Federal Reserve has stimulated and now the US government has now stimulated the economy in a way that can't be repeated.

The Common Denominator For Everything
14 days ago

Good article again Jeff, which begs the question, why did we following Japan off the deep end even though we know what is in store for doing it? Like Japan we will forestall the inevitable effects as long as we can which just digs a deeper hole for us to fall through when we don't have the monetary or fiscal capability to dig our way out of our mess. As they put it, the closer you get to the black hole the harder it is to escape its destructive nature.

"Everything Is Overvalued": Public Pensions Face Dangerous Dilemma In 2018
14 days ago

I am more scared about the real estate vesting than the stock assets, although real estate obviously can doom the economy and everything else like the last major downturn. That said, as you can see, the exposure here isn't too out of whack. Perhaps alternatives are something to look into closer.

Don’t Be Fooled By This 12% Yield
14 days ago

Good call Marc. Such antics are dangerous. Not only will you lose your dividend but the stock will fall too, a double whammy of bad. Sadly, this company is not the only one paying unsustainable dividends in excess of profitability to fund them.

In this article: CNSL
Best Stock Sector To Watch For In 2018
16 days ago

Rates have been low for years. I think those who wanted to borrow to invest have done so long ago or are those who can't get low rates to do do. I would caution against borrowing more to invest this late in the cycle with rising interest rates.

In this article: C, JPM
Factors Affecting Option Prices
16 days ago

Volatility and interest rates are expected to rise this year, so spreads and costs will increase for options this year without a doubt. Whether or not the winners will be longs or shorts is more nuanced.

The Charts To Watch In 2018
16 days ago

Nice Charts. I look forwards to updates.

In this article: ACWI, EEM, VIX
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Moon Kil Woong Commented on China Shows How To Fight A 21st Century Trade War:

I don't believe China will cease buying treasuries, although big buyers will likely cut buying as they see and expect more rate hikes and watch for signs of inflation. It is not increasing oil prices that...

more
Moon Kil Woong Commented on WalMart Is Firing 1,000 Corporate Workers:

Sadly higher wages drive the push towards increased efficiency and automation. That drives a decrease in jobs. In economics things have a trade off. Those pushing for higher salaries across the board bett...

more
Moon Kil Woong Commented on Why Focus On Risk? Because It’s Good For You:

Indeed, the key is asset preservation and then returns. It is often said often but rarely followed through. Rather than getting out of the market, or buying puts, asset rotation to safer but less exuberan...

more
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