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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Stocks And Precious Metals Charts - Don't Lie To Yourself
5 days ago

I agree with you that the market is assuming a lot of promises that may never come and probably won't come without a cost. However, the market has been assuming lies for years before as well. How long has the market been expecting robust growth to resume, low interest rates to grow the market, high housing prices to excite massive home building. We got a asset bubble and that's about all.

Sadly #Trump eluded to asset bubbles, Federal Reserve games, and fake employment before he was elected and now that he is elected seems to have co-opted all this. Inevitably, it will blow up unless fed in even greater amounts. We will see if he will continue the bubble with taxpayers money and Fed games or will let it end. In reality, it is best to let it end quickly so you will come out of the dip before 4 years and a new election rolls around.

Sadly, the market and most people assume he will be just like all other politicians. Let the bubble keep growing and hopefully it will blow up on the next President. For shame, its the American people and the kids who suffer this type of political behavior.

In this article: GLD, SLV, UUP, SPX, VIX
Tesla, Inc. Stock Still On The Rise Ahead Of Earnings
5 days ago

The run up isn't warranted, however, that can be said of the whole market. The real issue to watch for on #Tesla is dilution due to needing more money and their cash and cash flow which is not that good. Tesla needs to focus on its core. Cutting growth on solar, refusing to self finance customers, and making the users pay for their purchases will help. Sadly, those who already bought their panels will be the cash hog to support their panel business for all the years they must pay for their purchases. Hopefully, they will turn out ok through electric bill savings although they maybe could have saved more with other deals.

The real fear is they default on their purchase or pursue legal ways to get out of the contract if the terms appear overly adverse to them. $TSLA

In this article: TSLA
Weekly And Seasonal US Corn And Soybean Shipment
5 days ago

Nice charts. Farm products in general are doing better, however, the agricultural area are the most likely candidates to be hurt by trade wars because the US subsidizes them and they at bought from most of the countries we are threatening trade wars with. So caution is the best stance to take even though demand is increasing for now.

In this article: CORN, SOYB
Market Talk- Tuesday, Feb. 21
5 days ago

The should raise rates, however, they should have done that over 3 years ago so that doesn't mean much. I figure there is less than a 50% chance only because it is increasingly hard not for the Yellen to do something. Undoubtedly, she would like to feed capitalist poison until she is forced to leave and insure the capital bubbles survive only to blow up on whoever takes over.

There should be a requirement that all Fed chairs must leave with interest rates at least at 3% or at the rate they received their appointment (whichever is highest) to prevent the mad money giveaway we have seen without regard to the inevitable consequences. This would make them face the horrors they create.

The Market Rallies "Furthur"
5 days ago

The market isn't tripping. It's enjoying the potentially last remaining slow gains that have been going on for years now. There is latent hope that Trump will spur greater gains when he implements deficit generating policies like increased deficit spending and tax cuts. We will see though. Conservative Republicans are against massive government stimulus on the backs of our kids (deficit spending) and rightfully so.

As for tax cuts, we have yet to see if that will materialize and increasingly looks like more wealth distribution re-alignment. If it goes to wealthy people at he cost of the middle class it will be bad for the economy and a death knell for the Trump dream. Increased wealth generation for the middle class is what is needed to spur the economy further. Risk is inherent going forward after this year, however, this year seems ok from that which is already known.

Inflation Has Been Rising
21 days ago

#Inflation to bankers doesn't mean growth, it means they can charge a greater spread. They could care less about growth and TBTF banks have been actively inhibiting it because they want zirp and since they can't have it now want a higher interest rate and bigger spread.

Don’t Count On The Great Rotation
26 days ago

The idea was to raise rates slowly given it's the end of the cycle, which is the worst time to do so. The only reason why we are even considering this is due to the failure of the Federal Reserve to raise rates for 6 years prior.

Financing US Twin Deficits: Reliance On The Kindness Of Foreigners
26 days ago

#Trump's acts inhibiting free trade and creating trade barriers by taxes will have an even worse chilling effect on growth and cause inflation to boot. That said, his budgetary ambitions are only acceptable when compared to #Hillary Clinton. The Republicans have elected a Democrat when it comes to spending. It is up to them to reign him in.

Richard Maybury: Trump Will Spend Astounding Amounts Of Money
26 days ago

#Trump wants to spend an exorbitant amount of money which is why I derided the Republican choice early on. Still, it's better than #Clinton. In either case, Congress' job is to manage the nations purse like it is their job to manage the Federal Reserve. Hopefully they, won't fail us twice by giving that duty away.

Does A Snowball Have A Chance In Hell?
26 days ago

The snowball is a big bully named #Trump who got into office talking about getting government out of business and is instead injecting government into it. We still await real measures that cut bureaucracy, taxes, etc. Even so, talking up and down stocks in an irate fashion by the President and implying threats to do things is causing chaos the longer it continues.

In this article: IBB, IWM, SPY, XRT
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Moon Kil Woong Commented on Stocks and Precious Metals Charts - Don't Lie To Yourself:

I agree with you that the market is assuming a lot of promises that may never come and probably won't come without a cost. However, the market has been assuming lies for years before as well. How long has...

more
Moon Kil Woong Commented on Tesla, Inc. Stock Still On The Rise Ahead Of Earnings:

The run up isn't warranted, however, that can be said of the whole market. The real issue to watch for on #Tesla is dilution due to needing more money and their cash and cash flow which is not that good....

more
Moon Kil Woong Commented on Weekly And Seasonal US Corn And Soybean Shipment:

Nice charts. Farm products in general are doing better, however, the agricultural area are the most likely candidates to be hurt by trade wars because the US subsidizes them and they at bought from most o...

more
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