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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Seeking Future Results, Not Past Returns
1 day ago

Increasingly the market is favoring selection over broad based exposure. As time passes companies with strong cash flow, decent growth, and low debt will be favored. I agree with the author to start trimming, but I'd go a lot further faster. To deal with the future you need to look into the balance sheet and cash flow statements.

In this article: SPY, QUS
Cracking Down
1 day ago

Phil is right that this effect will be a long term effect and as such I think it will not be so much a giant spike in oil that will kill all global growth instantly but more like a gradual and persistent rise in oil prices as India and the world realize that the global oil reserves we are sucking off of currently won't last forever. Saudi Arabia will not be able to cushion meaningful declines in Iran shipments. That will mean the global reserves will get tapped out that much sooner.

In this article: OIL, UGA
This Is The Most Important Chart To Watch On Italy
1 day ago

Agreed, nothing has really been solved, only delayed in Italy and Greece. Problems will resurface, but I suspect it will be at least another year before it reaches crisis level again.

Weekly Wrap: With This Market, The Devil Is In The Details
4 days ago

We will see if Amazon can stay above the fray as other companies are trying to go their direction. Amazon has one thing they don't, a lucrative data warehousing business.

In this article: IBB, IYR, XLE, XLU, REI, IJR, HAS, KO, PG, UN, DANOY, NSRGY, PCAR, ULH, BIG, GPS, HD, KSS, RL, TGT, TIF, TJX, WSM, ROST
Biotech Stocks Emerge Unscathed And Ready To Go
4 days ago

What is holding Biotech's down is worry over debt and cash flow more than anything else. Buy the ones that don't have to raise money and you should be fine regardless.

In this article: CVS, MRK, IBB, INCY, ESRX, XBI, ARNA, ECYT, IMMU, IRWD, DVAX, SUPN, SRPT, AGIO, QURE, HRTX, LOXO, ATRA, BGNE, ADAP, CRSP, CBIO, GTHX, MRTX
Buy The Small Caps?
5 days ago

The small caps have gotten beaten up and consumed by larger caps this whole recovery. Worse yet, the SME's have had it tough. This is one reason why the economy can't grow. The winners have clearly been the large caps and will likely continue to be so.

In this video: IWM
Canada Is Unable To Participate In The Recent Surge In Oil Prices
5 days ago

Canada benefits, it just can't increase its sales right now. The issue is processing. New refineries are being geared to US oil production rather than overseas oil mixes. Canada should look to Europe or Asia to sell as well. That said, they need close partners to build out processing infrastructure there.

In this article: OIL
Higher Oil Price: Winners And Losers
10 days ago

Given if oil prices stayed at their low the US economy would be doing badly because banks would be wallowing in losses from bankrupt oil companies and oil equipment companies, this is a turn for the better. Although consumers will pay for more at the station, the money isn't lost in the economy, just moved around. What the tax cut finances is making it easier for the Federal Reserve to cut some QE off its books. And even that may not stay as a drain on the economy long, because 'm sure it will be reused again the second the next recession hits or the Treasury finds it hard to fill its Treasury Bond auctions.

Emerging Markets Hit With Biggest Outflows Since December 2016
10 days ago

It is amazing how much money actually flowed into emerging markets this late in the cycle. Those investing in it to get over-sized gains are likely to feel the reverse effect as inflation and tighter credit markets hurt them more than others.

In this article: EEM, UUP, TNX
A Death Match Between Bulls & Bears
10 days ago

The market is not that up or down for a good reason. Most of the move is not seasonal but rotation. You can see rotation towards commodity cyclicals as well as energy and away from investments that are adversely affected by inflation as well as companies with high debt loads. Interestingly growth stocks are not down and out but registered good results as well.

In this article: SPX
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Moon Kil Woong Commented on Seeking Future Results, Not Past Returns:

Increasingly the market is favoring selection over broad based exposure. As time passes companies with strong cash flow, decent growth, and low debt will be favored. I agree with the author to start trimm...

more
Moon Kil Woong Commented on Cracking Down:

Phil is right that this effect will be a long term effect and as such I think it will not be so much a giant spike in oil that will kill all global growth instantly but more like a gradual and persistent...

more
Moon Kil Woong Commented on This Is The Most Important Chart To Watch On Italy:

Agreed, nothing has really been solved, only delayed in Italy and Greece. Problems will resurface, but I suspect it will be at least another year before it reaches crisis level again.

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