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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Home-Country Bias Part II
2 days ago

Nice article. It also shows why so many other countries' investors want to buy in the US. We are fortunate to be in the US.

US $ Smoked. Game Over? Is The Yen Telling?
2 days ago

Don't expect large flows to the US on tax holidays. In fact, the opposite has happened as foreigners pull money out of the US. The dollar will continue to show weakness until inflation drops, growth rises, or the Federal Reserve raises rates faster than inflation rises.

If Trump starts a trade war all bets are off. As everyone knows, the US can't finance its own deficits without considerable hardship.

In this article: FXE, FXY, UUP
What Baseball And Value Investing Have In Common
6 days ago

I like both of them. Nice article. Like baseball, you win by focusing on getting hits and not getting out more than swinging only for home runs.

How Long Can The Federal Reserve Go It Alone?
6 days ago

With the dollar falling as the President portrays the US as weak and threatens starting a trade war, interest rates and inflation can rise quite a bit more. Hopefully, more of the former than the latter. We'll all sleep more comfortably when the dollar strengthens.

Canada Goose Holdings Shares Surge In Stock Market Debut
8 days ago

Quack quack. Sorry I just had to put that in. A bunch of geese must have been very cold this winter. I'd avoid high end brands this year because it may get hit again like last year. That said, cold weather may drive sales more than Hermes scarves.

In this article: GOOS
This Won't End Well... Never Has
8 days ago

The good news is that this data is forward looking and may be as much as 6 months forward in some cases. I agree if things don't turn around we will see a dip. However, as in many cases you may not realize it because before a crash sometimes things get absurdly overvalued. In this case perhaps because people think thinks like earnings can't slow down further and should perk up. Until you go through the downturn, realize, it could always get worse, much worse.

Until then, some bulls will join in on the run up and feel like stars before they drop back down to earth.

In this article: SPX, VIX
Talking About Irrational Exuberance
8 days ago

Agreed, rebalancing is probably the best action moving from high volatility to lower volatility stocks especially and seeking strong value stocks. That said, almost everything in the market is valued on the high side besides commodity stocks, which may be still a buy in specific cases.

In this article: SPY
Henry Kissinger Schools Mercantilist Trump About Reserve Currency
8 days ago

Good article. Economics is complex and being the world's reserve currency is all the more difficult, however, as the author correctly states, it is worth it. Losing it would mean that the US couldn't finance its future deficits and would experience mass inflation as an import dependent nation. It would also lose its clout and with it lose a lot of the brand name value that enriches the country even though we don't produce most of what we get the branding value add for virtually free.

It is understandable that we should seek a change when we are the losers, however, the US is the mass winner in global trade and any other country would easily switch places with us, even China. Let us hope we don't give others the opportunity to switch places. The grass looks greener on the other side, but no grass is as green as the US economically speaking.

In this article: UUP
The Stock Market Doesn't Care Who The President Is - Here's Why
8 days ago

Largely true, however, Ronald Reagan didn't have it easy and had to tame high inflation and worked with the central bank to do so quite well. That said, he also stimulated the economy by running up massive deficits on voodoo economic tax cuts and mass deficits through a defense spending splurge.

The expectation was Trump would be able to cut taxes and do mass deficit spending too, however, I seriously doubt it. Fiscal conservatives aren't that dumb and Trump clearly isn't showing leadership that could encourage others to move to his side to secure their seats. There is little a President can do in Congress if their approval ratings fall below 70%.

Snap Crashes Below $20
8 days ago

It will help teach people to no longer chase IPO prices to astronomical prices, especially since so many are IPOed at prices that are already exceedingly robust in valuation.

In this article: SNAP
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Moon Kil Woong Commented on Home-Country Bias Part II:

Nice article. It also shows why so many other countries' investors want to buy in the US. We are fortunate to be in the US.

Moon Kil Woong Commented on US $ Smoked. Game Over? Is The Yen Telling?:

Don't expect large flows to the US on tax holidays. In fact, the opposite has happened as foreigners pull money out of the US. The dollar will continue to show weakness until inflation drops, growth rises...

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Moon Kil Woong Commented on What Baseball And Value Investing Have In Common:

I like both of them. Nice article. Like baseball, you win by focusing on getting hits and not getting out more than swinging only for home runs.

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