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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Latest Comments
A Cryptocurrency Crash Likely Wouldn’t Cause Aftershocks
1 day ago

The crypto impact will be felt less in the stock market because it isn't a component in the market like the dot com bubble, however, the willingness to take risk will have a dampening effect. Given the slow growth of the market it will cause a bump. Strangely, bitcoin and crypto betting is somewhat due to both greed and fear.

A crash in it will have to be assessed as to why it crashes. If it crashes because growth, stability, and market forces get back into play versus QE and destroying capital value with artificially low rates then it could actually be good for the market. If, however, it crashes due to the fact that optimism is subdued and cash flow diminishes so much everyone needs US currency to cover expenses this will be caused by the market and crypto currencies will just be a giant glaring example of the fallout.

In this article: BITCOMP
Market Briefing For Wednesday, Dec. 13
1 day ago

The market should be careful counting eggs before they hatch. That said, the stock market is doing just fine without much happening. I'm not sure if this deal falls apart how bad it will be for the market. The simple fact is, as things are today, a growing asset bubble is favored and encouraged. When this ends it will most likely end badly, that will be the time we need real reform. I don't see the tax proposal lessening the damage or likelihood of a cyclical downturn (it will happen eventually), but i do see it making the budget worse for dealing with it in the future.

In this article: SPX
The 30-Years Bubble - Why America Ain't That Rich
2 days ago

I agree with the author that the economic picture isn't as rosy as implied, however, it has been this way for years now. Furthermore the lack of people to recognize the giggling of past numbers to push up current numbers is infuriating. It is also true that Federal Reserve policy has inflated asset prices without economic growth to match.

However, the Federal Reserve and the government's ability to do what's in their interest at the cost of future growth has no bounds and will persist until it can no longer. Calls for its immediate demise are weak. There are however cracks. The economy is being supported by weak dollar policies which aren't sustainable. Inflation continues in sectors of the market although it hasn't spilled into the retail space. It may if weak dollar policies are pushed too far.

The good news is the rest of the world is recovering and is more stable than last year. This will help the economy. Likewise, looking at the market, the fact is big corporations have been growing by eating smaller players and buying up their stock with debt. This is one reason why the market has gone up and is justified whereas it wouldn't be if the market hadn't actually been shrinking. There are a lot of factors going into the market and things aren't that cut and dry. That said, caution is key here, especially since the author is right and household incomes aren't keeping up.

Making Money When The Party Ends
5 days ago

I agree that it is best to be safe, however, fear not love of gambling is what's driving the market. The fear of what to get into if rates increase is what's forcing money out of housing and everything else that doesn't make a decent return and into cryptos and everything else that looks like it will make a decent return. This is especially true for foreign money that isn't that impressed with bonds given they are all sporting losses with the dollars' devaluation this year.

In this article: SPY
Bitcoin Loses Steam As Steam Loses Bitcoin
5 days ago

More stability and predictability will come into play as it gets integrated with the futures market. Bitcoin doesn't need kids paying for under $50 games to be relevant.

In this article: BITCOMP
A Smarter Way To Approach Chinese Equity
6 days ago

Good analysis and a good conclusion. Central bank and government investment in the market is generally not good for those it invests in long term and is equally adverse to the economy as it distorts economic signalling and other things than market forces affect the sectors they are in.

U.K. Manufacturing Production Expands For 6 Consecutive Months In October
6 days ago

How much is this due to the slide in the US dollar? Devaluing the whole US for higher manufacturing sales isn't exactly the best for the US. The dollar devaluation has already led to increased asset prices, especially stocks. The issue is, this is not a sustainable solution longer term and can lead to problems.

Zenith Bank Continues To Perform Well
7 days ago

Louis, this is an interesting find although not without risk. Did the price pop so much because there was some financial uncertainty about its viability before?

Historical Finance Fight: Ben Graham Versus H.M. Gartley
7 days ago

Actually neither is that good without a little of the other analysis and both are inferior to understanding the company and the market trend supporting whatever revenue stream the company is depending on or wishes to develop. In tech and the medical fields it is especially important to understand the underlying factors if you want to be successful.

Depending on financials alone is a lazy way to invest. Steer clear of doing just this or relying on someone who does just this.

20 Trillion Dollar Mistake
8 days ago

The dollar has been depreciating as well making stock gains in the US look larger than they are as well.

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Moon Kil Woong Commented on A Cryptocurrency Crash Likely Wouldn’t Cause Aftershocks:

The crypto impact will be felt less in the stock market because it isn't a component in the market like the dot com bubble, however, the willingness to take risk will have a dampening effect. Given the sl...

more
Moon Kil Woong Commented on Market Briefing For Wednesday, Dec. 13:

The market should be careful counting eggs before they hatch. That said, the stock market is doing just fine without much happening. I'm not sure if this deal falls apart how bad it will be for the market...

more
Moon Kil Woong Commented on The 30-Years Bubble - Why America Ain't That Rich:

I agree with the author that the economic picture isn't as rosy as implied, however, it has been this way for years now. Furthermore the lack of people to recognize the giggling of past numbers to push up...

more
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