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
Flattening Yield Problem & Death By Low Volatility
4 days ago

The issue is that many run ups in the past were driven by excessive risk taking whereas this market run up is more a case of putting money in one of the few last asset classes that make decent returns more than a desire to take on risk. Because of this the move has been longer and more sustained and the risk has stayed hidden far too long.

It takes a trigger event to unwind it. For now, an obvious and predictable trigger has not presented itself. We will see if one appears on the near term horizon the next 12 months.

Sports, Stocks, & The Magic Quadrants
4 days ago

This is a nice starting point, however, at some point you must weight risk with reward. Right now many are correct in seeing the risk much higher than the reward, yet the Fed's low rate game has shoveled many people and their assets into stocks and real estate as the only game in town. This has made the risk much greater as the past reward has been pushed up.

It is uncertain how much more the reward can and will be paid out.

In this article: PBI, TSLA
The Longer-Term Trend - Saturday, June 24
4 days ago

Generally, I would only buy high PE stocks that are growing revenue and profitability and whose debt is shrinking or non-existent. On the low PE side, I'd only buy them if either revenue or profitability is growing and the debt in their balance sheet is dropping.

That said, it's hard to find a golden Easter egg, but you can still find them if you look hard enough.

In this article: SOXX, IYC, KRE, SPX, TYX
Are We Trapped In A Cycle Of Booms And Busts?
14 days ago

Economic cycles exist to create long term stability and support growth. What we have now is low growth and short term stability. I fear this leads to rot just like if there were no tides in the ocean and/or a catastrophic event when the short term stability ends much like a fault that hasn't had a quake builds up pressure making a quake more likely and larger.

The simple fact is, more and more people are unaccustomed to cycles making me worried those in the market can't handle the losses associated with a large cyclical downturn when it comes. The longer we go without a correction the worse it will get.

Here’s The Real Reason Why The Market Is Going Up
14 days ago

Good point. Don't forget TBTF banks also are parking their money in the stock market which is more worrisome. They are the most likely to dump when things go sour.

In this article: AAPL, AMZN, NFLX, FB, GOOGL
Are We Trapped In A Cycle Of Booms And Busts?
15 days ago

Booms and busts are the market and it is good for the economy. The attempt of central banks and politicians to prevent this cycle is what has harmed the market and what has killed economic growth and expansion. We are living out what happens when socialist ideas encroach too heavily on the free market. It is fortunate that it is not that ugly yet, although we haven't seen the downside yet.

Nasdaq Selling Presents Opportunity In This...
15 days ago

Tech will rise again, however, I think the fall is way overdue. Valuations are stretched and even poor tech stocks that aren't profitable have been rising. A clean sweep helps separate winners from losers. For those in tech long term, it is not much of a big deal.

The issue is there are a lot of people in tech who are not aware or willing to deal with the risk which is often a 50% or more downside when a tech selloff occurs.

The Easy Money Is In The Stock Market
24 days ago

The government has little control on the market and even less fiscal control. The worse outcome is actually the government exacerbating things by causing inflation or hurting growth with added taxation, regulations, or tariffs. I agree that the stock market is the best place to be, but that's why valuations are high in much of it besides the out of favored stocks where valuations are good, however, that doesn't help those in these stocks. Easy money is in the stock market even so, however, you may have to wait longer than a year. The valuations are still good for many stocks long term, not short.

In this article: QQQ, SPY
Gold & Silver Still The Leaders In 2017
24 days ago

Dollar weakness may become an issue if the US keeps weakening its global leadership. The US needs the dollar to be the global currency thanks to its uncontrolled debt and now out of control central bank. Without it, the currency falls further. Be careful, although stocks will do fine as they alter prices based on any devaluation, bonds will fare horribly if the dollar price declines. US treasuries don't have enough yield to make up for the risk of currency devaluation.

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Moon Kil Woong Commented on Flattening Yield Problem & Death By Low Volatility:

The issue is that many run ups in the past were driven by excessive risk taking whereas this market run up is more a case of putting money in one of the few last asset classes that make decent returns mor...

more
Moon Kil Woong Commented on Sports, Stocks, & The Magic Quadrants:

This is a nice starting point, however, at some point you must weight risk with reward. Right now many are correct in seeing the risk much higher than the reward, yet the Fed's low rate game has shoveled...

more
Moon Kil Woong Commented on The Longer-Term Trend - Saturday, June 24:

Generally, I would only buy high PE stocks that are growing revenue and profitability and whose debt is shrinking or non-existent. On the low PE side, I'd only buy them if either revenue or profitability...

more
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