Seeking Alpha
View as an RSS Feed

O. Young Kwon  

View O. Young Kwon's Comments BY TICKER:
Latest  |  Highest rated
  • Dalio: QE 4 more likely than sustained rate hike cycle [View news story]
    It's a very much interesting story. Let us see the Fed's tightening.
    Aug 27, 2015. 01:07 PM | Likes Like |Link to Comment
  • Treasury yields on the rise after strong GDP number [View news story]
    A good and brief summary on Treasuries. It would be a chance to buy a dip.
    Aug 27, 2015. 09:10 AM | 1 Like Like |Link to Comment
  • The Federal Reserve Doesn't Blink This Time, The Market Does [View article]
    The Fed blinks with the selloff during 8/19-21/2015? The Fed would not by hiking the short-term rate as expected. Otherwise the market would be weaker further.
    Aug 23, 2015. 08:34 AM | Likes Like |Link to Comment
  • The RED Spread: A Market-Breadth Barometer - Can It Predict Black Swans? [View article]
    Is Black Swan coming? Some say so but I disagree because:

    • The global financial system in not turmoil.
    • The global economy is not topping out yet – no recession is on horizon how
    • The Equity and bond markets have not moved in the same direction toward to cash.
    • Big institutional investors such as hedge funds have been fat cash holdings.
    • The Short-sale ratios have been very high recently.

    As a consequence, a strong sharp rebound seems to be imminent, not far away.
    Aug 23, 2015. 05:13 AM | Likes Like |Link to Comment
  • Can A Well-Defined Portfolio With Enough Cash Weather Major Storms? [View article]
    Dear Investor:

    Are you shocked by a sharp correction of the market induced by the China dread?

    One clear comfort is that the market didn't crash, but just made a sound adjustment, even though it was a bib way.

    Note the decoupled movements between VTI and BND on Wednesday, Thursday, and Friday: VTI was down by 0.84%, 2.23%, and 2.88% while BND was up by 0.36%, 0.09%, and 0.16%, respectively.

    That's why these selloffs is different, compared with those in the market crash in 2007-08.

    Young
    Aug 22, 2015. 11:36 AM | Likes Like |Link to Comment
  • Rebuilding The Wall Of Worry [View article]
    Hi, Jeff.

    A good view which I agree with. It's a sound correction because VTI & BND have been decoupled this week.

    Young
    Aug 21, 2015. 06:13 PM | 1 Like Like |Link to Comment
  • A Satisfactory Portfolio Adjustment For The 2014 Market Tumult [View article]
    To View "Update: The Performance of a Vanguard Index Portfolio with Dual Controls (November 21, 2014)", click:
    http://seekingalpha.co...
    Nov 24, 2014. 05:27 AM | Likes Like |Link to Comment
  • A Dual-Portfolio Strategy With 2 Controls Has Worked Out. Can It Weather Any Looming Storm? [View article]
    Update: The Performance of a Vanguard Index Portfolio with Dual Controls (November 21, 2014)
    http://seekingalpha.co...
    Nov 24, 2014. 05:26 AM | Likes Like |Link to Comment
  • A Dual-Portfolio Strategy With 2 Controls Has Worked Out. Can It Weather Any Looming Storm? [View article]
    To view "John C. Bogle on Index Investing", click:
    http://seekingalpha.co...
    Nov 23, 2014. 05:57 AM | Likes Like |Link to Comment
  • A Satisfactory Portfolio Adjustment For The 2014 Market Tumult [View article]

    to view "John Bogle on Index Investing"
    http://seekingalpha.co...
    Nov 23, 2014. 05:54 AM | Likes Like |Link to Comment
  • How A Portfolio With Dual Controls Made Its Joyful Journey Over The 2014 Mid-October Market Rout, Halloween Surge, And The Election Rally. [View instapost]
    John Bogle on Index Investing
    http://seekingalpha.co...
    Nov 23, 2014. 05:49 AM | Likes Like |Link to Comment
  • John Bogle On Index Investing [View instapost]
    To view related articles, link:

    A Satisfactory Portfolio Adjustment For The 2014 Market Tumult
    http://seekingalpha.co...

    A Dual-Portfolio Strategy With 2 Control Has Worked Out. Can It Weather Any Looming Storm? http://seekingalpha.co...
    Nov 23, 2014. 05:45 AM | Likes Like |Link to Comment
  • A Dual-Portfolio Strategy With 2 Controls Has Worked Out. Can It Weather Any Looming Storm? [View article]
    A special Daily Market Information (DMI) (Nov. 7) is posted to focus on index investing with John Bogle’s comments in the WSJ and MorningStar, and my article. To view it, link: The Daily Market Information (DMI) Nov. 7, 2014, Friday) (S)
    http://seekingalpha.co...
    Nov 9, 2014. 10:12 AM | Likes Like |Link to Comment
  • A Satisfactory Portfolio Adjustment For The 2014 Market Tumult [View article]
    A special Daily Market Information (DMI), Nov. 7) is posted to focus on index investing with John Bogle’s comments in the WSJ and MorningStar, and my article. To view it, link:The Daily Market Information (DMI) (Nov. 7, 2014, Friday) (S)
    http://seekingalpha.co...
    Nov 9, 2014. 10:10 AM | Likes Like |Link to Comment
  • How A Portfolio With Dual Controls Made Its Joyful Journey Over The 2014 Mid-October Market Rout, Halloween Surge, And The Election Rally. [View instapost]
    A special Daily Market Information (DMI) (Nov. 7) is posted to focus on index investing with John Bogle’s comments in the WSJ and MorningStar, and my article. To view it, link: The Daily Market Information (DMI) (Nov. 7, 2014, Friday) (S)
    http://seekingalpha.co...
    Nov 9, 2014. 10:08 AM | Likes Like |Link to Comment
COMMENTS STATS
963 Comments
736 Likes