Moon Capital Management

05/12/2020

I am naturally an optimist and am bullish on America. But it's hard to imagine 30 million lost jobs and a 35% GDP collapse would trigger only a one-week bear market.

For decades, the most common question I have been asked in business-ish settings has been “what is the stock market going to do this/next year?” That question has now been supplanted by “when do you…

04/22/2020

https://www.mooncap.com/a-letter-to-the-class-of-2020/

Congratulations. Now your work really starts. If you are leaving high school and headed to college, do not listen to the people who tell you that college will be the best time of your life…

04/05/2020

What will it takes to recover from The Great Suppression? David's comments at the link:
https://www.mooncap.com/the-great-suppression/

04/01/2020

What will it take to recover from the Great Suppression?

Our country has survived a Great Depression and a Great Recession. I have confidence that we will survive this economic calamity. When we do, I suggest we name this period the Great Suppression. Never has a country…

03/25/2020

Don't let down your guard during this crisis.

A crisis brings out the good in people. In some people, that is. In others, it brings out their worst – whether it is elected officials in Washington selling their personal hotel stocks before Congress destroys the hotel…

03/20/2020

David Moon warns about new cyber-criminal activity. Please read.

A crisis brings out the good in people. In some people, that is. In others, it brings out their worst. I’d like to warn you about the latter. As people look for as much information…

03/19/2020

Some observations from watching people's reactions to the economics of the coronavirus.

The coronavirus has taught us quite a bit in the past month, even if all of it isn’t true. We’ve learned about flattening the curve and social distancing. And although the primary purpose of Facebook…

03/12/2020

In the wake of continued stock market mayhem, some observations seem appropriate.

In the wake of continued stock market mayhem, some observations seem appropriate. In the four weeks following February 12, the U.S. stock market declined 17 percent, while the price of gold increased seven percent. If…

03/12/2020

David's thoughts about the stock market's reaction to the Coronavirus.

In the last seven days of February, the S&P 500 declined 13 percent, culminating in the worst weekly performance for the U.S. stock market since 2008. The Coronavirus Correction shaved $3.1 trillion of market value…

02/24/2020

The coronavirus may be the most significant economic event of 2020.

We’ve always known that the U.S. and Chinese economies were interdependent and that a slowdown in one would likely affect the other. Trying to dissect China’s reported economic figures is mostly a waste of time…

02/15/2020

Read our white paper before locking away your money in a product that is regularly misunderstood, misrepresented and mis-sold.

Read our white paper, “A Look at Variable Annuities,” before locking away your money in a product that is regularly misunderstood, misrepresented and mis-sold. Download our white paper: A Look at Variable Annuities…

02/13/2020

Whether because of their circumstances or in spite of them, more Americans are satisfied in their personal lives than ever before.

A recent Gallup poll finds that a record 90 percent of Americans are satisfied with their personal lives. Sixty-five percent of Americans report being “very satisfied”, also a new all-time high. Gallup didn’t poll any…