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Moon Kil Woong

 
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Latest  |  Highest rated
  • Bill Gross: Games People Play [View article]
    I think the game you are thinking of replacing monopoly with is a liars game of cards where the amount you bet is always hidden, the dealer getting to bet against you, as well as the house having access to your chips all the time. And people wonder why the public and companies are not willing to play this game. Hmmmm.... how stupid do they think we are. We learned capitalism in school and this isn't capitalism.
    Jan 31, 2015. 11:13 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    Wouldn't know. I avoided 2008 and was bullish after the crash.
    Jan 31, 2015. 11:08 PM | Likes Like |Link to Comment
  • U.S. Deflation Update [View article]
    Generally you're right, but not when you use anti capitalist means that screws up proper capitalist signaling.
    Jan 31, 2015. 11:06 PM | Likes Like |Link to Comment
  • Microsoft Severely Undervalued After Earnings Dive [View article]
    My reply was just speculation. No one knows what Microsoft will inevitably do. Apparently they don't and just pulled somewhat back from the enterprise free upgrade.

    http://bit.ly/18EbVwb

    Anyways thanks for posting updates. We will see where this leads. In the meantime I'm delaying my new notebook purchase.
    Jan 31, 2015. 11:04 PM | Likes Like |Link to Comment
  • 15 Biotech Names For 2015 [View article]
    Many of these are worth watching although this sector is in overvalued territory. Still, there is always great winners as medical science and drug development progresses at breathtaking speed.
    Jan 31, 2015. 10:39 PM | Likes Like |Link to Comment
  • IBM hikes Rometty's compensation for 2015 [View news story]
    I'd understand it if she did a major restructuring. The sad fact is this is terrible performance and the restructuring is yet to begin. Layoffs for IBM have always been a sticking point and sadly, they seem to end up making the best leave first.
    Jan 31, 2015. 10:36 PM | 2 Likes Like |Link to Comment
  • FDA clears abuse-deterrent formulation of Zohydro [View news story]
    I wonder if its enough to help pull this one out of the dumper. At least they should get a nice temporary spike. Then they must actually begin to sell it.
    Jan 31, 2015. 10:34 PM | Likes Like |Link to Comment
  • Fed Rate Hikes And The Stock Market [View article]
    "'Quant' analysis cannot account for the policy distortions introduced post-2008.", this is a very true statement and one of the worst problems today. In fact, the Federal Reserve has, along with a number or free market intrusions like putting Fannie and Freddie under taxpayer obligations and government control, destabilized free market signaling so much people are forced to only care about what they are going to do to destabilize or restabilize the system. This is why there is no strong market growth or anything else. Banks rather gamble with commodities and stocks than lend, businesses rather buy back their stock than invest in an artificially induced economy, people rather hunker down than trust anything.

    The only thing known is the Federal Reserve is financing banks with liquidity to buy stuff and gamble in stocks, commodities, housing and whatever else. Banks are as eager as flies to shit to dump their loans on taxpayers through Fannie and Freddie. And the sirens keep singing to individuals to borrow some more because everything is getting better and better.

    This market is already overextended thanks to government and central bank action. That much is known as is the fact downturns in such cases tend to be very nasty.
    Jan 31, 2015. 03:08 AM | 2 Likes Like |Link to Comment
  • Proof That Cash Is A Position Too [View article]
    Superb chart and telling. Regardless of what happens, I tend to believe the market as well as the economy is well beyond its limit here, it yet another good warning sign regarding the current market valuation and the risk involved in holding it here.
    Jan 31, 2015. 02:51 AM | 3 Likes Like |Link to Comment
  • Q4 GDP growth of 2.6% a bit light of estimates [View news story]
    I agree with all of you and that's why I said 2015 would be a downturn well before Q4. For one thing the business cycle has been propped up and over extended by the Federal Reserve, the government, and policy and legal changes that make accountants puke like no-mark to market for TBTF banks. Blinding people from the facts, distorting market indicators, and pouring QE and zirp jet fuel into a economy already well past its natural cycle, and then encouraging overloaded TBTF banks to speculate on everything from the stock market to commodities rather than lend is a recipe for inevitable utter failure.

    The Fed's indecision is understandable. It can't push the cart further and can't pull back without creating a downturn that's going to happen anyway. Worse still is in this position they have nothing but ugly ways to pull us out of a market downturn given they have interest rates already floored and haven't cleaned up QE (there is no known way to ever clean up any QE). Yes, I believe the Fed will not raise rates not just because oil's decline will create deflation. They won't raise rates because they already created all the requirements for another bad downturn and they know it very well by now. The issue is how much of the public knows it.
    Jan 31, 2015. 02:26 AM | 2 Likes Like |Link to Comment
  • One Word Sums Up Google's Problem [View article]
    Like most all the tech world these days, the stock ownership set up is absurd at best. Google is a god company. A fine company save for the fact its executives made it so they can constantly squander and mislead their employees on wild goose chases that cost millions. All the while, they could care less like Facebook because investors gave them enough control they don't ever have to take responsibility for losing investors money.

    Someday, Wall Street and investors will be wiser and not let public companies be run like personal companies. The interest of the shareholders has little to do with what their execs are interested in.

    That said, they did develop a great search engine and a great cellular handset OS. How long they can rest on their laurels remains to be seen. It is entirely possible they meet a fate similar to Yahoo. After all, they have ruined their own searches by introducing all the ads and junk they used to outperform Yahoo in the first place. I frankly can't see much better results with them than their competitors nowadays and it seems to be getting worse every year.

    The conflict with search engines is that their very success makes them worse. A good search engine without tons of ad revenue will always outperform a good or even great engine loaded with billions from advertisers. It doesn't take a tech genius to figure out why that is.
    Jan 31, 2015. 02:15 AM | 8 Likes Like |Link to Comment
  • Sorry Big Mac, It's Going To Take Plenty More To Change This Company [View article]
    Agreed. McDonald's CEO's regularly declare that they are more a property investment than a burger joint. Their mentality shows as their quality has massively declined overseas and they have failed to even try to keep up with food quality in the US. As they say, if it weren't for their fries no one would go there. That is a very sad statement to base so much value in.

    However, there is another value in McDonalds. McDonalds has a powerful lobby that allows them to build or keep open junk food places close to schools and hospitals where regularly they are prevented from because it encourages bad dietary habits and is unhealthy for just about everyone. McDonald's old game plans need to go away and they need to step up in food quality and or health or go the way of the dodo. The only reason their financials look even close to decent last year is the price raises.

    If they do it again this year it will be 100% apparent those going there are getting royally ripped off for what they get for their money.
    Jan 31, 2015. 02:06 AM | 7 Likes Like |Link to Comment
  • Exxon Mobil: There Will Be Blood [View article]
    Exxon is a bit insulated in that they are in the whole oil chain and prices are falling in processing slower than in oil prices. This provides some windfall, but as gasoline and plastic prices give way to the gradual decline the revenue will not make up for the price of oil's decline nor will the profit. Eventually, the author is right, something will give. That will be Exxon's price.

    Even so, for those that own Exxon long term, it matters little. Exxon is one of the best long term investments one could have as long as Saudi Arabia remains a solid producer.
    Jan 31, 2015. 01:58 AM | 2 Likes Like |Link to Comment
  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    LOL and SA's leader says you won't see $100 oil ever again. These are just speculation. Before even discussing that let's discuss all the massive excess traveling around the world in tankers and the rapid fill of excess capacity as the world produces massive excesses every month now.
    Jan 28, 2015. 11:11 PM | 1 Like Like |Link to Comment
  • Tall order for new McDonald's CEO [View news story]
    What ever happened to unionization. LOL, I'd be scared to eat anywhere where there is union labor making my food, spittle may be the next secret sauce.
    Jan 28, 2015. 11:07 PM | 2 Likes Like |Link to Comment
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