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Moon Kil Woong

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Latest  |  Highest rated
  • Apple And Microsoft Share A Dirty Little Secret [View article]
    I thought the dirty secret was Microsoft owns apple shares and likes them to keep anti-trust suits away. they make tons of money offering an adulterated sub-par version of Office to Apple users with no real substitute. Office is the monopoly that is a bit under attack by Google Docs. Even then Google Docs is horrendously bad but free.
    Apr 23 10:26 PM | Likes Like |Link to Comment
  • Facebook beats by $0.10, beats on revenue [View news story]
    He's probably sick of the money hungry Stanfordites without any novel ideas to grow the company besides expand to Africa, mine everyone's cookies, and copy Google buying out drone startups. Can you blame him?
    Apr 23 10:19 PM | 1 Like Like |Link to Comment
  • Facebook beats by $0.10, beats on revenue [View news story]
    he is smart to leave while things are good before they get bad. I suppose their are hints in the revenue growth and profitability that are less rosy than it appears on the surface.
    Apr 23 10:17 PM | 1 Like Like |Link to Comment
  • Why Do Americans Think Housing Is Such A Good Investment? [View article]
    Seldom they think about how much they have paid in taxes, mortgage interest, insurance, and maintenance and repairs. Buying a house in California at the bottom thanks to Prop 13 is generally good except Prop 13 has made home prices astronomical as well. In reality, for a vast majority of Americans a home prevents you from ever accumulating wealth as it sucks your revenue stream away for an asset that doesn't keep up with inflation after subtracting the costs.

    You should buy a house to live in more than to invest in. Of course, the government institutions like HUD, Fannie and Freddie, banks , mortgage brokers, and all others that leech off you for buying a house are are dead set against you seeing it as a cost of living choice. Strangely, they are also the ones that encourage you to take second mortgages etc. as well. friends, if the government subsidizes it, it is usually because it needs to because its a bad choice like 1)ethanol, 2) Obamacare (it costs more to most people than it increases your benefit unless the government or business pays for some or all of it. To be cost effective it must be single payer) 3) agriculture subsidies especially sugar (great a government that makes food prices higher not lower) 4) airline, auto, and steel union bailouts that destroyed our competitiveness worldwide. It is no surprise why our real estate market is broken.

    The government should not be meddling in the free market unless there is an overriding reason to do so because the main reason for government meddling is usually to enrich the few at the cost of the many.
    Apr 23 10:14 PM | Likes Like |Link to Comment
  • 'Did You Expect GOOG To Trade At A PE Of 10?' And Other 'Smart Beta' And Factor Investing Questions [View article]
    Sadly, many investors are not patient enough and are either too scared or too greedy to wait for inevitable datapoint expansion (whether it be margins, sales growth, PE, cash flow, etc.). It usually doesn't happen overnight and when it does it tends to be quick.
    Apr 23 12:36 PM | Likes Like |Link to Comment
  • Why Caterpillar Is Heading To $110 [View article]
    "And with evidence of moderate improvement in the U.S. housing recovery, this may very well prove true.", have you been looking at the terrible housing sales numbers or just the hyping lies of the government and analysts. Look at the terrible sales drop that came out for March today for instance. The chill is in the economy not the weather.

    Don't depend on industrial and commercial building either. Businesses have been keen on not expanding their cash flow on more employees and don't want to waste capital on facilities even if they raise and hold millions or billions in cash. A company that expands (save maybe Apple's $6 billion splurge on its flying saucer) this late in the business cycle deserves a lot of executive criticism when the inevitable downturn hits.
    Apr 23 12:34 PM | Likes Like |Link to Comment
  • New home sales plunge in March [View news story]
    Even Fannie Mae and Freddie Mac are fretting and trying to yank volume because when the housing market takes a real dip they will be dipping into the taxpayer through the government yet again. IPO: not until they clear the hundreds of billions of dollars in losses from the next recession whether it is now or later.
    Apr 23 12:26 PM | 1 Like Like |Link to Comment
  • What's Up Ahead For Silver? [View article]
    Please study chemistry and physics or geology.
    Apr 22 10:41 PM | 3 Likes Like |Link to Comment
  • A Closer Look At What S&P Sector Performance Is Saying [View article]
    It's saying inflation and an uncertainty about any real growth beyond that.
    Apr 22 10:39 PM | 1 Like Like |Link to Comment
  • A Moat Full Of Immortal Dinosaurs [View article]
    IBM or someone else should focus on keeping mainframe current and advancing it. Too often are users of mainframes and servers stuck with unwieldy and obsolete software. as for the death of mainframes, they are grossly over exaggerated. In effect, cloud services are operated by cluster server mainframes and all big data processing originates from mainframe processing.

    Mainframe technology is more relevant today than it was even 10 years ago. Who should be worried about becoming a dinosaur is Cable TV and Netfix (as more streaming technology and direct media to internet for free becomes widespread), Salesforce (because essentially they are a expensive software solution built on an expensive Oracle platform which is why they make no positive cash flow making their earnings a bit illusionary), Cisco (because there is no rational reason to stick with this moribund giant selling overprices products they must keep buying from start ups), Linked-In (because the IPO is over and now its now just an overhyped hiring agency with a lot of bad data profiles but at least they don't have to pay to enter the data into their website, and Facebook (because their expansion strategy of drones and expanding their user base to Africa is absurd. Thank goodness the CEO stole ideas from others and used investment banks to advise him on how to rip off -I mean monetize- users because his vapid ideas are frankly a joke.)
    Apr 22 10:29 PM | Likes Like |Link to Comment
  • The Adaptive Genius Of Rigged Markets [View article]
    An issue with HFT Is that you don't even get to see the market price because it moves and trades way before you even have a chance to see it. It's like being asked to drive blind down the road.

    An issue with trades nowadays is often your broker is magically your market maker and executes you literally. Most of your trades won't even trade with your broker booking a fat profit and calling you an idiot behind your back.

    Last, the author is correct that the regular market is no saint either with people on the floor or on the exchange looking for easy pick offs and offering lose, lose spreads. You are always best off making as few trades as possible even though your broker will give every reason why you should make a trade every day.
    Apr 22 02:49 AM | Likes Like |Link to Comment
  • What's Up Ahead For Silver? [View article]
    "If the U.S. dollar keeps strengthening and the U.S. equities resume their upward trend, this trend could steer investors away from precious metals and back to equities." That's a big if. If you look at the Us monetary base growth compared to the stock market you will see the slowdown in the base growth should have the opposite effect from what you are expecting.

    As for silver, speculators will tie it to gold and hopes of debasement, but really silver will continue to become increasingly scarce as demand for the physical grows for industrial use. It's just a waiting game. Silver is much more useful than gold and is about as equally scarce.
    Apr 22 02:36 AM | 6 Likes Like |Link to Comment
  • Uncertain Fed Plus Uncertain Economy Equals Uncertain Markets [View article]
    Washington will hold Russia responsible lol. Obama won't even directly sanction Putin's bank accounts and would rather cower in a corner and sanction his pals. Ukraine should just give up on any real help from the US until the next presidential election, at which point it may not even be there.
    Apr 22 12:56 AM | 1 Like Like |Link to Comment
  • The Event That Will End The Bull Market [View article]
    Very true. Also bear in mind the official deficit masks the even bigger problem of growing encumbrances like underfunded social security, pensions, multi year government contracts, etc. It's nice watching cash flow but has anyone stopped to look at the liabilities in the government's balance sheet. It's amazing.
    Apr 22 12:52 AM | Likes Like |Link to Comment
  • The Event That Will End The Bull Market [View article]
    Wonderful assessment. The leech will keep sucking and getting bigger until either it kills the host or is forcibly pulled off.
    Apr 22 12:49 AM | Likes Like |Link to Comment
COMMENTS STATS
10,632 Comments
33,318 Likes