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Moon Kil Woong

 
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Latest  |  Highest rated
  • The Death Of Oil Is Highly Exaggerated [View article]
    The simple fact is US oil is already in limbo because oil companies factories are set to produce using Middle East oil. the US is already brimming with an abundance of light sweet crude and other domestic oil which the oil companies first wished would go away and now are trying to export. There is a glut even at these prices in the US regardless of moves to green technologies.

    although drillers can cut the number of wells drilled to cut oil production, the market rewards those that stay in business and produce not those that idle resources. they will keep producing until they are driven under just like the last US led oil crunch that squashed Texas' oil boom.
    Oct 31 12:00 PM | Likes Like |Link to Comment
  • Why The Correction Didn't Become A Crash [View article]
    Indeed monetary policy does favor a bubble and as we know bubbles led by the federal government and treasury pop spectacularly. In fact, this bubble is specifically targeted to over pricing assets save commodities and the market has already gotten very fat. so when the business cycle ends there is not much left to stimulate or support a weaker economy because they blew up the airbag and kept it blown way before the crash. In fact, it has blocked the sight of everyone driving it will lead to a spectacular crash itself.
    Oct 31 11:47 AM | 9 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    Linking to your account is not a credit card and is around. The cost for such is low because it's a withdrawal and it is unpopular because if someone steals your access they can drain your account and you have to beg the bank not a credit card company to reverse the transactions filing police reports, etc. Given how many phones get stolen there is no way I'd link it to my credit card let alone my bank account. Thieves must be loving Apple's great idea, especially since they target their customers as the most attractive to rip off. Hmmmm makes you wonder why they target them lol.
    Oct 29 12:25 PM | 3 Likes Like |Link to Comment
  • IBM's Share Repurchases Have Held Back Shareholder Value [View article]
    Buybacks are nice but it doesn't affect 2 things, the fact the buybacks in the long run will be burnt away with executive and employee compensation, and that IBM is not growing at the same pace of their industry thus requiring a smaller number of shares to justify their price and the fact people are looking elsewhere to allocate their money.

    It is sad that big data and cloud are now winning combinations yet IBM who was the big data guy vs. the PC still can't come out on top. IBM needs the old management out and embrace change in the forefront not as relabeling campaigns, otherwise it doesn't matter how many shares they buy. Their current model is going the way of the rust belt businesses.
    Oct 29 12:19 PM | 3 Likes Like |Link to Comment
  • Netflix: Negativity May Be Airing, But Don't Change The Channel - An Algorithmic Perspective [View article]
    Netflix is walking an increasingly dangerous ground leading to higher costs for content, adversity with their current content suppliers as they try creating their own content, and increased competition. Currently my main concern with them is not price but lack of clear vision. It seems like they are willing to pay anything for more content even though it isn't building an increased user base growth in the US which is the main issue, not overseas expansion that requires even more content expenditures.
    Oct 29 02:33 AM | 2 Likes Like |Link to Comment
  • Ignore The Monthly New Home Sales Reports [View article]
    Yay, they are easing rates so people can buy with low downs like before. Should we be excited or scared out of our minds again. The simple fact is we are repeating the same bad habits that caused the last bubble but this time the housing crash will be 100% paid for by the taxpayer through Fannie and Freddie.
    Oct 26 01:26 PM | 2 Likes Like |Link to Comment
  • India picks Israeli anti-tank missile over U.S. model [View news story]
    The issue is not technology that they siphon from the US but money. The US needs to learn to maintain relations without dumping sacks of money everywhere they go. We already have to dump tons of money defending allies with our blood without the money dumps.
    Oct 26 01:22 PM | 6 Likes Like |Link to Comment
  • Bullish Silver Stealth Buying By Professional Investors Continues [View article]
    Silver paper has ruined the silver and gold market and it will be hard to resurrect it, simply because the paper makers, just like they did when gold was backing currency, just make more paper regardless of true supply or demand. Although this will eventually end badly for them, I don't see a catalyst and China seems content to join the party making metals based profits off of funny paper. Of course the chance for one or more of these pauperization machines to go off track increases, but the flow doesn't stop.

    As long as the dollar stays strong it's not going to be good for gold and thus silver unless some regulation on writing unbacked and unbackable metals positions is written before the collapse of the shell game.
    Oct 26 01:15 PM | 2 Likes Like |Link to Comment
  • Liar's Poker In The Oil Patch [View article]
    I see another Texas oil boom and bust, except this one will hit a lot more states than the last one. Even though there's a glut the Middle East won't stop pumping and neither will US companies even though they are producing at higher cost that the price after factoring in everything. The simple fact is big oil is more interested in its Middle East contracts and the Middle East has lower costs. If anything the US should not be adding to its strategic reserve with anything but US made oil to help out our own domestic production since it is already committed to buying to help raise prices for the oil industry.
    Oct 22 11:18 PM | 5 Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    Last time oil hit these prices pump prices were well below where they are today and is one major reason why the slide has continued. New demand can't resume to take off the excess simply because the constraint isn't oil but those controlling its gasoline prices and the taxes levied on top of it.

    Once the low prices hit the market and gasoline prices you will see some relief. Otherwise, if you're long oil, I suppose you are waiting for a super cold winter (not) or a even more major flare up with Russia and the middle east, and even there it's not having much of an effect because excess gas is being produced in the US since oil companies must keep shipping their old (now excess) supplies to the US which continues to build up so much there is no more places to put it save down the deep cave called the US excess reserve which is principally made to shaft consumers by adding more artificial demand to keep the prices up.
    Oct 22 11:07 PM | 12 Likes Like |Link to Comment
  • Retirement Strategy: Apple Could Conceivably Double Its Dividend By 2016 [View article]
    The goose that lays the golden eggs was jobs. All that is left is stripping and eating the chicken which dividends are part of. A tech company survival is growth and innovation. There is little innovation and growth will follow. Look for a new company with innovation for a winner. Those that follow the prior money hoard and dole out are always the ones that fall behind in tech from Motorola, Nokia, and Microsoft to all the cash heavy companies that are no longer with us.
    Oct 21 12:30 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Is The Stock Market Correction Over? [View article]
    The market looks at the future. Growth is slowing and debt is pushing towards its limit. The Fed is right to want to scale back to give itself some ammunition before a cyclical downturn, the only problem is they are scaling back right infront of one.
    Oct 20 12:54 AM | 3 Likes Like |Link to Comment
  • 10 Scary Charts: October 17, 2014, Update [View article]
    Thanks for the charts. We will see if this precipitates into a stronger downturn before the bad numbers roll in in Q4. I suspect many people realize a lot of balloons will pop next year when I predict the next downturn becomes very apparent.
    Oct 18 10:37 PM | 1 Like Like |Link to Comment
  • Who's Afraid Of The Big Bad Deflation? [View article]
    Trust me falling gas prices are propping up the market for a while. I doubt it will be enough to hold it after a weak holiday season though. Deflation is a boon to a recovery after a crash. Look at a deflationless recovery like last time. The fed's fighting deflation after a crash guarantees a dead recovery and prevents the market from adjusting to reality.
    Oct 18 10:34 PM | 1 Like Like |Link to Comment
  • Dividend Contenders: 34 Increases Expected By December 31 [View article]
    Stryker and Nike look appealing from the dividend side although all sticks will swelter under the downward pull. It will be a long waiting game for actual stock values to rise.
    Oct 18 10:30 PM | 1 Like Like |Link to Comment
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