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Moon Kil Woong  

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Latest  |  Highest rated
  • Yellen Puts The 'Dollar' Back On Suicide Watch [View article]
    It is sad the economy can't even deal with the slightest rate increase. There is little doubt that the US Economy remains in a bad situation despite what people say. Beware of overinvesting right now.
    May 24, 2015. 01:58 AM | 6 Likes Like |Link to Comment
  • How Big Will The Security Bubble Get? [View article]
    The whole tech sector is in a bubble. I don't think security companies are that out of sink from the rest given increased spending given the horrific flaws in current OSes and telecom companies.
    May 24, 2015. 01:52 AM | 1 Like Like |Link to Comment
  • The Federal Reserve May Not Be Expert Enough To Manage The Economy [View instapost]
    This title is the understatement of the year.
    May 24, 2015. 01:43 AM | Likes Like |Link to Comment
  • A Global Reflation Is In The Making: Hard Assets (Gold? Silver?) Could Be Beneficiaries [View article]
    Gold and silver have not done well because there is little real growth and inflation remains tame because our economy is dysfunctional thanks to the perversions of the socialized actions of the government and Federal Reserve's support of TBTF Banks that divert capital and enriches the very people that created this horrific economy.

    Indeed gold and silver will rebound when it all falls apart but that is the worst outcome for all America. We need to stop this train long before it reaches the ledge.
    May 24, 2015. 01:38 AM | 1 Like Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Nice comments. He is probably right eventually, but that says little. Also noticed is how many people just spout what benefits themselves. It is dumb to listen to such one sided interests be it him or Buffet. These people believe people are like dogs. It's best not to listen and follow them.
    May 24, 2015. 01:15 AM | 1 Like Like |Link to Comment
  • The Tug Of War Behind China's Bid To Become A Financial Superpower [View article]
    It is clear china wants its cake and eat it too. that means trying to preserve its tight control on the Yuan while using the special drawing right to try to get into the reserve currency game. that means trying to also promote SDRs more widely than they are used today. This is good for the IMF which doesn't have a strong power pushing SDRs because the US wants to keep their debt funded through being the reserve currency and doesn't want to share it with anyone else.

    Still, a free floating currency is likely to be a demand to play any part in the reserve game. In that sense china is its own worst enemy to get their currency seriously considered for much of anything besides paying for their own foreign resource needs namely oil.
    May 18, 2015. 09:44 AM | Likes Like |Link to Comment
  • Italian Growth And The Euro [View article]
    Italy is far from out of the hole because it's not the economy, its the government that is driving it to the brink of collapse. So far, too little has been done on the back of more and more unfundable debt.
    May 18, 2015. 08:35 AM | 1 Like Like |Link to Comment
  • Perpetualization Of The Too Big To Fail Banks [View article]
    Agreed perpetuating TBTF banks actually did the opposite it was intended to do. It slowed the economy as they hoarded cash. It encouraged them to increase in size to ensure their TBTF status. It favored TBTF banks over competition that lost out to them because they were rightly considered by the public State backed entities like socialized banks in China.

    We have introduced a system fermenting a socialist structure in banking and finance where risk is transferred to the public. It does not surprise me that the economy is acting accordingly and not growing. We have eaten the fruit and are gagging from it. Inevitably we will either throw it up with much pain and difficulty or will suffer the more dire consequence as our economy eventually collapses and passes out from running a monetary system contrary to capitalist logic and strikingly similar to a socialist structure but with wide areas for private profiteering.
    May 18, 2015. 12:11 AM | 2 Likes Like |Link to Comment
  • The Risks Of Investing In Cheniere Energy [View article]
    Agreed, China will get floods of cheap LNG and oil from Russia. What the US needs is to develop its own LNG economy which makes more sense and is environmentally more friendly and affordable than ethanol.
    May 15, 2015. 10:39 AM | 3 Likes Like |Link to Comment
  • The Great Silver Debate [View article]
    Although I'd like to agree with you on JP. JP tends to hold assets to write contracts on. I agree they won't sell the original, however their holdings are probably to allow them to keep the absurd amounts of paper silver they minted flooding the market.
    May 15, 2015. 10:36 AM | 2 Likes Like |Link to Comment
  • Is It Time To Buy Big Oil? [View article]
    It is apparent that there is still way too much production and storage is running thin. Inevitably the supply issue must be solved meaning someone has to get out. That inevitably means future rough times and bankruptcies in the sector. Given that much production isn't even run on profitability concerns but national interests it is liable to be a long time before the bottom in oil hits.

    In the meantime Exxon would be my only company to consider buying because their cost for oil remains the lowest thus they will survive, they have a cash hoard to buy up the bankrupt on pennies to the dollar, and they own oil processing and not just pumping thus helping them when oil prices drop.
    May 15, 2015. 10:32 AM | 3 Likes Like |Link to Comment
  • Bank Of America: Diamonds Are Forever [View article]
    Too big to fail banks have been benefitting from QE/TARP/zirp policies and federal reserve actions not to mention selling off their loans to the taxpayers through Fannie Mae and Freddie Mac. Despite this, as the author points out, they still refuse to lend heavily to the public thus acting as a giant sponge like other TBTF banks and starving the economy from real growth. In fact, strong growth would remove all the benefits they get from the existing structure.

    BAC is not a diamond it is a drain on the economy and leach on the American taxpayer. Remove TBTF and all the other junk from these companies and you will see a stronger America when their marketshare shrinks. It is sad to see after the collapse the US has engaged in making TBTF banks even bigger thus sealing our fate of having them hold the US economy hostage yet again.
    May 15, 2015. 10:27 AM | 9 Likes Like |Link to Comment
  • Tight Range Market [View article]
    One should be happy for ranged bound at this point in the cycle.
    May 12, 2015. 03:08 AM | 3 Likes Like |Link to Comment
  • Realty Income, Keynes And 5% [View article]
    The risk is very real. As rates rise property values fall as well as its attractiveness leading to a double whammy. Buyers should certainly be aware of the massive risk they take on such bets.

    That said, I maintain that Yellen will continue to talk a lot and do nothing until the sky falls, which is not likely to happen since the economy remains as moribund as it has and inflation is tame thanks to a glut in about everything including oil. Don't bet on a strong recovery, especially after 6 years of anemic growth. Even if we should hit growth the Federal reserve will be fast to destroy it since they really should raise rates and negate their QE before the next market downturn. Unfortunately, they have dug themselves too deep for too long its impossible to do that.

    Thus I believe the real threat to real state leverage betters are a decrease in already overvalued real estate and if they are stocks, you also get hit will terribly overvalued stock prices as well. Beware of the downturn, dividends won't cover your losses.
    May 9, 2015. 02:36 PM | 14 Likes Like |Link to Comment
  • What Just Happened In The U.S. Treasury Market? And Does Bill Gross Have A Crystal Ball? [View article]
    the US is already in Japan's QE zombie economy. There is no indication they are going to escape it and that growth even in the form of inflation will occur. Rather as the zombie economy goes, there will be constant pressure to keep up the QE zirpish rates that prevents any normalization of the economy much above 0 growth simply because to do so would endanger the zombie forces keeping the economy dead for their own benefit.
    May 9, 2015. 02:30 AM | 3 Likes Like |Link to Comment
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