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Moon Kil Woong  

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Latest  |  Highest rated
  • Stocks: Concerns About The Transports Are Overblown [View article]
    It is true the drop in oil and gas prices negatively affect many transports, however, the link between transports and the broader market still holds, much like the drop in exports and the drop in imports also points to not just less shipping, but an economy that is pointing towards weakening, not strengthening.

    Although the economy can grow with less physical consumption through services, media, etc. how likely is that to occur for too long. Likewise, a drop in energy prices and demand or a decrease in shipping is not likely to reflect no major change in consumer behavior.

    It is much more likely that these stats are still leading indicators than simply a set of random statistics that have no real meaning.
    Jul 22, 2015. 04:19 PM | 3 Likes Like |Link to Comment
  • How The Intel Acquisition Of Altera Affects Taiwan Semiconductor [View article]
    Scale doesn't really help Intel. It already has that. What it needs is a management shake-up and a focus on driving costs down to compete. Without this they will never succeed in mobile and more people will chomp on the bit to eat into the low end of the processor market.
    Jul 22, 2015. 03:54 PM | 6 Likes Like |Link to Comment
  • EIA Petroleum Inventories [View news story]
    Understandable since they are refining now for after the summer driving season. Sadly, it is no surprise inventories are rising. There is a glut and it will only get bigger as seasonal usage declines from here on out this year.
    Jul 22, 2015. 03:51 PM | 2 Likes Like |Link to Comment
  • Google: The Wider The Discount Of C-Shares The More I Prefer Them [View article]
    Sadly C shares are like preferred shares but without the added protection and higher dividends. That said, Google for once is showing it is moving to enhance value by restraining their waste (the multitude of things that make no money and add nothing but cost) which should help all shareholders.
    Jul 22, 2015. 03:48 PM | Likes Like |Link to Comment
  • The Great Google Schism [View article]
    Google benefits from focusing on its core and not playing around so much both on a tech side as well as pleasing Wall Street. It's search is nothing spectacular and is corroded by garbage like the competitors they killed previously. It needs to spend money making its search better and calibrating its advertising in such a way as to be relevant. That or else another company will come along and give it headaches much like it gave its competitors years ago.

    I applaud its recent commitment to stop wasting more money and building up more headcount to play around with stuff that doesn't make the company a dime in profit.
    Jul 17, 2015. 04:04 PM | 2 Likes Like |Link to Comment
  • Fear The Amazon Juggernaut [View article]
    Amazon and E-Bay will have many more head to head fights, however, one must realize there is plenty of room for both and even more players. In the end comfort ability and reliability will dominate success more than current issue of price, logistics, and selection.
    Jul 17, 2015. 03:55 PM | Likes Like |Link to Comment
  • Look To Taiwan For Stability And Low Valuation [View article]
    Taiwan will get hit when the tech cycle ends and points to a downturn as usual. I would not be a buyer now, but it is a strong economy with a lot of positives in the long run.
    Jul 17, 2015. 03:00 PM | 2 Likes Like |Link to Comment
  • 10 Scary Charts: July 16, 2015 Update [View article]
    It is interesting to see no real improvement of the labor force participation rate despite all the hooting and hollering about the drop off in unemployment claims. Sadly we are in the last phase of the economic cycle with increasing weakness pushing for the cycle to end. Sadly, also there hasn't been any strong growth despite multiple calls by the Federal reserve for impending strong growth and the Fed has kept rates and stimulus intact throughout the cycle making it non-Keynesian to the extreme.
    Jul 17, 2015. 02:58 PM | 5 Likes Like |Link to Comment
  • Awaiting The Impending Doom [View article]
    One reason the Fed is scared of raising rates is money may move back towards bonds deflating the inflated stock market of the cash stuck in it from exiting bonds.
    Jul 17, 2015. 02:53 PM | 2 Likes Like |Link to Comment
  • Fed Followers Are Focusing On The Wrong Thing [View article]
    Indeed the Fed is behind the curve and very anti-Keynesian keeping easing moves throughout the whole economic cycle to the ire of real economists.
    Jul 17, 2015. 02:51 PM | Likes Like |Link to Comment
  • Stinks? [View article]
    LOL useless Federal Reserve. They can't even quote themselves as Keynesian given they loosened throughout the whole cycle much like the central bank did before the Great Depression. Good jobs duds. Let's hope the results aren't duplicated, although it's hard not for them to be catastrophically bad sooner or later.
    Jul 16, 2015. 08:30 PM | 2 Likes Like |Link to Comment
  • Fastenal Caught Up In The Distributor Slowdown [View article]
    FAST is a interesting play simply because it has done fairly well even in the last downturn compared to its peers. regardless of if it's a dividend or capital gains play, both are somewhat interchangeable and tend to reflect adversely in a down market.

    This stock is worth looking at even though its exposure to the construction industry is a worry. On the other hand the re-introduction of under 5% loans by Fannie and Freddie throws oil on the fire. You just have to watch out, because such idiotic fires eventually go boom.
    Jul 16, 2015. 08:27 PM | 1 Like Like |Link to Comment
  • No Recession Is Signaled By iM's Business Cycle Index: Update July 16, 2015 [View article]
    Sadly as the last recession pointed out, the stats produced by the government were incorrect and once adjusted it was apparent after the fact the recession was self-evident. Perfect up to date information is valuable but hard to find. The simple fact is imports, exports, transportation, and retail sales are all pointing downwards.

    Housing and the stock market are still doing fine but they are arguably disconnected to the market because of Federal Reserve policies including getting member banks to increasingly pump money into the stock market, Fannie Mae and Freddie Mac that are re-introducing mass sub 5% loans arguably close to NINJAs back into the market, and the continuation of the absurd anti-Keynesian policy of keeping zirp rates in force throughout the business cycle.
    Jul 16, 2015. 08:19 PM | Likes Like |Link to Comment
  • The Facts On China's June Correction [View article]
    Sadly their policies to stop the decline of the market did exactly the opposite in aiding it to be accepted and included in indexes and foreign investment. It also will hurt their market long term because it points out that they are willing to destroy liquidity to keep the market from falling. Sadly, blocking selling is potentially the ultimate way to destroy liquidity, because blocked assets have decreased and limited value to liquid assets and potentially no value at all.
    Jul 16, 2015. 08:09 PM | 2 Likes Like |Link to Comment
  • European Disunion, Part I: Policy Paradox [View article]
    Sadly, the Eurozone would be even worse if it didn't create the Euro. The one issue plaguing Europe and most vividly exemplified in Greece is their still overly socialized government and economy which staunches growth, runs massive deficits, overly taxes their populace, and is unsustainable. Greece is just the beginning of their bad economics coming to finally take their toll.

    Hopefully, after running into the inevitable effects of an unsustainable deficit ridden economy, EU members will try better to exemplify Germany rather than deride them for being prudent.
    Jul 16, 2015. 08:04 PM | 1 Like Like |Link to Comment
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