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Moon Kil Woong  

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Latest  |  Highest rated
  • Why The Probability Of Russia Or China Bailing Out Greece Is Low [View article]
    Russia can't because it already is fighting to keep its own economy from going bankrupt as its reserves drop. China's not dumb enough to lend to a debtor who can not and will not pay back even with a discount. Lending money to the closest beggar has a higher chance of repaying than Greece. It's about time the EU and World Bank realizes it.
    Jun 28, 2015. 01:29 AM | 1 Like Like |Link to Comment
  • Is That Giant Sucking Sound Productivity? [View article]
    The author is right in his base analysis. Productivity drops right now are the effect of rising cost and labor that can't be offshored. It will either cause labor inflation that will cycle through the economy or it will cause a drop in business if the economy can't grow to accommodate the higher costs. I tend to ascribe to the second solution given we are at a cyclical end not a beginning.

    Although productivity slowdowns can cause more hiring in the short term, it is a function of decreasing efficiency and is overall bad for US competitiveness and the economy. Inevitably, a dropping productivity number means economic decline not the other way around.
    Jun 28, 2015. 01:26 AM | 3 Likes Like |Link to Comment
  • Micron -18.7%; Street focuses on PC sales, 20nm DRAM transition [View news story]
    People are jumping the gun looking for a semi cycle ending. Everyone knows its long overdue so expect more of the same until it comes to pass.
    Jun 28, 2015. 01:18 AM | 1 Like Like |Link to Comment
  • Don't Buy Diamonds [View article]
    LOL, Russia could flood the world with diamonds if it gets desperate enough. They are not as rare as people tend to think they are.
    Jun 26, 2015. 10:42 PM | 3 Likes Like |Link to Comment
  • Wynn Resorts: Set To Double By 2018 [View article]
    Timely on the back of a steep share crash in China as he hypes Macau? LOL.
    Jun 26, 2015. 02:47 PM | 1 Like Like |Link to Comment
  • Understanding The Upsurge Of The Chinese Stock Market [View article]
    China playing catch up with other markets simply means its' creating a bubble in theirs just like everyone else. Why they get blamed for doing it when it is obvious even the US is creating an asset bubble is a bit weird. In the end, everyone engaging in this is dooming their economy to a bad downturn.
    Jun 26, 2015. 02:44 PM | 3 Likes Like |Link to Comment
  • China plunges deep into the red [View news story]
    I don't know why people are getting themselves all worked up. Cyclical crashes are a regular part of the market. Likewise, severe price movements are always a fact of life for stocks. We have a bunch of whiny babies who can't take risk and think its governments job to protect them in the market now. Sadly, they will be taught a very brutal lesson sooner or later.

    7% falls are not the end of the world and certainly not the worse than can happen to you. If you think it can't happen at home, think again. Actually China is managing speculation quite well. You must deflate over inflated asset classes before they reach a point they can crash your whole economy. We should be learning from them rather than berating them as we cling to a Fed that has forgotten even Keynesian thinking in their quest to provide eternally easy money to their member banks.
    Jun 26, 2015. 12:50 PM | 4 Likes Like |Link to Comment
  • Five-month extension reportedly in the works for Greece [View news story]
    Yay 5 months of turmoil and then Greece and its creditors will be in an even worse situation because Greece never really achieves its agreements anyway. Even I they did, it would not keep them from continuing to run a catastrophic debt and their government's only solution is spending more and putting an even greater number of people on government doles. It is estimated already 66-70% of its population are on government doles as is. Poor real economy and people who run their own business. Any agreement will raise taxes on them even more. You can't have 1/3 of the people paying for the rest. It's unsustainable not just economically but is also a social atrocity.
    Jun 26, 2015. 12:43 PM | 4 Likes Like |Link to Comment
  • Markets To Greece: We Really Don't Care [View article]
    LOL its a bit to obvious to be a black swan. It's more like the titanic sinking but much slower. Maybe an inevitable swan, lol. Commenters are right though, this will have repercussions because it will call into question once again the debate as to just how riskless state debt is, especially when a country can't shoulder the debt on its own and runs ever increasing amounts of it.

    Greece is not alone. Greece will probably put Argentina and other countries over the edge as well as capital dries up and cause thinly traded anything to crash including a good number of stocks being propped up by program trading and bankers trying to keep a market with few buyers as is.
    Jun 26, 2015. 12:36 PM | 3 Likes Like |Link to Comment
  • Biotech Will Break This Bull [View article]
    The whole market is overvalued. If anything the biotech bubble is better off because its subsidized from market forces by the government which doesn't seem to care about spending too much, running deficits, or taxing people to death. What will break the bull is the simple reality that this can't go on forever. It may not be able to go on the rest of this year although everyone seems to be trying by lowering home mortgage down payments to NINJA status of as low or lower than 5% down payments, delaying rate increases, and trying to get banks buy an even greater share of the stock market.

    Biotech is not even close to the biggest threat to this bull. The bull that is being thrown around to hide economic signaling is the cause and the end result that will take it down will be simple economic reality.
    Jun 26, 2015. 12:29 PM | 4 Likes Like |Link to Comment
  • Breakfast With Janet [View article]
    The Fed is actively trying o discourage savings of any kind besides investment in over inflated asset in housing and the stock market. It is apparent to anyone out there and is a very dangerous prospect because it makes us by definitions a managed economy with all the ills that imperils all socialist managed economies, mainly the divorce from reality and destruction of real economic signaling which eventually blindsides and eventually destroys the construct along with the economy.
    Jun 25, 2015. 06:20 PM | 1 Like Like |Link to Comment
  • Carl Icahn sells off remaining Netflix position [View news story]
    Icahn is smart to sell his position while there is enough liquidity to do so. So much so it hasn't flat lined the price when he did it. Playing a big game with lots of shares is much different than small players. You must sell things before any problem becomes so obvious anyone would sell with a big position. The move is smart not dumb.
    Jun 24, 2015. 11:25 PM | Likes Like |Link to Comment
  • Thoughts On The AIG Ruling And The Implications For Fannie Mae [View article]
    Despite my loathing for Fannie and Freddie taking extreme risk in using government backing to amass huge market share and crowding others out while caring 0 about those they loaned to. The proper thing to do was to press charges against wrongdoing, remove the government backing of any business the same way. And allow Fannie and Freddie to go belly up providing only assistance to the borrower based on merit.

    Worse still is keeping the taxpayer backing, engaging in even more marketshare, monopolizing the housing market loans, growing the beasts, and socializing the housing market by having the Federal Government take over a private company. Anything that prevents them from doing this would be good. However, reversing the takeover should also reverse the governments promise not to pursue criminal investigation for wrongdoing. Those responsible should be fully accountable regardless of whatever happens. The fact they currently aren't is a travesty.
    Jun 24, 2015. 11:21 PM | 1 Like Like |Link to Comment
  • India Could Remove Gold Import Duties [View article]
    The issue is governments seldom drop taxes when they find they make so much off them and it doesn't completely kill demand for what it is taxed to. I do think they may drop the rate though. It is a bit strange to penalize the population for buying something that retains its value as opposed to junk that is just a cost with no lasting value. It would be much better to tax the latter along with Gucci handbags, etc.
    Jun 24, 2015. 05:52 PM | Likes Like |Link to Comment
  • Panera Should Hit $200 This Year, Margin Compression Baked In [View article]
    Panera is a good company. Given the economic conditions growth will still be tough and I don't see margins improving, however, they should be able to manage margins even in a downturn better than rivals. In some ways it has grown too fast and now is a good time for them to consolidate and build technology and infrastructure to carry them forward.

    I personally like their prospects over Starbucks.
    Jun 24, 2015. 05:48 PM | Likes Like |Link to Comment
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