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Moon Kil Woong  

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Latest  |  Highest rated
  • Follow Buffett Out Of Exxon Mobil? Not A Chance [View article]
    Good time to buy. With the $8.9 billion settlement down to 250 million Exxon is getting a perk today. If Buffett got out to avoid the bad political vibes it shows how political this cat is getting given he doesn't mind all the billion in free giveaways he collected from the Democratic banking side of the isle (which is why he went to the last democratic soiree).
    Mar 9, 2015. 11:19 AM | 9 Likes Like |Link to Comment
  • Do High P/E Ratios Scare You? [View article]
    Sadly this is the game the Federal reserve has us in given their rate policies and QE. Investors must pick between high risk that arguably makes the returns not cover the risk or low returns that doesn't cover both the risk of higher rates as well as inflation. Ergo, the Federal reserve has turned capital on its head in their attempt to make it an outright negative as opposed to spending it somewhere somehow. This of course is a direct assault on capitalism and the wealthy investors have increasingly refused to not spend but rather invest in the market at higher and higher rates. Sadly, the Federal Reserve will eventually make this market react exactly how all artificially stimulated markets do, with a big bubble like collapse.

    It really makes you wonder if the Federal Reserve is even a believer in capitalism. And it makes you understand why the US central bank was abolished 2x in the US before for playing politics, ruining the economy, and trying to seize undue power.
    Mar 7, 2015. 11:34 PM | 3 Likes Like |Link to Comment
  • IBM: Buffett Inexplicably Doubles Down [View article]
    Yawn, given Buffet has never played the tech sector and actually gave many pronunciations that he would not given he doesn't invest in what he doesn't understand it makes sense that he's fallible. Likewise, he would not claim contrary to this fact. Your claim that he is bulletproof and right just because of his past performance is a very weak argument to attack someone on. Some would claim it's a standard logical fallacy.
    Mar 7, 2015. 11:27 PM | 1 Like Like |Link to Comment
  • Will The Great Jobs Report Trigger Earlier Fed Actions To Raise Their Rates [View instapost]
    The simple fact is any Fed a long time ago would have raised rates back towards normalcy. Rather than the typical reason people talk about inflation, the real and good reason to do this is to prepare the central bank the leeway to be able to lower rates to fight a new downturn from the standard economic cycles.

    Sadly we still are operating under the Bernanke Federal Reserve theory that there will never be another downturn and the Federal Reserve should keep rates easy to enrich themselves and banks while pleasing the politicians as long as they can. This is not good economics, its good politics to gain wealth and power which is more their game these days.
    Mar 7, 2015. 11:23 PM | 2 Likes Like |Link to Comment
  • Twitter Will Win, Period! [View article]
    Even so, it hardly can be reasoned that Twitter is being underestimated, overlooked, or undervalued. It is true Twitter is undergoing fast growth, it would be horrific if it wasn't. In reality, Twitter problem, if anything is too high of expectations not the reverse.
    Mar 7, 2015. 11:11 PM | 4 Likes Like |Link to Comment
  • GE's LEAP Engines Are Remarkable [View article]
    Very cool technology from GE. I'm not sure how much this will hold up the rest of their company assailed by the likes of Samsung and others.
    Mar 6, 2015. 09:44 PM | 1 Like Like |Link to Comment
  • Orexigen Soars: Good News Is Heart Data, Bad News Is Data May Be Compromised [View article]
    Dig Deep, you are onto something there.

    It's funny to see Subway for swapping yeast for plastic expanders in their dough yet McDonalds who still uses it get no bad press. I guess people assume you are eating toxic stuff at McDonalds already and frankly don't care.
    Mar 4, 2015. 09:50 PM | 1 Like Like |Link to Comment
  • Discover Financial Services Positioned To Profit [View article]
    Discover is fairly reasonably priced and despite naysayers, it's marketshare, although not strong is big enough to hold its own weight. We will see if it can take advantage of emerging payment systems to boost growth and marketshare. I'm certainly for underdogs in this absurdly high rate credit card market. You would think we were still in the 1980s with the rates on cards. Of course, the fact Americans have been using them for every sort of debt to offset their lack of income growth does raise the risks for card makers. Even so, rates remain absurd as does the fact that so many continue to owe so much on credit cards even with such high rates.
    Mar 4, 2015. 09:47 PM | 2 Likes Like |Link to Comment
  • ADP: U.S. February Payrolls Continue To Grow, But At Slower Rate [View article]
    Sadly it just fits into the regular unhealthy, zombie-like so so numbers we have been seeing year after year as the powers that be chime about how a strong US recovery is just around the corner. Even if that was true, rate normalization would have to be put into effect stunning the sudden splurge of growth which in and of itself prevents strong growth. QE, zirp, mandatorily means no strong growth. That's why it's called by many zombie economics. Japan is the best example of it.
    Mar 4, 2015. 09:38 PM | 1 Like Like |Link to Comment
  • Orexigen Soars: Good News Is Heart Data, Bad News Is Data May Be Compromised [View article]
    It is rather interesting to see Orexigen go against FDA guidance on testing. Undoubtedly the FDA is perturbed because in fact patient assumption can play into their perceived outcomes of results. Although the trials seem to be positive, it is right to take into account variables that may affect the result of a trial and complicates findings. If you tell doctors and patients one drug is better than the other you immediately get a strong reaction. Ego, that's why pharma agents out there troll doctors endlessly and is probably also why doctors attempt to drug up patients much more in the US than anywhere else in the world.
    Mar 4, 2015. 12:41 PM | 2 Likes Like |Link to Comment
  • Japan Emerges From Recession [View article]
    The rebound in business is more just a bounce back from the terrible effects of the consumption tax hike. Sadly the consumption tax doesn't solve Japan's deficit imbalance caused by its government and the economy remains dependent on the central banks stimulus which should be calculated as government debt. Thus, if I were a citizen there I'd buy as much as I need before the government raises taxes even more ridiculously than its doing now. I'd also not depend on government anything to last. Ergo, why no one in Japan is positive on economic growth long term. They remain in a QE zombie economy.
    Mar 3, 2015. 10:59 AM | 4 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Economic News Alter Fed Policy? [View article]
    Apology accepted.
    Mar 3, 2015. 12:11 AM | 1 Like Like |Link to Comment
  • Oil: Refining Is King - It's More Than The Strike [View article]
    LOL you mean a lower one. Fuel efficiency for California gas is lower. Also the gas can't be imported. I did mention this in other posts. You are right it's heavily governments fault, but I can't leave out the big oil that plays the game and make huge windfalls from California's broken government system to exclude competition so they can reap the campaign rewards off of the select few. There is plenty of blame to go around.
    Mar 3, 2015. 12:07 AM | 1 Like Like |Link to Comment
  • Oil: Refining Is King - It's More Than The Strike [View article]
    Sadly this is all about how refiners which are mainly oil companies prevent any cost decreases from getting to consumers just like they are successfully doing with gas prices in California. The strikes probably help the refiners more than harm them.
    Mar 2, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Cushing Will Fill Up - Will It Cause WTI Crude Oil Prices To Drop? A Look At 2012 [View article]
    I agree the US can store a lot more including the strategic reserve which is a giant cave to dump the stuff. However, that is not the point. There are many stock full ships carrying crude that play a waiting game to deliver to the US to prevent inventory buildups in the US. Why is this, because US production is offsetting the big oil producers contract buys from the Middle East which is why Saudi Arabia is so annoyed.

    The inventory build continues as Russia shifts its massive oversupply to China. Yay, another giant inventory build there is beginning.
    Mar 2, 2015. 11:24 AM | 2 Likes Like |Link to Comment
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