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Moon Kil Woong  

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Latest  |  Highest rated
  • Twitter Squashes The Cockroach [View article]
    I agree, the buy was a good one. twitter must try to expand its scope to justify its valuation and business model because the simple fact is it's not working at its current valuation with little leeway to grow revenues on its original products.
    Apr 9, 2015. 10:53 AM | 2 Likes Like |Link to Comment
  • Stocks finished higher amid mostly dovish Fed minutes [View news story]
    The only thing helping the economy and taming inflation is the drop in commodities which is mostly oil prices. there is little strength asides from the temporary drop in such prices and the margin they liberate for businesses and people's disposable income. Back to the drone economy.
    Apr 9, 2015. 03:11 AM | 1 Like Like |Link to Comment
  • Microsoft And 'One-Time Investing' [View article]
    Apple and Microsot are better comparisons than many might think. Apple had very bad doldrum years where it almost went bankrupt twice. Those looking at Apple today may be looking at a Microsoft from its heyday. The author is right, tech is not a single buy type of stock and isn't a value play either. Buffet was wrong investing in IBM as a value play as are most

    As for the contention that you can't get rick off of a single or very select portfolio of stock, I beg to differ. although diversification is generally good, many people are so diversified they are essentially betting on the whole market. Few if any get rich this way, and those that do are more likely to be your broker than the investor. Buy and hold works for true value stocks and selectivity is the mark of a winner not losing strategy.
    Apr 8, 2015. 11:14 PM | 9 Likes Like |Link to Comment
  • Inflation: Fed Prepping For A Hiking Trip? [View article]
    The Fed is lucky oil dropped which diluted inflation. Now the economy is reverting back to its 5 year norm of being practically dead which will justify not raising rates until the economic cycle finally turns down, whereby they will scream for mass QE because they utterly failed at rate control and have no ammunition. Every reason is a good reason to give free money to Fed TBTF banks. Sadly, we all know by now it does nothing for anyone else besides kill capitalism and our economy for as long as they do it.
    Apr 8, 2015. 11:02 PM | 1 Like Like |Link to Comment
  • Waiting Forever For The Next Big Crash [View article]
    Good article and great comments. There is no good place to put your money, the federal reserve has made this a reality. The economy can't crash like it did before simply because there hasn't been a strong economy to reverse from for 6+ years now, the Fed has insured that as well. DOn't expect 6+ in stocks even with the giant risk you are taking because it has already been pushed into bubble territory especially with the federal reserve offering free cash to banks if they invest increasing amounts of money in the stock market. Sadly, our market just like our housing market is looking more like a communist machination than reflective of a truly capitalistic pricing model.
    Apr 8, 2015. 10:22 PM | 8 Likes Like |Link to Comment
  • Scarcity And Oversupply: The Intriguing Market Dynamics Between EUR:USD, Bunds And Oil [View article]
    It is foolishness to believe the Fed will raise rates. They have stated this tie and again and always find a reason not to. The Fed is weak and will not raise until the cycle in complete thereby endangering all of America. That said, Europe and the middle east are in much worse condition than even currently thought of and Asia is weakening a the business cycle comes to an end. When it does stability will be the only thing in short supply.
    Apr 8, 2015. 03:23 AM | 2 Likes Like |Link to Comment
  • Is There A Relation Between Seeking Alpha Followers And The Return Of S&P500 Stocks? [View instapost]
    Strangely, the result is not as adverse as claimed. Readers and posters tend to focus on the hard to determine value stocks rather than the standard and safe stocks. It is much like the news, people watch to see horror stories more than success and tend to look to seeking alpha to peer into questionable stocks they are looking at.

    That said, I so see a general increase in sales as opposed to rational analysis on SA as ell as other financial blogs. Generally, I believe such blatant activity should be at least market, however, it is hard to do.
    Apr 5, 2015. 11:43 PM | 2 Likes Like |Link to Comment
  • How To Play Samsung S6 Sales [View article]
    Buying Samsung now and Apple after Samsung gains marketshare is not a bad strategy. Likewise buying Apple before their major launch and then buying Samsung after their marketshare declines also works.
    Apr 5, 2015. 10:15 PM | 2 Likes Like |Link to Comment
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    Yawn, music streaming is clearly undercutting paid music downloads. It will make a buck but won't offset the weak to flat growth in music revenues. Fortunately, Apple doesn't need growth here and in fact it is small enough to be practically irrelevant to the long term profitability of Apple as a whole.

    What matters most is mobile sales and hardware sales.
    Apr 5, 2015. 10:12 PM | 10 Likes Like |Link to Comment
  • The Monetary Illusion [View article]
    Scott Minerd "classical economics would tell us that the pricing distortions created by the current global regimes of QE will lead to a suboptimal allocation of capital and investment, which will result in lower output and lower standards of living over time." Masterfully said. I couldn't have said it better.
    Mar 27, 2015. 10:44 PM | 6 Likes Like |Link to Comment
  • IBM: Correcting Misinformation Created By SA Contributor Josh Arnold  [View instapost]
    This is a start, however, IBM must address the more worrisome fundamentals of their business. Financial gains have been the mantra for the last 10 years, however, pretty much all the games have been played out save those that skirt the law way too closely.

    Sadly Wall Street needs to focus on real returns and fundamentals and few know how to do so anymore. IBM certainly seems to have forgotten how to do so for years now.
    Mar 27, 2015. 10:41 PM | Likes Like |Link to Comment
  • When Beating The Market Is Not Enough [View article]
    Fund investors are paid to beat the market yet a huge majority fail simply because they take money off the table and pocket it in fees and trading costs. In order to make it up, they take abnormal risk which over time would add even more loss. However why should they care? It's not their money and they get rewarded for the outsized gains they get gambling with others money.

    One doesn't need to play the stock market to realize this behavior. One just needs to make a deal with a compulsive gambler anywhere in the world. The concept you need a degree to rip people off and gamble badly is a fiction spun by Wall Street. Don't get caught in their web, which sadly includes the government who tax these terrible investments that discourage you from just buying stock outright and paying no taxes until sold.

    Theoretical gains taxes are the most blatantly wrong thing in the market and yet 99% of investment advisors tell their clients to engage in just that. Shame.
    Mar 27, 2015. 10:36 PM | 1 Like Like |Link to Comment
  • Williams Companies: Playing The Gas Infrastructure Super-Cycle [View article]
    You are right long term oil and gas will rise again, sadly the market is now controlled by people taught that all that matters is tomorrow and follow the trend making it much worse than usual. The trend is not your friend right now and sadly Mideast woes actually will encourage oil supply in the Mideast to stay strong or rise in order to finance a looming regional war.

    Buy as the economy collapses under the market cycle and the "pseudo" strong economy is replaced by weak economy mantra to justify not raising rates yet again. The market has reached a point where it is fundamentally overvalued because it requires strong growth while at the same time requiring no interest rate increase which only happens if the economy is weak. The only thing holding it up is the Federal Reserve getting TBTF banks to buy more to fix the market like they fix Treasuries by creating artificial demand.

    If one hasn't noticed, everyone else is lightening up on the market. Too bad if it turns bad even if you exit you will still pay through government bailout to the TBTF banks told to gamble. The Federal Reserve should open a casino. Or maybe not, no one would trust that anything is fair.
    Mar 27, 2015. 10:28 PM | 6 Likes Like |Link to Comment
  • Has Orexigen Delivered A Death Knell To Vivus? [View article]
    Good comment. Each drug has its own specifics and all are bad versus cutting soda and fast food from one's diet. Generally speaking, medication for this problem is avoiding the main issue and the side effects for taking them are certainly worse than self-restraint.
    Mar 27, 2015. 10:15 PM | 3 Likes Like |Link to Comment
  • U.S. Stocks: Oh Behave! [View article]
    True, however, the Federal Reserve continues to support the TBTF banks massive allocation into stocks and derivatives against market fundamentals thus exacerbating the overruns until they collapse. Of course, it seems clear they intend to continue to do so until the Democratic president leaves office thus putting whoever comes next holding the bag.

    Although this helps Democrats in order for this to work they must have Republicans win to dump the bag on. It is sad seeing the Federal Reserve play politics.
    Mar 27, 2015. 10:10 PM | 5 Likes Like |Link to Comment
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