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Moon Kil Woong  

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Latest  |  Highest rated
  • 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
  • The Idea Of A Temporary Grexit Is Rubbish [View article]
    LOL I agree. First a Grexit would destroy the Greek economy and make it so no one would lend to them because it would invariably mean a massive if not complete write off of debt.

    Second, the EU would never let it back in without making rules unpalatable to Greece such as running a reasonable debt based on GDP which it has been unable to do before and after joining the EU.

    Third, Greece still hasn't learned the lesson that what they are doing is their fault and they can not beggar thy neighbor forever. As long as they feel others owe them and lenders are evil hags for wanting to get paid back for lending to them capitalism simply won't work in Euro form or any other currency. That's why no one will ever lend to them if they ever leave the Euro besides maybe Russia since it would love to make it a part of their new dominion.
    Jul 16, 2015. 07:59 PM | 4 Likes Like |Link to Comment
  • Is Elevated Volatility On Modest Losses Normal? [View article]
    Thankfully the US market is considered the safest, thus foreign buying is helping keep the balloon afloat as the air is leaking out from the domestic market. This market is extraordinarily rich thanks to un-Keynesian easing by the Federal Reserve throughout the cycle. The fact people keep calling their behavior Keynesian is an affront to Keynes and the free market.
    Jul 16, 2015. 07:51 PM | Likes Like |Link to Comment
  • Economic Lethargy Continues To Bankroll The U.S. Stock Bull [View article]
    The sad fact is the Federal Reserve is engaging in purposeful asset price manipulation that inevitably will end in tragedy. So obvious is it now, and so divergent from even Keynesian thinking as they loosen monetary policy throughout the entire cycle Congress is even calling to yank their rate making from their cold lifeless hands.

    You would think the Federal Reserve's policies were being made by corrupt cartel bankers who never studied economics and were a 3rd would economy used to socialism and wanted just to make themselves rich. It should make every economist in the US from Keynesians to traditionalists sick to their stomach.
    Jul 16, 2015. 07:48 PM | 3 Likes Like |Link to Comment
  • What Recent Developments In China Mean For Oil [View article]
    Sadly it won't do much simply because everyone should expect oil demand from China to drop simply because Russia is going to unload their pent up supply to them at probably ridiculous prices. If there is a oversupply now (which there is) one can only expect a giant glut very soon whether or not China's economy slows simply because their current demand from traditional sources will not increase and most likely will drop.
    Jul 16, 2015. 07:42 PM | 1 Like Like |Link to Comment
  • Intel Has Become The BlackBerry Of Semiconductors [View article]
    The article is a but overly harsh, but their mistakes are big and obvious. I don't see them making much headway in mobile either and cost competiveness is not one of their attributes which they need as an underdog in this field.

    That said, they aren't dying or going under anytime soon and some of their technology is very good, mostly on the PC/server side.
    Jul 16, 2015. 07:38 PM | 2 Likes Like |Link to Comment
  • Google jumps on Q2 beat; paid click growth, lower TAC provide a lift [View news story]
    Google is doing good focusing on its core and preventing further unnecessary expenses. It's a long welcomed change. I'm glad the market is responding positively to it.

    What is interesting is that they are doing it even in good times. Many tech companies embark on these types of changes only when they are doing poorly.
    Jul 16, 2015. 07:34 PM | Likes Like |Link to Comment
  • A Balance Sheet Quirk At Bank Of America [View article]
    The issue is that there are still many supports BofA has one of which the author points out. The new rules regarding bank disclosure are atrocious and can easily lead to incorrect assessments of their strength including allowing banks to keep unsold houses on their books at their purchase value. As we should well know by now California has very volatile housing prices and BofA has exposure.

    One should look very carefully at BofA before buying it and even then, the facts are so muddled it is hard to determine the risk if a severe housing downturn occurs again. The good side to owning it is that they have made it so they remain TBTF.
    Jul 16, 2015. 06:50 PM | 4 Likes Like |Link to Comment
  • The Market Is Sending A Warning: Are Investors Listening? [View article]
    This is just a warning, and a pretty solid one to be very cautious. Imports and Export dropoff is also showing a weakening, not firming economy. To not pay heed is to be dumb, despite what the Federal Reserve is saying.

    If the Fed was so good at predicting the market they wouldn't be at 0 rates going into the end of the cycle and wouldn't have to resort to trying to force the market with absurd monetary policies. I'll bet on capitalist economic indicators still.
    Jul 16, 2015. 03:16 PM | 8 Likes Like |Link to Comment
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