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Moon Kil Woong

 
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Latest  |  Highest rated
  • Beige Book sees little change to growth pace [View news story]
    No surprise.
    Sep 4 01:48 AM | Likes Like |Link to Comment
  • Micron Vs. SanDisk And The 'Big Data' Explosion Effect [View article]
    Agreed the more Micron gets into this market the worse they will be bludgeoned as Intel and Samsung floor prices to get market share. Consolidation here means bloodbath.
    Sep 2 10:59 PM | 1 Like Like |Link to Comment
  • Is A Big Pop Coming In Tech Stocks? [View article]
    Tech is a very wide industry. Certainly, hardware stocks have not benefitted from the over exuberance like other segments mostly because Microsoft's Windows 8 which floored computer sales for years now. As for software stocks, they are a bit overpriced with social media, cloud stocks being extremely overpriced as well as misunderstood. There are only so many ways you can sell your clients and most social media clients are duplicative over many platforms making paying several a bit redundant. At worst, the fees you pay them go to the same clients with several accounts.

    As for cloud stocks, many "cloud stocks" are just selling the same stuff with payment over time at rip off prices as IBM and Microsoft are pointing out. There are few that will benefit from these from here on out and all out war breaks out. This will mean contraction of margins not expansion and fiercer competition. Otherwise, the promise of cloud will equal hype and not live up to its promise.

    My opinion is hardware is most attractive, but the longer the recovery lasts the more in line it gets with the cyclical tech downturn. Right now the tech downturn looks to be around mid to late next year and the market downturn looks to start the beginning of next year.

    In the meantime, the government and the Fed will hold up the well connected with cheap money that doesn't come from producing goods or services. Obscene.
    Sep 2 10:53 PM | 5 Likes Like |Link to Comment
  • A Few Comments On The Technical Condition Of The Dollar [View article]
    If everyone does QE and all currencies stay equal due to it, even though relative to currencies they stay equal, those holding currencies still lose to debasement as well as potential inflationary pressure. Worse yet, counties engaging in QE are equally responsible for depriving holders of capital the risk adjusted earnings they deserve.

    In the end the wealthy getting the free capital is at war with all those with capital that aren't getting the dole out.
    Aug 30 05:12 PM | 3 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Good luck if you are 40, they will most likely raise the benefit year to 70 or higher to avoid running out of money. Even if your 50, if a new cold war emerges in Europe kiss your chances of early social security away. The government already treats it like it is their money using it to finance their debt through buying US Treasury bonds. Increasingly they are fooling less and less people. It's a Ponzi scheme with a thief running it. You'd be better off putting your money anywhere which is why they make sure you don't have a choice.
    Aug 30 01:08 AM | 1 Like Like |Link to Comment
  • In Battle Of Market Influencers, Putin Takes Round 2 [View article]
    LOL if Putin is winning market influence why is the Ruble and the Russian stock market crashing. Sadly, its not Yellen versus Putin, it's Obama versus Putin and Obama has the charisma of a stick in the mud at foreign policy and military presence. Sadly, I surmise Putin's actions are all due to the stunning lack of decisiveness Obama has shown.

    That said, the gutlessness and unwillingness for Europe to spend on defense and stand up for itself even after 2 world wars is astounding as is the lack of Saudi Arabia and wealthy middle east partners to do anything about the violence and bands of terrorists that destabilize the region. As the US goes more socialist and broke doing it, it will not have the money to save its allies much the same way as the overly socialized Europeans can't afford to spend a dime to protect themselves.
    Aug 30 12:57 AM | 5 Likes Like |Link to Comment
  • Report: Apple wearable unlikely to ship before early 2015 [View news story]
    Yawn a hard drive with a wireless connection. Fry's is already selling that and not many people are buying them due to the price.
    Aug 30 12:44 AM | Likes Like |Link to Comment
  • How To Survive A Secular Stagnation [View article]
    Nice idea, especially since the government is already influencing free market pricing from houses to healthcare on an unprecedented scale. I disagree with this, but if we do it they could gain running oil prices down rather than running housing, healthcare, and education prices up.

    The stagnation is caused by government overspending, central bank idiocracy, a increasingly managed economy, and the encroachment of socialism into the free market. It is as inevitable as the fall of the soviet union. Europe and the US must turn back before the waters get too strong you will get sucked into free fall as you go down the waterfall.
    Aug 29 12:25 PM | 4 Likes Like |Link to Comment
  • The Demise Of American Yield [View article]
    You have a point. The simple fact is a country that embarks on mass deficit spending and QE is at odds with its own people's free market economy. To finance the increasingly socialist regime requires financing which often is done by the people and further destroys the private sector. Eventually, when this gets too huge the game is up.

    The US is fortunate that it can export inflation and the cost for government overspending by getting foreigners to finance a portion, but that is increasingly being questioned an the debt is so large even foreigners are increasingly unable to finance it.

    The US needs to learn that recoveries based on lies are almost just as bad as declines based on the truth. It is rather hilarious that the government opposes a stronger domestic economy for fear of the results compounded with their printing (inflation). The powers that be prefer for the economy to stay in suspended animation as they print and distribute to those connected enough to eat you alive.

    I feel sorry for economists because what they should be studying is not economics but socialism these days just like those selling houses shouldn't be studying sales or housing but government paperwork and regulatory law. With over 80% of housing mortgages owned and run by the government, it is no wonder market theory doesn't work on this market sector. The same increasingly goes with health care and education where inflation is free to roam because its financed through government funny money policies. Even Donald Trump tried getting into the action with his failure of a business school. Go figure.
    Aug 28 11:39 PM | 3 Likes Like |Link to Comment
  • Is The Middle Class On A Sinking Ship? No Economic Good Times For Them Or Their Retirement [View article]
    Yes, it is amazing but most households have little savings and lots of debt. The best plan is for them is to dig their way out of debt which is the opposite goal of government and Federal Reserve policy.

    If so, dividend investing is not bad, but still very susceptible to economic collapses which many families can't afford. In the end the rule applies that people usually sell at the worst times and you need capital in downturns when getting it is the worst option. In a economic meltdown many middle income families look at lost jobs, foreclosure, and crisis. This almost necessitates many to sell and is why downturns get worse.

    Yes in a hypothetical world middle income families should invest in dividend companies that don't cut dividends or go under and never sell even when they are in economic straits, but this is unrealistically absurd to believe this will happen most of the time.
    Aug 27 01:12 AM | 1 Like Like |Link to Comment
  • Can Microsoft Thrive In A Mobile World? [View article]
    Microsoft has done such a horrible job the last few years it's almost hard for it to do worse. I'd not call it a comeback king but I do think we are hitting a floor on its ability to destroy its own businesses. Although Windows 8 has been a complete basket case, at least it has Office which it better do a stronger job at protecting.

    To counter Google, they maybe should consider offering a discounted nerfed version. I know a lot of people who get word docs on their mobile and can't open them. This leads them to Google Docs doors as they ask the sender to change them to Google docs.
    Aug 26 10:50 PM | 3 Likes Like |Link to Comment
  • Stumpf: GSEs choking mortgage business [View news story]
    No loans should go from banks to taxpayers through Fannie and Freddie. This is not bank lending, its a racket loaning to people at irregularly low rates and dumping the future losses on taxpayers. Worse still is the lending to people who can't pay long term and handing them off to taxpayers.

    If you lend to them, take the risk of default yourself. Fannie and Freddie should only cover 50% or less of loans. That would make banks think properly about lending and end the absurd government racket of setting mortgage interest rates so low and lending to those at risk that they can't cover defaults. This is not capitalism, its a farce. The ingredients for the housing bubble are still in place and the bubble is even bigger than the last collapse.
    Aug 26 10:25 PM | 3 Likes Like |Link to Comment
  • Are We At The Beginning Of A Bear Market In Commodity Prices? [View article]
    True maybe he meant the bull market in stocks lol. The printing of money has hardly helped commodities since the banks hoard it all and try to run up stocks and houses. Housing of course so they can dump their massive excesses on the public before another crash and stocks to book gains by running the casinos. Unfortunate, for them more and more private investors are leaving which increasingly pits them against each other to the point they rely on the government to keep pumping them full of money so they can keep pumping the market up. Eventually this will end very badly for most banks.

    Aug 26 02:41 AM | 2 Likes Like |Link to Comment
  • Why The Fed's Outrageous Gift To Foreign Banks--- Risk Free Aribitrage On IOER--Is Just The Tip Of The Iceberg [View article]
    That's a very narrow view. Economics, unfortunately affects everyone, and thus the distortion and destruction of economics also dooms everyone, thus making all the more important to appeal to everyone to stop the ridiculousness before it impoverishes us like it has done to so many other empires that gave up economics for a fabricated lie.
    Aug 26 02:32 AM | 2 Likes Like |Link to Comment
  • U.S. Treasury yields follow Bunds lower [View news story]
    It's true the economy is not doing well, however, yields can't drop much further because the action of creating inflation by pumping select banks full of money and running massive deficits witch your own country can't absorb makes the willingness to own US debt at lower yields prohibitively bad, not only do you lose to inflation but you also risk losing huge sums if this silly game continues and no one else is there to prevent the inevitable train wreck.
    Aug 26 02:24 AM | Likes Like |Link to Comment
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