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Moon Kil Woong

 
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  • Stock ideas for 2011 [View instapost]
    Thanks. It's not a bad stock but I'm worried about the whole global economy in 2015.
    Jan 9, 2015. 10:36 PM | 2 Likes Like |Link to Comment
  • AIG: Global Value In A World Of Overvaluation [View article]
    AIG has recovered remarkably on the backs of taxpayers. Now that they are cut loose I wonder who is writing the backstops to all the derivatives flopping about the market. Likewise, AIG retains huge risk in real estate and the market. Those who would profess AIG is protected from the next downturn should think twice. Their profit, as most insurers profits are mainly derived from eating risk, and the more they profit usually the riskier they are getting whether or not you see it.

    Personally, I would never own AIG. It is a disgrace to the American people as are the TBTF banks that leach off of America and use socialism to insulate themselves from risk. Yes, it makes a great business but at the cost to capitalism, fairness, and equity.
    Jan 9, 2015. 10:34 PM | 1 Like Like |Link to Comment
  • China's New Normal: Exhilaration In Deceleration? [View article]
    China is still dependent on the US for their economy and will suffer as always as the US bends towards a long overdue cyclical downturn. Most likely their downturn will be lower due to already actively slowing their economy before the downturn and bringing down speculation and debt especially in real estate where as the US is doing the opposite yet again.

    At such a time deceleration will be far from fun or normal. China investment, although things have changed, remains remarkably the same as in the past. It gets hit when the US goes into decline and bounces back faster and stronger due to superior growth, lower government debt, and a gradual move towards capitalism whereas the US government and central bank policy is dabbling in pretty much socialism these days.
    Jan 9, 2015. 10:17 PM | 2 Likes Like |Link to Comment
  • What To Expect From Exxon Mobil's Earnings Report [View article]
    XOM is already included in almost all recognized mutual funds and large cap diversified portfolios. That said, given the factors affecting oil, it still doesn't justify buying it when you will get it cheaper in the future. Hold tight and buy after all other oil companies are gushing black tears.
    Jan 9, 2015. 09:56 PM | 1 Like Like |Link to Comment
  • ExxonMobil And Chevron: Comparing The Yields Of These 2 Energy Dividend Aristocrats [View article]
    The dividend rate will increase as the price falls, there needs not be any increase in dividends to produce increased yields. That said, owning oil companies for dividends right now is not a good policy although Exxon is a great buy after the oil declines end.
    Jan 9, 2015. 09:52 PM | 8 Likes Like |Link to Comment
  • Bakken producers need $55 oil to keep production steady, regulator says [View news story]
    Sadly, the Bakken will bake a lot of people betting not just on oil but real estate and businesses tied to illusory wealth. It will be like Texas with the oil collapse all over again.
    Jan 9, 2015. 09:50 PM | 2 Likes Like |Link to Comment
  • A Market Manifesto For 2015 And Beyond [View article]
    Generally look to where government or the central bank tread or support with funding, legal games, and guarantees and you will find the devil. It's called socialism/communism and it still exists.
    Jan 9, 2015. 09:47 PM | 1 Like Like |Link to Comment
  • Bank Of America: A Deep Value Juggernaut [View article]
    They were not forced. Such arguments by them are lies. Likewise, their agenda remains to get too big to fail so they can dip into your wallet again. It wasn't the first time they got bailed out by America and won't be the last. Likewise, failed institutions should fail, not get sweet public deals to exist and keep sucking the economy dry. This is what socialism is built upon.
    Jan 9, 2015. 09:44 PM | 1 Like Like |Link to Comment
  • Amazon Delivery Drones: An Update [View article]
    Ergo yes you are right and it proves my point. Apple is at a loss without Jobs. Still the building is a royal waste of assets, but the can do whatever they want with their money. Just don't ask me to own their shares.
    Jan 9, 2015. 09:41 PM | Likes Like |Link to Comment
  • Bank Of America: Breaking Up Is Hard To Do [View article]
    B of A will never give up its girth. It's business is premised on using the public as a shield to protect itself from bankruptcy. It is up to the government to prevent such companies from getting that way and it's the government's fault for rewarding companies for getting that way. there is a reason TBTF banks are even bigger after the last downturn, because the government announced and rewarded the bad behavior.
    Jan 9, 2015. 02:15 AM | 2 Likes Like |Link to Comment
  • Federal Reserve Exit Strategy: Number 6 [View article]
    First a market recovery is not a given. Second the federal reserve has no intention of reversing its QE and if anything wants to allow more QE in market weakness. third there is no exit strategy to QE just like Japan. the only exit strategy is a ruination of your economy much like socialism which QE is pretty much is but it goes to the rich rather than everyone, but so does most versions of socialism.
    Jan 9, 2015. 01:25 AM | 3 Likes Like |Link to Comment
  • Oil & Gas Stocks: Have You Noticed A Performance Improvement? May Be Worth Paying Attention [View article]
    I agree with the commenter to your comment. Supply is inelastic on the downside as well as the upside. The simple fact is there is more supply than demand and it will stay that way for some time. In addition, those holding it want to rid themselves of it before more losses accumulate and there is increasingly less places to store the reserves even if they wanted to stockpile the losses. It is a mess and a strong rebound pretty much is a joke. One can only hope for less of a steep decline or a major war that turns off about 100% of Saudi Arabia's production which is unlikely to happen.
    Jan 9, 2015. 01:16 AM | 5 Likes Like |Link to Comment
  • Time To Take Profits In Micron [View article]
    Agreed get out of semis and tech while the going is still good.
    Jan 7, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • U.S., Russia, Saudi Arabia: Who Is Going To Win In The Oil Price Stand-Off? [View article]
    Economies not based on oil will do much better because oil production well as massive oversupply and speculation does not bode well for a quick turnaround. Sadly the pop will chill demand as the massive investments stop and then their bonds and companies fail leading to a drop in junk bonds, banks, and real estate premised on these massive misallocations of money which was cheap to get but will be scarce all too soon.
    Jan 7, 2015. 11:56 PM | 3 Likes Like |Link to Comment
  • Energy Stocks: The Opportune Time Is When Both A And B Occur [View article]
    The author left out the main ingredient for the oil collapse. There has been massive overinvestment and overproduction thanks to massive speculation in oil which pushed up demand and reserves for years now and created a massive bubble in excess production and supply which will take years to reverse. This is not merely a plot by Saudi Arabia or the US to impoverish Russia, Iran etc. although it may do so. This is market forces correcting a massive bubble partially caused by easy money, bank speculation, and over production and over investment that has gone on for years.
    Jan 7, 2015. 11:53 PM | 11 Likes Like |Link to Comment
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