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Moon Kil Woong  

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Latest comments  |  Highest rated
  • Tesla Earnings: The Good And The Bad [View article]
    The real shift is away from Tesla and for the next get the public to finance scheme which happens to be the supertrain. What Tesla really needs is a CEO who wants to spend all his effort on Tesla.
    May 9, 2015. 12:13 AM | 2 Likes Like |Link to Comment
  • Not Your Father's Microsoft [View article]
    Yawn no one could have done worse than Microsoft with Windows 8 and their losses in tablets. It is true Microsoft has done better than terrible, but it is a long way from being wonderful. Buying after the recovery is a big bet because Microsoft has failed many a time at finding the next trend and horrible at being quick about anything.

    I agree IBM looks better than Microsoft at the current valuation, however, I do not advise plays on weakness in the tech sector. It tends to be an underperforming bet in the tech arena.
    May 6, 2015. 02:02 AM | 1 Like Like |Link to Comment
  • What A Biotech Sell-Off Will Look Like [View article]
    A authentic biotech pullback will be sporting 50-70% price decreases and will not be missed by anyone. The good news is medical and pharma will show weakness first. So if you want to play this over hyped sector keep a close watch on pharma.
    May 2, 2015. 03:37 PM | Likes Like |Link to Comment
  • Why I Believe IBM's Turnaround Efforts Are Bearing Fruit [View article]
    Yawn, IBM is always last to the feast. IBM would be better focusing on the next avenue for tech growth. It has plenty of resources and beginning technology in almost every field. Flitting around and trying to convert its existing sales to ones that appear more cloudlike is a bit blockheaded, and partnering for mobile is its best avenue for growth in mobile.

    It should try to start leading for a change. Management is the problem, not the company itself which is why they have been in such a rut for so long.
    Apr 30, 2015. 12:07 AM | 4 Likes Like |Link to Comment
  • The Knockout In Final Sales [View article]
    Good article. I like your comment "There is more to say about GDP itself, especially since GDP ex inventory was about -3% again".

    However, I would tend to say that this fact alone is enough to explain the real very terrible state of the economy.
    Apr 29, 2015. 09:08 PM | 4 Likes Like |Link to Comment
  • China's Debt Pile Is Frightening And Getting Worse [View article]
    This is misleading. China's debt is some of the best debt given its going to companies to fuel growth and production. The US drop in non-financial debt is much worse in that it shows little to no new investment in productivity and growth. The one worrisome debt is China's financial debt, however, their low government debt helps offset the concern unlike the US which has both above China.

    One should be harping at other economies not China if you are relying on your graph.
    Apr 29, 2015. 09:05 PM | 5 Likes Like |Link to Comment
  • More on GDP miss: Exports slide as dollar strengthens [View news story]
    100% correct. When there is an economic downturn the Fed has only one out given they used up everything else, devaluation and QE to their friends. Of course, that's why the Fed wants to raise rates, so they can use it to lower rates. The problem with this is they have waited so late in the cycle any raise will cause an economic downturn.

    They are stupid and greedy and an absolute failure in economics 101. It is pathetic.
    Apr 29, 2015. 09:01 PM | 3 Likes Like |Link to Comment
  • Stocks end lower as investors weigh Fed statement, weak Q1 GDP [View news story]
    1) I think it will be hard for Salesforce to sell itself over the already richly valued shares, although selling makes sense since it isn't doing that well using real accounting principals despite its fast growth and its employee share giveaways is diluting everyone to hell despite its growth. Simply put, it model can't continue as is, especially after it reaches slower growth phases. That said, their sales is a warning that it sees worse times ahead and wants out now. This should not lift tech.

    2) Bios are interesting but grossly overrun recently.

    3) The fall off is very mild given the sorry state of the economy and outright rejection of the strong economy argument that the fed and gov. keeps pushing. Wake up and smell the weakness. WE will see if the business cycle actually ends.
    Apr 29, 2015. 08:58 PM | Likes Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    Unfortunately, the stock is already richly valued despite the gas price collapse.
    Apr 29, 2015. 08:51 PM | 1 Like Like |Link to Comment
  • The Economy Is Growing Slower While The Markets Rise [View instapost]
    LOL, its funny the federal Reserve doesn't know what economists knew 100 years ago. Without investment, and capital investment in particular, your economy isn't going anywhere good even if you dump money/liquidity out of nothing to all your friends. Worse yet, if you do this without ample goods and services you will be impoverishing your nation at the same time.
    Apr 25, 2015. 01:43 PM | Likes Like |Link to Comment
  • There Is Little 'Fact' In The Austerity Vs. Deficit Spending Debate [View article]
    They are built somewhere. The only problem is they go to everywhere that ends badly for the economy that gets on them.
    Apr 25, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • How Much Faith In The Fed Is Too Much Faith? [View article]
    Almost everyone has discounted a raise in interest rates. they also believe International risks are abating and risk overall is declining even as earnings are weakening. Furthermore, they feel that the Federal Reserve is still capable of backstopping the market even with floored interest rates and the economy is sound even though floored interest rates fundamentally contradicts this.

    Indeed, these views put together signal a complete 1) lack of logic and deductive reasoning, 2) an investment climate lulled by government and central bank miscues and severely at odds with market fundamentals, and 3) a overblown and overextended market with little room for any reality check. Many will debate whether there is a bubble or not. One needs not get into this argument over what constitutes a bubble, one only needs to look at the bad logic guiding the market. It is worse than a bubble and the logic is irrefutable that illogic has been allowed to rule the roost.
    Apr 25, 2015. 01:58 AM | 5 Likes Like |Link to Comment
  • What Does 'Avengers: Age Of Ultron' Mean For Disney? [View article]
    Yawn, Disney is as predictable as the weather. Nothing new here, but better than the disease contagion at Disneyland.
    Apr 25, 2015. 01:42 AM | 1 Like Like |Link to Comment
  • Potash Corp. Sees Substantial Upside In Being The Best In A Bad Neighborhood [View article]
    Agreed, Potash is one of the few stocks I'd suggest people acquire today and keep in their retirement package long term. Congrats to Lupin for finding it without any guidance.
    Apr 23, 2015. 11:24 AM | 3 Likes Like |Link to Comment
  • The Bubble That Was Not A Bubble: Understanding SPY's Valuation [View article]
    As stated, I agree that it is a combination of both factors. The banking sector is especially poignant on how the TBTF banks have used the government backstop to roll over the more healthy banks. They alone are much bigger in their quest to remain TBTF so taxpayers will pay for their failure. What a backwards system we have created.
    Apr 23, 2015. 11:18 AM | Likes Like |Link to Comment
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