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Moon Kil Woong  

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Latest comments  |  Highest rated
  • Another Knock On China's Economy [View article]
    China is managing their drop in growth incredibly well compared to most emerging economies dealing with slower growth and deceleration of manufacturing job growth and an export driven economy. The issue is China is aware of this and is purposefully doing this. The weakness is China's recent activity to stimulate the economy to prevent a faster slowdown.

    This vastly differs from the US who's slowdown is not purposeful and who's stimulus is bent on enriching and saving the few rather than doing anything meaningful for the economy. Whereas China realizes the shift in their economy and is trying to move it towards domestic growth the US is clearly in denial and is trying to preserve TBTF banks that do nothing but stall the economy and embrace increasingly socialist constructs like Fannie Mae and Freddie Mac rather than address the fundamental change in their economy.

    The real knock on China's economy is the growing weakness of its biggest trading partner, the US which is increasingly becoming embroiled in debt and a deteriorating economy.
    Apr 23, 2015. 05:12 AM | 5 Likes Like |Link to Comment
  • Greecing The World! [View article]
    "Looking at this from another angle, since the Greek debt is tier one capital, banks can, and already have, lent amounts up to ten times value... OFF of the Greek debt!", very good point. In reality, Greece and other bad fiscal countries endanger the lie that government debt is risk free and safe. It clearly is not, especially when run into the ground by socialist debt ridden policies.

    In reality, a lot of government debt should be discounted, even arguably US debt. Sure the US can produce more to pay off their debt, however clearly this devalues the currency at some point if not at every point.
    Apr 23, 2015. 05:02 AM | 2 Likes Like |Link to Comment
  • RESPECT FOR THE FED? NO. NOT MUCH. [View instapost]
    Actually the Fed's main and arguably only reason for existence which is somewhat artificial is to make a market for US Treasuries and insure the sales of Federal Government debt which sadly it is ruining by interfering and fixing its own auctions.

    Everything else has been built upon its monopoly on US debt auctions and the results of it leading to it becoming the bankers club and bankers lobby. After all, increasingly that's where the new funny money/liquidity is coming from to pad banks, especially with the introduction of QE. It has nothing to do with employment or fixing the economy and they know it. It has a lot to do about a un-gentleman's club of siphoning benefit to a select wealthy few.
    Apr 23, 2015. 04:56 AM | Likes Like |Link to Comment
  • Gold equities tumbled today as futures fell [View news story]
    The Fed doesn't have to raise rates to wring in home prices. All that needs to happen is tightening the screws on how quickly and easily Fannie and Freddie qualified loans can be dumped onto taxpayers.
    Apr 23, 2015. 04:49 AM | Likes Like |Link to Comment
  • AT&T up 1.9% after beating on EPS, posting best-ever churn [View news story]
    Decent quarter but not unexpected given the stock price which can described as lofty. No real surprises.
    Apr 23, 2015. 04:46 AM | Likes Like |Link to Comment
  • The Housing Market: Dead Or Hibernating? [View article]
    Housing will never be healthy until Fannie and Freddie's chokehold on the market ends and there is a real capitalist market for property lending. Likewise, the unhealthy in the housing market is exemplified by the fact banks dump their home loans as fast as they can onto the taxpayers save for the high income non Fannie Freddie deals. This housing market is still artificial backed by taxpayers who are the usual dupe.
    Apr 23, 2015. 04:44 AM | 1 Like Like |Link to Comment
  • General Electric: Pain Purifies [View article]
    Like most companies GE has little area to grow. Likewise, GE capital was a financing arm but was used to win deals and market. There will be consequences from severing it for both sides. Needless to say, they still should be separated.
    Apr 23, 2015. 04:38 AM | 4 Likes Like |Link to Comment
  • Facebook's Q1 ad sales hurt by strong dollar; MAUs up to 1.44B [View news story]
    Facebooks big issue is the growing trend for people to unfriend anyone inviting them to a stupid gaming app or dumb business. Facebook is getting pushback from their over marketing their relations. They need to grow their offerings so they can increase their ads without further alienating their users.
    Apr 23, 2015. 04:33 AM | 2 Likes Like |Link to Comment
  • U.S. Oil Production Has Started Its Decline [View article]
    Saudi Arabia has much ore to worry about than US production, mainly Iranian production. To curb this, they will not decrease their supply or support higher prices. As for the US, most producers are pretty much committed to keep up production already installed thus making the glut continue.
    Apr 22, 2015. 11:54 PM | 1 Like Like |Link to Comment
  • The Naked Truth [View article]
    Generally good article. Panic is never good, however, one should seriously look to take money off the table. Both bonds and stocks are dangerous and commodities are not faring much better. Given the Fed's position to make money as useless as possible to kill capitalism and encourage mass spending, I don't expect any market logic to prevail until it all falls apart much like the USSR. Be wary of any financial system that blatantly goes against capitalism.
    Apr 22, 2015. 11:52 PM | 6 Likes Like |Link to Comment
  • The Bubble That Was Not A Bubble: Understanding SPY's Valuation [View article]
    Large corporations have done much better than the economy in this environment which is a big reason why the economy grows so little. Earnings have gone up on stock buybacks by companies more than standard profit growth. This is not sustainable.
    Apr 22, 2015. 11:42 PM | 4 Likes Like |Link to Comment
  • Citigroup Earnings Normalization Yields 65% Upside And Optionality Via Warrants [View article]
    Sadly TBTF banks are as garbage as always. Sadly, bolstered by zirpish money and QE and Fannie Mae and Freddie Mac hidden asset purchases they use their liquidity to deprive healthy banks growth making the whole banking sector garbage. The US will not recover until TBTF status is lifted and at least one of these giant weights on the US is removed. The US still needs reform that did not happen thanks to the bailout of these stinkers and the TBTF status given to these failures. Of course they trail the market. The only reason they shouldn't is because they eventually will take down the economy and market with their disastrous ways.
    Apr 22, 2015. 12:37 PM | Likes Like |Link to Comment
  • Lockheed Martin: Well-Positioned To Take Advantage Of Global Destabilization [View article]
    Smart comment and quite accurate.
    Apr 22, 2015. 12:31 PM | 1 Like Like |Link to Comment
  • Today's Market: Tech And Biotech Stocks In The News [View article]
    Yahoo is really overly lambasted. Nokia and others are getting into automotive with partners which is way better than Apple however, apparently Apple failed to get one early on, probably because they want the auto maker to lockdown their cars to them and use proprietary screws (just kidding sort of, Apple is always overburdensome on their slaves, I mean partners).
    Apr 22, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • McDonald's +2% with eyes on May 4 turnaround announcement [View news story]
    I can say one thing, it's not hard to make McDonalds more attractive than it is now. Still, I think an improvement is about as equal as another bad story. After all, last I heard they still put rubber mat chemicals in their bread because they find it cheaper than yeast. All I can say is ... really McDonalds, are you really run by a clown?
    Apr 22, 2015. 12:25 PM | 2 Likes Like |Link to Comment
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