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Moon Kil Woong  

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Latest comments  |  Highest rated
  • Will The Quants Blow Up The Markets Again? [View article]
    Quants are a problem, but what really is going to blow up the market is the Federal Reserve's un-Keynesian approach to monetary policy that destroys the levers Keynes set up to loosen monetary policy in downturns only like low rates.
    Jun 24, 2015. 05:17 PM | 6 Likes Like |Link to Comment
  • The Dollar Does Disturb Junk [View article]
    There will always be an adverse effect on liquidity with tightening and with an economic cycle ending. Given both of these may be following on the heels or in tandem due to the anti-Keynesian misuse of interest rates and liquidity of the Federal Reserve it is up to individual players to determine which is causing the tightening since it is already beginning to happen globally, which is implying a bigger effect than just a country issue.
    Jun 24, 2015. 04:29 PM | 2 Likes Like |Link to Comment
  • The Ridiculousness Of Ambarella [View article]
    I agree with the market bubble, but disagree that AMBA deserves special status as ridiculously dumb pricing. If it meets or exceeds its targets it will not be unusually or abnormally priced.

    There is an issue of technology being in vogue and whether they can keep their status as tech develops, but this is par for the course. It Applies to Apple, Microsoft, and any other tech company. If one could predict they couldn't keep up as the market develops that's one thing. If one says their current technology won't last forever so you should dump it, that's a very weak straw man argument.
    Jun 24, 2015. 03:25 PM | 2 Likes Like |Link to Comment
  • Solazyme Begins To Sell Algae Oils To Natura Cosmeticos [View article]
    The posts were to counter the denials that it produced fuel to the military and their original mission to clean fuel technology. I agree they have done a lot to change their focus, some for the better, but at a giant cost to capital a the company continues to hemorrhage money.

    Making a cream will not reverse the trend nor will their other million ideas that so far are wasteful to capital expense. Sure the technology has promise, but as I stated before, the lack of direction has squandered capital and made the number of shares outstanding absurd which will only look worse as their price plumbs the sub $5 level now. few can recall when it traded above $20 nowadays.
    Jun 23, 2015. 02:10 AM | Likes Like |Link to Comment
  • The False Debate - Deficit Spending Vs. Austerity [View article]
    Clearly the objective to any real growth is to make domestic private growth outpace government growth. It is the good of both the private sector and the governmental side where as we see with hurting nations, the opposite is eventual economic suicide. How to stimulate the private sector without huge growth in the public sector is a issue current Keynesians seem to think is impossible.

    It is not. Capitalism in world worked fine before Keynes and todays Keynesians would be rejected by Keynes himself as socialists planned economy idiots if they met each other back when he was alive.

    Declining government spending to GDP is a huge sign of progress. Decreasing governmental debt in a growing economy is a sign of winning. Unfortunately the US is not in a position to achieve this due to QE which chokes the private sector, kills growth, and in reality should be considered additional government stimulus spending.
    Jun 22, 2015. 02:23 PM | 6 Likes Like |Link to Comment
  • Gold Investors - The Fed Is Not Our Friend [View article]
    Gold isn't just a security against hyperinflation. It is security for instability. That's why Greece still holds gold even though they default on their payments. That is why all 2nd world central banks hold it in reserves.

    It is true the Fed isn't gold's friend. It goes without saying that it seems every central bank is scared the world may someday revert back to a hard asset backed monetary system. With the dollar also being the beneficiary of instability, often throughout history both have risen in tandem. The rise of one doesn't always mean the decline in the other, especially in real terms. right now anything holding its own against the dollar internationally is doing well.
    Jun 22, 2015. 02:10 PM | 1 Like Like |Link to Comment
  • Payments Wolves In Sheep's Clothing [View article]
    Credit Card sites are the worst along with their rewards plans which sit separate from your payment space. This concept was attempted with rewards points before hoping people would buy stuff for a discount with their points. Now they just have rewards points sites with people buying stuff for free.

    Although card companies are great at picking through what you buy in the grocery store and what underwear you buy and where at, they are horrible at turning it into sales under themselves and a bit creepy when they do it. Cash is still a good way to for most of you daily buying. Why? It limits overspending.
    Jun 22, 2015. 02:04 PM | 4 Likes Like |Link to Comment
  • Will The U.S. Treasury Market Get A Summer Vacation? [View article]
    Mexico's gulf is the next area that's going to be pouring the thick oily stuff out. It is estimated it holds as much as Canada's tar sands if not more.

    As for a resumption of growth, I agree. there is not a lot that can happen while the QE rope is still on our necks. Undoubtedly, there will be calls to stick a few more QE nooses on our neck to help us just like Japan before someone tries removing one. Removing QE is thought to be impossible and/or economic suicide, so why did they mess with it at all in the first place? Because it made the bankers wealthy in the short term and was run by the bankers lobby aka the Federal Reserve. Sadly there was nothing anyone could do about it save politicians to claim to prevent it as an act to protect their sovereign right to print money.

    It was just about the biggest most undemocratic monetary thing done in the US and it is likely to get bigger and worse unless someone does choose to thrall the giant worm eating us from the inside out.
    Jun 21, 2015. 09:56 PM | 1 Like Like |Link to Comment
  • Isis Pharmaceuticals: Another Regeneron (Or Even Better) In The Making? [View article]
    Isis's potential future is already priced in and I didn't say its failing, it just isn't making much headway in terms of profit for all its gambles and joint deals. If it doesn't get approved it is just a lot of chatter. I suggest waiting for fact before you suggest blowing its value even higher.
    Jun 21, 2015. 09:43 PM | Likes Like |Link to Comment
  • Greece: Should I Stay Or Should I Go... [View article]
    Wrong, look at the statistics before the creditors forced changes in Greece. You will find they are roughly the same. Greece has wrought this themselves long, long ago. If anything forcing change is for the good of Greece because where its going no one would be able to save them. Likewise, you should stop blaming those who have tried to help Greece with credit as the evil enemies. They were and are not. A backward, distorted government is to blame, period.
    Jun 21, 2015. 09:39 PM | 2 Likes Like |Link to Comment
  • Fiscal Policy Potent In A Liquidity Trap [View article]
    Indeed the problems that we are in now have all been charted with Japan. However Japan had massive savings and was running a huge trade surplus. We however are running with massive debt and a huge trade deficit as well as a Federal government that spends oblivious to anything. Thus the decline for going off the regular course of fiscal policy is much steeper and will likely be more severe.

    The Federal Reserve has no one to blame but themselves for the ramifications, although like the great depression, they will not admit anything because it may subject them to abolishment like all the other US central banks we disbanded due to political gaming, corruption, and generally making the economy worse rather than better.
    Jun 21, 2015. 09:34 PM | Likes Like |Link to Comment
  • Stages Of Hyperinflation [View article]
    Japan had a huge amount of reserves and their people saved like mad. It also had strong exports. Other countries that think they can copy it are fooling themselves. Even so, QE still killed their economy like it is doing to our economy.
    Jun 21, 2015. 09:23 PM | 3 Likes Like |Link to Comment
  • We've All Been Keynesians For The Last 7 Years [View article]
    I would not call our current Federal reserve Keynesian in any way. They are expansionist in a recession, out of a recession, and in expansion. Expansionist even in a business cycle as old as ours on the verge of the end of one cycle and the beginning of a new one. this is not intelligence or brilliance. It is quite the opposite. Such a policy has nothing to do with Keynes and a lot more to do with appeasing those that feed off the fiscal madness.
    Jun 21, 2015. 08:09 PM | 3 Likes Like |Link to Comment
  • Argentina At A Crossroads [View article]
    haha, well said. Follow the yellow brick road.
    Jun 21, 2015. 10:58 AM | Likes Like |Link to Comment
  • Argentina At A Crossroads [View article]
    The issue being discussed these days in not just what they teach in Argentina but the world around that places sovereign debt as the risk free rate in which to value other debt. Sovereign debt, the argument goes is risk free because the government can just print more money to pay it. Yet as we saw in Argentina before, that has very very bad consequences including hyperinflation.

    One should value sovereign debt based on its ability to not have to engage in bad solutions and have options on how to counter a economic downturn. Given this many countries debt should certainly be valued higher than the risk free rate that textbooks say they should valued at. Sadly, most find out the risk after this model has utterly collapsed.
    Jun 21, 2015. 10:57 AM | 1 Like Like |Link to Comment
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