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Moon Kil Woong  

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Latest comments  |  Highest rated
  • 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
  • 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
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