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Moon Kil Woong  

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Latest comments  |  Highest rated
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    Yawn, music streaming is clearly undercutting paid music downloads. It will make a buck but won't offset the weak to flat growth in music revenues. Fortunately, Apple doesn't need growth here and in fact it is small enough to be practically irrelevant to the long term profitability of Apple as a whole.

    What matters most is mobile sales and hardware sales.
    Apr 5, 2015. 10:12 PM | 10 Likes Like |Link to Comment
  • The Monetary Illusion [View article]
    Scott Minerd "classical economics would tell us that the pricing distortions created by the current global regimes of QE will lead to a suboptimal allocation of capital and investment, which will result in lower output and lower standards of living over time." Masterfully said. I couldn't have said it better.
    Mar 27, 2015. 10:44 PM | 6 Likes Like |Link to Comment
  • IBM: Correcting Misinformation Created By SA Contributor Josh Arnold  [View instapost]
    This is a start, however, IBM must address the more worrisome fundamentals of their business. Financial gains have been the mantra for the last 10 years, however, pretty much all the games have been played out save those that skirt the law way too closely.

    Sadly Wall Street needs to focus on real returns and fundamentals and few know how to do so anymore. IBM certainly seems to have forgotten how to do so for years now.
    Mar 27, 2015. 10:41 PM | Likes Like |Link to Comment
  • When Beating The Market Is Not Enough [View article]
    Fund investors are paid to beat the market yet a huge majority fail simply because they take money off the table and pocket it in fees and trading costs. In order to make it up, they take abnormal risk which over time would add even more loss. However why should they care? It's not their money and they get rewarded for the outsized gains they get gambling with others money.

    One doesn't need to play the stock market to realize this behavior. One just needs to make a deal with a compulsive gambler anywhere in the world. The concept you need a degree to rip people off and gamble badly is a fiction spun by Wall Street. Don't get caught in their web, which sadly includes the government who tax these terrible investments that discourage you from just buying stock outright and paying no taxes until sold.

    Theoretical gains taxes are the most blatantly wrong thing in the market and yet 99% of investment advisors tell their clients to engage in just that. Shame.
    Mar 27, 2015. 10:36 PM | 1 Like Like |Link to Comment
  • Williams Companies: Playing The Gas Infrastructure Super-Cycle [View article]
    You are right long term oil and gas will rise again, sadly the market is now controlled by people taught that all that matters is tomorrow and follow the trend making it much worse than usual. The trend is not your friend right now and sadly Mideast woes actually will encourage oil supply in the Mideast to stay strong or rise in order to finance a looming regional war.

    Buy as the economy collapses under the market cycle and the "pseudo" strong economy is replaced by weak economy mantra to justify not raising rates yet again. The market has reached a point where it is fundamentally overvalued because it requires strong growth while at the same time requiring no interest rate increase which only happens if the economy is weak. The only thing holding it up is the Federal Reserve getting TBTF banks to buy more to fix the market like they fix Treasuries by creating artificial demand.

    If one hasn't noticed, everyone else is lightening up on the market. Too bad if it turns bad even if you exit you will still pay through government bailout to the TBTF banks told to gamble. The Federal Reserve should open a casino. Or maybe not, no one would trust that anything is fair.
    Mar 27, 2015. 10:28 PM | 6 Likes Like |Link to Comment
  • Has Orexigen Delivered A Death Knell To Vivus? [View article]
    Good comment. Each drug has its own specifics and all are bad versus cutting soda and fast food from one's diet. Generally speaking, medication for this problem is avoiding the main issue and the side effects for taking them are certainly worse than self-restraint.
    Mar 27, 2015. 10:15 PM | 3 Likes Like |Link to Comment
  • U.S. Stocks: Oh Behave! [View article]
    True, however, the Federal Reserve continues to support the TBTF banks massive allocation into stocks and derivatives against market fundamentals thus exacerbating the overruns until they collapse. Of course, it seems clear they intend to continue to do so until the Democratic president leaves office thus putting whoever comes next holding the bag.

    Although this helps Democrats in order for this to work they must have Republicans win to dump the bag on. It is sad seeing the Federal Reserve play politics.
    Mar 27, 2015. 10:10 PM | 5 Likes Like |Link to Comment
  • Elon Musk's Statement On Chinese Scalpers Contradict Tesla Spokesman [View article]
    It is funny Tesla is even selling in China given their statements that they can't fulfill demand in the US. I agree, there is something very amiss in this fiasco and its not scalpers outside the company.
    Mar 27, 2015. 09:00 PM | 17 Likes Like |Link to Comment
  • Sears Holdings: The End Game [View article]
    It is sad to see Sears so poorly run for years. The management doesn't even want to try to improve things and like all stores, decreasing advertising funding and improving and changing the store pretty much guarantees its slow collapse.

    Sears had a lot going for it. I agree that it is in its last legs as management continues to destroy it and now is actively looking to sell off its assets.
    Mar 27, 2015. 08:57 PM | 1 Like Like |Link to Comment
  • OPEC governor: oil at $100-$120 again a long shot [View news story]
    Yawn 100-120. Take of the zero and the argument may be worth considering. Of course, the Federal Reserve and binge spending will eventually make oil $100-120 again however it will also make your pizza cost $100 as well.
    Mar 23, 2015. 12:22 AM | 3 Likes Like |Link to Comment
  • It's As Clear As Mud [View article]
    A zombie economy doesn't make a country more secure, just ask Japan. Likewise, you are correct we don't need to raise them to 5% however, a central bank set at zero has already given up their first strongest weapon to counter a economic downturn. Dropping your defenses make you weaker, not stronger.
    Mar 23, 2015. 12:16 AM | Likes Like |Link to Comment
  • AIG to pay nearly $1B to settle class-action suit [View news story]
    Yawn, the fact we allow such abuse in our financial system without major repercussion will only mean it will happen again and again. Just wait for the next downturn and TBTF banks and shady financial firms and insurers will unload all their junk onto taxpayers, clients, and the unsuspecting.

    Someone is helping to cover all the new derivatives growth now happening under the curtains. Yawn, it is no ones concern just like last time until everyone has to pay for their behavior.

    Sadly the regulators should be sued for allowing such behavior to run rampant under their nose. Rather instead they are rewarded for playing dumb until years after its over.
    Mar 23, 2015. 12:04 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: White House To Unveil Fracking Rules [View article]
    Mideast... Iran, Financial... China and all those we keep hemorrhaging money to, Europe... Russia. The sad fact is we are destroying our own power and advantages which did not have to happen. It is not just an Obama thing from Bush Jr. on Republicans and Democrats have slowly weakened the US while disrupting our capitalist system and embroiling us in side wars as we allowed Isis, Iran, Russia, and N. Korea to run rampant on the International stage.
    Mar 22, 2015. 11:57 PM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: White House To Unveil Fracking Rules [View article]
    I believe they did ask and the Obama admin refused. The US is losing its power really fast with this presidency. We might be becoming the new UK lol.
    Mar 21, 2015. 05:01 PM | 4 Likes Like |Link to Comment
  • IBM's Only Potential Upside Catalyst [View article]
    Sadly IBM is executing very poorly on almost all these fronts as their financial picture dims as you can see by his graphics. IBM needs leadership and has sadly replaced it with bureaucracy. Ergo, I'd still stay away for now. Buy tech for tech. You will be sadly disappointed when one doesn't follow that mantra and is why Buffet said he would never buy tech. Hmmm, he must be going senile, lol.
    Mar 21, 2015. 02:47 PM | 3 Likes Like |Link to Comment
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